Mullaney, Keating & Wright, Inc.

Q4 2024 13F-HR Holdings

Location
Middletown, CT
Holdings as of
12/31/2024
Date filed
5/29/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$148,140
Net value change ($000)
+4,069 (2.8%)
New positions
4
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 3,520 7.0%
VOO 1,078 266.8%
IJH 850 64.8%
ICSH 637 37.9%
MINT 592 31.9%
IJR 539 21.8%
JPST 520 116.1%
SPEM 456 NEW
TSLA 388 NEW
SPYV 333 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWS -898 -13.7%
SHW -663 -10.8%
EFA -586 -13.8%
DFUV -506 -57.3%
IWD -270 -3.6%
IWB -266 -1.6%
VTIP -235 -3.8%
DFAT -228 -28.8%
IUSV -198 -42.6%
IWN -169 -3.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type