Mc Naughton Wealth Management, LLC Portfolio Holdings
Mc Naughton Wealth Management, LLC
- $207 Million
- Q4 2024
Mc Naughton Wealth Management, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $207 Million distributed in 55 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 $18.7M, Spdr Ssga Us Large Cap Low Vol with a value of $15.8M, Ishares Core S&P 500 ETF with a value of $14.1M, Spdr Portfolio with a value of $13.9M, and Vanguard Whitehall Fds (Vangua with a value of $13.6M.
Examining the 13F form we can see an increase of $2.1M in the current position value, from $205M to 207M.
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 $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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