Mc Lean Asset Management Corp Incresed Positions in Q1 2025

Mc Lean Asset Management Corp

  • $303 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
37.1K
+ 60.48%
$209.68 - $247.1 $7.78M - $9.17M
98.5K $17B
BNDX
Vanguard Total International B

ETFs
27.1K
+ 29.49%
$48.33 - $49.5 $1.31M - $1.34M
119K $5.82B
VGSH
Vanguard

ETFs
17.5K
+ 10.59%
$58.07 - $58.68 $1.02M - $1.03M
183K $10.7B
AVEM
American Centy ETF Tr Avantis

ETFs
30.6K
+ 34.05%
$57.11 - $62.4 $1.75M - $1.91M
121K $6.4B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11.2K
+ 299.23%
$96.93 - $109.51 $1.09M - $1.23M
14.9K $1.3B
AVDE
American Centy ETF Tr Avantis

ETFs
19.4K
+ 15.71%
$60.63 - $68.55 $1.18M - $1.33M
143K $8.49B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.45K
+ 50.17%
$442.66 - $534.52 $641K - $773K
4.33K $2.13B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
79.9K
+ 28.52%
$32.42 - $36.13 $2.59M - $2.89M
360K $10.5B
PFE
Pfizer Inc

Healthcare
16K
+ 181.54%
$25.01 - $27.13 $399K - $433K
24.8K $541M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.24K
+ 31.73%
$59.28 - $66.1 $252K - $281K
17.6K $1.01B
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
+ 144.47%
$222.15 - $428.22 $307K - $593K
2.34K $520M
ELV
Elevance Health, Inc.

Healthcare
32
+ 2.27%
$365.9 - $436.25 $11.7K - $14K
1.44K $620M
ABC
Amerisourcebergen Corp

Healthcare
13
+ 1.0%
N/A
1.32K $362M
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.7K
+ 37.26%
$131.51 - $149.24 $223K - $254K
6.26K $727M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3
+ 0.84%
$1187.71 - $1432.58 $3.56K - $4.3K
359 $472M
MCK
Mckesson Corp

Healthcare
9
+ 1.91%
$566.21 - $672.99 $5.1K - $6.06K
481 $314M
ABT
Abbott Laboratories

Healthcare
66
+ 3.32%
$111.1 - $140.22 $7.33K - $9.25K
2.06K $255M
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.2%
$3193.96 - $3828.11 $3.19K - $3.83K
84 $292M
NFLX
Netflix Inc

Communication Services
35
+ 8.58%
$828.4 - $1058.6 $29K - $37.1K
443 $386M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.89%
$279.74 - $321.29 $3.92K - $4.5K
1.59K $477M
NOC
Northrop Grumman Corp

Industrials
10
+ 1.57%
$433.45 - $513.82 $4.33K - $5.14K
646 $318M
RTX
Raytheon Technologies Corp

Industrials
50
+ 2.16%
$114.1 - $135.66 $5.71K - $6.78K
2.37K $285M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
30
+ 3.07%
$208.48 - $244.03 $6.25K - $7.32K
1.01K $222M
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 2.07%
$890.62 - $1076.86 $16.9K - $20.5K
936 $851M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38
+ 0.38%
$71.17 - $73.66 $2.7K - $2.8K
9.99K $724M
V
Visa Inc.

Financial Services
113
+ 3.14%
$306.92 - $362.71 $34.7K - $41K
3.71K $1.14B
ROP
Roper Technologies Inc

Industrials
14
+ 2.1%
$502.71 - $593.81 $7.04K - $8.31K
680 $353M
AON
Aon PLC

Financial Services
13
+ 1.87%
$348.44 - $409.32 $4.53K - $5.32K
709 $255M
AZN
Astrazeneca PLC

Healthcare
115
+ 1.81%
$65.37 - $77.96 $7.52K - $8.97K
6.48K $420M
DE
Deere & CO

Industrials
19
+ 3.77%
$408.57 - $509.27 $7.76K - $9.68K
523 $216M
TJX
Tjx Companies Inc

Consumer Cyclical
28
+ 1.06%
$112.81 - $126.16 $3.16K - $3.53K
2.66K $320M
TRV
Travelers Companies, Inc.

Financial Services
14
+ 1.37%
$232.43 - $265.13 $3.25K - $3.71K
1.04K $245M
ALL
Allstate Corp

Financial Services
48
+ 3.97%
$180.99 - $210.18 $8.69K - $10.1K
1.26K $231M
VO
Vanguard Mid Cap ETF

ETFs
131
+ 14.25%
$251.87 - $277.95 $33K - $36.4K
1.05K $240M
AVDV
American Centy ETF Tr Avantis

ETFs
1.43K
+ 4.86%
$63.74 - $71.96 $90.8K - $103K
30.7K $1.9B
ADP
Automatic Data Processing Inc

Industrials
23
+ 2.92%
$286.85 - $318.64 $6.6K - $7.33K
812 $225M
SCHC
Schwab Strategic Tr Intl Small

ETFs
970
+ 4.01%
$33.57 - $37.22 $32.6K - $36.1K
25.2K $819M
LMT
Lockheed Martin Corp

Industrials
16
+ 3.52%
$423.19 - $506.29 $6.77K - $8.1K
470 $209M
CVX
Chevron Corp

Energy
15
+ 0.68%
$146.71 - $167.97 $2.2K - $2.52K
2.22K $305M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.02%
$58.01 - $64.46 $58 - $64.5
5.34K $296M
CSCO
Cisco Systems, Inc.

Technology
136
+ 2.45%
$58.74 - $64.87 $7.99K - $8.82K
5.69K $303M
UNP
Union Pacific Corp

Industrials
24
+ 1.18%
$225.21 - $254.42 $5.41K - $6.11K
2.05K $427M
REET
Ishares Global Reit ETF

ETFs
399
+ 1.83%
$23.24 - $25.16 $9.27K - $10K
22.2K $480M
DFS
Discover Financial Services

Financial Services
10
+ 0.55%
$152.99 - $203.25 $1.53K - $2.03K
1.84K $273M
LLY
Eli Lilly & CO

Healthcare
29
+ 1.98%
$725.72 - $929.72 $21K - $27K
1.49K $1.08B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.02%
$57.21 - $65.8 $57.2 - $65.8
4.25K $217M
ASML
Asml Holding Nv

Technology
2
+ 0.39%
$662.63 - $776.99 $1.33K - $1.55K
515 $306M
MA
Mastercard Inc

Financial Services
53
+ 3.05%
$504.67 - $576.31 $26.7K - $30.5K
1.79K $858M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.11%
N/A
2.74K $476M
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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