Mc Lean Asset Management Corp Sells in Q3 2025

Mc Lean Asset Management Corp

  • $485 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-13.8K
- 54.06%
$97.75 - $100.75 $1.35M - $1.39M
11.7K $1.17B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-46.9K
- 12.85%
$36.04 - $38.78 $1.69M - $1.82M
318K $12.4B
Maplebear Inc
-10.1K
- 19.14%
N/A
42.7K $1.62B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.65K
- 12.2%
$617.65 - $666.84 $1.64M - $1.77M
19.1K $12.8B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-41.5K
- 6.16%
$41.91 - $44.87 $1.74M - $1.86M
633K $28.5B
DFAT
Dimensional ETF Tr U S Target

ETFs
-19.2K
- 7.44%
$53.36 - $59.69 $1.03M - $1.15M
239K $14.1B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-12.7K
- 12.46%
$26.44 - $27.1 $337K - $345K
89.4K $2.4B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.74K
- 25.05%
$109.47 - $119.06 $410K - $446K
11.2K $1.34B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4.51K
- 22.63%
$72.04 - $77.35 $325K - $349K
15.4K $1.2B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-7.4K
- 27.93%
$42.28 - $45.71 $313K - $338K
19.1K $879M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
-2.29K
- 18.27%
$73.76 - $76.98 $169K - $176K
10.2K $778M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.8K
- 17.6%
$133.48 - $144.38 $240K - $260K
8.42K $1.21B
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 1.85%
$915.95 - $994.57 $16.5K - $17.9K
953 $868M
PM
Philip Morris International Inc.

Consumer Defensive
-231
- 11.21%
$157.77 - $183.27 $36.4K - $42.3K
1.83K $281M
HON
Honeywell International Inc

Industrials
-102
- 5.87%
$207.7 - $240.4 $21.2K - $24.5K
1.64K $342M
TXN
Texas Instruments Inc

Technology
-31
- 1.54%
N/A
1.98K $359M
CMCSA
Comcast Corp

Communication Services
-741
- 8.16%
$31.41 - $36.33 $23.3K - $26.9K
8.34K $259M
AMP
Ameriprise Financial Inc

Financial Services
-9
- 0.73%
$486.13 - $544.55 $4.38K - $4.9K
1.22K $604M
PG
Procter & Gamble CO

Consumer Defensive
-229
- 8.62%
$150.47 - $161.22 $34.5K - $36.9K
2.43K $365M
INTU
Intuit Inc

Technology
-11
- 2.11%
$646.03 - $807.39 $7.11K - $8.88K
511 $342M
ELV
Elevance Health, Inc.

Healthcare
-153
- 20.68%
$274.66 - $395.76 $42K - $60.6K
587 $205M
ROP
Roper Technologies Inc

Industrials
-13
- 1.89%
$495.03 - $573.0 $6.44K - $7.45K
674 $342M
DE
Deere & CO

Industrials
-21
- 3.86%
$457.26 - $524.37 $9.6K - $11K
523 $239M
DUK
Duke Energy Corp

Utilities
-449
- 18.39%
$116.31 - $125.93 $52.2K - $56.5K
1.99K $248M
CRM
Salesforce, Inc.

Technology
-49
- 4.68%
$231.66 - $273.65 $11.4K - $13.4K
999 $245M
JBL
Jabil Inc

Technology
-3
- 0.17%
$202.08 - $234.45 $606 - $703
1.74K $353M
COF
Capital One Financial Corp

Financial Services
-41
- 1.22%
$207.29 - $229.74 $8.5K - $9.42K
3.31K $707M
V
Visa Inc.

Financial Services
-10
- 0.26%
$332.09 - $358.86 $3.32K - $3.59K
3.79K $1.32B
ADP
Automatic Data Processing Inc

Industrials
-25
- 2.98%
$288.69 - $310.94 $7.22K - $7.77K
815 $237M
BMY
Bristol Myers Squibb CO

Healthcare
-58
- 0.92%
$43.31 - $48.98 $2.51K - $2.84K
6.27K $283M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-33
- 3.21%
$196.15 - $217.83 $6.47K - $7.19K
994 $200M
IBM
International Business Machines Corp

Technology
-40
- 5.31%
$234.77 - $292.47 $9.39K - $11.7K
714 $207M
FICO
Fair Isaac Corp

Technology
-6
- 2.8%
$1311.26 - $1869.83 $7.87K - $11.2K
208 $385M
CB
Chubb LTD

Financial Services
-54
- 5.1%
$265.99 - $289.59 $14.4K - $15.6K
1.01K $288M
NEE
Nextera Energy Inc

Utilities
-361
- 11.92%
$69.77 - $77.54 $25.2K - $28K
2.67K $219M
MA
Mastercard Inc

Financial Services
-56
- 2.98%
$550.18 - $598.96 $30.8K - $33.5K
1.83K $1.06B
CSCO
Cisco Systems, Inc.

Technology
-11
- 0.18%
$66.2 - $71.79 $728 - $790
5.96K $411M
MANH
Manhattan Associates Inc

Technology
-2
- 0.08%
$196.16 - $227.94 $392 - $456
2.4K $481M
AON
Aon PLC

Financial Services
-10
- 1.39%
$350.91 - $375.27 $3.51K - $3.75K
711 $260M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-79
- 4.24%
$119.73 - $134.7 $9.46K - $10.6K
1.78K $236M
AN
Autonation, Inc.

Consumer Cyclical
-6
- 0.48%
$189.27 - $227.18 $1.14K - $1.36K
1.24K $273M
TRV
Travelers Companies, Inc.

Financial Services
-46
- 4.36%
$250.62 - $279.43 $11.5K - $12.9K
1.01K $285M
MCK
Mckesson Corp

Healthcare
-2
- 0.41%
$659.01 - $772.54 $1.32K - $1.55K
490 $363M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-56
- 0.64%
$62.09 - $66.51 $3.48K - $3.72K
8.75K $576M
LMT
Lockheed Martin Corp

Industrials
-11
- 2.26%
$410.74 - $499.21 $4.52K - $5.49K
476 $245M
C
Citigroup Inc

Financial Services
-54
- 1.91%
$85.57 - $103.49 $4.62K - $5.59K
2.77K $271M
SO
Southern CO

Utilities
-18
- 0.23%
$90.83 - $96.0 $1.63K - $1.73K
7.78K $743M
TSLA
Tesla, Inc.

Consumer Cyclical
-656
- 27.37%
$293.94 - $444.72 $193K - $292K
1.74K $789M
VBR
Vanguard Small Cap Value ETF

ETFs
-7
- 0.19%
$195.41 - $212.37 $1.37K - $1.49K
3.72K $784M
Activity Summary
Buys All Purchases 86 New Holdings 14 Increased Positions 72 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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