Mc Naughton Wealth Management, LLC Purchases in Q1 2025

Mc Naughton Wealth Management, LLC

  • $199 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
146K
+ 732.3%
$92.45 - $106.69 $13.5M - $15.6M
166K $15.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20.9K
New
$507.05 - $563.67 $10.6M - $11.8M
20.9K $10.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
62.4K
New
$168.16 - $186.21 $10.5M - $11.6M
62.4K $10.6M
IVE
Ishares S&P 500 Value ETF

ETFs
54.6K
New
$185.78 - $198.58 $10.1M - $10.8M
54.6K $10.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
183K
New
$48.06 - $53.73 $8.78M - $9.82M
183K $8.85M
MBB
Ishares Tr

ETFs
58.6K
New
$90.37 - $94.08 $5.3M - $5.52M
58.6K $5.49M
EFV
Msci Eafe Value ETF

ETFs
88.8K
New
$51.88 - $60.73 $4.61M - $5.39M
88.8K $5.28M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
93.5K
New
$54.25 - $57.64 $5.07M - $5.39M
93.5K $5.16M
VB
Vanguard Small Cap ETF

ETFs
17.6K
New
$217.89 - $252.64 $3.83M - $4.44M
17.6K $3.9M
IYW
Ishares Dj Us Tech ETF

ETFs
25.8K
New
$140.44 - $166.79 $3.63M - $4.31M
25.8K $3.63M
EFG
Msci Eafe Growth ETF

ETFs
31.8K
New
$96.1 - $106.37 $3.06M - $3.38M
31.8K $3.21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
27.9K
New
$97.25 - $104.79 $2.71M - $2.92M
27.9K $2.87M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
29.3K
New
$91.76 - $103.26 $2.69M - $3.02M
29.3K $2.7M
GLDM
World Gold Trust

ETFs
39.4K
New
$52.19 - $61.89 $2.06M - $2.44M
39.4K $2.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
47.9K
New
$45.72 - $51.73 $2.19M - $2.48M
47.9K $2.2M
EMB
Ishares Tr

ETFs
17.4K
New
$88.64 - $92.03 $1.55M - $1.61M
17.4K $1.58M
PAVE
Global X Fds Us Infrastructure

ETFs
23.8K
New
$37.31 - $43.82 $886K - $1.04M
23.8K $893K
HEFA
Ishares Currency Hedged Msci E

ETFs
18.4K
New
$34.83 - $37.52 $640K - $689K
18.4K $671K
ICVT
Ishares Tr Convertible Bond Et

ETFs
6.91K
New
$83.18 - $89.27 $574K - $616K
6.91K $579K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
23.5K
New
$22.25 - $23.0 $524K - $541K
23.5K $539K
CMF
Ishares California Muni Bond E

ETFs
6.51K
+ 27.07%
$55.93 - $57.47 $364K - $374K
30.6K $1.72M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.17K
New
$85.29 - $92.57 $271K - $294K
3.17K $285K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 3.31%
$442.66 - $534.52 $39.4K - $47.6K
2.78K $1.46M
GNTY
Guaranty Bancshares Inc

Financial Services
5.5K
New
$32.67 - $42.34 $180K - $233K
5.5K $222K
XOM
Exxon Mobil Corp

Energy
1.74K
New
$105.44 - $118.93 $183K - $207K
1.74K $206K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.24K
+ 5.42%
$49.25 - $50.66 $209K - $215K
82.6K $4.09M
LLY
Eli Lilly & CO

Healthcare
109
+ 14.29%
$725.72 - $929.72 $79.1K - $101K
872 $720K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
625
+ 1.64%
$33.84 - $37.77 $21.2K - $23.6K
38.7K $1.42M
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 1.75%
$225.19 - $279.95 $23.6K - $29.4K
6.12K $1.5M
MSFT
Microsoft Corp

Technology
531
+ 16.89%
$375.39 - $447.2 $199K - $237K
3.67K $1.38M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
407
+ 2.66%
$27.4 - $30.58 $11.2K - $12.4K
15.7K $476K
VNQ
Vanguard Specialized Funds Van

ETFs
131
+ 2.82%
$85.55 - $94.34 $11.2K - $12.4K
4.78K $428K
SUB
Ishares Short Term National Mu

ETFs
97
+ 0.72%
$105.3 - $106.24 $10.2K - $10.3K
13.5K $1.42M
Blackrock ETF Trust Ii
128K
New
N/A
128K $0
META
Meta Platforms, Inc.

Communication Services
36
+ 1.62%
$576.36 - $736.67 $20.7K - $26.5K
2.26K $1.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
115
+ 3.09%
$120.29 - $134.6 $13.8K - $15.5K
3.83K $465K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.03%
$102.49 - $119.96 $205 - $240
5.88K $611K
AAPL
Apple Inc.

Technology
512
+ 6.37%
$209.68 - $247.1 $107K - $127K
8.55K $1.9M
GOOGL
Alphabet Inc.

Communication Services
792
+ 11.31%
$154.33 - $206.19 $122K - $163K
7.79K $1.2M
AVGO
Broadcom Inc.

Technology
478
+ 11.39%
$167.43 - $244.7 $80K - $117K
4.67K $782K
NVDA
Nvidia Corp

Technology
826
+ 4.77%
$106.98 - $149.43 $88.4K - $123K
18.2K $1.97M
Activity Summary
Buys All Purchases 42 New Holdings 23 Increased Positions 19 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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