Mullaney, Keating & Wright

Mullaney, Keating & Wright as of June 30, 2025

Portfolio Holdings for Mullaney, Keating & Wright

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 28.8 $44M 214k 205.17
Ishares Tr Rus 1000 Etf (IWB) 11.9 $18M 53k 339.57
Ishares Tr Rus Mid Cap Etf (IWR) 5.6 $8.5M 92k 91.97
Ishares Tr Rus 1000 Val Etf (IWD) 4.9 $7.5M 39k 194.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.0 $6.1M 121k 50.27
Ishares Tr Rus Mdcp Val Etf (IWS) 3.7 $5.6M 43k 132.14
Sherwin-Williams Company (SHW) 3.5 $5.3M 16k 343.36
Ishares Tr Msci Eafe Etf (EFA) 3.1 $4.8M 53k 89.39
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $4.7M 24k 195.42
Ishares Tr Rus 2000 Val Etf (IWN) 3.0 $4.6M 29k 157.76
Ishares Tr Ultra Short Dur (ICSH) 2.7 $4.2M 83k 50.71
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.5 $3.9M 39k 100.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $3.2M 55k 57.01
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $2.8M 26k 109.29
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.7 $2.6M 51k 50.68
Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $2.2M 35k 62.02
Ishares Emng Mkts Eqt (EMGF) 1.2 $1.9M 39k 48.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.7M 3.0k 568.12
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.6M 5.4k 303.90
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.4M 2.3k 620.89
Microsoft Corporation (MSFT) 0.8 $1.2M 2.5k 497.41
Coca-Cola Bottling Co. Consolidated (COKE) 0.7 $1.0M 15k 70.75
Exxon Mobil Corporation (XOM) 0.5 $742k 6.9k 107.80
Meta Platforms Cl A (META) 0.5 $708k 959.00 738.09
NVIDIA Corporation (NVDA) 0.5 $689k 4.4k 157.99
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $688k 16k 42.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $655k 22k 29.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $653k 1.1k 618.14
Home Depot (HD) 0.4 $650k 1.8k 366.64
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $566k 8.9k 63.71
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $552k 17k 32.91
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $546k 10k 53.96
Valero Energy Corporation (VLO) 0.4 $538k 4.0k 134.42
Ishares Tr Russell 3000 Etf (IWV) 0.3 $532k 1.5k 351.05
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $529k 12k 42.74
Costco Wholesale Corporation (COST) 0.3 $525k 530.00 989.94
Procter & Gamble Company (PG) 0.3 $463k 2.9k 159.31
Lowe's Companies (LOW) 0.3 $444k 2.0k 221.87
Ishares Tr Core Msci Eafe (IEFA) 0.3 $440k 5.3k 83.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $439k 904.00 485.77
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $389k 9.2k 42.28
Abbvie (ABBV) 0.2 $358k 1.9k 185.62
Caterpillar (CAT) 0.2 $349k 900.00 388.21
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $349k 6.7k 52.34
Church & Dwight (CHD) 0.2 $335k 3.5k 96.11
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $334k 3.9k 85.22
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $309k 4.2k 72.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $301k 6.1k 49.03
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $295k 2.4k 123.58
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $275k 2.9k 94.64
Kkr & Co (KKR) 0.2 $260k 2.0k 133.05
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $259k 2.6k 99.51
Abbott Laboratories (ABT) 0.2 $258k 1.9k 136.01
JPMorgan Chase & Co. (JPM) 0.2 $256k 882.00 289.91
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $244k 7.9k 31.02
Cigna Corp (CI) 0.2 $240k 727.00 330.58
McDonald's Corporation (MCD) 0.2 $231k 790.00 292.17
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $231k 1.7k 133.34
Bank of America Corporation (BAC) 0.1 $205k 4.3k 47.32