Mc Lean Asset Management Corp has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $303 Billion distributed in 149 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 $36.2B, Dimensional ETF Tr Us Marketwi with a value of $24.8B, Apple Inc. with a value of $17B, Dimensional ETF Tr U S Small C with a value of $15.1B, and Dimensional ETF Tr with a value of $13.9B.
Examining the 13F form we can see an decrease of $30.2B in the current position value, from $333B to 303B.
Below you can find more details about Mc Lean Asset Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$303 Billion
ETFs: $233 Billion
Technology: $31.9 Billion
Financial Services: $11.4 Billion
Healthcare: $7.25 Billion
Consumer Cyclical: $5.48 Billion
Communication Services: $4.05 Billion
Industrials: $3.4 Billion
Consumer Defensive: $2.62 Billion
Other: $2.42 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
