• 13F History

McGrath & Associates, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$54.8M
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 $54.8M as of Q1 2025. Top holdings included BOND, BND, SCHD, GDE, and RSSY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 42 $54.8M +$9.46M -$4.88M +$4.59M BOND, BND, SCHD, GDE, RSSY 13F-HR 4/10/2025, 03:52 PM
Q4 2024 40 $49.5M $0 $0 BND, BOND, SCHD, FNDA, GDE 13F-HR 2/5/2025, 09:20 AM