Mc Lean Asset Management Corp Purchases in Q4 2024

Mc Lean Asset Management Corp

  • $333 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
262
+ 0.89%
$162.69 - $181.35 $42.6K - $47.5K
29.5K $4.85B
CB
Chubb LTD

Financial Services
111
+ 11.01%
$271.57 - $301.89 $30.1K - $33.5K
1.12K $309M
EME
Emcor Group, Inc.

Industrials
7
+ 1.03%
$427.96 - $526.95 $3K - $3.69K
688 $312M
INTU
Intuit Inc

Technology
10
+ 2.04%
$602.01 - $706.25 $6.02K - $7.06K
500 $314M
VTWV
Vanguard Russell 2000 Value Et

ETFs
119
+ 2.68%
$143.69 - $159.92 $17.1K - $19K
4.56K $659M
DE
Deere & CO

Industrials
13
+ 2.65%
$389.45 - $466.0 $5.06K - $6.06K
504 $214M
MCO
Moodys Corp

Financial Services
6
+ 0.82%
$454.04 - $500.88 $2.72K - $3.01K
742 $351M
VNQ
Vanguard Specialized Funds Van

ETFs
693
+ 8.42%
$87.85 - $98.6 $60.9K - $68.3K
8.92K $795M
ADP
Automatic Data Processing Inc

Industrials
21
+ 2.73%
$280.08 - $307.97 $5.88K - $6.47K
789 $231M
TRV
Travelers Companies, Inc.

Financial Services
30
+ 3.02%
$225.97 - $266.66 $6.78K - $8K
1.02K $246M
ABC
Amerisourcebergen Corp

Healthcare
12
+ 0.93%
N/A
1.3K $293M
ABT
Abbott Laboratories

Healthcare
63
+ 3.27%
$111.93 - $119.39 $7.05K - $7.52K
1.99K $225M
LOW
Lowes Companies Inc

Consumer Cyclical
116
+ 11.79%
$244.52 - $284.07 $28.4K - $33K
1.1K $271M
CSX
Csx Corp

Industrials
1.08K
+ 8.56%
$31.58 - $36.88 $34K - $39.7K
13.6K $440M
VONE
Vanguard Russell 1000 ETF

ETFs
1
+ 0.12%
$257.18 - $277.76 $257 - $278
816 $218M
ALL
Allstate Corp

Financial Services
15
+ 1.26%
$181.25 - $208.2 $2.72K - $3.12K
1.21K $233M
ETN
Eaton Corp PLC

Industrials
16
+ 2.23%
$326.96 - $377.52 $5.23K - $6.04K
734 $244M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.02%
$61.68 - $67.87 $61.7 - $67.9
4.25K $265M
TYL
Tyler Technologies Inc

Technology
2
+ 0.41%
$576.64 - $635.69 $1.15K - $1.27K
495 $285M
AN
Autonation, Inc.

Consumer Cyclical
2
+ 0.16%
$155.47 - $182.16 $311 - $364
1.24K $210M
CAT
Caterpillar Inc

Industrials
65
+ 8.83%
$360.37 - $416.88 $23.4K - $27.1K
801 $290M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.07%
N/A
2.74K $536M
DUK
Duke Energy Corp

Utilities
102
+ 4.11%
$105.76 - $120.76 $10.8K - $12.3K
2.58K $278M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7
+ 0.72%
$209.89 - $233.24 $1.47K - $1.63K
976 $207M
CMCSA
Comcast Corp

Communication Services
624
+ 6.93%
$37.39 - $45.14 $23.3K - $28.2K
9.62K $361M
AVEM
American Centy ETF Tr Avantis

ETFs
9.38K
+ 11.64%
$58.59 - $66.14 $550K - $621K
90K $5.29B
ORCL
Oracle Corp

Technology
61
+ 1.13%
$165.41 - $192.43 $10.1K - $11.7K
5.45K $908M
ADI
Analog Devices Inc

Technology
13
+ 1.29%
$206.35 - $236.48 $2.68K - $3.07K
1.02K $218M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
684
+ 2.63%
$96.64 - $101.23 $66.1K - $69.2K
26.7K $2.58B
RTX
Raytheon Technologies Corp

Industrials
56
+ 2.47%
$114.45 - $127.21 $6.41K - $7.12K
2.32K $268M
NSC
Norfolk Southern Corp

Industrials
12
+ 0.86%
$230.6 - $277.0 $2.77K - $3.32K
1.4K $329M
NEE
Nextera Energy Inc

Utilities
223
+ 7.72%
$69.77 - $85.43 $15.6K - $19.1K
3.11K $223M
UNP
Union Pacific Corp

Industrials
10
+ 0.5%
$223.15 - $249.32 $2.23K - $2.49K
2.03K $462M
JLL
Jones Lang Lasalle Inc

Real Estate
3
+ 0.11%
$246.93 - $283.67 $741 - $851
2.76K $699M
JNJ
Johnson & Johnson

Healthcare
198
+ 6.2%
$143.34 - $165.86 $28.4K - $32.8K
3.39K $490M
AMGN
Amgen Inc

Healthcare
117
+ 12.68%
$258.78 - $328.31 $30.3K - $38.4K
1.04K $271M
STZ
Constellation Brands, Inc.

Consumer Defensive
6
+ 0.6%
$219.66 - $257.62 $1.32K - $1.55K
1K $221M
TXN
Texas Instruments Inc

Technology
32
+ 1.6%
N/A
2.04K $382M
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 1.67%
$385.02 - $431.37 $16.9K - $19K
2.68K $1.04B
NOC
Northrop Grumman Corp

Industrials
3
+ 0.47%
$466.52 - $543.88 $1.4K - $1.63K
636 $298M
REET
Ishares Global Reit ETF

ETFs
91
+ 0.42%
$23.43 - $26.54 $2.13K - $2.42K
21.8K $523M
LMT
Lockheed Martin Corp

Industrials
5
+ 1.11%
$479.66 - $614.62 $2.4K - $3.07K
454 $221M
SO
Southern CO

Utilities
2
+ 0.03%
$81.5 - $94.15 $163 - $188
7.86K $647M
SCHP
Schwab Strategic Us Tips ETF

ETFs
60.6K
+ 101.33%
$25.74 - $53.78 $1.56M - $3.26M
120K $3.11B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.25K
+ 5.14%
$44.04 - $49.49 $54.9K - $61.7K
25.5K $1.12B
SCHC
Schwab Strategic Tr Intl Small

ETFs
322
+ 1.35%
$33.93 - $38.37 $10.9K - $12.4K
24.2K $831M
KLAC
Kla Corp

Technology
55
+ 7.19%
$614.46 - $829.55 $33.8K - $45.6K
820 $517M
UNH
Unitedhealth Group Inc

Healthcare
65
+ 3.13%
$485.52 - $625.25 $31.6K - $40.6K
2.14K $1.08B
Activity Summary
Buys All Purchases 99 New Holdings 5 Increased Positions 94 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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