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Mullooly Asset Management, Inc. Top Holdings and 13F Report (2025)

About Mullooly Asset Management, Inc.

Investment Activity

  • Mullooly Asset Management, Inc. has $220.37 million in total holdings as of March 31, 2025.
  • Mullooly Asset Management, Inc. owns shares of 47 different stocks, but just 9 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofMullooly Asset Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$27,513,539136,12212.5%ETF
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$25,156,871236,12711.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$24,789,779408,67511.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$22,920,516392,81410.4%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$22,540,939204,06410.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$17,223,04262,6597.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$16,117,327154,1287.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$11,931,663120,1095.4%Finance
PIMCO ETF TR
$11,164,074120,7255.1%ACTIVE BD ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,922,30021,1514.5%Finance
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$3,958,27537,4821.8%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$3,198,85934,1531.5%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$2,450,65817,3721.1%Manufacturing
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$1,985,5561,3860.9%Retail/Wholesale
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,961,12039,5210.9%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,664,4344,5400.8%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$1,187,8375,3470.5%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,105,8943,1660.5%Basic Materials
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$962,16911,6300.4%Manufacturing
iShares U.S. Utilities ETF stock logo
IDU
iShares U.S. Utilities ETF
$935,4989,2230.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$805,2753,2830.4%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$762,1464,4120.3%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$689,66818,7360.3%ETF
Invesco Dorsey Wright Momentum ETF stock logo
PDP
Invesco Dorsey Wright Momentum ETF
$654,6876,5490.3%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$643,0618,4030.3%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$595,0807,9650.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$564,0413,6470.3%Computer and Technology
Snap-on Incorporated stock logo
SNA
Snap-on
$537,7561,5960.2%Consumer Discretionary
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$494,2842,2250.2%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$490,9624,3810.2%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$466,4363,9220.2%Energy
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$451,9672,2880.2%Finance
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$445,9792,9150.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$413,4572,6470.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$403,4537850.2%ETF
First Trust NASDAQ 100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ 100 Equal Weighted Index Fund
$388,9093,2160.2%Manufacturing
WisdomTree U.S. High Dividend Fund stock logo
DHS
WisdomTree U.S. High Dividend Fund
$316,9233,1970.1%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$294,9261,5680.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$288,0271,7370.1%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$287,8067670.1%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$279,9882960.1%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$271,5714850.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$266,3641,4000.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$243,3894570.1%Finance
NIKE, Inc. stock logo
NKE
NIKE
$213,2553,3590.1%Consumer Discretionary
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$208,5564,3810.1%Finance
Oracle Co. stock logo
ORCL
Oracle
$203,5291,4560.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data