Mc Naughton Wealth Management, LLC Incresed Positions in Q2 2025

Mc Naughton Wealth Management, LLC

  • $217 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
40.3K
+ 84.04%
$40.94 - $52.1 $1.65M - $2.1M
88.2K $4.59M
EFV
Msci Eafe Value ETF

ETFs
21.3K
+ 24.04%
$52.4 - $64.65 $1.12M - $1.38M
110K $6.99M
IVE
Ishares S&P 500 Value ETF

ETFs
6.56K
+ 12.02%
$168.34 - $195.42 $1.1M - $1.28M
61.1K $11.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.4K
+ 7.05%
$152.42 - $182.82 $670K - $804K
66.8K $12.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.29K
+ 2.35%
$43.53 - $54.46 $187K - $234K
187K $10.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.3K
+ 47.68%
$97.29 - $105.63 $1.29M - $1.4M
41.2K $4.18M
NVDA
Nvidia Corp

Technology
136
+ 0.75%
$94.31 - $157.99 $12.8K - $21.5K
18.3K $2.89M
VO
Vanguard Mid Cap ETF

ETFs
321
+ 1.07%
$228.54 - $279.83 $73.4K - $89.8K
30.2K $8.46M
MUB
Ishares National Muni Bond ETF

ETFs
7.28K
+ 35.04%
$102.31 - $105.8 $745K - $771K
28.1K $2.93M
SPYG
Spdr Portfolio

ETFs
392
+ 0.88%
$71.83 - $95.32 $28.2K - $37.4K
44.8K $4.27M
VB
Vanguard Small Cap ETF

ETFs
1.27K
+ 7.21%
$193.73 - $237.37 $246K - $301K
18.8K $4.47M
META
Meta Platforms, Inc.

Communication Services
118
+ 5.22%
$484.66 - $738.09 $57.2K - $87.1K
2.38K $1.75M
VGT
Vanguard Information Technolog

ETFs
233
+ 11.15%
$470.37 - $663.28 $110K - $155K
2.32K $1.54M
PWZ
Invesco California Amt Free Mu

ETFs
17.6K
+ 26.34%
$22.71 - $24.18 $400K - $426K
84.6K $1.97M
JPM
Jpmorgan Chase & CO

Financial Services
186
+ 3.04%
$210.28 - $289.91 $39.1K - $53.9K
6.31K $1.83M
AMZN
Amazon Com Inc

Consumer Cyclical
504
+ 7.27%
$167.32 - $223.3 $84.3K - $113K
7.44K $1.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.81K
+ 12.8%
$96.84 - $99.46 $273K - $280K
24.8K $2.46M
GOOGL
Alphabet Inc.

Communication Services
529
+ 6.79%
$144.7 - $178.6 $76.5K - $94.5K
8.32K $1.47M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
239
+ 0.75%
$114.78 - $133.31 $27.4K - $31.9K
32.1K $4.27M
SUB
Ishares Short Term National Mu

ETFs
1.7K
+ 12.62%
$104.77 - $106.34 $178K - $181K
15.2K $1.61M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.6K
+ 5.8%
$34.72 - $42.74 $55.4K - $68.3K
29.1K $1.25M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
248
+ 0.64%
$32.66 - $40.75 $8.1K - $10.1K
38.9K $1.58M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
665
+ 4.38%
$157.93 - $175.89 $105K - $117K
15.8K $2.76M
EMB
Ishares Tr

ETFs
1.11K
+ 6.33%
$86.54 - $92.62 $95.6K - $102K
18.6K $1.72M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.21K
+ 3.22%
$77.74 - $78.78 $93.9K - $95.2K
38.8K $3.05M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
450
+ 1.96%
$110.2 - $126.21 $49.6K - $56.8K
23.4K $2.93M
AAPL
Apple Inc.

Technology
868
+ 10.16%
$172.42 - $223.89 $150K - $194K
9.42K $1.93M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.05%
$90.56 - $109.49 $272 - $328
5.88K $642K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
971
+ 4.13%
$22.54 - $23.17 $21.9K - $22.5K
24.5K $563K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
44
+ 0.41%
$121.58 - $136.74 $5.35K - $6.02K
10.8K $1.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
184
+ 6.62%
$483.48 - $539.8 $89K - $99.3K
2.96K $1.44M
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mc Naughton Wealth Management, LLC Portfolio

Follow Mc Naughton Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Naughton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Naughton Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email