13F Filings History of McGrath & Associates, Inc.

Latest 13F report
Q3 2025 - 14 Oct 2025
Value $
$67,276,822
Signature - Title
Susan McGrath - CCO
Location
Asheville, NC
Summary
This page shows a list of all the recent 13F filings made by McGrath & Associates, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McGrath & Associates, Inc. reported 42 stock holdings with total value $67,276,822 as of Q3 2025. Top holdings included BOND, GDE, RSSY, DFAC, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 42 $67,276,822 +$4,690,665 -$3,269,654 +$1,421,011 BOND, GDE, RSSY, DFAC, SCHD 13F-HR 14 Oct 2025, 11:17
Q2 2025 41 $61,412,662 +$7,141,574 -$3,522,145 +$3,619,429 BOND, GDE, RSSY, BND, DFAC 13F-HR 12 Aug 2025, 15:30
Q1 2025 42 $54,796,162 +$9,463,776 -$4,876,689 +$4,587,087 BOND, BND, SCHD, GDE, RSSY 13F-HR 10 Apr 2025, 15:52
Q4 2024 40 $49,540,349 $0 $0 $0 BND, BOND, SCHD, FNDA, GDE 13F-HR 05 Feb 2025, 09:20