Mc Carthy Asset Management, Inc. Portfolio Holdings
Mc Carthy Asset Management, Inc.
- $119 Million
- Q1 2025
Mc Carthy Asset Management, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $119 Million distributed in 25 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $24.7M, Spdr Portfolio Short Term Corp with a value of $23.5M, Vanguard Dividend Appreciation with a value of $22.6M, Schwab Strategic Tr Us Large C with a value of $8.99M, and Vanguard Bd Index Fd Inc Total with a value of $7.86M.
Examining the 13F form we can see an decrease of $2.59M in the current position value, from $121M to 119M.
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 |
|---|