Clune & Associates, Ltd. Purchases in Q4 2024

Clune & Associates, Ltd.

  • $301 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
18.9K
New
$26.18 - $28.77 $495K - $544K
18.9K $502M
WM
Waste Management Inc

Industrials
2.48K
New
$201.79 - $228.46 $501K - $567K
2.48K $501M
VTI
Vanguard Total Stock Market Et

ETFs
1.63K
New
$280.04 - $302.45 $456K - $493K
1.63K $472M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.77K
New
$55.73 - $66.16 $433K - $514K
7.77K $469M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.44K
New
$311.11 - $335.64 $446K - $482K
1.44K $462M
TSLA
Tesla, Inc.

Consumer Cyclical
1.14K
New
$213.65 - $479.86 $244K - $548K
1.14K $462M
GOOGL
Alphabet Inc.

Communication Services
2.33K
New
$161.86 - $196.66 $377K - $459K
2.33K $441M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.3K
New
$49.79 - $51.14 $413K - $424K
8.3K $416M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.73K
New
$60.13 - $67.31 $405K - $453K
6.73K $409M
TER
Teradyne, Inc

Technology
3.08K
New
$102.58 - $133.62 $316K - $412K
3.08K $388M
UAL
United Airlines Holdings, Inc.

Industrials
3.67K
New
$55.62 - $102.44 $204K - $376K
3.67K $356M
AVGO
Broadcom Inc.

Technology
1.43K
New
$159.67 - $250.0 $229K - $359K
1.43K $332M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
12.4K
New
$26.16 - $29.13 $324K - $361K
12.4K $325M
ITAN
Ea Series Trust Sparkline Inta

ETFs
10.3K
New
$29.88 - $32.67 $307K - $336K
10.3K $320M
MA
Mastercard Inc

Financial Services
579
New
$491.3 - $536.15 $284K - $310K
579 $305M
PEP
Pepsico Inc

Consumer Defensive
1.91K
New
$151.29 - $176.1 $289K - $337K
1.91K $291M
CMF
Ishares California Muni Bond E

ETFs
5.04K
New
$56.66 - $58.1 $286K - $293K
5.04K $289M
IGF
Ishares Global Infrastructure

ETFs
5.26K
New
$51.2 - $55.7 $269K - $293K
5.26K $275M
CSCO
Cisco Systems, Inc.

Technology
4.42K
New
$52.45 - $60.02 $232K - $265K
4.42K $262M
FNDF
Schwab Fundamental Intl Large

ETFs
7.78K
New
$32.92 - $37.15 $256K - $289K
7.78K $258M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.87K
New
$25.33 - $51.16 $250K - $505K
9.87K $255M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.32K
New
$47.65 - $48.6 $253K - $259K
5.32K $254M
IVE
Ishares S&P 500 Value ETF

ETFs
1.29K
New
$189.5 - $206.17 $244K - $265K
1.29K $245M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.51K
New
$160.89 - $176.18 $243K - $266K
1.51K $244M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.29K
New
$105.45 - $117.99 $241K - $270K
2.29K $243M
IBM
International Business Machines Corp

Technology
1.05K
New
$204.9 - $238.04 $215K - $249K
1.05K $230M
MRK
Merck & Co., Inc.

Healthcare
2.26K
New
$96.31 - $114.76 $218K - $259K
2.26K $225M
IEMG
Ishares Inc

ETFs
4.29K
New
N/A
4.29K $224M
HD
Home Depot, Inc.

Consumer Cyclical
569
New
$385.02 - $431.37 $219K - $245K
569 $221M
DIS
Walt Disney CO

Communication Services
1.95K
New
$92.39 - $117.6 $180K - $229K
1.95K $217M
ITW
Illinois Tool Works Inc

Industrials
827
New
$253.56 - $278.5 $210K - $230K
827 $210M
AVUS
American Centy ETF Tr Avantis

ETFs
2.13K
New
$94.36 - $102.06 $201K - $217K
2.13K $207M
Linde PLC
491
New
N/A
491 $206M
AVIG
American Centy ETF Tr Avantis

ETFs
5.04K
New
$40.48 - $42.48 $204K - $214K
5.04K $204M
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
16.5K
New
$1.72 - $3.27 $28.4K - $54K
16.5K $28.4M
Activity Summary
Buys All Purchases 136 New Holdings 136 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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