Mc Lean Asset Management Corp Purchases and Sells in Q1 2025

Mc Lean Asset Management Corp

$303 Billion
Q1 2025

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	37.1K + 60.48%	$209.68 - $247.1 $7.78M - $9.17M	98.5K $17B
BNDX	27.1K + 29.49%	$48.33 - $49.5 $1.31M - $1.34M	119K $5.82B
VGSH	17.5K + 10.59%	$58.07 - $58.69 $1.02M - $1.03M	183K $10.7B
AVEM	30.6K + 34.05%	$57.11 - $62.4 $1.75M - $1.91M	121K $6.4B
ESGV	11.2K + 299.23%	$96.93 - $109.51 $1.09M - $1.23M	14.9K $1.3B
AVDE	19.4K + 15.71%	$60.63 - $68.55 $1.18M - $1.33M	143K $8.49B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIOO	7.78K New	$94.32 - $110.46 $734K - $859K	7.78K $652M
VEA	9.5K New	$47.4 - $52.99 $450K - $504K	9.5K $434M
CVS	5.13K New	$44.22 - $68.64 $227K - $352K	5.13K $347M
ISHARES BITCOIN TRUST ETF	6.91K New	N/A	6.91K $301M
IWV	765 New	$313.1 - $349.83 $240K - $268K	765 $215M
PGR	800 New	$235.61 - $291.22 $188K - $233K	800 $208M

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	-12.1K - 1.76%	$59.61 - $66.71 $722K - $808K	674K $36.2B
DFUV	-19.4K - 2.76%	$39.96 - $43.3 $776K - $840K	685K $24.8B
IWM	-1.71K - 3.4%	$198.1 - $229.79 $340K - $394K	48.8K $8.52B
NVDA	-1.19K - 2.48%	$106.98 - $149.43 $127K - $177K	46.7K $4.5B
IWN	-1.39K - 4.7%	$149.27 - $169.4 $207K - $235K	28.2K $3.71B
MSFT	-425 - 3.18%	$375.39 - $447.2 $160K - $190K	12.9K $4.58B

Activity Summary All Purchases 71 New Holdings 8 Increased Positions 63 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Lean Asset Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Mc Lean Asset Management Corp with notifications on news.