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McCarthy & Cox

Latest statistics and disclosures from McCarthy & Cox's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002020726

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Positions held by McCarthy & Cox consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for McCarthy & Cox

McCarthy & Cox holds 49 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	7.8	$21M	440k	46.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.3	$19M	106k	182.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	6.7	$18M	401k	44.45	View chart
Ark Etf Tr Innovation Etf (ARKK)	6.2	$16M	328k	50.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	5.9	$16M	813k	19.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	5.5	$15M	328k	44.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	5.5	$15M	339k	42.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	5.5	$15M	709k	20.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	5.1	$13M	641k	20.97	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.8	$13M	419k	30.22	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	4.5	$12M	252k	47.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	4.3	$11M	243k	47.02	View chart
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX)	3.8	$10M	216k	47.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	3.8	$10M	233k	43.22	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	3.3	$8.7M	133k	65.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	2.4	$6.3M	173k	36.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	2.2	$5.7M	136k	41.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	2.1	$5.6M	137k	40.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	2.0	$5.2M	123k	42.49	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.8	$4.7M	52k	89.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	1.7	$4.6M	102k	45.27	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	1.6	$4.3M	61k	69.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.3	$3.5M	184k	19.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.0M	3.9k	523.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.4	$1.2M	28k	41.21	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$863k	29k	30.23	View chart
Microsoft Corporation (MSFT)	0.3	$762k	1.8k	420.83	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$677k	14k	48.09	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.2	$528k	5.0k	105.47	View chart
Caterpillar (CAT)	0.2	$524k	1.4k	366.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$523k	2.5k	210.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$467k	1.1k	420.33	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$464k	9.3k	49.70	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.2	$459k	19k	23.94	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$421k	757.00	556.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$409k	2.3k	179.13	View chart
Visa Com Cl A (V)	0.2	$404k	1.4k	279.15	View chart
Apple (AAPL)	0.1	$371k	2.2k	171.46	View chart
JPMorgan Chase & Co. (JPM)	0.1	$349k	1.7k	200.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$313k	929.00	337.05	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$284k	1.4k	208.31	View chart
Procter & Gamble Company (PG)	0.1	$274k	1.7k	162.25	View chart
Hartford Financial Services (HIG)	0.1	$268k	2.6k	103.04	View chart
Lowe's Companies (LOW)	0.1	$258k	1.0k	254.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$257k	2.8k	92.73	View chart
American Electric Power Company (AEP)	0.1	$248k	2.9k	86.10	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$218k	5.0k	43.36	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$207k	2.7k	77.73	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$205k	1.6k	131.26	View chart

Past Filings by McCarthy & Cox

SEC 13F filings are viewable for McCarthy & Cox going back to 2024

McCarthy & Cox 2024 Q1 filed April 30, 2024

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