Mullaney, Keating & Wright, Inc.

Q1 2025 13F-HR Holdings

Location
Middletown, CT
Holdings as of
3/31/2025
Date filed
5/29/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$148,419
Net value change ($000)
+279 (0.2%)
New positions
1
Sold out positions
2
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VEA 2,818 NEW
IVE 2,442 112.1%
ICSH 1,553 67.1%
MINT 1,141 46.6%
JPST 334 34.5%
EFA 260 7.1%
SHW 149 2.7%
COKE 139 14.9%
IWD 97 1.4%
BRK-B 71 17.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -6,064 -11.3%
IWB -424 -2.5%
TSLA -388 -100.0%
IWN -387 -8.2%
IWR -302 -3.7%
IJR -269 -8.9%
IWS -217 -3.8%
ITB -207 -100.0%
IVV -202 -13.5%
MSFT -128 -12.0%
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