Mc Carthy Asset Management, Inc. Portfolio Holdings
Mc Carthy Asset Management, Inc.
- $146 Million
- Q1 2024
Mc Carthy Asset Management, Inc. has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $146 Million distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $31.5M, Schwab Strategic Tr Us Dividen with a value of $24.5M, Vanguard Dividend Appreciation with a value of $24.2M, Gilead Sciences, Inc. with a value of $9.55M, and Schwab Strategic Tr Us Large C with a value of $7.62M.
Examining the 13F form we can see an increase of $4.78M in the current position value, from $141M to 146M.
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 $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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