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Mullooly Asset Management

Latest statistics and disclosures from Mullooly Asset Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001950591

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Positions held by Mullooly Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mullooly Asset Management

Mullooly Asset Management holds 47 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p Mcp Etf (IJH)	14.5	$25M	7.9M	3.13	View chart
Ishares Tr Short Treas Bd (SHV)	13.0	$22M	375k	59.74	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	9.9	$17M	11M	1.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	9.9	$17M	8.3M	2.04	View chart
Ishares Tr Msci Usa Value (VLUE)	9.7	$17M	8.7M	1.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.2	$16M	1.5M	10.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.9	$12M	189k	62.48	View chart
Pimco Etf Tr Active Bd Etf (BOND)	6.5	$11M	190k	58.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$4.0M	5.9M	0.68	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.3	$4.0M	38k	105.60	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.8	$3.2M	65k	48.66	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.4	$2.5M	17k	141.07	View chart
O'reilly Automotive (ORLY)	1.2	$2.0M	1.4k	1432.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$2.0M	40k	49.62	View chart
Home Depot (HD)	1.0	$1.7M	4.5k	366.62	View chart
Apple (AAPL)	0.7	$1.2M	5.3k	222.15	View chart
Sherwin-Williams Company (SHW)	0.6	$1.1M	3.2k	349.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$962k	12k	82.73	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.5	$936k	9.2k	101.43	View chart
JPMorgan Chase & Co. (JPM)	0.5	$805k	3.3k	245.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$762k	4.4k	172.74	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$690k	19k	36.81	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.4	$655k	6.5k	99.97	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.4	$643k	8.4k	76.53	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$595k	8.0k	74.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$564k	3.6k	154.66	View chart
Snap-on Incorporated (SNA)	0.3	$538k	1.6k	336.94	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$494k	2.2k	222.15	View chart
Gilead Sciences (GILD)	0.3	$491k	4.4k	112.07	View chart
Exxon Mobil Corporation (XOM)	0.3	$466k	3.9k	118.93	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$452k	2.3k	197.54	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$446k	2.9k	152.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$414k	2.6k	156.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$404k	785.00	513.95	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.2	$389k	3.2k	120.93	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.2	$317k	3.2k	99.13	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$295k	1.6k	188.09	View chart
Johnson & Johnson (JNJ)	0.2	$288k	1.7k	165.82	View chart
Microsoft Corporation (MSFT)	0.2	$288k	767.00	375.24	View chart
Costco Wholesale Corporation (COST)	0.2	$280k	296.00	945.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$272k	485.00	559.94	View chart
Amazon (AMZN)	0.2	$266k	1.4k	190.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$243k	457.00	532.58	View chart
Nike CL B (NKE)	0.1	$213k	3.4k	63.49	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$209k	4.4k	47.60	View chart
Oracle Corporation (ORCL)	0.1	$204k	1.5k	139.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$65k	6.8M	0.01	View chart

Past Filings by Mullooly Asset Management

SEC 13F filings are viewable for Mullooly Asset Management going back to 2025

Mullooly Asset Management 2025 Q1 filed May 8, 2025

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