Mc Carthy Grittinger Financial Group, LLC Portfolio Holdings

Mc Carthy Grittinger Financial Group, LLC

  • $366 Billion
  • Q4 2024

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.

Portfolio value $366 Billion
ETFs: $322 Billion
Technology: $916 Million
Financial Services: $489 Million
Industrials: $356 Million
Communication Services: $336 Million
Consumer Defensive: $245 Million
Healthcare: $61.3 Million
Utilities: $52.4 Million
Other: $54.1 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.58B
$125,000 0.0% of portfolio
15
Q4 2018 New
$1.75B
$448,000 0.0% of portfolio
60
Q4 2018 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $366 Billion
  • Prior Value $341 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 32 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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