MFA
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McClarren Financial Advisors’s General Dynamics GD Stock Holding History

McClarren Financial Advisors’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$1K – 312
2024
Q4 		$1K Buy
+4
New +$1.15K ﹤0.01% 188
2024
Q3 		– Sell
-290
Closed -$1K – 280
2024
Q2 		$1K Buy
290
+285
+5,700% +$83.5K ﹤0.01% 289
2024
Q1 		$2K Buy
5
+1
+25% +$267 ﹤0.01% 275
2023
Q4 		$1K Hold
4
– – ﹤0.01% 344
2023
Q3 		$0 Hold
4
– – ﹤0.01% 354
2023
Q2 		$0 Hold
4
– – ﹤0.01% 389
2023
Q1 		$0 Hold
4
– – ﹤0.01% 385
2022
Q4 		$0 Buy
+4
New +$976 ﹤0.01% 392

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return