McLean Asset Management Corp

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$331M
Signature - Title
Paula Friedman - Managing Principal and Chief Compliance Officer
Location
Tysons, VA
Summary
This page shows a list of all the recent 13F filings made by McLean Asset Management Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McLean Asset Management Corp reported 165 stock holdings with total value $331M as of Q3 2024. Top holdings included DFUS, DFUV, DFAS, DFIV, and DFAT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 165 $331M +$14.4M -$3.11M +$11.3M DFUS, DFUV, DFAS, DFIV, DFAT 13F-HR 10/7/2024, 04:16 PM
Q2 2024 155 $309M +$12.7M -$4.26M +$8.43M DFUS, DFUV, DFAS, DFIV, DFAT 13F-HR 7/11/2024, 05:53 PM
Q1 2024 153 $292M +$10.1M -$5.16M +$4.95M DFUS, DFUV, DFAS, DFIV, DFAT 13F-HR 4/10/2024, 02:08 PM
Q4 2023 141 $267M +$10.3M -$5.66M +$4.69M DFUS, DFUV, DFAS, DFIV, DFAT 13F-HR 1/8/2024, 11:56 AM
Q3 2023 127 $244M +$2.59M -$7.19M -$4.6M DFUS, DFUV, DFAS, DFIV, DFAT 13F-HR 10/11/2023, 05:50 PM
Q2 2023 132 $255M +$4.31M -$4.04M +$270K DFUS, DFUV, DFAS, DFIV, DFAT 13F-HR 7/10/2023, 11:18 AM
Q1 2023 128 $243M +$2.45M -$66.3M -$63.9M DFUS, DFUV, DFAS, DFIV, DFAT 13F-HR 4/11/2023, 10:06 AM
Q4 2022 135 $294M +$30M -$13.7M +$16.3M DFUS, DFUV, DFAC, DFAS, DFIV 13F-HR 1/19/2023, 07:51 AM
Q3 2022 127 $259M +$22.6M -$4.69M +$17.9M DFUS, DFUV, DFAC, DFAS, DFIV 13F-HR 10/12/2022, 01:52 PM
Q2 2022 128 $251M +$140M -$4.81M +$135M DFUS, DFUV, DFAC, DFAS, DFIV 13F-HR 7/7/2022, 01:58 PM
Q1 2022 126 $135M +$4.98M -$123M -$118M IWM, EFV, SPY, AAPL, VTV 13F-HR 4/7/2022, 05:44 PM
Q4 2021 133 $259M +$4.54M -$10.9M -$6.36M DFUS, DFAC, DFAS, DFIV, DFAT 13F-HR 1/13/2022, 06:11 PM
Q3 2021 135 $260M +$25.6M -$2.38M +$23.3M DFUS, DFAC, DFAS, DFIV, DFAT 13F-HR 10/27/2021, 10:02 AM
Q2 2021 115 $224M +$98.7M -$1.82M +$96.8M DFUS, DFAC, DFAS, IWM, DFAT 13F-HR 7/19/2021, 02:53 PM
Q1 2021 105 $127M +$6.26M -$6.33M -$68.2K IWM, EFV, SPY, AAPL, VTV 13F-HR 4/28/2021, 07:32 AM
Q4 2020 95 $114M $0 $0 IWM, SPY, EFV, AAPL, VTV 13F-HR 1/27/2021, 12:33 PM