McCarthy Asset Management
Latest statistics and disclosures from McCarthy Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPST, SCHD, VIG, TCAF, GILD, and represent 65.63% of McCarthy Asset Management's stock portfolio.
- Added to shares of these 10 stocks: BND, AMAT, CVX, ET, CGGR, SCHG, JNJ, BRK.B, AAPL, TBUX.
- Started 4 new stock positions in ET, CVX, BND, AMAT.
- Reduced shares in these 10 stocks: JPST, VIG, VXUS, V, DFAX, GILD, SCHM, SCHD, DFAC, WFC.
- Sold out of its position in TBIO.
- McCarthy Asset Management was a net seller of stock by $-465k.
- McCarthy Asset Management has $163M in assets under management (AUM), dropping by 3.98%.
- Central Index Key (CIK): 0001843169
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McCarthy Asset Management holds 39 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by McCarthy Asset Management
SEC 13F filings are viewable for McCarthy Asset Management going back to 2020
- McCarthy Asset Management 2024 Q1 filed May 9, 2024
- McCarthy Asset Management 2023 Q4 filed Feb. 5, 2024
- McCarthy Asset Management 2023 Q3 filed Nov. 16, 2023
- McCarthy Asset Management 2023 Q2 filed Aug. 7, 2023
- McCarthy Asset Management 2023 Q1 filed May 9, 2023
- McCarthy Asset Management 2022 Q4 filed Jan. 23, 2023
- McCarthy Asset Management 2022 Q3 filed Oct. 28, 2022
- McCarthy Asset Management 2022 Q2 filed July 20, 2022
- McCarthy Asset Management 2022 Q1 filed May 11, 2022
- McCarthy Asset Management 2021 Q4 filed Feb. 7, 2022
- McCarthy Asset Management 2021 Q3 filed Nov. 12, 2021
- McCarthy Asset Management 2021 Q2 filed Aug. 5, 2021
- McCarthy Asset Management 2021 Q1 filed May 13, 2021
- McCarthy Asset Management 2020 Q4 filed Feb. 1, 2021