Mullooly Asset Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Mullooly Asset Management, Inc. held in its portfolio 51 assets valued at $273,360,911 (i.e. $273.36M).
The most valuable assets in the portfolio included: ISHARES TR ($35.15M), ISHARES TR ($34.17M), and VANGUARD INTL EQUITY INDEX F ($31.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Mullooly Asset Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 140424 | 35149247 | MSCI USA MMENTM |
| ISHARES TR | 249889 | 34166670 | MSCI USA VALUE |
| VANGUARD INTL EQUITY INDEX F | 434782 | 31982698 | ALLWRLD EX US |
| ISHARES TR | 422431 | 27880494 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 73864 | 24767823 | TOTAL STK MKT |
| ISHARES TR | 222468 | 24504697 | TRUST ISHARE 0-1 |
| ISHARES TR | 154632 | 18583231 | CORE S&P SCP ETF |
| ISHARES TR | 144478 | 14430585 | CORE US AGGBD ET |
| PIMCO ETF TR | 149136 | 13881993 | ACTIVE BD ETF |
| INVESCO QQQ TR | 20677 | 12707827 | UNIT SER 1 |
| ISHARES TR | 38636 | 4122017 | SHRT NAT MUN ETF |
| ISHARES TR | 39269 | 3697681 | MSCI USA MIN VOL |
| ISHARES TR | 15989 | 3192415 | U.S. TECH ETF |
| VANGUARD MUN BD FDS | 45189 | 2272613 | TAX EXEMPT BD |
| OREILLY AUTOMOTIVE INC | 20590 | 1878014 | COM |
| HOME DEPOT INC | 4085 | 1405263 | COM |
| ISHARES TR | 14860 | 1230728 | 1 3 YR TREAS BD |
| ALPHABET INC | 3668 | 1148024 | CAP STK CL A |
| APPLE INC | 4014 | 1091408 | COM |
| JPMORGAN CHASE & CO. | 3345 | 1077840 | COM |
| SHERWIN WILLIAMS CO | 3151 | 1021225 | COM |
| ISHARES TR | 22844 | 854252 | BROAD USD HIGH |
| ALPHABET INC | 2662 | 835420 | CAP STK CL C |
| ISHARES TR | 8330 | 746023 | CORE 80/20 AGGRE |
| ISHARES TR | 6840 | 741010 | U.S. UTILITS ETF |
| INVESCO EXCHANGE TRADED FD T | 6189 | 720094 | DORSEY WRIGHT MO |
| ISHARES TR | 2925 | 627979 | US AER DEF ETF |
| FIRST TR EXCHANGE-TRADED FD | 2225 | 598925 | DJ INTERNT IDX |
| LOCKHEED MARTIN CORP | 1233 | 596421 | COM |
| INVESCO EXCH TRADED FD TR II | 8044 | 574491 | S&P500 LOW VOL |
| SNAP ON INC | 1620 | 558655 | COM |
| GILEAD SCIENCES INC | 4465 | 548207 | COM |
| SELECT SECTOR SPDR TR | 3957 | 472620 | STATE STREET CON |
| ISHARES TR | 1543 | 464708 | ISHARES SEMICDTR |
| VANGUARD INDEX FDS | 696 | 436690 | S&P 500 ETF SHS |
| MICROSOFT CORP | 785 | 379659 | COM |
| JOHNSON & JOHNSON | 1755 | 363108 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2410 | 342274 | NASDAQ-100 SEL |
| AMAZON COM INC | 1451 | 334920 | COM |
| WISDOMTREE TR | 3289 | 334756 | US HIGH DIVIDEND |
| SPDR S&P 500 ETF TR | 490 | 333897 | TR UNIT |
| ORACLE CORP | 1417 | 276141 | COM |
| COSTCO WHSL CORP NEW | 296 | 255286 | COM |
| NVIDIA CORPORATION | 1325 | 247176 | COM |
| BERKSHIRE HATHAWAY INC DEL | 457 | 229711 | CL B NEW |
| BROADCOM INC | 655 | 226696 | COM |
| NIKE INC | 3418 | 217752 | CL B |
| ISHARES TR | 3307 | 214940 | CORE 60/40 BALAN |
| SPDR SERIES TRUST | 4478 | 214909 | STATE STREET SPD |
| FIRST CTZNS BANCSHARES INC D | 100 | 214618 | CL A |
| VANGUARD ADMIRAL FDS INC | 466 | 207080 | 500 GRTH IDX F |
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