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Mullooly Asset Management, Inc.

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13F filer, CIK 1950591, WALL TOWNSHIP, NJ

Mullooly Asset Management, Inc. reported $273,360,911 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-06. Its ten largest share positions make up 87.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001950591-26-000001

Period
2025-12-31
Reported value
$273M
Holdings
51
Top 10 weight
87.08%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SHVadded+13,527$1.49M
AGGadded+13,352$1.33M
BONDadded+13,909$1.29M
VTIadded+3,838$1.29M
VEUadded+13,973$1.03M

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
VTVexited-2,018-$376K
QQQreduced-394-$242K
IYWreduced-739-$148K
VOOreduced-197-$124K
HDreduced-207-$71.2K

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, Q4 2025

Share positions as resolved from 13F-HR 0001950591-26-000001, largest first. % of portfolio is the value over $273,360,911, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 136,122 shares; 2025Q2: 136,262 shares; 2025Q3: 137,856 shares; 2025Q4: 140,424 shares 140,424$35.1M12.86%+2,568Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 236,127 shares; 2025Q2: 239,609 shares; 2025Q3: 245,275 shares; 2025Q4: 249,889 shares 249,889$34.2M12.5%+4,614Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 408,675 shares; 2025Q2: 414,007 shares; 2025Q3: 420,809 shares; 2025Q4: 434,782 shares 434,782$32M11.7%+13,973Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 392,814 shares; 2025Q2: 398,900 shares; 2025Q3: 409,221 shares; 2025Q4: 422,431 shares 422,431$27.9M10.2%+13,210Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 62,659 shares; 2025Q2: 67,143 shares; 2025Q3: 70,026 shares; 2025Q4: 73,864 shares 73,864$24.8M9.06%+3,838Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 204,064 shares; 2025Q2: 194,696 shares; 2025Q3: 208,941 shares; 2025Q4: 222,468 shares 222,468$24.5M8.96%+13,527Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 154,128 shares; 2025Q2: 153,076 shares; 2025Q3: 154,055 shares; 2025Q4: 154,632 shares 154,632$18.6M6.8%+577Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 120,109 shares; 2025Q2: 123,071 shares; 2025Q3: 131,126 shares; 2025Q4: 144,478 shares 144,478$14.4M5.28%+13,352Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 120,725 shares; 2025Q2: 126,626 shares; 2025Q3: 135,227 shares; 2025Q4: 149,136 shares 149,136$13.9M5.08%+13,909Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,151 shares; 2025Q2: 21,108 shares; 2025Q3: 21,071 shares; 2025Q4: 20,677 shares 20,677$12.7M4.65%-394Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 37,482 shares; 2025Q2: 36,201 shares; 2025Q3: 36,497 shares; 2025Q4: 38,636 shares 38,636$4.12M1.51%+2,139Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,153 shares; 2025Q2: 34,159 shares; 2025Q3: 35,597 shares; 2025Q4: 39,269 shares 39,269$3.7M1.35%+3,672Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,372 shares; 2025Q2: 16,746 shares; 2025Q3: 16,728 shares; 2025Q4: 15,989 shares 15,989$3.19M1.17%-739Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,521 shares; 2025Q2: 43,007 shares; 2025Q3: 43,917 shares; 2025Q4: 45,189 shares 45,189$2.27M0.83%+1,272Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,386 shares; 2025Q2: 20,790 shares; 2025Q3: 20,790 shares; 2025Q4: 20,590 shares 20,590$1.88M0.69%-200Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,540 shares; 2025Q2: 4,561 shares; 2025Q3: 4,292 shares; 2025Q4: 4,085 shares 4,085$1.41M0.51%-207Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,630 shares; 2025Q2: 11,745 shares; 2025Q3: 13,069 shares; 2025Q4: 14,860 shares 14,860$1.23M0.45%+1,791Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,647 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 3,668 shares 3,668$1.15M0.42%+1Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,347 shares; 2025Q2: 4,974 shares; 2025Q3: 4,071 shares; 2025Q4: 4,014 shares 4,014$1.09M0.4%-57Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,283 shares; 2025Q2: 3,321 shares; 2025Q3: 3,333 shares; 2025Q4: 3,345 shares 3,345$1.08M0.39%+12Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,166 shares; 2025Q2: 3,140 shares; 2025Q3: 3,146 shares; 2025Q4: 3,151 shares 3,151$1.02M0.37%+5Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,736 shares; 2025Q2: 19,058 shares; 2025Q3: 20,247 shares; 2025Q4: 22,844 shares 22,844$854K0.31%+2,597Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,647 shares; 2025Q2: 2,660 shares; 2025Q3: 2,661 shares; 2025Q4: 2,662 shares 2,662$835K0.31%+1Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,403 shares; 2025Q2: 8,602 shares; 2025Q3: 8,109 shares; 2025Q4: 8,330 shares 8,330$746K0.27%+221Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,223 shares; 2025Q2: 7,972 shares; 2025Q3: 6,957 shares; 2025Q4: 6,840 shares 6,840$741K0.27%-117Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,549 shares; 2025Q2: 6,552 shares; 2025Q3: 6,189 shares; 2025Q4: 6,189 shares 6,189$720K0.26%0Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,915 shares; 2025Q2: 2,917 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares 2,925$628K0.23%0Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares 2,225$599K0.22%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares 1,233$596K0.22%0Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,965 shares; 2025Q2: 8,000 shares; 2025Q3: 8,042 shares; 2025Q4: 8,044 shares 8,044$574K0.21%+2Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,596 shares; 2025Q2: 1,604 shares; 2025Q3: 1,612 shares; 2025Q4: 1,620 shares 1,620$559K0.2%+8Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,381 shares; 2025Q2: 4,427 shares; 2025Q3: 4,447 shares; 2025Q4: 4,465 shares 4,465$548K0.2%+18Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,288 shares; 2025Q2: 1,974 shares; 2025Q3: 1,977 shares; 2025Q4: 3,957 shares 3,957$473K0.17%+1,980Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,568 shares; 2025Q2: 1,570 shares; 2025Q3: 1,574 shares; 2025Q4: 1,543 shares 1,543$465K0.17%-31Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 785 shares; 2025Q2: 821 shares; 2025Q3: 893 shares; 2025Q4: 696 shares 696$437K0.16%-197Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 767 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares 785$380K0.14%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,737 shares; 2025Q2: 1,753 shares; 2025Q3: 1,754 shares; 2025Q4: 1,755 shares 1,755$363K0.13%+1Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,216 shares; 2025Q2: 2,484 shares; 2025Q3: 2,406 shares; 2025Q4: 2,410 shares 2,410$342K0.13%+4Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,400 shares; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares; 2025Q4: 1,451 shares 1,451$335K0.12%0Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,197 shares; 2025Q2: 3,228 shares; 2025Q3: 3,254 shares; 2025Q4: 3,289 shares 3,289$335K0.12%+35Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 485 shares; 2025Q2: 487 shares; 2025Q3: 488 shares; 2025Q4: 490 shares 490$334K0.12%+2Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,456 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,417 shares 1,417$276K0.1%-63Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares 296$255K0.09%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares 1,325$247K0.09%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares 457$230K0.08%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 655 shares; 2025Q4: 655 shares 655$227K0.08%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,359 shares; 2025Q2: 3,379 shares; 2025Q3: 3,399 shares; 2025Q4: 3,418 shares 3,418$218K0.08%+19Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,259 shares; 2025Q4: 3,307 shares 3,307$215K0.08%+48Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,381 shares; 2025Q2: 4,409 shares; 2025Q3: 4,438 shares; 2025Q4: 4,478 shares 4,478$215K0.08%+40Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100$215K0.08%newTimeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 466 shares 466$207K0.08%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VTVVANGUARD INDEX FDS2,018$376Kshares

How Q4 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 0001950591-26-000001 base2026-02-06acceptance time not in the bulk data set