Mc Lean Asset Management Corp Incresed Positions in Q3 2024

Mc Lean Asset Management Corp

  • $332 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
27.5K
+ 142.52%
$98.91 - $134.91 $2.72M - $3.71M
46.8K $5.84B
AVUS
American Centy ETF Tr Avantis

ETFs
13.6K
+ 13.69%
$86.27 - $95.15 $1.17M - $1.3M
113K $10.8B
DFUS
Dimensional ETF Tr U S Equity

ETFs
9K
+ 1.31%
$56.04 - $62.2 $505K - $560K
696K $43.2B
VGSH
Vanguard

ETFs
18.2K
+ 13.87%
$57.74 - $59.13 $1.05M - $1.07M
149K $8.74B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.37K
+ 6.73%
$517.38 - $573.86 $711K - $788K
21.8K $12.5B
BNDX
Vanguard Total International B

ETFs
16.9K
+ 22.13%
$48.42 - $50.35 $817K - $849K
93.1K $4.66B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.9K
+ 191.75%
$41.9 - $48.26 $668K - $770K
24.3K $1.19B
SCHO
Schwab Short Term Us Treasury

ETFs
14.5K
+ 44.74%
$47.93 - $49.06 $693K - $709K
46.8K $2.27B
AVDE
American Centy ETF Tr Avantis

ETFs
5.91K
+ 6.76%
$60.09 - $67.67 $355K - $400K
93.4K $6.19B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.04K
+ 0.73%
$31.05 - $34.29 $63.4K - $70.1K
284K $9.72B
IWN
Ishares Russell2000 Val ETF

ETFs
15
+ 0.05%
$150.05 - $171.34 $2.25K - $2.57K
29.3K $4.83B
VTWO
Vanguard Russell 2000 ETF

ETFs
1.26K
+ 5.58%
$81.17 - $90.77 $103K - $115K
23.9K $2.12B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.64K
+ 12.35%
$60.13 - $68.17 $159K - $180K
24.1K $1.61B
AVUV
American Centy ETF Tr Avantis

ETFs
887
+ 4.25%
$88.24 - $99.7 $78.3K - $88.4K
21.8K $2.09B
UNH
Unitedhealth Group Inc

Healthcare
25
+ 1.22%
$488.01 - $604.18 $12.2K - $15.1K
2.08K $1.23B
AVDV
American Centy ETF Tr Avantis

ETFs
1.22K
+ 4.06%
$62.52 - $71.12 $76.1K - $86.6K
31.2K $2.19B
ABBV
Abb Vie Inc.

Healthcare
509
+ 17.47%
$163.84 - $199.33 $83.4K - $101K
3.42K $665M
JPM
Jpmorgan Chase & CO

Financial Services
717
+ 11.03%
$194.9 - $224.8 $140K - $161K
7.22K $1.52B
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.38%
$333.64 - $405.2 $3.34K - $4.05K
2.64K $1.08B
VB
Vanguard Small Cap ETF

ETFs
25
+ 0.29%
$214.77 - $237.72 $5.37K - $5.94K
8.73K $2.07B
EFA
Ishares Tr Msci Eafe ETF

ETFs
944
+ 2.23%
$75.32 - $84.37 $71.1K - $79.6K
43.3K $3.57B
LLY
Eli Lilly & CO

Healthcare
270
+ 18.29%
$772.14 - $960.02 $208K - $259K
1.75K $1.55B
ORCL
Oracle Corp

Technology
9
+ 0.17%
$125.9 - $170.35 $1.13K - $1.53K
5.39K $920M
JLL
Jones Lang Lasalle Inc

Real Estate
1
+ 0.04%
$198.7 - $272.0 $199 - $272
2.76K $719M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.77K
+ 24.26%
$71.45 - $75.64 $126K - $134K
9.05K $671M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
603
+ 2.38%
$96.25 - $101.98 $58K - $61.5K
26K $2.6B
MA
Mastercard Inc

Financial Services
21
+ 1.27%
$429.6 - $500.99 $9.02K - $10.5K
1.68K $834M
MANH
Manhattan Associates Inc

Technology
2
+ 0.07%
$218.59 - $286.0 $437 - $572
2.85K $805M
DGRO
Ishares Core Dividend Growth E

ETFs
42
+ 0.18%
$57.47 - $62.76 $2.41K - $2.64K
23.4K $1.46B
META
Meta Platforms, Inc.

Communication Services
29
+ 2.17%
$453.41 - $572.44 $13.1K - $16.6K
1.37K $814M
SO
Southern CO

Utilities
1
+ 0.01%
$77.0 - $90.52 $77 - $90.5
7.86K $709M
VNQ
Vanguard Specialized Funds Van

ETFs
27
+ 0.33%
$82.97 - $98.97 $2.24K - $2.67K
8.23K $782M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.5%
$245.82 - $304.51 $1.97K - $2.44K
1.6K $484M
BMY
Bristol Myers Squibb CO

Healthcare
101
+ 1.59%
$39.66 - $51.75 $4.01K - $5.23K
6.45K $348M
WMT
Walmart Inc.

Consumer Defensive
26
+ 0.33%
$66.91 - $81.4 $1.74K - $2.12K
7.83K $634M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.23K
+ 5.43%
$34.48 - $38.87 $42.4K - $47.8K
23.9K $910M
NOC
Northrop Grumman Corp

Industrials
18
+ 2.93%
$423.73 - $533.14 $7.63K - $9.6K
633 $340M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.9%
$460.3 - $584.56 $1.84K - $2.34K
449 $272M
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.28%
$179.99 - $201.6 $1.8K - $2.02K
3.62K $721M
RTX
Raytheon Technologies Corp

Industrials
20
+ 0.89%
$99.55 - $123.34 $1.99K - $2.47K
2.26K $283M
CAT
Caterpillar Inc

Industrials
13
+ 1.8%
$316.8 - $391.12 $4.12K - $5.08K
736 $292M
LOW
Lowes Companies Inc

Consumer Cyclical
14
+ 1.44%
$213.3 - $270.78 $2.99K - $3.79K
984 $264M
NSC
Norfolk Southern Corp

Industrials
8
+ 0.58%
$213.75 - $259.69 $1.71K - $2.08K
1.39K $345M
EME
Emcor Group, Inc.

Industrials
1
+ 0.15%
$340.22 - $435.6 $340 - $436
681 $296M
AON
Aon PLC

Financial Services
5
+ 0.65%
$293.16 - $351.06 $1.47K - $1.76K
774 $270M
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 0.98%
$531.86 - $624.21 $3.19K - $3.75K
621 $372M
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.61%
$385.65 - $450.49 $1.54K - $1.8K
657 $296M
JNJ
Johnson & Johnson

Healthcare
37
+ 1.17%
$145.48 - $167.38 $5.38K - $6.19K
3.19K $512M
CSCO
Cisco Systems, Inc.

Technology
55
+ 1.02%
$44.74 - $53.22 $2.46K - $2.93K
5.43K $286M
Activity Summary
Buys All Purchases 106 New Holdings 12 Increased Positions 94 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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