Mc Ilrath & Eck, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $572 Million distributed in 973 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $63.8M, Vanguard Value ETF with a value of $37.9M, Vanguard Large Cap ETF with a value of $37.1M, Dimensional ETF Tr with a value of $36.6M, and Microsoft Corp with a value of $33M.

Examining the 13F form we can see an decrease of $1.78M in the current position value, from $574M to 572M.

Below you can find more details about Mc Ilrath & Eck, LLC portfolio as well as his latest detailed transactions.

Portfolio value $572 Million
ETFs: $436 Million
Technology: $55.6 Million
Financial Services: $15.9 Million
Consumer Cyclical: $10.4 Million
Industrials: $9.78 Million
Communication Services: $7.41 Million
Consumer Defensive: $6.27 Million
Healthcare: $4.01 Million
Other: $8.23 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 973
  • Current Value $572 Million
  • Prior Value $574 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 68 stocks
  • Additional Purchases 225 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 173 stocks
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