13FBOX
Maloon Powers Pitre Higgins & Dennehy, LLC · 13F Holdings
Options Calculator Rankings

Maloon Powers Pitre Higgins & Dennehy, LLC

No.5887 Data as of 2026Q2
Latest AUM (Q2 2026)
$290.5M
QoQ Change Q1 2026
+$290.5Mnew
Holdings
147
New Buys
147
Adds
0
Reduces
0
Exits
0
Unchanged
0
Holdings Value Trend
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
12.68%$36.8M127,329$00+127,329New Buy
SSELECT SECTOR SPDR TRXLK
6.7%$19.5M102,121$00+102,121New Buy
VVANGUARD SPECIALIZED FUNDSVIG
6.31%$18.3M77,453$00+77,453New Buy
VVANGUARD INSTL INDEX FDVBIL
4.93%$14.3M189,195$00+189,195New Buy
IISHARES RUSSELLIWF
3.7%$10.7M86,473$00+86,473New Buy
SSPDR SERIES TRUSTXAR
3.47%$10.1M35,536$00+35,536New Buy
VVANGUARD WHITEHALL FDSVYM
2.82%$8.2M51,857$00+51,857New Buy
ORACLE CORPORCL
2.69%$7.8M53,390$00+53,390New Buy
IISHARES TRIWD
2.64%$7.7M31,668$00+31,668New Buy
SSTATE STR SPDR S&P 500 ETF TSPY
2.32%$6.7M9,032$00+9,032New Buy
MICROSOFT CORPMSFT
2.31%$6.7M17,986$00+17,986New Buy
META PLATFORMS INCMETA
2.13%$6.2M10,994$00+10,994New Buy
SSELECT SECTOR SPDR TRXLU
1.87%$5.4M119,514$00+119,514New Buy
IISHARES MSCI EAFE ETFEFA
1.7%$4.9M47,515$00+47,515New Buy
VVANGUARD FTSEVEA
1.66%$4.8M67,778$00+67,778New Buy
COSTCO WHOLESALE CORPORATIONCOST
1.5%$4.4M4,667$00+4,667New Buy
VVANGUARD INDEX FDSVTV
1.34%$3.9M17,899$00+17,899New Buy
CALIFORNIA BANCORPBCAL
1.22%$3.6M170,396$00+170,396New Buy
VVANGUARD INDEX FDSVOO
1.22%$3.5M5,145$00+5,145New Buy
IISHARES TRDVY
1.11%$3.2M20,674$00+20,674New Buy
AMAZON COM INCAMZN
1.07%$3.1M13,039$00+13,039New Buy
NVIDIA CORPORATIONNVDA
1.07%$3.1M15,470$00+15,470New Buy
BERKSHIRE HATHAWAY INC DELBRK.B
1.06%$3.1M6,144$00+6,144New Buy
IISHARES COREIJH
1.05%$3.1M39,661$00+39,661New Buy
TESLA INCTSLA
0.93%$2.7M6,399$00+6,399New Buy
CHEVRON CORPORATIONCVX
0.92%$2.7M16,165$00+16,165New Buy
CISCO SYS INCCSCO
0.91%$2.7M22,590$00+22,590New Buy
QUANTA SVCS INCPWR
0.8%$2.3M3,221$00+3,221New Buy
VISA INCV
0.79%$2.3M6,657$00+6,657New Buy
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.75%$2.2M4,146$00+4,146New Buy
JOHNSON & JOHNSONJNJ
0.72%$2.1M8,202$00+8,202New Buy
AAT&T INCT
0.69%$2.0M96,427$00+96,427New Buy
JPMORGAN CHASE & COJPM
0.66%$1.9M5,870$00+5,870New Buy
IISHARES U.S. TECHNOLOGY ETFIYW
0.63%$1.8M7,243$00+7,243New Buy
WELLS FARGO CO NEWWFC
0.59%$1.7M20,909$00+20,909New Buy
VVANGUARD MIDVO
0.58%$1.7M21,032$00+21,032New Buy
VVANGUARD INDEX FDSVUG
0.56%$1.6M18,972$00+18,972New Buy
IISHARES TRCMF
0.55%$1.6M27,501$00+27,501New Buy
VANECK URANIUM AND NUCLEAR ETFNLR
0.54%$1.6M13,554$00+13,554New Buy
APPLIED MATLS INCAMAT
0.53%$1.6M2,145$00+2,145New Buy
IISHARES COREIJR
0.53%$1.5M10,385$00+10,385New Buy
VVANGUARD WORLD FDVGT
0.51%$1.5M12,505$00+12,505New Buy
BBANK OF AMER CORPBAC
0.5%$1.4M25,282$00+25,282New Buy
IISHARES RUSSELL MID-CAP GROWTH ETFIWP
0.49%$1.4M9,772$00+9,772New Buy
IISHARES TREFV
0.48%$1.4M18,151$00+18,151New Buy
VERIZON COMMUNICATIONS INCVZ
0.43%$1.3M29,758$00+29,758New Buy
IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.43%$1.3M12,240$00+12,240New Buy
IISHARES TRITA
0.42%$1.2M5,029$00+5,029New Buy
VVANGUARD INSTL INDEX FDVGUS
0.39%$1.1M15,149$00+15,149New Buy
ADVANCED MICRO DEVICES INCAMD
0.39%$1.1M1,971$00+1,971New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow