Mc Grath & Associates, Inc. Portfolio Holdings

Mc Grath & Associates, Inc.

  • $54.8 Billion
  • Q1 2025

Mc Grath & Associates, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $54.8 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco Active Bond Exchange Tra with a value of $6.98B, Vanguard Bd Index Fd Inc Total with a value of $5.06B, Schwab Strategic Tr Us Dividen with a value of $3.39B, Wisdomtree Tr Efficient Gold P with a value of $3.27B, and Tidal Tr Ii with a value of $3.22B.

Examining the 13F form we can see an increase of $5.26B in the current position value, from $49.5B to 54.8B.

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 $54.8 Billion
ETFs: $39.2 Billion
Technology: $2.2 Billion
Consumer Cyclical: $1.4 Billion
Utilities: $858 Million
Industrials: $721 Million
Financial Services: $541 Million
Energy: $268 Million
Consumer Defensive: $245 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $54.8 Billion
  • Prior Value $49.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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