13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001701714
Total reported value
$1.3B
$1.3B
973 檔
17.7%
The Q4 2024 SEC filing reveals that McIlrath & Eck, LLC held a total portfolio value of $1.3B, covering 973 public equity positions.
During Q4 2024, McIlrath & Eck, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, STXT, AVMC) accounted for 17.7% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 973 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.13% | -2.04% | +1.25% | |
| 2 | STXT | Strive Total Return Bond ETF | ETF-Other | 7.46% | -1.22% | +8.36% | |
| 3 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 5.26% | -0.80% | +7.04% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.83% | -0.79% | +23.75% | |
| 5 | BUXX | Strive Enhanced Income Short | ETF-Other | 4.77% | -0.68% | +1.56% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 4.73% | -0.73% | +3.76% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 4.66% | -0.92% | -9.45% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | -1.36% | -37.21% | |
| 9 | CGSD | Cap Group Short Duration | ETF-Other | 4.04% | -0.46% | -1.39% | |
| 10 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.92% | -0.56% | +6.35% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.51% | -0.37% | +127.72% | |
| 12 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 3.12% | -0.56% | +3.38% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.73% | -0.41% | -11.70% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.67% | -1.12% | +3.07% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.60% | -0.35% | +3.81% | |
| 16 | DFSD | Dimensional Short Duration | ETF-Other | 2.45% | -0.44% | +74.11% | |
| 17 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.38% | -0.29% | -4.67% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.04% | -0.40% | +20.68% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.84% | -0.24% | +2.31% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.68% | -0.26% | +2.19% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | -0.03% | +1.00% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.22% | -0.09% | +13.04% | |
| 23 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.10% | +0.14% | +11.00% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.96% | -0.15% | +28.58% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.18% | +1.76% | |
| 26 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 0.79% | -0.12% | +4.78% | |
| 27 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.79% | -0.14% | — | |
| 28 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.77% | -0.15% | +1.66% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.76% | -0.09% | +7.14% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.14% | +0.36% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.55% | -0.50% | +8.47% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.14% | +8.76% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.09% | -2.27% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | -0.08% | -7.41% | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.36% | -0.03% | +10.64% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | -0.14% | +5.22% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.06% | -0.92% | |
| 38 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 0.34% | -0.07% | -12.44% | |
| 39 | PCAR | Paccar Inc | Stock-Industrials | 0.34% | -0.06% | -9.69% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.32% | -0.04% | -0.86% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.03% | -57.60% | |
| 42 | UMH | Umh Properties Inc | Stock-Other | 0.25% | -0.21% | -0.38% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | -0.09% | +2.06% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.24% | -0.02% | +26.15% | |
| 45 | CMF | Ishares California Muni Bond | ETF-Other | 0.23% | -0.03% | +10.01% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.06% | +23.70% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.06% | +0.72% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.19% | -0.14% | +483.09% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.04% | +5.12% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | -0.03% | +10.94% |
According to official SEC Form 13F filings, McIlrath & Eck, LLC reported a total U.S. public equity portfolio value of $1.3B across 973 disclosed positions in Q4 2024.
During Q4 2024, McIlrath & Eck, LLC's top holdings by market value included VUG (8.1%)、STXT (7.5%)、AVMC (5.3%). The largest single position, VUG, represented 8.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, McIlrath & Eck, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.