Mc Naughton Wealth Management, LLC Purchases in Q3 2025

Mc Naughton Wealth Management, LLC

  • $227 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
71K
+ 80.56%
$51.78 - $57.89 $3.68M - $4.11M
159K $9.16M
IRBO
Ishares Robotics & Artificial

ETFs
113K
New
N/A
113K $3.63M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
25.7K
+ 13.74%
$54.35 - $59.32 $1.4M - $1.52M
213K $12.6M
PPA
Invesco Exchange Traded Fd Tr

ETFs
15K
New
$139.82 - $155.45 $2.1M - $2.33M
15K $2.33M
GLDM
World Gold Trust

ETFs
14.8K
+ 40.09%
$64.73 - $76.45 $961K - $1.13M
51.9K $3.96M
IEMG
Ishares Inc

ETFs
18.3K
+ 20.65%
N/A
107K $5.74M
IVE
Ishares S&P 500 Value ETF

ETFs
502
+ 0.82%
$194.44 - $206.51 $97.6K - $104K
61.6K $12.7M
BNDX
Vanguard Total International B

ETFs
11.6K
+ 17.39%
$49.0 - $49.51 $568K - $574K
78.2K $3.87M
VO
Vanguard Mid Cap ETF

ETFs
348
+ 1.15%
$279.83 - $293.74 $97.4K - $102K
30.6K $8.98M
SPYG
Spdr Portfolio

ETFs
1.05K
+ 2.35%
$94.33 - $105.31 $99.2K - $111K
45.8K $4.79M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
396
+ 1.24%
$132.9 - $142.03 $52.6K - $56.2K
32.5K $4.57M
MBB
Ishares Tr

ETFs
2.13K
+ 3.68%
$92.46 - $95.73 $197K - $204K
60K $5.71M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.04K
+ 4.97%
$98.52 - $103.93 $201K - $212K
43.2K $4.45M
CMF
Ishares California Muni Bond E

ETFs
3.64K
+ 14.29%
$55.16 - $57.13 $201K - $208K
29.1K $1.66M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
935
+ 5.91%
$172.72 - $179.11 $161K - $167K
16.8K $2.99M
MUB
Ishares National Muni Bond ETF

ETFs
1.51K
+ 5.38%
$103.24 - $106.68 $156K - $161K
29.6K $3.15M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.62K
+ 6.77%
$78.11 - $79.07 $205K - $207K
41.4K $3.26M
XLK
Technology Sector Spdr

ETFs
764
New
$250.97 - $282.66 $192K - $216K
764 $215K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
766
+ 3.27%
$121.99 - $134.19 $93.4K - $103K
24.2K $3.14M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
863
+ 2.96%
$42.67 - $46.91 $36.8K - $40.5K
30K $1.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
214
+ 7.22%
$459.11 - $506.91 $98.2K - $108K
3.18K $1.6M
VGT
Vanguard Information Technolog

ETFs
26
+ 1.12%
$656.44 - $753.15 $17.1K - $19.6K
2.35K $1.69M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.38K
+ 28.24%
$102.4 - $103.88 $141K - $143K
6.26K $647K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
147
+ 0.38%
$39.8 - $42.86 $5.85K - $6.3K
39K $1.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
432
+ 0.68%
$48.5 - $50.19 $21K - $21.7K
63.9K $3.2M
MSFT
Microsoft Corp

Technology
15
+ 0.42%
$491.09 - $535.64 $7.37K - $8.03K
3.61K $1.87M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.12K
+ 2.06%
$47.76 - $48.46 $53.7K - $54.5K
55.6K $2.68M
EMB
Ishares Tr

ETFs
262
+ 1.41%
$91.52 - $95.59 $24K - $25K
18.8K $1.79M
VEA
Vanguard Ftse Developed Market

ETFs
324
+ 1.79%
$56.02 - $60.3 $18.2K - $19.5K
18.5K $1.11M
ICVT
Ishares Tr Convertible Bond Et

ETFs
231
+ 5.03%
$89.29 - $100.17 $20.6K - $23.1K
4.82K $482K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.03%
$108.46 - $120.63 $217 - $241
5.88K $698K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
200
+ 0.81%
$97.75 - $100.75 $19.6K - $20.2K
25K $2.51M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
405
+ 1.89%
$81.76 - $86.36 $33.1K - $35K
21.8K $1.85M
SUB
Ishares Short Term National Mu

ETFs
404
+ 2.66%
$106.17 - $107.3 $42.9K - $43.3K
15.6K $1.66M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
674
+ 2.75%
$22.64 - $23.22 $15.3K - $15.7K
25.2K $582K
AMZN
Amazon Com Inc

Consumer Cyclical
6
+ 0.08%
$211.65 - $238.24 $1.27K - $1.43K
7.45K $1.63M
Blackrock ETF Trust Ii
7.89K
+ 6.21%
N/A
135K $0
NFLX
Netflix Inc

Communication Services
2
+ 0.84%
$1147.87 - $1297.18 $2.3K - $2.59K
241 $288K
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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