Mc Lean Asset Management Corp Sells in Q2 2025

Mc Lean Asset Management Corp

  • $381 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-10.1K
- 5.5%
$58.32 - $58.95 $586K - $593K
173K $10.1B
UNH
Unitedhealth Group Inc

Healthcare
-113
- 5.49%
$274.35 - $599.47 $31K - $67.7K
1.95K $599M
ELV
Elevance Health, Inc.

Healthcare
-699
- 48.58%
$372.27 - $452.69 $260K - $316K
740 $259M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
-3.45K
- 21.61%
$70.32 - $76.56 $243K - $264K
12.5K $959M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-6.07K
- 5.61%
$26.18 - $26.93 $159K - $163K
102K $2.71B
VTWV
Vanguard Russell 2000 Value Et

ETFs
-1.96K
- 31.35%
$116.09 - $139.09 $228K - $273K
4.3K $621M
SCHO
Schwab Short Term Us Treasury

ETFs
-3.73K
- 3.89%
$24.19 - $24.45 $90.3K - $91.3K
92.3K $2.24B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.14K
- 4.28%
$96.84 - $99.46 $110K - $113K
25.5K $2.51B
PM
Philip Morris International Inc.

Consumer Defensive
-802
- 28.02%
$149.23 - $184.95 $120K - $148K
2.06K $362M
CVS
Cvs Health Corp

Healthcare
-581
- 11.33%
$60.04 - $70.18 $34.9K - $40.8K
4.55K $303M
MCD
Mcdonalds Corp

Consumer Cyclical
-74
- 4.65%
$285.55 - $321.23 $21.1K - $23.8K
1.52K $447M
XOM
Exxon Mobil Corp

Energy
-594
- 10.03%
$99.93 - $119.04 $59.4K - $70.7K
5.33K $592M
JNJ
Johnson & Johnson

Healthcare
-141
- 4.4%
$146.36 - $159.82 $20.6K - $22.5K
3.06K $476M
VZ
Verizon Communications Inc

Communication Services
-308
- 3.57%
$41.67 - $45.62 $12.8K - $14.1K
8.33K $363M
VGIT
Vanguard Intermediate Term Tre

ETFs
-28
- 0.45%
$58.63 - $59.9 $1.64K - $1.68K
6.24K $371M
Ishares Bitcoin Trust ETF
-2.09K
- 30.32%
N/A
4.81K $300M
CVX
Chevron Corp

Energy
-79
- 3.55%
$133.73 - $168.51 $10.6K - $13.3K
2.15K $317M
NSC
Norfolk Southern Corp

Industrials
-208
- 14.86%
$206.34 - $257.46 $42.9K - $53.6K
1.19K $312M
AZN
Astrazeneca PLC

Healthcare
-218
- 3.36%
$64.87 - $75.0 $14.1K - $16.4K
6.26K $445M
VNQ
Vanguard Specialized Funds Van

ETFs
-602
- 6.69%
$79.79 - $91.42 $48K - $55K
8.39K $754M
REET
Ishares Global Reit ETF

ETFs
-188
- 0.85%
$21.59 - $25.16 $4.06K - $4.73K
22K $549M
HON
Honeywell International Inc

Industrials
-17
- 0.97%
$182.86 - $232.88 $3.11K - $3.96K
1.74K $416M
VEA
Vanguard Ftse Developed Market

ETFs
-111
- 1.17%
$45.65 - $57.01 $5.07K - $6.33K
9.39K $537M
TXN
Texas Instruments Inc

Technology
-20
- 0.99%
N/A
2.01K $433M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 0.74%
$416.06 - $551.64 $4.16K - $5.52K
1.35K $743M
BAC
Bank Of America Corp

Financial Services
-3.27K
- 11.44%
$34.39 - $47.46 $112K - $155K
25.3K $1.23B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-626
- 5.77%
$104.23 - $134.39 $65.2K - $84.1K
10.2K $1.38B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-706
- 3.14%
$59.57 - $75.11 $42.1K - $53K
21.7K $1.63B
FSLR
First Solar, Inc.

Technology
-699
- 5.88%
$120.38 - $192.98 $84.1K - $135K
11.2K $1.91B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.16K
- 3.04%
$72.96 - $90.39 $84.4K - $105K
36.9K $3.3B
VTV
Vanguard Value ETF

ETFs
-1.1K
- 3.01%
$153.67 - $176.74 $169K - $195K
35.5K $6.35B
EFV
Msci Eafe Value ETF

ETFs
-2.24K
- 1.51%
$52.4 - $64.65 $117K - $145K
145K $9.29B
SPY
Spdr S&P 500 ETF Trust

ETFs
-346
- 1.57%
$496.48 - $617.85 $172K - $214K
21.7K $13.5B
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.7K
- 1.03%
$44.8 - $53.97 $121K - $145K
258K $14.5B
DFIV
Dimensional ETF Tr

ETFs
-2.48K
- 0.62%
$34.67 - $43.21 $86.1K - $107K
397K $17.2B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-571
- 0.2%
$52.31 - $63.72 $29.9K - $36.4K
289K $18.9B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10.5K
- 1.53%
$36.25 - $42.28 $380K - $443K
675K $29B
Activity Summary
Buys All Purchases 115 New Holdings 17 Increased Positions 98 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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