McNaughton Wealth Management
Latest statistics and disclosures from McNaughton Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, LGLV, IVV, VYM, SPYG, and represent 37.23% of McNaughton Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BND, LGLV, SMLV, VEA, EFAV, SPYG, VO, VYM, AAPL, VTEB.
- Started 1 new stock position in UNH.
- Reduced shares in these 10 stocks: USMV, XSLV, MUB, CMF, SPDW, AGG, IDLV, IWP, WFHY, LQD.
- Sold out of its positions in LQD, IWP, WFHY.
- McNaughton Wealth Management was a net buyer of stock by $5.9M.
- McNaughton Wealth Management has $169M in assets under management (AUM), dropping by 12.28%.
- Central Index Key (CIK): 0001802691
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McNaughton Wealth Management holds 51 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by McNaughton Wealth Management
SEC 13F filings are viewable for McNaughton Wealth Management going back to 2019
- McNaughton Wealth Management 2023 Q4 filed Jan. 10, 2024
- McNaughton Wealth Management 2023 Q3 filed Oct. 5, 2023
- McNaughton Wealth Management 2023 Q2 filed Aug. 8, 2023
- McNaughton Wealth Management 2023 Q1 filed April 12, 2023
- McNaughton Wealth Management 2022 Q4 filed Feb. 1, 2023
- McNaughton Wealth Management 2022 Q3 filed Oct. 12, 2022
- McNaughton Wealth Management 2022 Q2 filed July 11, 2022
- McNaughton Wealth Management 2022 Q1 filed April 8, 2022
- McNaughton Wealth Management 2021 Q4 filed Jan. 20, 2022
- McNaughton Wealth Management 2021 Q3 filed Nov. 12, 2021
- McNaughton Wealth Management 2021 Q2 filed Aug. 9, 2021
- McNaughton Wealth Management 2021 Q1 filed April 14, 2021
- McNaughton Wealth Management 2020 Q4 filed Feb. 26, 2021
- McNaughton Wealth Management 2020 Q3 filed Oct. 19, 2020
- McNaughton Wealth Management 2020 Q2 filed July 20, 2020
- McNaughton Wealth Management 2020 Q1 filed April 17, 2020