Clune & Associates, Ltd. Purchases and Sells in Q1 2025

Clune & Associates, Ltd.

$326 Billion
Q1 2025

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIV	15.8K + 5.14%	$35.33 - $40.77 $559K - $646K	324K $12.7B
DFSD	24.8K + 11.28%	$46.74 - $47.55 $1.16M - $1.18M	245K $11.6B
DFUV	28.3K + 6.68%	$39.96 - $43.3 $1.13M - $1.22M	451K $18.6B
VTV	5.43K + 20.55%	$167.73 - $179.21 $911K - $973K	31.9K $5.51B
BSV	11.3K + 8.21%	$76.94 - $78.28 $869K - $884K	149K $11.7B
VXUS	9.54K + 8.97%	$58.01 - $64.46 $553K - $615K	116K $7.19B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	9 New	$663000.0 - $801950.0 $5.97M - $7.22M	9 $7.19B
PCY	13K New	$19.7 - $20.61 $256K - $268K	13K $262M
HYG	3.09K New	$78.51 - $80.11 $242K - $247K	3.09K $244M
GRID	2.06K New	$113.13 - $127.79 $234K - $264K	2.06K $234M
DIMENSIONAL ETF TRUST	4.3K New	N/A	4.3K $224M
PATK	2.63K New	$82.13 - $97.92 $216K - $258K	2.63K $223M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.22K - 4.2%	$209.68 - $247.1 $256K - $302K	27.9K $6.2B
NVDA	-1.2K - 4.07%	$106.98 - $149.43 $128K - $179K	28.3K $3.06B
IAS	-24.9K - 25.09%	$8.06 - $10.77 $201K - $268K	74.4K $600M
DFAC	-1.7K - 0.74%	$32.42 - $36.13 $55.2K - $61.5K	230K $7.58B
MSFT	-7 - 0.15%	$375.39 - $447.2 $2.63K - $3.13K	4.58K $1.72B
SGOV	-1.6K - 6.81%	$100.34 - $100.68 $161K - $161K	22K $2.21B

Activity Summary All Purchases 97 New Holdings 8 Increased Positions 89 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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