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Mullooly Asset Management, Inc.

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13F filer, CIK 1950591, WALL TOWNSHIP, NJ

Mullooly Asset Management, Inc. reported $260,694,798 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-10. Its ten largest share positions make up 86.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001950591-25-000002

Period
2025-09-30
Reported value
$261M
Holdings
51
Top 10 weight
86.52%
New
4
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SHVadded+14,245$1.57M
VTIadded+2,883$946K
AGGadded+8,055$807K
BONDadded+8,601$803K
VLUEadded+5,666$709K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-903-$230K
IDUreduced-1,015-$113K
VTVreduced-594-$111K
HDreduced-269-$109K
AOAreduced-493-$43.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001950591-25-000002, largest first. % of portfolio is the value over $260,694,798, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 136,122 shares; 2025Q2: 136,262 shares; 2025Q3: 137,856 shares 137,856$35.4M13.56%+1,594Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 236,127 shares; 2025Q2: 239,609 shares; 2025Q3: 245,275 shares 245,275$30.7M11.77%+5,666Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 408,675 shares; 2025Q2: 414,007 shares; 2025Q3: 420,809 shares 420,809$30M11.52%+6,802Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 392,814 shares; 2025Q2: 398,900 shares; 2025Q3: 409,221 shares 409,221$26.7M10.24%+10,321Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 204,064 shares; 2025Q2: 194,696 shares; 2025Q3: 208,941 shares 208,941$23.1M8.86%+14,245Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 62,659 shares; 2025Q2: 67,143 shares; 2025Q3: 70,026 shares 70,026$23M8.82%+2,883Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 154,128 shares; 2025Q2: 153,076 shares; 2025Q3: 154,055 shares 154,055$18.3M7.02%+979Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 120,109 shares; 2025Q2: 123,071 shares; 2025Q3: 131,126 shares 131,126$13.1M5.04%+8,055Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,151 shares; 2025Q2: 21,108 shares; 2025Q3: 21,071 shares 21,071$12.7M4.85%-37Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 120,725 shares; 2025Q2: 126,626 shares; 2025Q3: 135,227 shares 135,227$12.6M4.84%+8,601Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 37,482 shares; 2025Q2: 36,201 shares; 2025Q3: 36,497 shares 36,497$3.9M1.49%+296Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,153 shares; 2025Q2: 34,159 shares; 2025Q3: 35,597 shares 35,597$3.39M1.3%+1,438Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,372 shares; 2025Q2: 16,746 shares; 2025Q3: 16,728 shares 16,728$3.28M1.26%-18Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,386 shares; 2025Q2: 20,790 shares; 2025Q3: 20,790 shares 20,790$2.24M0.86%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,521 shares; 2025Q2: 43,007 shares; 2025Q3: 43,917 shares 43,917$2.2M0.84%+910Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,540 shares; 2025Q2: 4,561 shares; 2025Q3: 4,292 shares 4,292$1.74M0.67%-269Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,166 shares; 2025Q2: 3,140 shares; 2025Q3: 3,146 shares 3,146$1.09M0.42%+6Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,630 shares; 2025Q2: 11,745 shares; 2025Q3: 13,069 shares 13,069$1.08M0.42%+1,324Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,283 shares; 2025Q2: 3,321 shares; 2025Q3: 3,333 shares 3,333$1.05M0.4%+12Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,347 shares; 2025Q2: 4,974 shares; 2025Q3: 4,071 shares 4,071$1.04M0.4%-903Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,647 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares 3,667$891K0.34%0Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,223 shares; 2025Q2: 7,972 shares; 2025Q3: 6,957 shares 6,957$771K0.3%-1,015Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,736 shares; 2025Q2: 19,058 shares; 2025Q3: 20,247 shares 20,247$765K0.29%+1,189Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,549 shares; 2025Q2: 6,552 shares; 2025Q3: 6,189 shares 6,189$730K0.28%-363Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,403 shares; 2025Q2: 8,602 shares; 2025Q3: 8,109 shares 8,109$715K0.27%-493Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,647 shares; 2025Q2: 2,660 shares; 2025Q3: 2,661 shares 2,661$648K0.25%+1Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares 2,225$623K0.24%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,233 shares 1,233$616K0.24%newTimeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,915 shares; 2025Q2: 2,917 shares; 2025Q3: 2,925 shares 2,925$612K0.23%+8Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,965 shares; 2025Q2: 8,000 shares; 2025Q3: 8,042 shares 8,042$591K0.23%+42Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,596 shares; 2025Q2: 1,604 shares; 2025Q3: 1,612 shares 1,612$559K0.21%+8Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 785 shares; 2025Q2: 821 shares; 2025Q3: 893 shares 893$547K0.21%+72Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,381 shares; 2025Q2: 4,427 shares; 2025Q3: 4,447 shares 4,447$494K0.19%+20Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,288 shares; 2025Q2: 1,974 shares; 2025Q3: 1,977 shares 1,977$474K0.18%+3Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,568 shares; 2025Q2: 1,570 shares; 2025Q3: 1,574 shares 1,574$427K0.16%+4Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,456 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares 1,480$416K0.16%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 767 shares; 2025Q2: 785 shares; 2025Q3: 785 shares 785$407K0.16%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,412 shares; 2025Q2: 2,612 shares; 2025Q3: 2,018 shares 2,018$376K0.14%-594Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,216 shares; 2025Q2: 2,484 shares; 2025Q3: 2,406 shares 2,406$340K0.13%-78Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,197 shares; 2025Q2: 3,228 shares; 2025Q3: 3,254 shares 3,254$328K0.13%+26Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 485 shares; 2025Q2: 487 shares; 2025Q3: 488 shares 488$325K0.12%+1Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,737 shares; 2025Q2: 1,753 shares; 2025Q3: 1,754 shares 1,754$325K0.12%+1Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,400 shares; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares 1,451$319K0.12%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares 296$274K0.11%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares 1,325$247K0.09%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,359 shares; 2025Q2: 3,379 shares; 2025Q3: 3,399 shares 3,399$237K0.09%+20Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares 457$230K0.09%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 655 shares 655$216K0.08%newTimeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,381 shares; 2025Q2: 4,409 shares; 2025Q3: 4,438 shares 4,438$214K0.08%+29Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,259 shares 3,259$210K0.08%newTimeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares 466$203K0.08%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001950591-25-000002 base2025-11-10acceptance time not in the bulk data set