Mc Lean Asset Management Corp Incresed Positions in Q4 2024

Mc Lean Asset Management Corp

  • $333 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
8.89K
+ 16.94%
$221.69 - $259.02 $1.97M - $2.3M
61.4K $15.4B
AVDE
American Centy ETF Tr Avantis

ETFs
30.3K
+ 32.43%
$60.9 - $66.69 $1.84M - $2.02M
124K $7.59B
AVUS
American Centy ETF Tr Avantis

ETFs
11.4K
+ 10.09%
$94.36 - $102.06 $1.08M - $1.16M
125K $12.1B
VGSH
Vanguard

ETFs
16.1K
+ 10.82%
$58.02 - $58.88 $937K - $950K
165K $9.62B
AVUV
American Centy ETF Tr Avantis

ETFs
8.76K
+ 40.24%
$94.37 - $106.41 $826K - $932K
30.5K $2.95B
NVDA
Nvidia Corp

Technology
1.16K
+ 2.47%
$117.0 - $148.88 $135K - $172K
47.9K $6.44B
VTWO
Vanguard Russell 2000 ETF

ETFs
6.22K
+ 26.0%
$87.42 - $98.06 $543K - $610K
30.1K $2.69B
HON
Honeywell International Inc

Industrials
1.72K
+ 98.01%
$202.84 - $236.0 $349K - $406K
3.48K $785M
XOM
Exxon Mobil Corp

Energy
3.69K
+ 66.08%
$105.51 - $125.37 $389K - $462K
9.26K $997M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.62K
+ 30.6%
$114.08 - $125.68 $413K - $455K
15.5K $1.77B
GOOGL
Alphabet Inc.

Communication Services
276
+ 3.34%
$161.86 - $196.66 $44.7K - $54.3K
8.54K $1.62B
GOOG
Alphabet Inc.

Communication Services
548
+ 10.14%
$163.08 - $198.16 $89.4K - $109K
5.95K $1.13B
VGIT
Vanguard Intermediate Term Tre

ETFs
3.75K
+ 66.61%
$57.78 - $60.4 $217K - $226K
9.37K $544M
VTV
Vanguard Value ETF

ETFs
2.23K
+ 6.37%
$168.32 - $181.87 $376K - $406K
37.3K $6.31B
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 3.9%
$213.65 - $479.86 $7.69K - $17.3K
958 $387M
WMT
Walmart Inc.

Consumer Defensive
908
+ 11.59%
$79.1 - $95.7 $71.8K - $86.9K
8.74K $790M
BAC
Bank Of America Corp

Financial Services
903
+ 3.14%
$39.22 - $47.77 $35.4K - $43.1K
29.6K $1.3B
V
Visa Inc.

Financial Services
39
+ 1.1%
$273.87 - $320.91 $10.7K - $12.5K
3.6K $1.14B
MSFT
Microsoft Corp

Technology
122
+ 0.92%
$406.35 - $454.46 $49.6K - $55.4K
13.4K $5.63B
CRM
Salesforce, Inc.

Technology
235
+ 24.35%
$270.87 - $367.87 $63.7K - $86.4K
1.2K $401M
SCHO
Schwab Short Term Us Treasury

ETFs
52.7K
+ 112.78%
$24.06 - $48.88 $1.27M - $2.58M
99.5K $2.39B
GS
Goldman Sachs Group Inc

Financial Services
88
+ 11.64%
$486.1 - $608.57 $42.8K - $53.6K
844 $483M
META
Meta Platforms, Inc.

Communication Services
192
+ 14.06%
$554.08 - $632.68 $106K - $121K
1.56K $912M
AXP
American Express CO

Financial Services
142
+ 5.89%
$267.35 - $305.57 $38K - $43.4K
2.55K $758M
MA
Mastercard Inc

Financial Services
58
+ 3.46%
$491.3 - $536.15 $28.5K - $31.1K
1.74K $913M
NFLX
Netflix Inc

Communication Services
9
+ 2.26%
$687.65 - $936.56 $6.19K - $8.43K
408 $364M
AMP
Ameriprise Financial Inc

Financial Services
9
+ 0.75%
$473.15 - $574.01 $4.26K - $5.17K
1.21K $646M
DIS
Walt Disney CO

Communication Services
111
+ 3.92%
$92.39 - $117.6 $10.3K - $13.1K
2.94K $327M
MS
Morgan Stanley

Financial Services
53
+ 1.86%
$104.42 - $134.99 $5.53K - $7.15K
2.9K $364M
DFS
Discover Financial Services

Financial Services
27
+ 1.5%
$136.3 - $182.67 $3.68K - $4.93K
1.83K $318M
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 4.16%
$481.22 - $538.17 $24.1K - $26.9K
1.25K $640M
PG
Procter & Gamble CO

Consumer Defensive
295
+ 12.12%
$161.05 - $179.7 $47.5K - $53K
2.73K $458M
BND
Vanguard Bd Index Fd Inc Total

ETFs
900
+ 9.94%
$71.75 - $75.11 $64.6K - $67.6K
9.95K $715M
CSCO
Cisco Systems, Inc.

Technology
128
+ 2.36%
$52.45 - $60.02 $6.71K - $7.68K
5.56K $329M
JBL
Jabil Inc

Technology
30
+ 1.77%
$118.97 - $147.77 $3.57K - $4.43K
1.72K $248M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
134
+ 4.87%
$442.29 - $483.08 $59.3K - $64.7K
2.88K $1.31B
KO
Coca Cola CO

Consumer Defensive
1.02K
+ 28.61%
$61.74 - $71.71 $63K - $73.1K
4.59K $285M
CVX
Chevron Corp

Energy
290
+ 15.11%
$141.15 - $162.53 $40.9K - $47.1K
2.21K $320M
BMY
Bristol Myers Squibb CO

Healthcare
212
+ 3.29%
$51.92 - $59.94 $11K - $12.7K
6.66K $377M
PM
Philip Morris International Inc.

Consumer Defensive
144
+ 4.84%
$118.38 - $133.06 $17K - $19.2K
3.12K $376M
FICO
Fair Isaac Corp

Technology
2
+ 0.96%
$1911.01 - $2382.4 $3.82K - $4.76K
210 $418M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.14%
$521.84 - $558.82 $1.04K - $1.12K
1.4K $754M
VZ
Verizon Communications Inc

Communication Services
1.29K
+ 15.9%
$39.6 - $45.21 $51K - $58.2K
9.39K $375M
MRK
Merck & Co., Inc.

Healthcare
555
+ 15.09%
$96.31 - $114.76 $53.5K - $63.7K
4.23K $421M
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
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
Track This Portfolio

Track Mc Lean Asset Management Corp Portfolio

Follow Mc Lean Asset Management Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Lean Asset Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Mc Lean Asset Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email