Mullaney, Keating & Wright, Inc.

Q3 2024 13F-HR Holdings

Location
Middletown, CT
Holdings as of
9/30/2024
Date filed
5/29/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$144,071
Net value change ($000)
+15,074 (11.7%)
New positions
3
Sold out positions
0
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,722 10.4%
SHW 1,180 23.8%
IWB 1,130 7.0%
IWS 731 12.5%
IWR 691 9.2%
DFUV 580 191.4%
IWD 524 7.6%
IJH 488 59.2%
IWN 460 10.4%
JPST 448 NEW
Top Reduces (Value $000, Stocks/ETFs)
VLO -87 -13.9%
MSFT -29 -2.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type