Clune & Associates, Ltd. Portfolio Holdings

Clune & Associates, Ltd.

  • $301 Billion
  • Q4 2024

Clune & Associates, Ltd. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $17.3B, Dimensional ETF Tr U S Small C with a value of $13.9B, Spdr S&P 500 ETF Trust with a value of $12.5B, Dimensional ETF Tr with a value of $10.9B, and Vanguard Bd Index Fd Inc Short with a value of $10.6B.

Examining the 13F form we can see an increase of $301B in the current position value.

Clune & Associates, Ltd. is based out at Chicago, IL

Below you can find more details about Clune & Associates, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $301 Billion
ETFs: $245 Billion
Technology: $15.1 Billion
Healthcare: $5.3 Billion
Financial Services: $4.65 Billion
Industrials: $4.15 Billion
Consumer Cyclical: $3.76 Billion
Communication Services: $2.48 Billion
Energy: $1.63 Billion
Other: $1.02 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Billion 5.75% of portfolio
422,995
Q4 2024 New
$0
$13.9 Billion 4.62% of portfolio
213,985
Q4 2024 New
$0
$12.5 Billion 4.16% of portfolio
21,374
Q4 2024 New
$0
$10.9 Billion 3.63% of portfolio
307,854
Q4 2024 New
$0
$10.6 Billion 3.53% of portfolio
137,580
Q4 2024 New
$0
$10.3 Billion 3.43% of portfolio
220,193
Q4 2024 New
$0
$9.21 Billion 3.06% of portfolio
118,057
Q4 2024 New
$0
$8.01 Billion 2.66% of portfolio
231,536
Q4 2024 New
$0
$7.84 Billion 2.6% of portfolio
14,543
Q4 2024 New
$3.88T
$7.3 Billion 2.42% of portfolio
29,139
Q4 2024 New
$0
$6.48 Billion 2.15% of portfolio
135,677
Q4 2024 New
$0
$6.26 Billion 2.08% of portfolio
106,295
Q4 2024 New
$0
$5.46 Billion 1.81% of portfolio
81,769
Q4 2024 New
$0
$5.41 Billion 1.8% of portfolio
220,254
Q4 2024 New
$0
$5.33 Billion 1.77% of portfolio
59,909
Q4 2024 New
$0
$5.28 Billion 1.75% of portfolio
20,008
Q4 2024 New
$0
$4.01 Billion 1.33% of portfolio
94,113
Q4 2024 New
Dimensional ETF Trust
-
$4 Billion 1.33% of portfolio
-
Q4 2024 New
$337B
$3.96 Billion 1.31% of portfolio
29,452
Q4 2024 New
$0
$3.93 Billion 1.3% of portfolio
34,087
Q4 2024 New
$0
$3.87 Billion 1.29% of portfolio
78,993
Q4 2024 New
$0
$3.63 Billion 1.21% of portfolio
31,747
Q4 2024 New
$0
$3.59 Billion 1.19% of portfolio
137,070
Q4 2024 New
$0
$3.54 Billion 1.17% of portfolio
103,571
Q4 2024 New
$342B
$3.41 Billion 1.13% of portfolio
19,163
Q4 2024 New
$0
$3.38 Billion 1.12% of portfolio
60,746
Q4 2024 New
$0
$3.23 Billion 1.07% of portfolio
36,289
Q4 2024 New
$0
$3.19 Billion 1.06% of portfolio
61,477
Q4 2024 New
$0
$3.14 Billion 1.04% of portfolio
73,463
Q4 2024 New
$187B
$3.08 Billion 1.02% of portfolio
8,497
Q4 2024 New
$0
$2.98 Billion 0.99% of portfolio
12,384
Q4 2024 New
$0
$2.96 Billion 0.98% of portfolio
27,792
Q4 2024 New
$0
$2.92 Billion 0.97% of portfolio
27,661
Q4 2024 New
$0
$2.55 Billion 0.85% of portfolio
63,072
Q4 2024 New
$0
$2.47 Billion 0.82% of portfolio
42,009
Q4 2024 New
$0
$2.45 Billion 0.81% of portfolio
38,467
Q4 2024 New
$0
$2.36 Billion 0.78% of portfolio
23,561
Q4 2024 New
$0
$2.32 Billion 0.77% of portfolio
40,369
Q4 2024 New
$0
$2.28 Billion 0.76% of portfolio
74,072
Q4 2024 New
$0
$2.25 Billion 0.75% of portfolio
35,580
Q4 2024 New
$0
$2.23 Billion 0.74% of portfolio
76,424
Q4 2024 New
$0
$2.16 Billion 0.72% of portfolio
86,710
Q4 2024 New
$0
$2.18 Billion 0.72% of portfolio
17,089
Q4 2024 New
$0
$2.01 Billion 0.67% of portfolio
48,126
Q4 2024 New
$0
$2 Billion 0.66% of portfolio
38,700
Q4 2024 New
$0
$1.95 Billion 0.65% of portfolio
76,925
Q4 2024 New
$3.06T
$1.93 Billion 0.64% of portfolio
4,584
Q4 2024 New
$0
$1.88 Billion 0.63% of portfolio
45,622
Q4 2024 New
$0
$1.86 Billion 0.62% of portfolio
9,367
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $301 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 136 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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