Clune & Associates, Ltd. Reduced Holdings in Q1 2025

Clune & Associates, Ltd.

  • $326 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.22K
- 4.2%
$209.68 - $247.1 $256K - $302K
27.9K $6.2B
NVDA
Nvidia Corp

Technology
-1.2K
- 4.07%
$106.98 - $149.43 $128K - $179K
28.3K $3.06B
IAS
Integral Ad Science Holding Corp.

Communication Services
-24.9K
- 25.09%
$8.06 - $10.77 $201K - $268K
74.4K $600M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.7K
- 0.74%
$32.42 - $36.13 $55.2K - $61.5K
230K $7.58B
MSFT
Microsoft Corp

Technology
-7
- 0.15%
$375.39 - $447.2 $2.63K - $3.13K
4.58K $1.72B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.6K
- 6.81%
$100.34 - $100.68 $161K - $161K
22K $2.21B
ITAN
Ea Series Trust Sparkline Inta

ETFs
-3.28K
- 31.92%
$29.47 - $32.86 $96.8K - $108K
7K $209M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-164
- 2.11%
$47.79 - $59.89 $7.84K - $9.82K
7.61K $382M
IVV
Ishares Core S&P 500 ETF

ETFs
-35
- 1.62%
$554.06 - $615.85 $19.4K - $21.6K
2.13K $1.19B
ICLN
Ishares

ETFs
-6.74K
- 11.09%
$10.94 - $11.86 $73.7K - $79.9K
54K $617M
MRK
Merck & Co., Inc.

Healthcare
-30
- 1.33%
$83.01 - $101.02 $2.49K - $3.03K
2.23K $200M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-284
- 1.66%
$126.11 - $135.06 $35.8K - $38.4K
16.8K $2.17B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-575
- 4.64%
$25.44 - $27.95 $14.6K - $16.1K
11.8K $320M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-310
- 1.93%
$71.17 - $73.66 $22.1K - $22.8K
15.8K $1.16B
JPM
Jpmorgan Chase & CO

Financial Services
-43
- 1.61%
$225.19 - $279.95 $9.68K - $12K
2.63K $645M
MA
Mastercard Inc

Financial Services
-12
- 2.07%
$504.67 - $576.31 $6.06K - $6.92K
567 $311M
CVX
Chevron Corp

Energy
-110
- 4.34%
$146.71 - $167.97 $16.1K - $18.5K
2.42K $406M
AVEM
American Centy ETF Tr Avantis

ETFs
-140
- 0.33%
$57.11 - $62.4 $8K - $8.74K
41.9K $2.52B
WM
Waste Management Inc

Industrials
-21
- 0.85%
$200.54 - $233.78 $4.21K - $4.91K
2.46K $570M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-110
- 0.74%
$74.85 - $84.89 $8.23K - $9.34K
14.8K $1.21B
DFAX
Dimensional ETF Tr
-193
- 0.22%
$24.45 - $27.2 $4.72K - $5.25K
86.5K $2.27B
XOM
Exxon Mobil Corp

Energy
-98
- 0.84%
$105.44 - $118.93 $10.3K - $11.7K
11.6K $1.38B
DFAI
Dimensional ETF Tr

ETFs
-134
- 0.18%
$28.88 - $32.4 $3.87K - $4.34K
76.3K $2.38B
AON
Aon PLC

Financial Services
-57
- 1.27%
$348.44 - $409.32 $19.9K - $23.3K
4.43K $1.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13
- 0.37%
$442.66 - $534.52 $5.75K - $6.95K
3.5K $1.86B
Activity Summary
Buys All Purchases 97 New Holdings 8 Increased Positions 89 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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