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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $303 Billion
  • Prior Value $333 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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