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⚲
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| Moloney Securities Asset Management LLC
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| |
|---|---|
| CRD # | 282448 |
| SEC # | 801-107149 |
| CIK # | 0001697934 |
| AUM | $1.2 BB (2024-08-16) |
| Employees | 82 (95% Investors, 100% Brokers) |
| Phone | 314-909-0600 |
| Address | 13537 Barrett Parkway Drive, Suite 300 Manchester, MO 63021 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 23.5 | |
| AAPL | 2,382,844.0 | 21.2 | |
| NVDA | 399,550.0 | 14.2 | |
| AMZN | 1,092,997.8 | 12.8 | |
| GOOGL | 1,475,138.5 | 9.2 | |
| META | 434,852.0 | 6.4 | |
| GOOG | 1,482,566.4 | 5.7 | |
| UNH | 477,004.0 | 5.6 | |
| V | 419,260.5 | 5.6 | |
| IBM | 127,593.9 | 5.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,979 | 578.6 |
| (b) Individuals (high net worth individuals) | 332 | 583.3 |
| (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 | 23 | 8.5 |
| (h) Charitable organizations | 5 | 4.9 |
| (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 | 32 | 26.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,236 | 1,201.2 |
| By Discretionary | ||
| Discretionary | 4,046 | 1,110.4 |
| Non-Discretionary | 190 | 90.8 |
| Total | 4,236 | 1,201.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.5 | |
| United States Persons | 1,186.8 | |
| Total | 4,236 | 1,201.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697934] |
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