Mullaney, Keating & Wright

Mullaney, Keating & Wright as of Dec. 31, 2024

Portfolio Holdings for Mullaney, Keating & Wright

Mullaney, Keating & Wright holds 60 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 36.2 $54M 214k 250.42
Ishares Tr Rus 1000 Etf (IWB) 11.4 $17M 52k 322.16
Ishares Tr Rus Mid Cap Etf (IWR) 5.5 $8.2M 92k 88.40
Ishares Tr Rus 1000 Val Etf (IWD) 4.8 $7.1M 39k 185.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.1 $6.0M 125k 48.42
Ishares Tr Rus Mdcp Val Etf (IWS) 3.8 $5.7M 44k 129.34
Sherwin-Williams Company (SHW) 3.7 $5.5M 16k 339.92
Ishares Tr Rus 2000 Val Etf (IWN) 3.2 $4.7M 29k 164.17
Ishares Tr Msci Eafe Etf (EFA) 2.5 $3.7M 49k 75.61
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $3.0M 26k 115.22
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.7 $2.4M 24k 100.34
Ishares Tr Ultra Short-term (ICSH) 1.6 $2.3M 46k 50.43
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $2.2M 11k 190.88
Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $2.2M 35k 62.31
Ishares Emng Mkts Eqt (EMGF) 1.1 $1.6M 39k 41.82
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.6M 5.4k 289.80
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.5M 2.5k 588.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.5M 2.8k 538.78
Microsoft Corporation (MSFT) 0.7 $1.1M 2.5k 421.50
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $968k 19k 50.37
Coca-Cola Bottling Co. Consolidated (COKE) 0.6 $935k 15k 62.26
Exxon Mobil Corporation (XOM) 0.5 $747k 6.9k 107.58
Home Depot (HD) 0.5 $696k 1.8k 388.99
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $614k 20k 30.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $611k 1.0k 586.01
NVIDIA Corporation (NVDA) 0.4 $586k 4.4k 134.29
Meta Platforms Cl A (META) 0.4 $580k 991.00 585.51
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $578k 8.9k 65.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $563k 10k 55.66
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $550k 16k 35.48
Ishares Tr Russell 3000 Etf (IWV) 0.3 $507k 1.5k 334.34
Lowe's Companies (LOW) 0.3 $494k 2.0k 246.80
Valero Energy Corporation (VLO) 0.3 $490k 4.0k 122.59
Procter & Gamble Company (PG) 0.3 $487k 2.9k 167.63
Costco Wholesale Corporation (COST) 0.3 $486k 530.00 916.27
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $456k 12k 38.37
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $443k 17k 26.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $410k 904.00 453.28
Tesla Motors (TSLA) 0.3 $388k 960.00 403.84
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $377k 9.2k 40.92
Ishares Tr Core Msci Eafe (IEFA) 0.2 $366k 5.2k 70.28
Church & Dwight (CHD) 0.2 $365k 3.5k 104.71
Abbvie (ABBV) 0.2 $347k 2.0k 177.70
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $333k 6.5k 51.14
Caterpillar (CAT) 0.2 $327k 900.00 362.76
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $316k 3.9k 81.25
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $298k 2.7k 108.63
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $298k 2.4k 124.96
Ishares Tr Expanded Tech (IGV) 0.2 $294k 2.9k 102.08
Kkr & Co (KKR) 0.2 $287k 1.9k 147.94
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $267k 2.9k 92.58
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $255k 4.2k 60.75
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $236k 7.9k 30.03
McDonald's Corporation (MCD) 0.2 $229k 790.00 289.89
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $221k 1.7k 127.61
Abbott Laboratories (ABT) 0.1 $217k 1.9k 113.11
JPMorgan Chase & Co. (JPM) 0.1 $212k 883.00 239.71
Pepsi (PEP) 0.1 $212k 1.4k 152.06
Ishares Tr Us Home Cons Etf (ITB) 0.1 $207k 2.0k 103.39
Cigna Corp (CI) 0.1 $201k 727.00 276.14