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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$7.3 Billion 2.42% of portfolio
29,139
Q4 2024 New
$346B
$3.96 Billion 1.31% of portfolio
29,452
Q4 2024 New
$341B
$3.41 Billion 1.13% of portfolio
19,163
Q4 2024 New
$3.04T
$1.93 Billion 0.64% of portfolio
4,584
Q4 2024 New
$229B
$1.64 Billion 0.55% of portfolio
14,541
Q4 2024 New
$2.33T
$1.62 Billion 0.54% of portfolio
7,398
Q4 2024 New
$624B
$1.59 Billion 0.53% of portfolio
3,509
Q4 2024 New
$451B
$1.26 Billion 0.42% of portfolio
11,730
Q4 2024 New
$227B
$981 Million 0.33% of portfolio
3,385
Q4 2024 New
$1.14T
$784 Million 0.26% of portfolio
4,117
Q4 2024 New
$811B
$641 Million 0.21% of portfolio
2,673
Q4 2024 New
$578B
$507 Million 0.17% of portfolio
1,604
Q4 2024 New
$1.11T
$441 Million 0.15% of portfolio
2,332
Q4 2024 New
$1.12T
$462 Million 0.15% of portfolio
1,143
Q4 2024 New
$304B
$367 Million 0.12% of portfolio
2,534
Q4 2024 New
$539B
$305 Million 0.1% of portfolio
579
Q4 2024 New
$234B
$230 Million 0.08% of portfolio
1,048
Q4 2024 New
$210B
$225 Million 0.07% of portfolio
2,260
Q4 2024 New
$419B
$221 Million 0.07% of portfolio
569
Q4 2024 New
$201B
$217 Million 0.07% of portfolio
1,945
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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