Mullooly Asset Management, Inc.
RIA/Wealth
Mullooly Asset Management, Inc. is a RIA/Wealth based in Wall Township, NJ led by Thomas Peter Mullooly, reporting $395.7M in AUM as of Q3 2025 with 95% ETF concentration and 87% concentrated in top 10 holdings.
PresidentThomas Peter Mullooly
- Portfolio Value
- $260.7M
- Positions
- 51
- Top Holding
- MTUM at 13.56%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Mullooly Asset Management, Inc.'s portfolio (86.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.4M | 13.56% | +$408.8K Bought | — 137.9K shares | |
ETF ETF | $30.7M | 11.77% | +$708.5K Bought | — 245.3K shares | |
ETF ETF | $30.0M | 11.52% | +$485.5K Bought | — 420.8K shares | |
ETF ETF | $26.7M | 10.24% | +$673.6K Bought | — 409.2K shares | |
ETF ETF | $23.1M | 8.86% | +$1.6M Bought | — 208.9K shares | |
ETF ETF | $23.0M | 8.82% | +$946.3K Bought | — 70.0K shares | |
ETF ETF | $18.3M | 7.02% | +$116.3K Bought | — 154.1K shares | |
ETF ETF | $13.1M | 5.04% | +$807.5K Bought | — 131.1K shares | |
ETF ETF | $12.7M | 4.85% | -$22.2K Sold | — 21.1K shares | |
ETF ETF | $12.6M | 4.84% | +$802.9K Bought | — 135.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Mullooly Asset Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+11.27% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-22.74% | |
-18.15% | |
-12.73% | |
-5.9% | |
-5.73% |
Analytics
Portfolio insights and performance metrics for Mullooly Asset Management, Inc.
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