Mc Grath & Associates, Inc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $49.5 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $6.88B, Pimco Active Bond Exchange Tra with a value of $3.48B, Schwab Strategic Tr Us Dividen with a value of $3.42B, Schwab Fundamental U S Small C with a value of $2.68B, and Wisdomtree Tr Efficient Gold P with a value of $2.31B.

Examining the 13F form we can see an increase of $49.5B in the current position value.

Mc Grath & Associates, Inc. is based out at Asheville, NC

Below you can find more details about Mc Grath & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $49.5 Billion
ETFs: $37.1 Billion
Technology: $2.1 Billion
Consumer Cyclical: $1.43 Billion
Utilities: $758 Million
Industrials: $691 Million
Financial Services: $548 Million
Energy: $243 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $49.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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