Mc Naughton Wealth Management, LLC Reduced Holdings in Q1 2025

Mc Naughton Wealth Management, LLC

  • $199 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-80.6K
- 84.16%
$162.48 - $175.37 $13.1M - $14.1M
15.2K $2.61M
SPYG
Spdr Portfolio

ETFs
-114K
- 71.91%
$80.05 - $92.39 $9.1M - $10.5M
44.4K $3.56M
IVV
Ishares Core S&P 500 ETF

ETFs
-16.7K
- 70.01%
$554.06 - $615.85 $9.28M - $10.3M
7.17K $4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-75.1K
- 70.25%
$126.11 - $135.06 $9.48M - $10.1M
31.8K $4.06M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-65K
- 73.9%
$122.03 - $134.83 $7.94M - $8.77M
23K $2.82M
ICF
Ishares Tr

ETFs
-96K
- 79.36%
$57.98 - $63.8 $5.57M - $6.13M
25K $1.52M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-80.9K
- 79.05%
$69.81 - $78.9 $5.65M - $6.38M
21.4K $1.68M
VEA
Vanguard Ftse Developed Market

ETFs
-109K
- 84.98%
$47.4 - $52.99 $5.17M - $5.78M
19.3K $988K
VO
Vanguard Mid Cap ETF

ETFs
-16.4K
- 35.35%
$251.87 - $277.95 $4.12M - $4.55M
29.9K $7.69M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-112K
- 80.2%
$37.07 - $40.63 $4.14M - $4.53M
27.5K $1.09M
VGT
Vanguard Information Technolog

ETFs
-5.35K
- 71.93%
$543.24 - $646.34 $2.91M - $3.46M
2.09K $1.13M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-122K
- 89.29%
$23.32 - $23.84 $2.84M - $2.9M
14.6K $341K
PWZ
Invesco California Amt Free Mu

ETFs
-25.2K
- 27.37%
$23.68 - $24.72 $597K - $623K
66.9K $1.59M
TSLA
Tesla, Inc.

Consumer Cyclical
-245
- 6.15%
$222.15 - $428.22 $54.4K - $105K
3.74K $968K
MUB
Ishares National Muni Bond ETF

ETFs
-3.06K
- 12.85%
$104.71 - $107.69 $321K - $330K
20.8K $2.19M
AMZN
Amazon Com Inc

Consumer Cyclical
-90
- 1.28%
$190.26 - $242.06 $17.1K - $21.8K
6.94K $1.32M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.16K
- 6.83%
$47.33 - $47.92 $197K - $200K
56.8K $2.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.97K
- 8.21%
$95.85 - $99.25 $188K - $195K
22K $2.17M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-898
- 7.68%
$128.74 - $138.67 $116K - $125K
10.8K $1.45M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-24
- 0.38%
$196.12 - $229.48 $4.71K - $5.51K
6.24K $1.25M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-170
- 4.71%
$67.03 - $74.61 $11.4K - $12.7K
3.44K $232K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-143
- 2.28%
$40.38 - $42.65 $5.77K - $6.1K
6.13K $252K
NFLX
Netflix Inc

Communication Services
-9
- 3.37%
$828.4 - $1058.6 $7.46K - $9.53K
258 $240K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-736
- 1.42%
$87.68 - $94.52 $64.5K - $69.6K
51.2K $4.75M
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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