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 $273.4M. In the most recent quarter, they have increased their positions in SHV (+13.5K shares, valued at $1.5M), AGG (+13.4K shares, valued at $1.3M), BOND (+13.9K shares, valued at $1.3M); decreased their positions in N/A (-394 shares, valued at $242.1K), IYW (-739 shares, valued at $147.6K), N/A (-197 shares, valued at $123.6K); initiated new positions in N/A (+100 shares, valued at $214.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MTUM ISHARES TR140.4K shares1.86%2025-12-312026-02-06
VLUE ISHARES TR249.9K shares1.88%2025-12-312026-02-06 VEU VANGUARD INTL EQUITY INDEX F434.8K shares3.32%2025-12-312026-02-06 IJH ISHARES TR422.4K shares3.23%2025-12-312026-02-06 VTI VANGUARD INDEX FDS73.9K shares5.48%2025-12-312026-02-06 SHV ISHARES TR222.5K shares6.47%2025-12-312026-02-06 IJR ISHARES TR154.6K shares0.37%2025-12-312026-02-06 AGG ISHARES TR144.5K shares10.18%2025-12-312026-02-06 BOND PIMCO ETF TR149.1K shares10.29%2025-12-312026-02-06 SUB ISHARES TR38.6K shares5.86%2025-12-312026-02-06 USMV ISHARES TR39.3K shares10.32%2025-12-312026-02-06 IYW ISHARES TR16.0K shares-4.42%2025-12-312026-02-06 VTEB VANGUARD MUN BD FDS45.2K shares2.90%2025-12-312026-02-06 ORLY OREILLY AUTOMOTIVE INC20.6K shares-0.96%2025-12-312026-02-06 HD HOME DEPOT INC4.1K shares-4.82%2025-12-312026-02-06 SHY ISHARES TR14.9K shares13.70%2025-12-312026-02-06 ALPHABET INC ALPHABET INC3.7K shares0.03%2025-12-312026-02-06 AAPL APPLE INC4.0K shares-1.40%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.3.3K shares0.36%2025-12-312026-02-06 SHW SHERWIN WILLIAMS CO3.2K shares0.16%2025-12-312026-02-06 USHY ISHARES TR22.8K shares12.83%2025-12-312026-02-06 ALPHABET INC ALPHABET INC2.7K shares0.04%2025-12-312026-02-06 AOA ISHARES TR8.3K shares2.73%2025-12-312026-02-06 IDU ISHARES TR6.8K shares-1.68%2025-12-312026-02-06 PDP INVESCO EXCHANGE TRADED FD T6.2K shares0.00%2025-12-312026-02-06 ITA ISHARES TR2.9K shares0.00%2025-12-312026-02-06 FDN FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2025-12-312026-02-06 LMT LOCKHEED MARTIN CORP1.2K shares0.00%2025-12-312026-02-06 SNA SNAP ON INC1.6K shares0.50%2025-12-312026-02-06 GILD GILEAD SCIENCES INC4.5K shares0.40%2025-12-312026-02-06 XLY SELECT SECTOR SPDR TR4.0K shares100.15%2025-12-312026-02-06 SOXX ISHARES TR1.5K shares-1.97%2025-12-312026-02-06 MSFT MICROSOFT CORP785 shares0.00%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON1.8K shares0.06%2025-12-312026-02-06 QQEW FIRST TR EXCHANGE-TRADED FD2.4K shares0.17%2025-12-312026-02-06 AMZN AMAZON COM INC1.5K shares0.00%2025-12-312026-02-06 DHS WISDOMTREE TR3.3K shares1.08%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR490 shares0.41%2025-12-312026-02-06 ORCL ORACLE CORP1.4K shares-4.26%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW296 shares0.00%2025-12-312026-02-06 NVDA NVIDIA CORPORATION1.3K shares0.00%2025-12-312026-02-06 BROADCOM INC BROADCOM INC655 shares0.00%2025-12-312026-02-06 NKE NIKE INC3.4K shares0.56%2025-12-312026-02-06 AOR ISHARES TR3.3K shares1.47%2025-12-312026-02-06 SHM SPDR SERIES TRUST4.5K shares0.90%2025-12-312026-02-06 VOOG VANGUARD ADMIRAL FDS INC466 shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available