• 13F History

McCarthy Grittinger Financial Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$366M
Signature - Title
Matthew T Miler - Managing Principal
Location
Milwaukee, WI
Summary
This page shows a list of all the recent 13F filings made by McCarthy Grittinger Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McCarthy Grittinger Financial Group, LLC reported 96 stock holdings with total value $366M as of Q4 2024. Top holdings included VV, VB, VCIT, VEU, and VGIT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 96 $366M +$37.8M -$3.48M +$34.3M VV, VB, VCIT, VEU, VGIT 13F-HR 1/24/2025, 02:40 PM
Q3 2024 67 $341M +$6.36M -$218K +$6.14M VV, VB, VEU, VCIT, VGIT 13F-HR 10/15/2024, 12:15 PM
Q2 2024 65 $317M +$4.37M -$1.89M +$2.47M VV, VB, VCIT, VEU, VGIT 13F-HR 7/29/2024, 11:39 AM
Q1 2024 64 $314M +$3.52M -$4.19M -$670K VV, VB, VEU, VCIT, VGIT 13F-HR 4/24/2024, 09:50 AM
Q4 2023 64 $302M +$28M -$1.54M +$26.5M VV, VB, VCIT, VEU, VGIT 13F-HR 1/26/2024, 11:31 AM
Q3 2023 63 $254M +$4.91M -$372K +$4.54M VV, VB, VGIT, VCIT, VEU 13F-HR 10/11/2023, 04:42 PM
Q2 2023 57 $259M +$251K -$1.17M -$918K VV, VB, VEU, VCIT, VGIT 13F-HR 7/24/2023, 12:15 PM
Q1 2023 64 $252M +$90.2K -$3.24M -$3.15M VV, VB, VCIT, VGIT, VEU 13F-HR 5/9/2023, 01:30 PM
Q4 2022 59 $244M +$4.67M -$2.63M +$2.03M VV, VB, VGIT, VCIT, VEU 13F-HR 5/9/2023, 01:28 PM
Q3 2022 61 $230M +$15.5M -$4.91M +$10.5M VV, VGIT, VCIT, VB, VEU 13F-HR 5/9/2023, 01:27 PM
Q2 2022 71 $233M +$7.69M -$5.68M +$2.01M VV, VGIT, VB, VCIT, VEU 13F-HR 5/9/2023, 01:25 PM
Q1 2022 79 $261M +$12.5M -$4.72M +$7.78M VV, VB, VEU, VGIT, VCIT 13F-HR 5/9/2023, 01:23 PM
Q4 2021 159 $270M +$9.76M -$7.32M +$2.45M VV, VB, VEU, VCIT, BNDX 13F-HR 5/9/2023, 01:22 PM
Q3 2021 175 $260M +$33M -$271K +$32.7M VV, VB, VEU, VGIT, VCIT 13F-HR 5/9/2023, 01:20 PM
Q2 2021 59 $230M +$13.5M -$408K +$13.1M VV, VB, VCIT, VGIT, VEU 13F-HR 5/9/2023, 01:14 PM
Q1 2021 62 $208M +$8.37M -$7.68M +$687K VV, VB, VGIT, VCIT, VEU 13F-HR 5/9/2023, 01:13 PM
Q4 2020 57 $202M +$5.6M -$2.57M +$3.03M VV, VB, VEU, VCIT, VGIT 13F-HR 5/9/2023, 01:06 PM
Q3 2020 62 $181M +$7.86M -$3.48M +$4.38M VV, VB, VCIT, VEU, VGIT 13F-HR 5/9/2023, 01:04 PM
Q2 2020 69 $169M +$25.5M -$4.31M +$21.2M VV, VB, VEU, VCIT, BNDX 13F-HR 5/9/2023, 01:03 PM
Q1 2020 74 $129M +$30.2M -$8.36M +$21.9M VV, BNDX, VB, VEU, BSV 13F-HR 5/9/2023, 01:01 PM
Q4 2019 70 $128M +$3.86M -$334K +$3.53M VV, VB, BSV, BNDX, VEU 13F-HR 5/9/2023, 12:57 PM
Q3 2019 68 $119M +$1.34M -$359K +$981K VV, VB, BSV, BNDX, VEU 13F-HR 5/9/2023, 12:56 PM
Q2 2019 63 $118M +$3.46M -$153K +$3.31M VV, VB, BSV, BNDX, VEU 13F-HR 5/9/2023, 12:55 PM
Q1 2019 64 $111M +$1.97M -$2.95M -$987K VV, VB, BNDX, BSV, VEU 13F-HR 5/9/2023, 12:53 PM
Q4 2018 74 $103M VV, BNDX, VB, BSV, VEU 13F-HR 5/9/2023, 12:49 PM