Mccarthy & Cox Top Holdings and 13F Report (2024)

About Mccarthy & Cox

Investment Activity

  • Mccarthy & Cox has $264.77 million in total holdings as of March 31, 2024.
  • Mccarthy & Cox owns shares of 49 different stocks, but just 15 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofMccarthy & Cox

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$20,526,747440,0637.8%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$19,300,508105,6937.3%ETF
FJUL
FT Vest U.S. Equity Buffer ETF July
$17,830,184401,1296.7%ETF
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$16,409,037327,6566.2%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$15,625,923813,4275.9%ETF
FNOV
FT Vest U.S. Equity Buffer ETF - November
$14,665,337327,8025.5%ETF
FT Vest U.S. Equity Buffer ETF - August stock logo
FAUG
FT Vest U.S. Equity Buffer ETF - August
$14,546,954339,2485.5%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$14,492,191709,3585.5%ETF
Invesco BulletShares 2024 Corporate Bond ETF stock logo
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
$13,445,344641,1705.1%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$12,660,854418,9564.8%ETF
JPMorgan International Bond Opportunities ETF stock logo
JPIB
JPMorgan International Bond Opportunities ETF
$12,011,925252,2454.5%ETF
FT Vest U.S. Equity Buffer ETF  June stock logo
FJUN
FT Vest U.S. Equity Buffer ETF June
$11,437,850243,2554.3%Manufacturing
GOLDMAN SACHS ETF TR
$10,158,487216,0923.8%S&P 500 CORE PRE
FT Vest U.S. Equity Buffer ETF  May stock logo
FMAY
FT Vest U.S. Equity Buffer ETF May
$10,081,670233,2643.8%ETF
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF stock logo
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
$8,712,792132,9183.3%ETF
FT Vest U.S. Equity Buffer ETF - April stock logo
FAPR
FT Vest U.S. Equity Buffer ETF - April
$6,289,772172,6292.4%ETF
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$5,716,501136,1722.2%ETF
FT Vest U.S. Equity Buffer ETF  October stock logo
FOCT
FT Vest U.S. Equity Buffer ETF October
$5,567,218137,2252.1%ETF
FSEP
FT Vest U.S. Equity Buffer ETF September
$5,210,566122,6162.0%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$4,657,15151,8041.8%ETF
FFEB
FT Vest U.S. Equity Buffer ETF - February
$4,631,174102,2911.7%ETF
Janus Henderson Small/Mid Cap Growth Alpha ETF stock logo
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
$4,288,75361,3381.6%Manufacturing
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$3,538,982183,4621.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,040,7153,9010.8%Finance
FDEC
FT Vest U.S. Equity Buffer ETF - December
$1,169,04528,3680.4%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$863,04728,5490.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$762,1251,8110.3%Computer and Technology
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$676,98314,0770.3%ETF
TBLL
Invesco Short Term Treasury ETF
$527,4555,0010.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$523,7811,4290.2%Industrial Products
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$522,6422,4850.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$466,5671,1100.2%Finance
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$464,0499,3370.2%ETF
iShares iBonds Dec 2024 Term Treasury ETF stock logo
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
$459,28019,1850.2%Manufacturing
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$421,3687570.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$408,6002,2810.2%ETF
Visa Inc. stock logo
V
Visa
$403,9351,4470.2%Business Services
Apple Inc. stock logo
AAPL
Apple
$371,3862,1660.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$349,3051,7440.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$313,1209290.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$283,7191,3620.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$273,5621,6860.1%Consumer Staples
The Hartford Financial Services Group, Inc. stock logo
HIG
The Hartford Financial Services Group
$267,9042,6000.1%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$258,3961,0140.1%Retail/Wholesale
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$256,4952,7660.1%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$247,5352,8750.1%Utilities
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$217,7205,0210.1%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$206,7622,6600.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$205,2831,5640.1%ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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