McGrath & Associates, Inc.
13F Portfolio Filings
Most recent 13F
Q2 2025
Location
Asheville, NC
CIK
0002054701
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2025
41
61,412
BOND, GDE, RSSY, BND
13F-HR
8/12/2025
000166773125001099
Q1 2025
42
54,796
BOND, BND, SCHD, GDE
13F-HR
4/10/2025
000166773125000407
Q4 2024
40
49,540
BND, BOND, SCHD, FNDA
13F-HR
2/5/2025
000166773125000204