Mullaney, Keating & Wright

Mullaney, Keating & Wright as of Sept. 30, 2025

Portfolio Holdings for Mullaney, Keating & Wright

Mullaney, Keating & Wright holds 69 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 30.5 $55M 216k 254.63
Ishares Tr Rus 1000 Etf (IWB) 10.9 $20M 54k 365.48
Ishares Tr Rus Mid Cap Etf (IWR) 5.2 $9.3M 97k 96.55
Ishares Tr Msci Acwi Etf (ACWI) 4.7 $8.4M 61k 138.24
Ishares Tr Rus 1000 Val Etf (IWD) 4.3 $7.8M 38k 203.59
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.5 $6.3M 125k 50.63
Ishares Tr Rus Mdcp Val Etf (IWS) 3.3 $5.9M 42k 139.67
Sherwin-Williams Company (SHW) 3.0 $5.4M 16k 346.26
Ishares Tr Rus 2000 Val Etf (IWN) 2.9 $5.2M 29k 176.81
Ishares Tr Msci Eafe Etf (EFA) 2.8 $5.0M 54k 93.37
Ishares Tr Ultra Short Dur (ICSH) 2.4 $4.4M 87k 50.75
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.2 $4.0M 40k 100.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $3.5M 58k 59.92
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.1M 26k 118.83
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.6 $2.9M 57k 50.73
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $2.4M 36k 65.26
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $2.2M 11k 206.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.2M 3.5k 612.37
Ishares Emng Mkts Eqt (EMGF) 1.2 $2.1M 39k 53.40
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.8M 5.4k 328.18
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.6M 2.4k 669.23
Microsoft Corporation (MSFT) 0.7 $1.3M 2.4k 517.95
Meta Platforms Cl A (META) 0.6 $1.2M 1.6k 734.38
Coca-Cola Bottling Co. Consolidated (COKE) 0.5 $983k 15k 66.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $937k 1.4k 666.22
Exxon Mobil Corporation (XOM) 0.4 $776k 6.9k 112.76
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $763k 17k 46.12
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $752k 16k 46.81
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $729k 23k 31.84
Home Depot (HD) 0.4 $712k 1.8k 405.19
Valero Energy Corporation (VLO) 0.4 $681k 4.0k 170.26
NVIDIA Corporation (NVDA) 0.3 $627k 3.4k 186.58
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $615k 17k 35.69
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $608k 8.9k 68.46
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $589k 10k 58.21
Ishares Tr Russell 3000 Etf (IWV) 0.3 $575k 1.5k 378.85
Lowe's Companies (LOW) 0.3 $503k 2.0k 251.31
Costco Wholesale Corporation (COST) 0.3 $491k 530.00 925.63
Ishares Tr Core Msci Eafe (IEFA) 0.3 $460k 5.3k 87.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $455k 904.00 502.74
Abbvie (ABBV) 0.2 $447k 1.9k 231.54
Procter & Gamble Company (PG) 0.2 $446k 2.9k 153.64
Caterpillar (CAT) 0.2 $441k 925.00 477.15
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $412k 9.2k 44.69
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $371k 6.7k 55.33
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $351k 3.9k 89.37
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $326k 4.2k 76.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $310k 6.2k 50.07
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $309k 2.4k 129.72
Church & Dwight (CHD) 0.2 $306k 3.5k 87.63
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $291k 2.9k 99.96
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $289k 2.6k 110.61
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $279k 8.5k 32.90
JPMorgan Chase & Co. (JPM) 0.2 $278k 882.00 315.43
Tesla Motors (TSLA) 0.1 $266k 599.00 444.72
Abbott Laboratories (ABT) 0.1 $254k 1.9k 133.94
Kkr & Co (KKR) 0.1 $254k 2.0k 129.92
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $251k 3.0k 83.04
Ishares Tr Russell 2000 Etf (IWM) 0.1 $245k 1.0k 242.06
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $244k 1.7k 140.98
McDonald's Corporation (MCD) 0.1 $240k 790.00 303.89
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $237k 3.0k 78.10
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $233k 2.9k 79.92
Raytheon Technologies Corp (RTX) 0.1 $228k 1.4k 167.33
Bank of America Corporation (BAC) 0.1 $224k 4.3k 51.59
Ishares Tr Us Home Cons Etf (ITB) 0.1 $215k 2.0k 107.25
Ishares Tr Expanded Tech (IGV) 0.1 $212k 1.7k 125.95
Cigna Corp (CI) 0.1 $210k 727.00 288.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $203k 2.4k 84.09