Mc Lean Asset Management Corp Reduced Holdings in Q4 2024

Mc Lean Asset Management Corp

  • $333 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
-6.95K
- 1.69%
$34.86 - $37.97 $242K - $264K
403K $14.3B
EFV
Msci Eafe Value ETF

ETFs
-7.76K
- 4.78%
$51.78 - $57.15 $402K - $444K
155K $8.11B
VB
Vanguard Small Cap ETF

ETFs
-4.7K
- 53.84%
$233.76 - $261.58 $1.1M - $1.23M
4.03K $968M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-9.37K
- 1.31%
$40.38 - $44.35 $378K - $416K
705K $28.8B
FSLR
First Solar, Inc.

Technology
-513
- 3.63%
$175.88 - $240.66 $90.2K - $123K
13.6K $2.4B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-10.7K
- 44.39%
$60.13 - $67.31 $642K - $719K
13.4K $812M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-7.87K
- 25.84%
$62.71 - $68.47 $493K - $539K
22.6K $1.42B
LLY
Eli Lilly & CO

Healthcare
-284
- 16.27%
$727.2 - $932.06 $207K - $265K
1.46K $1.13B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.07K
- 2.48%
$75.1 - $82.99 $80.5K - $89K
42.2K $3.19B
AVDV
American Centy ETF Tr Avantis

ETFs
-1.9K
- 6.08%
$63.85 - $70.4 $121K - $134K
29.3K $1.91B
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.14K
- 2.04%
$54.54 - $61.04 $280K - $314K
247K $13.7B
MANH
Manhattan Associates Inc

Technology
-463
- 16.24%
$263.36 - $309.78 $122K - $143K
2.39K $645M
BNDX
Vanguard Total International B

ETFs
-1.27K
- 1.36%
$48.91 - $50.61 $62.1K - $64.3K
91.8K $4.5B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
-652
- 3.6%
$67.37 - $73.76 $43.9K - $48.1K
17.4K $1.17B
ABBV
Abb Vie Inc.

Healthcare
-233
- 6.81%
$164.99 - $203.87 $38.4K - $47.5K
3.19K $567M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-913
- 14.61%
$58.88 - $64.8 $53.8K - $59.2K
5.34K $314M
AZN
Astrazeneca PLC

Healthcare
-144
- 2.21%
$63.2 - $79.58 $9.1K - $11.5K
6.36K $417M
DGRO
Ishares Core Dividend Growth E

ETFs
-824
- 3.53%
$60.73 - $64.94 $50K - $53.5K
22.6K $1.38B
ASML
Asml Holding Nv

Technology
-2
- 0.39%
$658.43 - $872.27 $1.32K - $1.74K
513 $355M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-64
- 15.24%
$1146.59 - $1270.6 $73.4K - $81.3K
356 $422M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-12
- 1.93%
$501.29 - $612.85 $6.02K - $7.35K
609 $317M
VBR
Vanguard Small Cap Value ETF

ETFs
-222
- 6.14%
$197.36 - $217.3 $43.8K - $48.2K
3.39K $672M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-21
- 29.17%
$4100.99 - $5300.34 $86.1K - $111K
51 $254M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.58K
- 1.26%
$33.92 - $36.6 $121K - $131K
280K $9.69B
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 1.13%
$288.47 - $316.54 $5.19K - $5.7K
1.58K $457M
ROP
Roper Technologies Inc

Industrials
-19
- 2.77%
$519.85 - $575.95 $9.88K - $10.9K
666 $346M
PFE
Pfizer Inc

Healthcare
-312
- 3.42%
$24.8 - $30.19 $7.74K - $9.42K
8.8K $233M
AON
Aon PLC

Financial Services
-78
- 10.08%
$344.14 - $393.31 $26.8K - $30.7K
696 $250M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-140
- 2.55%
$48.33 - $49.08 $6.77K - $6.87K
5.35K $259M
TJX
Tjx Companies Inc

Consumer Cyclical
-123
- 4.46%
$112.15 - $127.2 $13.8K - $15.6K
2.63K $318M
MAR
Marriott International Inc

Consumer Cyclical
-50
- 6.1%
$246.06 - $292.59 $12.3K - $14.6K
770 $215M
TM
Toyota Motor Corp

Consumer Cyclical
-6
- 0.39%
$169.2 - $199.52 $1.02K - $1.2K
1.53K $297M
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.76%
$873.59 - $994.69 $6.12K - $6.96K
917 $841M
IWM
Ishares Russell 2000 ETF

ETFs
-180
- 0.36%
$216.13 - $242.4 $38.9K - $43.6K
50.5K $11.2B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.06K
- 0.37%
$63.58 - $71.15 $67.6K - $75.6K
283K $18.4B
AVGO
Broadcom Inc.

Technology
-13
- 0.47%
$159.67 - $250.0 $2.08K - $3.25K
2.76K $641M
SPY
Spdr S&P 500 ETF Trust

ETFs
-92
- 0.42%
$567.81 - $607.81 $52.2K - $55.9K
21.7K $12.7B
AMZN
Amazon Com Inc

Consumer Cyclical
-228
- 2.35%
$180.88 - $232.93 $41.2K - $53.1K
9.46K $2.08B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-9.3K
- 1.34%
$61.52 - $66.5 $572K - $618K
687K $43.8B
Activity Summary
Buys All Purchases 99 New Holdings 5 Increased Positions 94 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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