Mc Carthy Grittinger Financial Group, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $388 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $85.2B, Vanguard Small Cap ETF with a value of $40.2B, Vanguard Ftse All World Ex Us with a value of $38.3B, Vanguard Intermediate Term Cor with a value of $36.9B, and Vanguard Intermediate Term Tre with a value of $34B.

Examining the 13F form we can see an increase of $25.3B in the current position value, from $363B to 388B.

Mc Carthy Grittinger Financial Group, LLC is based out at Milwaukee, WI

Below you can find more details about Mc Carthy Grittinger Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $388 Billion
ETFs: $340 Billion
Technology: $789 Million
Financial Services: $423 Million
Industrials: $301 Million
Consumer Defensive: $178 Million
Communication Services: $144 Million
Utilities: $48.8 Million
Healthcare: $34.2 Million
Other: $36.4 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $388 Billion
  • Prior Value $363 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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