Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOLONEY SECURITIES ASSET MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 458 | 629,803,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS 66 COM | COM | 151 | $1,269,208 | 9,533 | 0.00 | 0.00 | 716 | 8.12 | 12-31-2023 |
| SPDR DOW JONES MID CAP GROWTH | COM | 152 | $1,267,973 | 16,757 | 0.00 | 0.00 | -493 | -2.86 | 12-31-2023 |
| SECTOR SPDR TRUST SBI CONSUMER | COM | 153 | $1,262,254 | 17,524 | 0.00 | 0.00 | 456 | 2.67 | 12-31-2023 |
| THERMO FISHER SCIENTIFIC INC | COM | 154 | $1,261,549 | 2,377 | 0.00 | 0.00 | 138 | 6.16 | 12-31-2023 |
