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Michael McCarthy

@Financial Consulate, Inc

Latest period2024 - Q3ReportedManaged Assets$376.53MTotal holdings34
Assets growth rate10.37%Assets growth rate (2-Q avg)5.6%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Consulate, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Financial Consulate, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 376.53M in assets, with a quarterly growth rate of 10.37% and a 2-quarter average growth rate of 5.6%. The portfolio is managed by Michael McCarthy, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ITOTIshares Tr
Recent Activity
Exited
0%
$1.357M
11,427 shares@ $118.79 avg price
SCHOSchwab Strategic Tr
Recent Activity
Exited
0%
$460,911
9,576 shares@ $48.14 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
Exited
0%
$226,730
2,766 shares@ $81.98 avg price
RPGInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$201,410
5,406 shares@ $37.26 avg price