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Maloon Powers Pitre Higgins & Dennehy, LLC Top Holdings and 13F Report (2026)

About Maloon Powers Pitre Higgins & Dennehy, LLC

Investment Activity

  • Maloon Powers Pitre Higgins & Dennehy, LLC has $290.97 million in total holdings as of June 30, 2026.
  • Maloon Powers Pitre Higgins & Dennehy, LLC owns shares of 147 different stocks, but just 41 companies or ETFs make up 80% of its holdings.

Largest Holdings

Apple
$36,843,955
VANGUARD INSTL INDEX FD
$14,318,266

Sector Allocation

Map of 500 Largest Holdings ofMaloon Powers Pitre Higgins & Dennehy, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$36,843,955127,32912.7%Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$19,456,006102,1216.7%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$18,326,96477,4536.3%ETF
VANGUARD INSTL INDEX FD
$14,318,266189,1954.9%0 3 MO TR BI ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$10,737,39886,4733.7%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$10,084,72735,5363.5%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$8,194,99551,8572.8%ETF
Oracle Corporation stock logo
ORCL
Oracle
$7,824,24353,3902.7%Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$7,677,27431,6682.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,744,7579,0322.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$6,709,32417,9862.3%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,192,77510,9942.1%Communication Services
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$5,418,759119,5141.9%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$4,935,88547,5151.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$4,829,16467,7781.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,365,9384,6671.5%Consumer Staples
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,900,65317,8991.3%ETF
California BanCorp stock logo
BCAL
California BanCorp
$3,551,053170,3961.2%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,533,7865,1451.2%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$3,231,40220,6741.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,107,75713,0391.1%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,095,39315,4701.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,074,2006,1441.1%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,058,29339,6611.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$2,691,5246,3990.9%Consumer Discretionary
Chevron Corporation stock logo
CVX
Chevron
$2,679,44716,1650.9%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,653,45822,5900.9%Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$2,319,2493,2210.8%Industrials
Visa Inc. stock logo
V
Visa
$2,284,0416,6570.8%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,166,0534,1460.7%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,083,0538,2020.7%Healthcare
AT&T Inc. stock logo
T
AT&T
$1,996,03996,4270.7%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,921,5575,8700.7%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,827,0247,2430.6%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,727,89620,9090.6%Finance
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$1,697,9534,5890.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,694,54321,0320.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,634,20918,9720.6%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$1,585,15427,5010.5%ETF
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$1,571,96813,5540.5%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,550,8352,1450.5%Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,540,15610,3850.5%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,494,56012,5050.5%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$1,440,57025,2820.5%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,430,6879,7720.5%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$1,389,48018,1510.5%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,259,93829,7580.4%Communication Services
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,252,20212,2400.4%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,219,1205,0290.4%ETF
VANGUARD INSTL INDEX FD
$1,146,17415,1490.4%ULTR SHOR TR ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,144,9741,9710.4%Technology
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$1,110,51521,0480.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,089,0839080.4%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$994,5342,8200.3%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$979,5723,8930.3%Healthcare
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$966,30430,4730.3%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$949,2645,1370.3%Technology
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$941,5686,6130.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$941,4412,2990.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$882,1616,8650.3%Healthcare
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$868,53811,3240.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$863,9251,8090.3%Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$838,71015,6450.3%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$814,3515,3510.3%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$807,0714,1230.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$748,85010.3%Finance
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$720,9388,6790.2%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$686,3534,1700.2%ETF
Ross Stores, Inc. stock logo
ROST
Ross Stores
$681,3213,2010.2%Consumer Discretionary
Analog Devices, Inc. stock logo
ADI
Analog Devices
$676,8591,7040.2%Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$669,6424,8950.2%Utilities
The Walt Disney Company stock logo
DIS
Walt Disney
$651,0586,7640.2%Communication Services
WALMART INC
$607,2915,3620.2%COM
PACCAR Inc. stock logo
PCAR
PACCAR
$567,0874,7210.2%Industrials
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$563,7415,1100.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$550,2301,3970.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$546,5661,9440.2%Technology
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$536,6581,5330.2%Technology
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$528,8484,2510.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$511,1161,8910.2%Consumer Discretionary
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$508,9572,2170.2%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$507,8195,9400.2%ETF
KLA Corporation stock logo
KLAC
KLA
$503,8561,6700.2%Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$498,7013,6480.2%Energy
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$498,0115,6650.2%ETF
Intel Corporation stock logo
INTC
Intel
$469,6933,3640.2%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$457,3081,3410.2%Technology
McKesson Corporation stock logo
MCK
McKesson
$454,8726020.2%Healthcare
American Water Works Company, Inc. stock logo
AWK
American Water Works
$447,7413,4030.2%Utilities
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$438,05116,5300.2%ETF
Pacific Gas & Electric Co. stock logo
PCG
Pacific Gas & Electric
$430,39425,5880.1%Utilities
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$422,5024,6560.1%Healthcare
SPROTT ASSET MANAGEMENT LP
$420,36410,4490.1%PHYSICAL GOLD AN
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$419,14915,7220.1%Communication Services
iShares Russell Top 200 Value ETF stock logo
IWX
iShares Russell Top 200 Value ETF
$418,2653,9770.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$413,28014,9200.1%ETF
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$412,3053,1040.1%Healthcare
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$403,2122,7500.1%Consumer Staples
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$402,1001,3380.1%ETF
ARISTA NETWORKS INC
$395,6512,3290.1%COM SHS

Showing largest 100 holdings. View all holdings.
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