Mc Carthy Grittinger Financial Group, LLC Portfolio Holdings

Mc Carthy Grittinger Financial Group, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $366 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $79.6B, Vanguard Small Cap ETF with a value of $39.7B, Vanguard Intermediate Term Cor with a value of $35.3B, Vanguard Ftse All World Ex Us with a value of $32.8B, and Vanguard Intermediate Term Tre with a value of $32.8B.

Examining the 13F form we can see an increase of $25.5B in the current position value, from $341B to 366B.

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.