Mc Naughton Wealth Management, LLC Portfolio Holdings
Mc Naughton Wealth Management, LLC
- $199 Million
- Q1 2025
Mc Naughton Wealth Management, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $199 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $22.1M, Ishares S&P 500 Growth ETF with a value of $15.3M, Vanguard Index Fds S&P 500 ETF with a value of $10.7M, Ishares Msci Usa Quality Facto with a value of $10.6M, and Ishares S&P 500 Value ETF with a value of $10.3M.
Examining the 13F form we can see an decrease of $8.83M in the current position value, from $207M to 199M.
Below you can find more details about Mc Naughton Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|