Mc Carthy & Cox has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $288 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: T Rowe Price ETF Inc with a value of $27.5B, J P Morgan Exchange Traded Fd with a value of $26.2B, First Tr Exch Trd Fd Viii Ft C with a value of $19.1B, Vanguard Dividend Appreciation with a value of $18.9B, and Jpmorgan International Bond Op with a value of $17B.

Examining the 13F form we can see an increase of $27.3B in the current position value, from $261B to 288B.

Mc Carthy & Cox is based out at Marysville, OH

Below you can find more details about Mc Carthy & Cox portfolio as well as his latest detailed transactions.

Portfolio value $288 Billion
ETFs: $186 Billion
Financial Services: $2.69 Billion
Consumer Cyclical: $1.03 Billion
Technology: $889 Million
Consumer Defensive: $716 Million
Utilities: $269 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $288 Billion
  • Prior Value $261 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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