Mullaney, Keating & Wright, Inc.
CIK 2135840 · Holdings on Jun 30, 2025 · First reported May 29, 2026
Top ten holdings
Q2 2025- AAPL28.76%
- IWB11.88%
- IWR5.56%
- IWD4.89%
- VTIP3.98%
- IWS3.68%
- SHW3.48%
- EFA3.11%
- IVE3.09%
- IWN3.00%
Share classes counted separately71.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -3.29 pp32.05% → 28.76%Shares -128 (-0.06%)
- JPSTWeight increased · +0.81 pp0.88% → 1.69%Shares +25.31K (+98.40%)
- IWBWeight increased · +0.78 pp11.10% → 11.88%Shares -252 (-0.47%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $43.91M | 28.76% | 214.03K shares | 32.05% → 28.76%-3.29 pp -128 (-0.06%) | Reduced | ↗▾ |
| 02 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $18.15M | 11.88% | 53.45K shares | 11.10% → 11.88%+0.78 pp -252 (-0.47%) | Reduced | ↗▾ |
| 03 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $8.49M | 5.56% | 92.33K shares | 5.30% → 5.56%+0.26 pp -93 (-0.10%) | Reduced | ↗▾ |
| 04 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $7.47M | 4.89% | 38.48K shares | 4.87% → 4.89%+0.02 pp +81 (+0.21%) | Added | ↗▾ |
| 05 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $6.08M | 3.98% | 120.90K shares | 4.07% → 3.98%-0.09 pp -298 (-0.25%) | Reduced | ↗▾ |
| 06 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $5.62M | 3.68% | 42.52K shares | 3.68% → 3.68%+0.00 pp -789 (-1.82%) | Reduced | ↗▾ |
| 07 | SHWSHERWIN-WILLIAMS CO/THE View history and evidence | $5.32M | 3.48% | 15.48K shares | 3.78% → 3.48%-0.30 pp -596 (-3.71%) | Reduced | ↗▾ |
| 08 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $4.75M | 3.11% | 53.17K shares | 2.65% → 3.11%+0.46 pp +5.11K (+10.62%) | Added | ↗▾ |
| 09 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $4.71M | 3.09% | 24.12K shares | 3.11% → 3.09%-0.02 pp -118 (-0.49%) | Reduced | ↗▾ |
| 10 | IWNISHARES RUSSELL 2000 VALUE ERUS 2000 VAL ETF View history and evidence | $4.59M | 3.00% | 29.07K shares | 2.90% → 3.00%+0.10 pp +533 (+1.87%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IGV ISHARES EXPANDED TECH-SOFTWA | Non-derivative | -2,878 | -$260.99K | SEC filing ↗ | SEC filing ↗ |
| PEP PEPSICO INC | Non-derivative | -1,391 | -$208.57K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2135840 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported May 29, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 152705729
}Research all 59 reported holdings.
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