McGrath & Associates, Inc.

13F Portfolio Filings

Most recent 13F
Q1 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
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