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| Happy Holidays!! thanks for using AUM13F!! |
| McCarthy Asset Management Inc
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| CRD # | 118285 |
| SEC # | 801-60897 |
| CIK # | 0001843169 |
| AUM | $377.9 M (2025-03-10) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 650-610-9540 |
| Address | 3 Lagoon Drive, Suite 155 Redwood Shores, CA 94065 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 1.7 | ||
| Apple Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Tesla Motors Inc | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Applied Materials Inc /DE | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Energy Transfer Equity LP | 0.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 38.3 |
| (b) Individuals (high net worth individuals) | 162 | 339.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 829 | 377.9 |
| By Discretionary | ||
| Discretionary | 829 | 377.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 829 | 377.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 374.8 | |
| Total | 829 | 377.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843169] |
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