13F Filings History of McGrath & Associates, Inc.

Latest 13F report
Q3 2025 - Oct 14, 2025
Value $
$67.3M
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 $67.3M 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 Date Filed
Q3 2025 42 $67.3M +$4.69M -$3.27M +$1.42M BOND, GDE, RSSY, DFAC, SCHD 13F-HR 10/14/2025, 11:17 AM
Q2 2025 41 $61.4M +$7.14M -$3.52M +$3.62M BOND, GDE, RSSY, BND, DFAC 13F-HR 8/12/2025, 03:30 PM
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