Mc Carthy & Cox Purchases in Q3 2025

Mc Carthy & Cox

  • $438 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchange Traded Fd
1.54M
New
N/A
1.54M $26B
Mfs Active Exchange Traded F
178K
+ 9.81%
N/A
1.99M $56B
Ea Series Trust
10.3K
+ 0.64%
N/A
1.63M $107B
VIG
Vanguard Dividend Appreciation

ETFs
9.56K
+ 10.52%
N/A
100K $21.7B
T Rowe Price ETF Inc
5.7K
+ 0.56%
N/A
1.03M $38.9B
First Tr Exchange Traded Fd
76.3K
+ 8.88%
N/A
936K $19.9B
Goldman Sachs ETF Tr
15.7K
+ 4.04%
N/A
405K $21.2B
JCPB
J P Morgan Exchange Traded Fd

ETFs
23.6K
+ 3.88%
$46.37 - $47.77 $1.09M - $1.13M
632K $30B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
36.1K
New
$31.79 - $33.42 $1.15M - $1.21M
36.1K $1.21B
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
1.55K
+ 1.07%
$67.52 - $76.75 $104K - $119K
146K $10.9B
JPIE
J P Morgan Exchange Traded Fd
13K
+ 12.1%
$46.01 - $46.55 $598K - $605K
120K $5.59B
KOMP
Spdr S&P Kensho New Economies

ETFs
191
+ 0.34%
$54.38 - $62.69 $10.4K - $12K
56.7K $3.53B
SPY
Spdr S&P 500 ETF Trust

ETFs
365
+ 10.19%
$617.65 - $666.84 $225K - $243K
3.95K $2.63B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.83K
+ 4.68%
N/A
40.9K $4.06B
JPIB
Jpmorgan International Bond Op

ETFs
3.62K
+ 1.02%
$48.32 - $49.13 $175K - $178K
359K $17.6B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
12.9K
+ 6.5%
$20.41 - $20.67 $263K - $266K
211K $4.34B
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.6K
+ 3.67%
$28.92 - $32.19 $75.1K - $83.6K
73.5K $2.34B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
2.5K
+ 13.09%
N/A
21.6K $2.28B
RTX
Raytheon Technologies Corp

Industrials
1.34K
New
$144.19 - $167.33 $193K - $224K
1.34K $224M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.79K
New
$108.46 - $120.63 $194K - $215K
1.79K $212M
PULS
Pgim ETF Tr

ETFs
4.03K
+ 11.16%
$49.58 - $49.83 $200K - $201K
40.1K $2B
AADR
Advisorshares Dorsey Wright Ad

ETFs
2.33K
New
$77.36 - $86.76 $181K - $202K
2.33K $202M
PEP
Pepsico Inc

Consumer Defensive
1.43K
New
$133.81 - $152.16 $191K - $217K
1.43K $200M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.12K
+ 5.04%
$51.7 - $54.73 $57.8K - $61.2K
23.3K $1.28B
FJAN
First Exc Trd Viii Cboe Vest U
1.07K
+ 6.74%
N/A
17K $851M
AAPL
Apple Inc.

Technology
1
+ 0.06%
$202.38 - $256.87 $202 - $257
1.55K $393M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.19K
+ 8.3%
$49.09 - $50.58 $58.4K - $60.2K
15.5K $783M
SCHV
Schwab Strategic Tr Us Large C

ETFs
912
+ 4.6%
$27.61 - $29.15 $25.2K - $26.6K
20.7K $604M
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.32%
$215.01 - $273.02 $860 - $1.09K
1.24K $311M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.1%
$192.76 - $203.86 $386 - $408
2.09K $425M
FMB
First Tr Exchange Traded Fd Ii

ETFs
35
+ 0.19%
$49.32 - $50.93 $1.73K - $1.78K
18.5K $938M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
276
+ 3.05%
$50.81 - $51.07 $14K - $14.1K
9.32K $476M
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.04%
$118.16 - $123.66 $118 - $124
2.43K $298M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.14%
$94.4 - $104.27 $283 - $313
2.11K $217M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
26
+ 0.3%
$23.29 - $23.38 $606 - $608
8.62K $201M
PRK
Park National Corp

Financial Services
2
+ 0.09%
$158.56 - $177.92 $317 - $356
2.34K $380M
Activity Summary
Buys All Purchases 37 New Holdings 6 Increased Positions 31 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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