Mc Lean Asset Management Corp has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $333 Billion distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $43.8B, Dimensional ETF Tr Us Marketwi with a value of $28.8B, Dimensional ETF Tr U S Small C with a value of $18.4B, Apple Inc. with a value of $15.4B, and Dimensional ETF Tr with a value of $14.3B.
Examining the 13F form we can see an increase of $1.22B in the current position value, from $332B to 333B.
Below you can find more details about Mc Lean Asset Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$333 Billion
ETFs: $256 Billion
Technology: $36 Billion
Financial Services: $11.7 Billion
Healthcare: $6.61 Billion
Consumer Cyclical: $6.21 Billion
Communication Services: $5.09 Billion
Industrials: $4.44 Billion
Consumer Defensive: $2.97 Billion
Other: $3.65 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
