Mc Grath & Associates, Inc. Portfolio Holdings

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.