Mc Carthy Asset Management, Inc. Portfolio Holdings
Mc Carthy Asset Management, Inc.
- $121 Million
- Q4 2024
Mc Carthy Asset Management, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Million distributed in 25 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $24.2M, Spdr Portfolio Short Term Corp with a value of $23.3M, Vanguard Dividend Appreciation with a value of $23M, Schwab Strategic Tr Us Large C with a value of $10.1M, and Vanguard Bd Index Fd Inc Total with a value of $7.6M.
Examining the 13F form we can see an decrease of $18M in the current position value, from $139M to 121M.
Below you can find more details about Mc Carthy Asset Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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