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| Happy Holidays!! thanks for using AUM13F!! |
| Moloney Securities Asset Management LLC
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| CRD # | 282448 |
| SEC # | 801-107149 |
| CIK # | 0001697934 |
| AUM | $1.4 B (2025-03-27) |
| Employees | 77 (79% Investors, 100% Brokers) |
| Phone | 314-909-0600 |
| Address | 13537 Barrett Parkway Drive, Suite 300 Manchester, MO 63021 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 25.4 | ||
| Nvidia Corp | 22.5 | ||
| Apple Inc | 17.5 | ||
| Amazon Com Inc | 16.8 | ||
| Alphabet Inc | 10.4 | ||
| Facebook Inc | 10.1 | ||
| International Business Machines Corp | 9.8 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Wal Mart Stores Inc | 6.8 | ||
| Procter & Gamble Co | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,957 | 596.0 |
| (b) Individuals (high net worth individuals) | 336 | 732.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 11.9 |
| (h) Charitable organizations | 7 | 20.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 28.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,390 | 1,389.4 |
| By Discretionary | ||
| Discretionary | 4,221 | 1,295.2 |
| Non-Discretionary | 169 | 94.2 |
| Total | 4,390 | 1,389.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.7 | |
| United States Persons | 1,377.7 | |
| Total | 4,390 | 1,389.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697934] |
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