Maloon Powers Pitre Higgins & Dennehy, LLC
148 holdingsFiling period: 2026-06-30Current AUM: $299.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 127.3K | $36.8M | $43.8M | 14.61% | -- | 2026-06-30 |
| 2 | XLK | Select Sector Spdr TR | 102.1K | $19.5M | $19.0M | 6.35% | -- | 2026-06-30 |
| 3 | VIG | Vanguard Specialized Funds | 77.5K | $18.3M | $18.9M | 6.32% | -- | 2026-06-30 |
| 4 | VBIL | Vanguard Instl Index FD | 189.2K | $14.3M | $14.3M | 4.78% | -- | 2026-06-30 |
| 5 | IWF | iShares TR | 86.5K | $10.7M | $10.5M | 3.49% | -- | 2026-06-30 |
| 6 | XAR | Spdr Series Trust | 35.5K | $10.1M | $7.9M | 2.65% | -- | 2026-06-30 |
| 7 | VYM | Vanguard Whitehall Fds | 51.9K | $8.2M | $8.4M | 2.81% | -- | 2026-06-30 |
| 8 | ORCL | Oracle Corp | 53.4K | $7.8M | $6.7M | 2.25% | -- | 2026-06-30 |
| 9 | IWD | iShares TR | 31.7K | $7.7M | $8.2M | 2.73% | -- | 2026-06-30 |
| 10 | SPY | State Str Spdr S&P 500 ETF T | 9.0K | $6.7M | $6.9M | 2.31% | -- | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 18.0K | $6.7M | $9.6M | 3.20% | -- | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 11.0K | $6.2M | $6.9M | 2.31% | -- | 2026-06-30 |
| 13 | XLU | Select Sector Spdr TR | 119.5K | $5.4M | $5.1M | 1.70% | -- | 2026-06-30 |
| 14 | EFA | iShares TR | 47.5K | $4.9M | $4.9M | 1.63% | -- | 2026-06-30 |
| 15 | VEA | Vanguard Tax-Managed Fds | 67.8K | $4.8M | $4.7M | 1.57% | -- | 2026-06-30 |
| 16 | COST | Costco Wholesale Corporation | 4.7K | $4.4M | $4.7M | 1.57% | -- | 2026-06-30 |
| 17 | VTV | Vanguard Index Fds | 17.9K | $3.9M | $4.0M | 1.35% | -- | 2026-06-30 |
| 18 | BCAL | California Bancorp | 170.4K | $3.6M | $3.7M | 1.25% | -- | 2026-06-30 |
| 19 | VOO | Vanguard Index Fds | 5.1K | $3.5M | $3.6M | 1.21% | -- | 2026-06-30 |
| 20 | DVY | iShares TR | 20.7K | $3.2M | $3.3M | 1.11% | -- | 2026-06-30 |
| 21 | AMZN | Amazon.com Inc | 13.0K | $3.1M | $3.2M | 1.08% | -- | 2026-06-30 |
| 22 | NVDA | NVIDIA Corporation | 15.5K | $3.1M | $3.3M | 1.12% | -- | 2026-06-30 |
| 23 | BRK-B | Berkshire Hathaway Inc Del | 6.1K | $3.1M | $3.1M | 1.03% | -- | 2026-06-30 |
| 24 | IJH | iShares TR | 39.7K | $3.1M | $2.9M | 0.96% | -- | 2026-06-30 |
| 25 | TSLA | Tesla Inc | 6.4K | $2.7M | $2.5M | 0.84% | -- | 2026-06-30 |
← Scroll →
Page 1 of 6