Mc Carthy Asset Management, Inc. Portfolio Holdings
Mc Carthy Asset Management, Inc.
- $125 Million
- Q2 2025
Mc Carthy Asset Management, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Million distributed in 27 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Short Term Corp with a value of $26.6M, Schwab Strategic Tr Us Dividen with a value of $22.3M, Vanguard Dividend Appreciation with a value of $22.2M, Vanguard Bd Index Fd Inc Total with a value of $10.5M, and Schwab Strategic Tr Us Large C with a value of $9.93M.
Examining the 13F form we can see an increase of $6.51M in the current position value, from $119M to 125M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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