Mc Naughton Wealth Management, LLC Reduced Holdings in Q2 2025

Mc Naughton Wealth Management, LLC

  • $217 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-88.2K
- 94.36%
$50.08 - $63.14 $4.42M - $5.57M
5.27K $332K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-25.6K
- 8.49%
$72.02 - $73.82 $1.84M - $1.89M
276K $20.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.19K
- 24.83%
$456.74 - $568.03 $2.37M - $2.95M
15.7K $8.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-19.1K
- 23.15%
$48.13 - $49.85 $920K - $953K
63.5K $3.11M
CMF
Ishares California Muni Bond E

ETFs
-5.09K
- 16.67%
$54.52 - $56.7 $278K - $289K
25.5K $1.42M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.32K
- 33.56%
$78.98 - $90.1 $183K - $209K
4.59K $413K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-4.75K
- 32.56%
$22.4 - $23.8 $106K - $113K
9.84K $234K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.26K
- 3.99%
$47.02 - $47.83 $106K - $108K
54.5K $2.61M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.42K
- 2.77%
$85.42 - $94.39 $121K - $134K
49.8K $4.68M
EFG
Msci Eafe Growth ETF

ETFs
-3.75K
- 11.8%
$89.8 - $112.0 $337K - $420K
28.1K $3.14M
VNQ
Vanguard Specialized Funds Van

ETFs
-543
- 11.36%
$79.79 - $91.42 $43.3K - $49.6K
4.24K $377K
LLY
Eli Lilly & CO

Healthcare
-12
- 1.38%
$713.71 - $898.95 $8.56K - $10.8K
860 $670K
Blackrock ETF Trust Ii
-391
- 0.31%
N/A
127K $0
ICF
Ishares Tr

ETFs
-75
- 0.3%
$54.56 - $62.47 $4.09K - $4.69K
24.9K $1.52M
GLDM
World Gold Trust

ETFs
-2.36K
- 6.0%
$58.96 - $67.97 $139K - $161K
37K $2.43M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-137
- 3.57%
$108.12 - $135.04 $14.8K - $18.5K
3.7K $499K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-179
- 1.14%
$28.17 - $33.34 $5.04K - $5.97K
15.5K $514K
VEA
Vanguard Ftse Developed Market

ETFs
-1.14K
- 5.91%
$45.65 - $57.01 $52.1K - $65K
18.1K $1.03M
IWR
Ishares Russell Mid Cap ETF

ETFs
-43
- 0.62%
$74.88 - $91.97 $3.22K - $3.95K
6.9K $634K
NFLX
Netflix Inc

Communication Services
-19
- 7.36%
$855.86 - $1339.13 $16.3K - $25.4K
239 $320K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-68
- 0.32%
$73.0 - $85.5 $4.96K - $5.81K
21.4K $1.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-141
- 3.77%
$221.86 - $362.89 $31.3K - $51.2K
3.6K $1.14M
IVV
Ishares Core S&P 500 ETF

ETFs
-237
- 3.3%
$498.8 - $620.9 $118K - $147K
6.94K $4.31M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.88K
- 11.13%
$122.57 - $173.27 $352K - $498K
22.9K $3.98M
MSFT
Microsoft Corp

Technology
-78
- 2.12%
$354.56 - $497.45 $27.7K - $38.8K
3.6K $1.79M
AVGO
Broadcom Inc.

Technology
-90
- 1.93%
$146.29 - $275.65 $13.2K - $24.8K
4.58K $1.26M
IVW
Ishares S&P 500 Growth ETF

ETFs
-14.3K
- 8.6%
$82.96 - $110.1 $1.18M - $1.57M
151K $16.7M
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