Clune & Associates, Ltd. Reduced Holdings in Q2 2025

Clune & Associates, Ltd.

  • $365 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-11.8K
- 41.94%
$102.31 - $105.8 $1.21M - $1.25M
16.3K $1.7B
ABBV
Abb Vie Inc.

Healthcare
-1.15K
- 5.98%
$170.16 - $206.27 $196K - $237K
18.1K $3.36B
AAPL
Apple Inc.

Technology
-283
- 1.01%
$172.42 - $223.89 $48.8K - $63.4K
27.6K $5.67B
AON
Aon PLC

Financial Services
-181
- 4.09%
$335.85 - $398.81 $60.8K - $72.2K
4.25K $1.51B
IGE
Ishares Tr North Amern Nat Res

ETFs
-2.7K
- 3.29%
$38.21 - $46.01 $103K - $124K
79.4K $3.51B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-75
- 2.15%
$483.48 - $539.8 $36.3K - $40.5K
3.42K $1.66B
Dimensional ETF Trust
-3.65K
- 3.98%
N/A
88K $4.47B
XOM
Exxon Mobil Corp

Energy
-60
- 0.52%
$99.93 - $119.04 $6K - $7.14K
11.6K $1.25B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.31K
- 5.03%
$51.68 - $52.76 $119K - $122K
43.6K $2.3B
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.3%
$285.55 - $321.23 $2.86K - $3.21K
3.38K $986M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-840
- 3.62%
$49.57 - $50.27 $41.6K - $42.2K
22.3K $1.12B
MA
Mastercard Inc

Financial Services
-28
- 4.94%
$479.92 - $590.74 $13.4K - $16.5K
539 $303M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-281
- 1.28%
$49.79 - $50.59 $14K - $14.2K
21.7K $1.1B
WM
Waste Management Inc

Industrials
-2
- 0.08%
$216.47 - $242.1 $433 - $484
2.46K $562M
GNR
Spdr S&P Global Natural Resour

ETFs
-327
- 1.67%
$45.66 - $55.03 $14.9K - $18K
19.3K $1.04B
PATK
Patrick Industries Inc

Consumer Cyclical
-170
- 6.46%
$74.33 - $93.03 $12.6K - $15.8K
2.46K $227M
FNDF
Schwab Fundamental Intl Large

ETFs
-145
- 1.86%
$32.25 - $40.02 $4.68K - $5.8K
7.64K $306M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-205
- 9.93%
$101.69 - $139.02 $20.8K - $28.5K
1.86K $258M
ABT
Abbott Laboratories

Healthcare
-123
- 0.82%
$123.95 - $138.08 $15.2K - $17K
14.8K $2.01B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-28
- 1.94%
$272.36 - $339.57 $7.63K - $9.51K
1.42K $482M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-166
- 1.99%
$65.84 - $80.81 $10.9K - $13.4K
8.17K $655M
DV
Double Verify Holdings, Inc.

Technology
-3.05K
- 5.56%
$11.86 - $15.03 $36.1K - $45.8K
51.7K $774M
DISV
Dimensional ETF Tr Dimensional

ETFs
-850
- 4.5%
$25.93 - $32.91 $22K - $28K
18.1K $594M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2
- 0.01%
$72.96 - $90.39 $146 - $181
14.8K $1.32B
DFAI
Dimensional ETF Tr

ETFs
-3.56K
- 4.67%
$28.02 - $34.71 $99.7K - $124K
72.7K $2.51B
AVGO
Broadcom Inc.

Technology
-15
- 1.05%
$146.29 - $275.65 $2.19K - $4.13K
1.42K $391M
AVDV
American Centy ETF Tr Avantis

ETFs
-105
- 0.58%
$61.76 - $79.32 $6.48K - $8.33K
17.9K $1.42B
AVDE
American Centy ETF Tr Avantis

ETFs
-260
- 0.88%
$59.32 - $74.36 $15.4K - $19.3K
29.3K $2.17B
AMZN
Amazon Com Inc

Consumer Cyclical
-34
- 0.38%
$167.32 - $223.3 $5.69K - $7.59K
8.83K $1.94B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-609
- 1.85%
$104.23 - $134.39 $63.5K - $81.8K
32.4K $4.35B
NVDA
Nvidia Corp

Technology
-4.11K
- 14.53%
$94.31 - $157.99 $387K - $649K
24.1K $3.81B
Activity Summary
Buys All Purchases 109 New Holdings 16 Increased Positions 93 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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