• 13F History

McCarthy Asset Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$142M
Signature - Title
Stephen P. McCarthy - President
Location
Redwood Shores, CA
Summary
This page shows a list of all the recent 13F filings made by McCarthy Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McCarthy Asset Management, Inc. reported 25 stock holdings with total value $142M as of Q4 2024. Top holdings included VIG, SCHD, SPSB, TCAF, and SCHG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 25 $142M +$38.8M -$28.1M +$10.6M VIG, SCHD, SPSB, TCAF, SCHG 13F-HR 2/14/2025, 07:47 PM
Q3 2024 35 $161M +$1.31M -$18.8M -$17.5M VIG, SCHD, SPSB, JPST, TCAF 13F-HR 11/15/2024, 05:59 PM
Q2 2024 39 $170M +$22.2M -$16.8M +$5.36M VIG, SCHD, JPST, SPSB, TCAF 13F-HR 8/13/2024, 07:24 PM
Q1 2024 39 $162M +$1.07M -$1.53M -$465K JPST, SCHD, VIG, TCAF, GILD 13F-HR 5/8/2024, 08:22 PM
Q4 2023 36 $156M +$18M -$7.44M +$10.6M JPST, SCHD, VIG, TCAF, GILD 13F-HR 2/2/2024, 06:56 PM
Q3 2023 39 $136M +$1.27M -$7.88M -$6.6M JPST, SCHD, VIG, GILD, AAPL 13F-HR 11/15/2023, 06:44 PM
Q2 2023 37 $147M +$886K -$6.27M -$5.39M JPST, SCHD, VIG, GILD, AAPL 13F-HR 8/4/2023, 07:25 PM
Q1 2023 34 $147M +$779K -$603K +$177K JPST, SCHD, VIG, GILD, AAPL 13F-HR 5/8/2023, 07:46 PM
Q4 2022 34 $143M +$6.31M -$1.9M +$4.41M JPST, SCHD, VIG, GILD, SCHY 13F-HR 1/20/2023, 05:39 PM
Q3 2022 31 $128M +$14.3M -$706K +$13.6M JPST, SCHD, VIG, GILD, AAPL 13F-HR 10/28/2022, 04:44 PM
Q2 2022 33 $123M +$3.91M -$623K +$3.29M SCHD, JPST, VIG, GILD, SCHY 13F-HR 7/19/2022, 06:03 PM
Q1 2022 313 $144M +$12M -$877K +$11.1M SCHD, VIG, JPST, GILD, SCHG 13F-HR 5/10/2022, 07:42 PM
Q4 2021 308 $145M +$3.03M -$494K +$2.54M SCHD, VIG, JPST, GILD, SCHG 13F-HR 2/4/2022, 07:32 PM
Q3 2021 331 $133M +$7.41M -$14.1M -$6.7M SCHD, VIG, JPST, GILD, SCHG 13F-HR 11/10/2021, 07:22 PM
Q2 2021 397 $141M +$13.8M -$7.94M +$5.88M SCHD, VIG, JPST, GILD, AAPL 13F-HR 8/4/2021, 08:05 PM
Q1 2021 350 $128M +$3.77M -$2.41M +$1.35M VIG, SCHD, JPST, GILD, AAPL 13F-HR 5/13/2021, 02:35 PM
Q4 2020 313 $121M VIG, JPST, SCHD, GILD, AAPL 13F-HR 1/29/2021, 07:28 PM