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CIK: 0002096700
Total reported value
$283.7M
$283.7M
70 檔
24.0%
At the close of Q1 2025, William Mack & Associates, Inc. disclosed equity holdings valued at approximately $283.7M, spread across 70 reported holdings.
In Q1 2025, William Mack & Associates, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 25.96% | -1.00% | +48.03% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.55% | +0.90% | +36.01% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.60% | +1.09% | +65.67% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.82% | -0.79% | -3.83% | |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 5.40% | -1.67% | +9.92% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.89% | +0.86% | +71.91% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.69% | -0.68% | +25.70% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 2.14% | -0.48% | +0.06% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 2.01% | -0.07% | +138.12% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.47% | -4.17% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.43% | +0.08% | -5.66% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.21% | +0.38% | +341.37% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.18% | -0.96% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | -0.01% | +0.25% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.11% | -0.16% | +1.10% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | -0.17% | +7.35% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.94% | -0.18% | — | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.94% | -0.12% | -7.47% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.91% | -0.08% | +1.17% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.87% | -0.05% | +31.26% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.86% | — | +0.52% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.15% | +7.95% | |
| 23 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.81% | -0.14% | +2.64% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.01% | +0.03% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.06% | -2.10% | |
| 26 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.63% | +0.09% | +63.19% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.09% | +2.39% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.60% | -0.05% | -8.36% | |
| 29 | DTE | Dte Energy Company | Stock-Utilities | 0.55% | -0.04% | -0.37% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.51% | -0.10% | -3.16% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.50% | -0.09% | +3.09% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | +0.02% | +4.42% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.04% | +73.61% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.03% | +8.84% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.40% | +0.02% | +0.24% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.40% | -0.14% | +0.30% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.40% | -0.04% | — | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | -0.09% | +0.28% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | -0.06% | -6.11% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.24% | EXIT | |
| 41 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 0.35% | -0.06% | +28.79% | |
| 42 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.33% | -0.07% | +50.33% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.20% | EXIT | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.23% | — | |
| 45 | CGCB | Cap Group Core Bond | ETF-Other | 0.31% | -0.06% | +37.57% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.04% | — | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | — | — | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.28% | -0.06% | — | |
| 49 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.28% | +0.21% | — | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.27% | +0.09% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +4.8% | +48.03% | Add |
| 2 | VO | Vanguard Mid-cap ETF | +1.9% | +65.67% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.3% | +71.91% | Add |
| 4 | DISV | Dimensional International Sm | +1.1% | +138.12% | Add |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.9% | +341.37% | Add |
| 6 | JPIE | Jpmorgan Income ETF | +0.2% | +63.19% | Add |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +73.61% | Add |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +25.70% | Add |
| 9 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +31.26% | Add |
| 10 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | +0.1% | +50.33% | Add |
| 11 | CGCB | Cap Group Core Bond | 0% | +37.57% | Add |
| 12 | T | At&t Inc | 0% | +0.30% | Add |
| 13 | UDEC | Innovator U.s. Equity Ultra | 0% | +28.79% | Add |
| 14 | SCHG | Schwab US Large-cap Growth | 0% | +36.01% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.43% | Add |
| 16 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 17 | XOM | Exxon Mobil CORP | 0% | +3.73% | Add |
| 18 | CVX | Chevron CORP | 0% | +0.17% | Add |
| 19 | DTE | Dte Energy Company | 0% | -0.37% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 21 | META | Meta Platforms Inc-class A | -0.1% | +7.95% | Add |
| 22 | COST | Costco Wholesale CORP | -0.1% | -23.55% | Trim |
| 23 | SCHA | Schwab US Small-cap ETF | -0.1% | +0.24% | Add |
| 24 | NVDA | Nvidia CORP | -0.2% | +8.84% | Add |
| 25 | DIS | Walt Disney Co/the | -0.2% | -6.11% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.2% | -2.10% | Trim |
| 27 | VBK | Vanguard Small-cap Grwth ETF | -0.3% | -8.36% | Trim |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | -0.3% | -7.47% | Trim |
| 29 | IJH | Ishares Core S&p Midcap ETF | -0.3% | — | Unchanged |
| 30 | VUG | Vanguard Growth ETF | -0.3% | +1.17% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | -0.4% | +7.35% | Add |
| 32 | BND | Vanguard Total Bond Market | -0.4% | -5.66% | Trim |
| 33 | AMZN | Amazon.com Inc | -0.5% | -0.96% | Trim |
| 34 | VV | Vanguard Large-cap ETF | -0.6% | +0.06% | Add |
| 35 | CWB | Ss Spdr Bb Conv Sec ETF | -0.7% | +9.92% | Add |
| 36 | MSFT | Microsoft CORP | -0.7% | -4.17% | Trim |
| 37 | TSLA | Tesla Inc | -1.1% | +0.25% | Add |
| 38 | AAPL | Apple Inc | -3% | -3.83% | Trim |
| 39 | AVUS | Avantis U.s. Equity ETF | — | NEW | New buy |
| 40 | DFSV | Dimensional US Small Cap Val | — | NEW | New buy |
| 41 | CGNG | Cap Group New Geography Eq | — | NEW | New buy |
| 42 | VIGI | Vanguard Int Div App Indx Fd | — | NEW | New buy |
| 43 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 44 | AMGN | Amgen Inc | — | NEW | New buy |
| 45 | EQT | Eqt CORP | — | NEW | New buy |
| 46 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 47 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 48 | EOCT | Innovator Emer Mkt Pwr Buff | — | NEW | New buy |
| 49 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 50 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
According to official SEC Form 13F filings, William Mack & Associates, Inc. reported a total U.S. public equity portfolio value of $283.7M across 70 disclosed positions in Q1 2025.
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 terms of portfolio concentration, the top 5 core holdings (including VCSH, SCHG, VO) accounted for 24.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVUS
市值: $463.1K
Top Position Liquidated / Trimmed
IJR
前期市值: $225.2K
During Q1 2025, William Mack & Associates, Inc.'s top holdings by market value included VCSH (26.0%)、SCHG (12.6%)、VO (7.6%). The largest single position, VCSH, represented 26.0% of total portfolio value.
In Q1 2025, William Mack & Associates, Inc. made 47 total portfolio adjustments, initiating 9 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 3 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.
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