Sponsored

The Analysis of Mullaney, Keating & Wright, Inc.'s Holdings & P&L

Currently, Mullaney, Keating & Wright, Inc. holds 74 types of securities in its portfolio with a total value $206.8M. In the most recent quarter, they have increased their positions in VGUS (+8.6K shares, valued at $653.4K), IGV (+1.7K shares, valued at $274.8K), VOOG (+2.7K shares, valued at $224.2K); decreased their positions in IWD (-2.6K shares, valued at $625.2K), VTIP (-7.9K shares, valued at $395.5K), IWS (-495 shares, valued at $81.5K); initiated new positions in VGUS (+8.6K shares, valued at $653.4K), IGV (+1.7K shares, valued at $274.8K), VOOG (+2.7K shares, valued at $224.2K).

1M P&L

+172.3K+0.08%

3M P&L

+3.0M+1.44%

HY P&L

+21.9M+11.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.4M

60.9%

2Consumer Electronics62.3M

31.8%

3Specialty Chemicals5.3M

2.7%

Top Industries by Stock Count

1N/A44 stocks

69.8%

2Household & Personal Products2 stocks

3.2%

3Beverages - Non-Alcoholic2 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC215.3K shares-0.09%2026-06-302026-07-14

IWB ISHARES TR52.0K shares0.15%2026-06-302026-07-14

IWR ISHARES TR95.8K shares0.10%2026-06-302026-07-14

ACWI ISHARES TR61.7K shares0.06%2026-06-302026-07-14

IWD ISHARES TR34.3K shares-6.99%2026-06-302026-07-14

IWS ISHARES TR39.8K shares-1.23%2026-06-302026-07-14

IWN ISHARES TR29.5K shares-0.12%2026-06-302026-07-14

EFA ISHARES TR58.7K shares0.41%2026-06-302026-07-14

Sponsored

VTIP VANGUARD MALVERN FDS114.8K shares-6.42%2026-06-302026-07-14

SHW SHERWIN WILLIAMS CO15.5K shares0.01%2026-06-302026-07-14

ICSH ISHARES TR95.0K shares1.52%2026-06-302026-07-14

MINT PIMCO ETF TR44.1K shares3.27%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS57.9K shares0.02%2026-06-302026-07-14

ISHARES TR ISHARES TR4.9K shares2.50%2026-06-302026-07-14

IJR ISHARES TR23.5K shares-0.43%2026-06-302026-07-14

JPST J P MORGAN EXCHANGE TRADED F66.9K shares3.52%2026-06-302026-07-14

Sponsored

EMGF ISHARES INC46.2K shares0.82%2026-06-302026-07-14

VOO VANGUARD INDEX FDS4.1K shares7.08%2026-06-302026-07-14

IJH ISHARES TR28.6K shares3.57%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS5.3K shares-0.59%2026-06-302026-07-14

IVE ISHARES TR8.1K shares-1.83%2026-06-302026-07-14

BIV VANGUARD BD INDEX FDS16.8K shares-1.16%2026-06-302026-07-14

COKE COCA COLA CONS INC14.8K shares0.07%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.5K shares3.84%2026-06-302026-07-14

Sponsored

MSFT MICROSOFT CORP2.9K shares17.26%2026-06-302026-07-14

SPEM SPDR INDEX SHS FDS20.4K shares16.55%2026-06-302026-07-14

VLO VALERO ENERGY CORP4.0K shares0.00%2026-06-302026-07-14

CAT CATERPILLAR INC925 shares0.00%2026-06-302026-07-14

DFIV DIMENSIONAL ETF TRUST17.5K shares0.89%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP6.9K shares0.00%2026-06-302026-07-14

DFSV DIMENSIONAL ETF TRUST24.2K shares0.24%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC1.6K shares0.00%2026-06-302026-07-14

Sponsored

IWV ISHARES TR1.7K shares-1.21%2026-06-302026-07-14

DFAS DIMENSIONAL ETF TRUST8.6K shares-2.74%2026-06-302026-07-14

DISV DIMENSIONAL ETF TRUST17.6K shares0.65%2026-06-302026-07-14

NVDA NVIDIA CORPORATION3.4K shares0.39%2026-06-302026-07-14

DFAT DIMENSIONAL ETF TRUST9.4K shares0.00%2026-06-302026-07-14

VGUS VANGUARD INSTL INDEX FD8.6K sharesnew addition2026-06-302026-07-14

HD HOME DEPOT INC1.8K shares0.11%2026-06-302026-07-14

IWC ISHARES TR2.9K shares7.32%2026-06-302026-07-14

Sponsored

VCIT VANGUARD SCOTTSDALE FDS6.4K shares0.58%2026-06-302026-07-14

DFUV DIMENSIONAL ETF TRUST9.2K shares0.00%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL972 shares0.00%2026-06-302026-07-14

ABBVIE INC ABBVIE INC1.9K shares0.00%2026-06-302026-07-14

SPYV SPDR SERIES TRUST7.9K shares14.28%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION510 shares-3.77%2026-06-302026-07-14

IMCB ISHARES TR4.7K shares23.60%2026-06-302026-07-14

PG PROCTER & GAMBLE CO3.1K shares0.00%2026-06-302026-07-14

Sponsored

ISHARES TR ISHARES TR4.6K shares-0.39%2026-06-302026-07-14

LOW LOWES COS INC2.0K shares0.00%2026-06-302026-07-14

BSV VANGUARD BD INDEX FDS5.5K shares-1.99%2026-06-302026-07-14

VONV VANGUARD SCOTTSDALE FDS3.8K shares0.24%2026-06-302026-07-14

IWM ISHARES TR1.3K shares3.64%2026-06-302026-07-14

DFLV DIMENSIONAL ETF TRUST9.1K shares0.07%2026-06-302026-07-14

SCZ ISHARES TR4.2K shares1.28%2026-06-302026-07-14

CHD CHURCH & DWIGHT CO INC3.5K shares0.00%2026-06-302026-07-14

Sponsored

IUSV ISHARES TR2.9K shares0.31%2026-06-302026-07-14

IJS ISHARES TR2.2K shares-2.97%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO882 shares0.00%2026-06-302026-07-14

VCSH VANGUARD SCOTTSDALE FDS3.6K shares0.95%2026-06-302026-07-14

VTEI VANGUARD MUN BD FDS2.8K shares0.79%2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION1.5K shares8.06%2026-06-302026-07-14

IGV ISHARES TR1.7K sharesnew addition2026-06-302026-07-14

ROST ROSS STORES INC1.3K shares0.00%2026-06-302026-07-14

Sponsored

VYM VANGUARD WHITEHALL FDS1.7K shares-1.81%2026-06-302026-07-14

TSLA TESLA INC599 shares0.00%2026-06-302026-07-14

BAC BANK OF AMER CORP4.3K shares0.02%2026-06-302026-07-14

VOOG VANGUARD ADMIRAL FDS INC2.7K sharesnew addition2026-06-302026-07-14

MCD MCDONALDS CORP790 shares0.00%2026-06-302026-07-14

ITB ISHARES TR2.0K sharesnew addition2026-06-302026-07-14

PEP PEPSICO INC1.5K shares0.00%2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC1.7K sharesnew addition2026-06-302026-07-14

Sponsored

CI THE CIGNA GROUP727 sharesnew addition2026-06-302026-07-14

GOOGL ALPHABET INC560 sharesnew addition2026-06-302026-07-14

AAPL

APPLE INC

-0.09%

Shares215.3K

Event2026-06-30

Filed2026-07-14

IWB

ISHARES TR

0.15%

Shares52.0K

Event2026-06-30

Filed2026-07-14

IWR

ISHARES TR

0.10%

Shares95.8K

Event2026-06-30

Filed2026-07-14

ACWI

ISHARES TR

0.06%

Shares61.7K

Event2026-06-30

Filed2026-07-14

IWD

ISHARES TR

-6.99%

Shares34.3K

Event2026-06-30

Filed2026-07-14

IWS

ISHARES TR

-1.23%

Shares39.8K

Event2026-06-30

Filed2026-07-14

IWN

ISHARES TR

-0.12%

Shares29.5K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

0.41%

Shares58.7K

Event2026-06-30

Filed2026-07-14

VTIP

VANGUARD MALVERN FDS

-6.42%

Shares114.8K

Event2026-06-30

Filed2026-07-14

SHW

SHERWIN WILLIAMS CO

0.01%

Shares15.5K

Event2026-06-30

Filed2026-07-14

ICSH

ISHARES TR

1.52%

Shares95.0K

Event2026-06-30

Filed2026-07-14

MINT

PIMCO ETF TR

3.27%

Shares44.1K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

0.02%

Shares57.9K

Event2026-06-30

Filed2026-07-14

ISHARES TR

2.50%

Shares4.9K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

-0.43%

Shares23.5K

Event2026-06-30

Filed2026-07-14

JPST

J P MORGAN EXCHANGE TRADED F

3.52%

Shares66.9K

Event2026-06-30

Filed2026-07-14

EMGF

ISHARES INC

0.82%

Shares46.2K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

7.08%

Shares4.1K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

3.57%

Shares28.6K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-0.59%

Shares5.3K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

-1.83%

Shares8.1K

Event2026-06-30

Filed2026-07-14

BIV

VANGUARD BD INDEX FDS

-1.16%

Shares16.8K

Event2026-06-30

Filed2026-07-14

COKE

COCA COLA CONS INC

0.07%

Shares14.8K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

3.84%

Shares1.5K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

17.26%

Shares2.9K

Event2026-06-30

Filed2026-07-14

SPEM

SPDR INDEX SHS FDS

16.55%

Shares20.4K

Event2026-06-30

Filed2026-07-14

VLO

VALERO ENERGY CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

0.00%

Shares925

Event2026-06-30

Filed2026-07-14

DFIV

DIMENSIONAL ETF TRUST

0.89%

Shares17.5K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-14

DFSV

DIMENSIONAL ETF TRUST

0.24%

Shares24.2K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

IWV

ISHARES TR

-1.21%

Shares1.7K

Event2026-06-30

Filed2026-07-14

DFAS

DIMENSIONAL ETF TRUST

-2.74%

Shares8.6K

Event2026-06-30

Filed2026-07-14

DISV

DIMENSIONAL ETF TRUST

0.65%

Shares17.6K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

0.39%

Shares3.4K

Event2026-06-30

Filed2026-07-14

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-14

VGUS

VANGUARD INSTL INDEX FD

New

Shares8.6K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-14

IWC

ISHARES TR

7.32%

Shares2.9K

Event2026-06-30

Filed2026-07-14

VCIT

VANGUARD SCOTTSDALE FDS

0.58%

Shares6.4K

Event2026-06-30

Filed2026-07-14

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares972

Event2026-06-30

Filed2026-07-14

ABBVIE INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

SPYV

SPDR SERIES TRUST

14.28%

Shares7.9K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

-3.77%

Shares510

Event2026-06-30

Filed2026-07-14

IMCB

ISHARES TR

23.60%

Shares4.7K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-0.39%

Shares4.6K

Event2026-06-30

Filed2026-07-14

LOW

LOWES COS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

BSV

VANGUARD BD INDEX FDS

-1.99%

Shares5.5K

Event2026-06-30

Filed2026-07-14

VONV

VANGUARD SCOTTSDALE FDS

0.24%

Shares3.8K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

3.64%

Shares1.3K

Event2026-06-30

Filed2026-07-14

DFLV

DIMENSIONAL ETF TRUST

0.07%

Shares9.1K

Event2026-06-30

Filed2026-07-14

SCZ

ISHARES TR

1.28%

Shares4.2K

Event2026-06-30

Filed2026-07-14

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-14

IUSV

ISHARES TR

0.31%

Shares2.9K

Event2026-06-30

Filed2026-07-14

IJS

ISHARES TR

-2.97%

Shares2.2K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

0.00%

Shares882

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SCOTTSDALE FDS

0.95%

Shares3.6K

Event2026-06-30

Filed2026-07-14

VTEI

VANGUARD MUN BD FDS

0.79%

Shares2.8K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

8.06%

Shares1.5K

Event2026-06-30

Filed2026-07-14

IGV

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-14

ROST

ROSS STORES INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

-1.81%

Shares1.7K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

0.00%

Shares599

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

0.02%

Shares4.3K

Event2026-06-30

Filed2026-07-14

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

0.00%

Shares790

Event2026-06-30

Filed2026-07-14

ITB

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-14

THE CIGNA GROUP

New

Shares727

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

New

Shares560

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available