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  Name: McCarthy Asset Management Inc.
  City: REDWOOD SHORES
  State: CA
  Zip: 94065
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $162,460,000
  Total Value Change : $6,214,000
  Securities Held Change : 3
   
All Securities Held : 39
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 9
  Unchanged Positions : 9
  Decreased Positions : 18

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 33 New $71.81 $270,000 3,722 0.17% 270,000 3,722 0    Closed - End Fund - E...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 34 New $212.08 $237,000 1,151 0.15% 237,000 1,151 0    Semiconductor Equipme...
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 39 New $15.96 $179,000 11,358 0.11% 179,000 11,358 0    Oil & Gas Pipelines &...

      3 Records Found
  1    
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