Mc Lean Asset Management Corp Reduced Holdings in Q1 2025

Mc Lean Asset Management Corp

  • $303 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-12.1K
- 1.76%
$59.61 - $66.71 $722K - $808K
674K $36.2B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-19.4K
- 2.76%
$39.96 - $43.3 $776K - $840K
685K $24.8B
IWM
Ishares Russell 2000 ETF

ETFs
-1.71K
- 3.4%
$198.1 - $229.79 $340K - $394K
48.8K $8.52B
NVDA
Nvidia Corp

Technology
-1.19K
- 2.48%
$106.98 - $149.43 $127K - $177K
46.7K $4.5B
IWN
Ishares Russell2000 Val ETF

ETFs
-1.39K
- 4.7%
$149.27 - $169.4 $207K - $235K
28.2K $3.71B
MSFT
Microsoft Corp

Technology
-425
- 3.18%
$375.39 - $447.2 $160K - $190K
12.9K $4.58B
FSLR
First Solar, Inc.

Technology
-1.72K
- 12.64%
$126.34 - $197.73 $217K - $340K
11.9K $1.43B
AVUV
American Centy ETF Tr Avantis

ETFs
-3.26K
- 10.68%
$84.95 - $100.62 $277K - $328K
27.3K $2.05B
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.98K
- 6.56%
$80.08 - $92.93 $158K - $184K
28.1K $1.99B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-14.6K
- 57.18%
$42.5 - $46.71 $620K - $681K
10.9K $436M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-4.6K
- 29.79%
$110.75 - $119.78 $510K - $551K
10.8K $1.13B
HON
Honeywell International Inc

Industrials
-1.72K
- 49.53%
$202.75 - $226.52 $349K - $390K
1.75K $321M
DFIV
Dimensional ETF Tr

ETFs
-3.15K
- 0.78%
$35.33 - $40.77 $111K - $128K
400K $13.9B
GOOGL
Alphabet Inc.

Communication Services
-266
- 3.12%
$154.33 - $206.19 $41.1K - $54.8K
8.27K $1.2B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.14K
- 9.82%
$74.85 - $84.89 $310K - $351K
38K $2.78B
XOM
Exxon Mobil Corp

Energy
-3.34K
- 36.08%
$105.44 - $118.93 $352K - $397K
5.92K $597M
EFV
Msci Eafe Value ETF

ETFs
-6.86K
- 4.44%
$51.88 - $60.73 $356K - $417K
148K $7.74B
GOOG
Alphabet Inc.

Communication Services
-332
- 5.58%
$156.06 - $207.71 $51.8K - $69K
5.62K $824M
MANH
Manhattan Associates Inc

Technology
-14
- 0.59%
$163.5 - $295.1 $2.29K - $4.13K
2.37K $342M
BAC
Bank Of America Corp

Financial Services
-1.04K
- 3.5%
$39.61 - $47.74 $41.1K - $49.5K
28.6K $1B
ORCL
Oracle Corp

Technology
-270
- 4.96%
$139.81 - $186.47 $37.7K - $50.3K
5.18K $645M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-12.2K
- 10.17%
$25.69 - $26.78 $315K - $328K
108K $2.86B
JPM
Jpmorgan Chase & CO

Financial Services
-300
- 3.98%
$225.19 - $279.95 $67.6K - $84K
7.23K $1.57B
VB
Vanguard Small Cap ETF

ETFs
-129
- 3.2%
$217.89 - $252.64 $28.1K - $32.6K
3.9K $755M
AVGO
Broadcom Inc.

Technology
-15
- 0.54%
$167.43 - $244.7 $2.51K - $3.67K
2.75K $429M
AXP
American Express CO

Financial Services
-145
- 5.68%
$255.39 - $325.87 $37K - $47.3K
2.41K $557M
HD
Home Depot, Inc.

Consumer Cyclical
-91
- 3.39%
$347.25 - $424.87 $31.6K - $38.7K
2.59K $869M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.11K
- 33.15%
$57.44 - $59.3 $178K - $184K
6.27K $372M
META
Meta Platforms, Inc.

Communication Services
-92
- 5.91%
$576.74 - $736.67 $53.1K - $67.8K
1.47K $748M
CRM
Salesforce, Inc.

Technology
-204
- 17.0%
$268.36 - $359.95 $54.7K - $73.4K
996 $243M
MRK
Merck & Co., Inc.

Healthcare
-815
- 19.25%
$83.01 - $101.02 $67.7K - $82.3K
3.42K $270M
AMP
Ameriprise Financial Inc

Financial Services
-7
- 0.58%
$472.29 - $575.13 $3.31K - $4.03K
1.21K $514M
CSX
Csx Corp

Industrials
-1.85K
- 13.54%
$29.11 - $33.67 $53.8K - $62.2K
11.8K $315M
WMT
Walmart Inc.

Consumer Defensive
-553
- 6.33%
$84.5 - $105.05 $46.7K - $58.1K
8.19K $670M
GS
Goldman Sachs Group Inc

Financial Services
-56
- 6.64%
$524.81 - $672.19 $29.4K - $37.6K
788 $364M
DIS
Walt Disney CO

Communication Services
-33
- 1.12%
$96.87 - $114.0 $3.2K - $3.76K
2.91K $238M
TXN
Texas Instruments Inc

Technology
-9
- 0.44%
N/A
2.03K $296M
CAT
Caterpillar Inc

Industrials
-47
- 5.87%
$326.75 - $407.63 $15.4K - $19.2K
754 $207M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-129
- 0.57%
$61.2 - $68.24 $7.89K - $8.8K
22.5K $1.35B
Lam Research Corp
-212
- 4.14%
N/A
4.91K $296M
EME
Emcor Group, Inc.

Industrials
-7
- 1.02%
$361.16 - $535.99 $2.53K - $3.75K
681 $241M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-18
- 2.96%
$497.6 - $606.74 $8.96K - $10.9K
591 $248M
CMCSA
Comcast Corp

Communication Services
-549
- 5.7%
$33.19 - $38.23 $18.2K - $21K
9.08K $298M
LOW
Lowes Companies Inc

Consumer Cyclical
-96
- 8.73%
$222.66 - $268.42 $21.4K - $25.8K
1K $212M
MCO
Moodys Corp

Financial Services
-3
- 0.4%
$437.8 - $527.48 $1.31K - $1.58K
739 $293M
TM
Toyota Motor Corp

Consumer Cyclical
-23
- 1.51%
$176.53 - $195.35 $4.06K - $4.49K
1.5K $239M
SCHO
Schwab Short Term Us Treasury

ETFs
-3.49K
- 3.5%
$24.1 - $24.33 $84K - $84.8K
96K $2.34B
KLAC
Kla Corp

Technology
-47
- 5.73%
$636.62 - $777.63 $29.9K - $36.5K
773 $464M
PG
Procter & Gamble CO

Consumer Defensive
-148
- 5.42%
$158.56 - $176.26 $23.5K - $26.1K
2.58K $409M
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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