The Analysis of Mullooly Asset Management, Inc.'s Holdings
Currently, Mullooly Asset Management, Inc. holds 51 types of securities in its portfolio with a total value $260.7M. In the most recent quarter, they have increased their positions in SHV (+14.2K shares, valued at $1.6M), VTI (+2.9K shares, valued at $946.3K), AGG (+8.1K shares, valued at $807.5K); decreased their positions in AAPL (-903 shares, valued at $230.0K), IDU (-1.0K shares, valued at $112.5K), VTV (-594 shares, valued at $110.7K); initiated new positions in LMT (+1.2K shares, valued at $615.6K), AVGO (+655 shares, valued at $216.1K), AOR (+3.3K shares, valued at $209.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MTUM ISHARES TR137.9K shares1.17%2025-09-302025-11-10
VLUE ISHARES TR245.3K shares2.36%2025-09-302025-11-10 VEU VANGUARD INTL EQUITY INDEX F420.8K shares1.64%2025-09-302025-11-10 IJH ISHARES TR409.2K shares2.59%2025-09-302025-11-10 SHV ISHARES TR208.9K shares7.32%2025-09-302025-11-10 VTI VANGUARD INDEX FDS70.0K shares4.29%2025-09-302025-11-10 IJR ISHARES TR154.1K shares0.64%2025-09-302025-11-10 AGG ISHARES TR131.1K shares6.55%2025-09-302025-11-10 QQQ INVESCO QQQ TR21.1K shares-0.18%2025-09-302025-11-10 BOND PIMCO ETF TR135.2K shares6.79%2025-09-302025-11-10 SUB ISHARES TR36.5K shares0.82%2025-09-302025-11-10 USMV ISHARES TR35.6K shares4.21%2025-09-302025-11-10 IYW ISHARES TR16.7K shares-0.11%2025-09-302025-11-10 ORLY OREILLY AUTOMOTIVE INC20.8K shares0.00%2025-09-302025-11-10 VTEB VANGUARD MUN BD FDS43.9K shares2.12%2025-09-302025-11-10 HD HOME DEPOT INC4.3K shares-5.90%2025-09-302025-11-10 SHW SHERWIN WILLIAMS CO3.1K shares0.19%2025-09-302025-11-10 SHY ISHARES TR13.1K shares11.27%2025-09-302025-11-10 JPM JPMORGAN CHASE & CO.3.3K shares0.36%2025-09-302025-11-10 AAPL APPLE INC4.1K shares-18.15%2025-09-302025-11-10 GOOGL ALPHABET INC3.7K shares0.00%2025-09-302025-11-10 IDU ISHARES TR7.0K shares-12.73%2025-09-302025-11-10 USHY ISHARES TR20.2K shares6.24%2025-09-302025-11-10 PDP INVESCO EXCHANGE TRADED FD T6.2K shares-5.54%2025-09-302025-11-10 AOA ISHARES TR8.1K shares-5.73%2025-09-302025-11-10 GOOG ALPHABET INC2.7K shares0.04%2025-09-302025-11-10 FDN FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2025-09-302025-11-10 LMT LOCKHEED MARTIN CORP1.2K sharesnew addition2025-09-302025-11-10 ITA ISHARES TR2.9K shares0.27%2025-09-302025-11-10 SPLV INVESCO EXCH TRADED FD TR II8.0K shares0.53%2025-09-302025-11-10 SNA SNAP ON INC1.6K shares0.50%2025-09-302025-11-10 VOO VANGUARD INDEX FDS893 shares8.77%2025-09-302025-11-10 GILD GILEAD SCIENCES INC4.4K shares0.45%2025-09-302025-11-10 XLY SELECT SECTOR SPDR TR2.0K shares0.15%2025-09-302025-11-10 SOXX ISHARES TR1.6K shares0.25%2025-09-302025-11-10 ORCL ORACLE CORP1.5K shares0.00%2025-09-302025-11-10 MSFT MICROSOFT CORP785 shares0.00%2025-09-302025-11-10 VTV VANGUARD INDEX FDS2.0K shares-22.74%2025-09-302025-11-10 QQEW FIRST TR EXCHANGE-TRADED FD2.4K shares-3.14%2025-09-302025-11-10 DHS WISDOMTREE TR3.3K shares0.81%2025-09-302025-11-10 SPY SPDR S&P 500 ETF TR488 shares0.21%2025-09-302025-11-10 JNJ JOHNSON & JOHNSON1.8K shares0.06%2025-09-302025-11-10 AMZN AMAZON COM INC1.5K shares0.00%2025-09-302025-11-10 COST COSTCO WHSL CORP NEW296 shares0.00%2025-09-302025-11-10 NVDA NVIDIA CORPORATION1.3K shares0.00%2025-09-302025-11-10 NKE NIKE INC3.4K shares0.59%2025-09-302025-11-10 BRK.B BERKSHIRE HATHAWAY INC DEL457 shares0.00%2025-09-302025-11-10 AVGO BROADCOM INC655 sharesnew addition2025-09-302025-11-10 SHM SPDR SERIES TRUST4.4K shares0.66%2025-09-302025-11-10 AOR ISHARES TR3.3K sharesnew addition2025-09-302025-11-10 VOOG VANGUARD ADMIRAL FDS INC466 sharesnew addition2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available