Mc Grath & Associates, Inc. New Holdings in Q4 2024

Mc Grath & Associates, Inc.

  • $49.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
95.7K
New
$71.75 - $75.11 $6.87M - $7.19M
95.7K $6.88B
BOND
Pimco Active Bond Exchange Tra

ETFs
38.5K
New
$90.42 - $94.5 $3.48M - $3.64M
38.5K $3.48B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
125K
New
$26.93 - $84.95 $3.38M - $10.6M
125K $3.42B
FNDA
Schwab Fundamental U S Small C

ETFs
90.3K
New
$29.26 - $59.11 $2.64M - $5.34M
90.3K $2.68B
GDE
Wisdomtree Tr Efficient Gold P

ETFs
62.4K
New
$36.06 - $40.96 $2.25M - $2.55M
62.4K $2.31B
Tidal Tr Ii
101K
New
N/A
101K $2.06B
FNDC
Schwab Fundamental Intl Small

ETFs
56.2K
New
$33.92 - $38.03 $1.91M - $2.14M
56.2K $1.92B
GVAL
Cambria Global Value ETF
85K
New
N/A
85K $1.77B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
65.4K
New
$26.16 - $29.13 $1.71M - $1.9M
65.4K $1.71B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
48.8K
New
$33.92 - $36.6 $1.65M - $1.78M
48.8K $1.69B
FNDF
Schwab Fundamental Intl Large

ETFs
50.4K
New
$32.92 - $37.15 $1.66M - $1.87M
50.4K $1.68B
FNDE
Schwab Fundamental Emerging Mk

ETFs
52.5K
New
$28.89 - $33.95 $1.52M - $1.78M
52.5K $1.53B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
29.3K
New
$48.33 - $49.08 $1.42M - $1.44M
29.3K $1.42B
AAPL
Apple Inc.

Technology
5.11K
New
$221.69 - $259.02 $1.13M - $1.32M
5.11K $1.28B
Tidal Tr Ii
48.1K
New
N/A
48.1K $1.15B
DFIC
Dimensional ETF Tr Dimensional

ETFs
42.2K
New
$25.61 - $28.0 $1.08M - $1.18M
42.2K $1.09B
LOW
Lowes Companies Inc

Consumer Cyclical
4.38K
New
$244.52 - $284.07 $1.07M - $1.25M
4.38K $1.08B
DFAT
Dimensional ETF Tr U S Target

ETFs
17.7K
New
$54.54 - $61.04 $963K - $1.08M
17.7K $983M
DISV
Dimensional ETF Tr Dimensional

ETFs
35.7K
New
$26.18 - $28.77 $936K - $1.03M
35.7K $950M
DFIV
Dimensional ETF Tr

ETFs
25K
New
$34.86 - $37.97 $871K - $949K
25K $887M
DUK
Duke Energy Corp

Utilities
7.04K
New
$105.76 - $120.76 $744K - $850K
7.04K $758M
Dimensional ETF Trust
29.3K
New
N/A
29.3K $748M
ADP
Automatic Data Processing Inc

Industrials
2.36K
New
$280.08 - $307.97 $661K - $727K
2.36K $691M
CUT
Invesco ETF Tr Ii Msci Global

ETFs
20.6K
New
$31.57 - $35.55 $650K - $732K
20.6K $652M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
12.5K
New
$40.38 - $44.35 $504K - $553K
12.5K $511M
NVDA
Nvidia Corp

Technology
3.74K
New
$117.0 - $148.88 $438K - $557K
3.74K $503M
Dimensional ETF Trust
16.1K
New
N/A
16.1K $482M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
10.1K
New
$44.29 - $45.82 $447K - $462K
10.1K $448M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
10.8K
New
$36.06 - $39.96 $389K - $431K
10.8K $390M
AMZN
Amazon Com Inc

Consumer Cyclical
1.58K
New
$180.88 - $232.93 $286K - $368K
1.58K $347M
FM
Ishares Msci Frontier And Sele

ETFs
12.7K
New
$27.11 - $27.7 $345K - $353K
12.7K $345M
RY
Royal Bank Of Canada

Financial Services
2.73K
New
$119.72 - $128.02 $326K - $349K
2.73K $329M
MSFT
Microsoft Corp

Technology
757
New
$406.35 - $454.46 $308K - $344K
757 $319M
DFSU
Dimensional ETF Tr Dimen Us Su
7.04K
New
N/A
7.04K $267M
XOM
Exxon Mobil Corp

Energy
2.26K
New
$105.51 - $125.37 $238K - $283K
2.26K $243M
IGM
Ishares Expanded Tech Sector E

ETFs
2.26K
New
$94.19 - $106.95 $213K - $242K
2.26K $231M
JPM
Jpmorgan Chase & CO

Financial Services
915
New
$205.18 - $250.29 $188K - $229K
915 $219M
DFAX
Dimensional ETF Tr
8.12K
New
$24.76 - $27.04 $201K - $219K
8.12K $202M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.65K
New
$26.16 - $28.82 $200K - $220K
7.65K $200M
Activity Summary
Buys All Purchases 40 New Holdings 40 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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