Portfolio (Quarterly)
Guide ↗
McLean Asset Management Corp
· CIK 0001833140| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 6,494 | $626K | 0.11% | SOLD |
| 2 | INTU | INTUIT | Technology | 515 | $292K | 0.05% | SOLD |
| 3 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 5,012 | $278K | 0.05% | SOLD |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 648 | $242K | 0.04% | SOLD |
| 5 | MMS | MAXIMUS INC | Industrials | 2,453 | $235K | 0.04% | SOLD |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 740 | $229K | 0.04% | SOLD |
| 7 | CRM | SALESFORCE INC | Technology | 946 | $227K | 0.04% | SOLD |
| 8 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,080 | $212K | 0.04% | SOLD |
| 9 | TYL | TYLER TECHNOLOGIES INC | Technology | 466 | $211K | 0.04% | SOLD |
| 10 | — | HEICO CORP NEW | — | 747 | $203K | 0.04% | SOLD |
Sector Allocation
Technology
43.8%
Financial Services
24.0%
Consumer Cyclical
8.0%
Healthcare
6.3%
Communication Services
6.0%
Industrials
5.0%
Energy
2.9%
Consumer Defensive
2.8%
Utilities
1.2%