Mullaney, Keating & Wright

Mullaney, Keating & Wright as of March 31, 2025

Portfolio Holdings for Mullaney, Keating & Wright

Mullaney, Keating & Wright holds 59 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 32.1 $48M 214k 222.13
Ishares Tr Rus 1000 Etf (IWB) 11.1 $17M 54k 306.74
Ishares Tr Rus Mid Cap Etf (IWR) 5.3 $7.9M 92k 85.07
Ishares Tr Rus 1000 Val Etf (IWD) 4.9 $7.2M 38k 188.16
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.1 $6.0M 121k 49.90
Sherwin-Williams Company (SHW) 3.8 $5.6M 16k 349.20
Ishares Tr Rus Mdcp Val Etf (IWS) 3.7 $5.5M 43k 125.97
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $4.6M 24k 190.58
Ishares Tr Rus 2000 Val Etf (IWN) 2.9 $4.3M 29k 150.98
Ishares Tr Msci Eafe Etf (EFA) 2.6 $3.9M 48k 81.73
Ishares Tr Ultra Short-term (ICSH) 2.6 $3.9M 76k 50.70
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.4 $3.6M 36k 100.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $2.8M 55k 50.83
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.7M 26k 104.57
Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $2.1M 36k 58.35
Ishares Emng Mkts Eqt (EMGF) 1.1 $1.7M 38k 43.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.5M 2.9k 513.96
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.5M 5.4k 274.82
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $1.3M 26k 50.63
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.3M 2.3k 561.90
Coca-Cola Bottling Co. Consolidated (COKE) 0.7 $1.1M 15k 71.62
Microsoft Corporation (MSFT) 0.6 $938k 2.5k 375.39
Exxon Mobil Corporation (XOM) 0.6 $818k 6.9k 118.93
Home Depot (HD) 0.4 $650k 1.8k 366.49
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $611k 16k 39.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $585k 1.0k 559.52
Meta Platforms Cl A (META) 0.4 $571k 991.00 576.36
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $562k 20k 28.15
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $530k 8.9k 59.75
Valero Energy Corporation (VLO) 0.4 $528k 4.0k 132.07
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $521k 10k 51.49
Costco Wholesale Corporation (COST) 0.3 $501k 530.00 945.78
Procter & Gamble Company (PG) 0.3 $495k 2.9k 170.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $489k 12k 39.37
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $485k 17k 29.12
Ishares Tr Russell 3000 Etf (IWV) 0.3 $482k 1.5k 317.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $482k 904.00 532.58
NVIDIA Corporation (NVDA) 0.3 $473k 4.4k 108.38
Lowe's Companies (LOW) 0.3 $467k 2.0k 233.23
Abbvie (ABBV) 0.3 $404k 1.9k 209.52
Ishares Tr Core Msci Eafe (IEFA) 0.3 $394k 5.2k 75.66
Church & Dwight (CHD) 0.3 $384k 3.5k 110.09
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $380k 9.2k 41.21
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $334k 6.5k 51.07
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $322k 3.9k 82.54
Caterpillar (CAT) 0.2 $297k 900.00 329.80
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $285k 2.4k 119.73
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $267k 2.9k 92.28
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $267k 2.7k 97.49
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $266k 4.2k 63.53
Ishares Tr Expanded Tech (IGV) 0.2 $261k 2.9k 90.68
Abbott Laboratories (ABT) 0.2 $252k 1.9k 132.65
McDonald's Corporation (MCD) 0.2 $247k 790.00 312.37
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $240k 7.9k 30.57
Cigna Corp (CI) 0.2 $239k 727.00 329.00
Kkr & Co (KKR) 0.2 $225k 1.9k 115.59
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $223k 1.7k 128.99
JPMorgan Chase & Co. (JPM) 0.1 $217k 883.00 245.30
Pepsi (PEP) 0.1 $209k 1.4k 149.94