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The Analysis of Mullooly Asset Management, Inc.'s Holdings & P&L

Currently, Mullooly Asset Management, Inc. holds 51 types of securities in its portfolio with a total value $271.0M. In the most recent quarter, they have increased their positions in SHV (+6.9K shares, valued at $763.5K), VTV (+2.4K shares, valued at $475.1K), VYM (+2.6K shares, valued at $391.5K); decreased their positions in VLUE (-6.2K shares, valued at $874.9K), MTUM (-2.8K shares, valued at $679.5K), N/A (-838 shares, valued at $484.0K); initiated new positions in VTV (+2.4K shares, valued at $475.1K), VYM (+2.6K shares, valued at $391.5K), LITE (+312 shares, valued at $219.3K).

1M P&L

+14.1M+5.13%

3M P&L

+19.1M+7.09%

HY P&L

+38.7M+15.44%

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/A246.2M

96.1%

2Auto Parts1.8M

0.7%

3Home Improvement Retail1.3M

0.5%

Top Industries by Stock Count

1N/A29 stocks

65.9%

2Drug Manufacturers - General2 stocks

4.5%

3Software - Infrastructure2 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VLUE ISHARES TR243.7K shares-2.46%2026-03-312026-05-07

MTUM ISHARES TR137.6K shares-2.02%2026-03-312026-05-07

VEU VANGUARD INTL EQUITY INDEX F430.8K shares-0.93%2026-03-312026-05-07

IJH ISHARES TR416.5K shares-1.39%2026-03-312026-05-07

SHV ISHARES TR229.4K shares3.11%2026-03-312026-05-07

VTI VANGUARD INDEX FDS74.1K shares0.33%2026-03-312026-05-07

IJR ISHARES TR151.2K shares-2.23%2026-03-312026-05-07

AGG ISHARES TR146.8K shares1.58%2026-03-312026-05-07

Sponsored

BOND PIMCO ETF TR152.3K shares2.10%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR19.8K shares-4.05%2026-03-312026-05-07

SUB ISHARES TR38.8K shares0.44%2026-03-312026-05-07

USMV ISHARES TR38.9K shares-0.86%2026-03-312026-05-07

IYW ISHARES TR15.9K shares-0.80%2026-03-312026-05-07

VTEB VANGUARD MUN BD FDS45.2K shares0.02%2026-03-312026-05-07

ORLY OREILLY AUTOMOTIVE INC19.5K shares-5.25%2026-03-312026-05-07

HD HOME DEPOT INC4.1K shares0.37%2026-03-312026-05-07

Sponsored

SHY ISHARES TR15.0K shares0.91%2026-03-312026-05-07

ALPHABET INC ALPHABET INC3.7K shares0.03%2026-03-312026-05-07

AAPL APPLE INC4.0K shares0.10%2026-03-312026-05-07

SHW SHERWIN WILLIAMS CO3.2K shares0.25%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO3.4K shares0.36%2026-03-312026-05-07

IDU ISHARES TR6.9K shares0.23%2026-03-312026-05-07

USHY ISHARES TR21.5K shares-6.10%2026-03-312026-05-07

ALPHABET INC ALPHABET INC2.7K shares0.04%2026-03-312026-05-07

Sponsored

AOA ISHARES TR8.5K shares1.97%2026-03-312026-05-07

PDP INVESCO EXCHANGE TRADED FD T6.2K shares0.00%2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP1.2K shares0.00%2026-03-312026-05-07

ITA ISHARES TR2.9K shares0.03%2026-03-312026-05-07

GILD GILEAD SCIENCES INC4.5K shares0.40%2026-03-312026-05-07

SNA SNAP ON INC1.6K shares0.62%2026-03-312026-05-07

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II8.1K shares0.52%2026-03-312026-05-07

FDN FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-03-312026-05-07

Sponsored

SOXX ISHARES TR1.5K shares-2.72%2026-03-312026-05-07

VTV VANGUARD INDEX FDS2.4K sharesnew addition2026-03-312026-05-07

XLY SELECT SECTOR SPDR TR4.0K shares0.23%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON1.8K shares0.00%2026-03-312026-05-07

VYM VANGUARD WHITEHALL FDS2.6K sharesnew addition2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS652 shares-6.32%2026-03-312026-05-07

DHS WISDOMTREE TR3.3K shares0.67%2026-03-312026-05-07

AMZN AMAZON COM INC1.5K shares0.00%2026-03-312026-05-07

Sponsored

COST COSTCO WHOLESALE CORPORATION296 shares0.00%2026-03-312026-05-07

MSFT MICROSOFT CORP785 shares0.00%2026-03-312026-05-07

QQEW FIRST TR EXCHANGE-TRADED FD2.2K shares-7.34%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T431 shares-12.04%2026-03-312026-05-07

NVDA NVIDIA CORPORATION1.3K shares0.00%2026-03-312026-05-07

LITE LUMENTUM HLDGS INC312 sharesnew addition2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL457 shares0.00%2026-03-312026-05-07

SHM SPDR SERIES TRUST4.5K shares0.45%2026-03-312026-05-07

Sponsored

AOR ISHARES TR3.3K shares0.00%2026-03-312026-05-07

ORCL ORACLE CORP1.4K shares0.00%2026-03-312026-05-07

BROADCOM INC BROADCOM INC655 shares0.00%2026-03-312026-05-07

VLUE

ISHARES TR

-2.46%

Shares243.7K

Event2026-03-31

Filed2026-05-07

MTUM

ISHARES TR

-2.02%

Shares137.6K

Event2026-03-31

Filed2026-05-07

VEU

VANGUARD INTL EQUITY INDEX F

-0.93%

Shares430.8K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

-1.39%

Shares416.5K

Event2026-03-31

Filed2026-05-07

SHV

ISHARES TR

3.11%

Shares229.4K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

0.33%

Shares74.1K

Event2026-03-31

Filed2026-05-07

IJR

ISHARES TR

-2.23%

Shares151.2K

Event2026-03-31

Filed2026-05-07

AGG

ISHARES TR

1.58%

Shares146.8K

Event2026-03-31

Filed2026-05-07

BOND

PIMCO ETF TR

2.10%

Shares152.3K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

-4.05%

Shares19.8K

Event2026-03-31

Filed2026-05-07

SUB

ISHARES TR

0.44%

Shares38.8K

Event2026-03-31

Filed2026-05-07

USMV

ISHARES TR

-0.86%

Shares38.9K

Event2026-03-31

Filed2026-05-07

IYW

ISHARES TR

-0.80%

Shares15.9K

Event2026-03-31

Filed2026-05-07

VTEB

VANGUARD MUN BD FDS

0.02%

Shares45.2K

Event2026-03-31

Filed2026-05-07

ORLY

OREILLY AUTOMOTIVE INC

-5.25%

Shares19.5K

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

0.37%

Shares4.1K

Event2026-03-31

Filed2026-05-07

SHY

ISHARES TR

0.91%

Shares15.0K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

0.03%

Shares3.7K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

0.10%

Shares4.0K

Event2026-03-31

Filed2026-05-07

SHW

SHERWIN WILLIAMS CO

0.25%

Shares3.2K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

0.36%

Shares3.4K

Event2026-03-31

Filed2026-05-07

IDU

ISHARES TR

0.23%

Shares6.9K

Event2026-03-31

Filed2026-05-07

USHY

ISHARES TR

-6.10%

Shares21.5K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-07

AOA

ISHARES TR

1.97%

Shares8.5K

Event2026-03-31

Filed2026-05-07

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-07

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-07

ITA

ISHARES TR

0.03%

Shares2.9K

Event2026-03-31

Filed2026-05-07

GILD

GILEAD SCIENCES INC

0.40%

Shares4.5K

Event2026-03-31

Filed2026-05-07

SNA

SNAP ON INC

0.62%

Shares1.6K

Event2026-03-31

Filed2026-05-07

INVESCO EXCH TRADED FD TR II

0.52%

Shares8.1K

Event2026-03-31

Filed2026-05-07

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-07

SOXX

ISHARES TR

-2.72%

Shares1.5K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-03-31

Filed2026-05-07

XLY

SELECT SECTOR SPDR TR

0.23%

Shares4.0K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-07

VYM

VANGUARD WHITEHALL FDS

New

Shares2.6K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-6.32%

Shares652

Event2026-03-31

Filed2026-05-07

DHS

WISDOMTREE TR

0.67%

Shares3.3K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares296

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

0.00%

Shares785

Event2026-03-31

Filed2026-05-07

QQEW

FIRST TR EXCHANGE-TRADED FD

-7.34%

Shares2.2K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-12.04%

Shares431

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-07

LITE

LUMENTUM HLDGS INC

New

Shares312

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares457

Event2026-03-31

Filed2026-05-07

SHM

SPDR SERIES TRUST

0.45%

Shares4.5K

Event2026-03-31

Filed2026-05-07

AOR

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-07

ORCL

ORACLE CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

0.00%

Shares655

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available