Mchugh Group, LLC Top Holdings and 13F Report (2025) About Mchugh Group, LLCInvestment ActivityMchugh Group, LLC has $132.21 million in total holdings as of March 31, 2025.Mchugh Group, LLC owns shares of 66 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.10% of the portfolio was purchased this quarter.About 2.09% of the portfolio was sold this quarter.This quarter, Mchugh Group, LLC has purchased 68 new stocks and bought additional shares in 10 stocks.Mchugh Group, LLC sold shares of 10 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $17,005,569Berkshire Hathaway $13,806,071NVIDIA $13,637,247Microsoft $10,184,139Visa $9,203,546 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $1,187,833 Holding026874784 - American International Group $217,350 Holding88636R743 - TIDAL TR II $197,000 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 3,699 shares (about $2.07M)Berkshire Hathaway 2,450 shares (about $1.30M)BLACKROCK INC 1,255 shares (about $1.19M)Invesco S&P 500 Equal Weight ETF 5,305 shares (about $919.00K)Microsoft 1,125 shares (about $422.32K) Largest Sales this Quarter SPDR Gold Shares 1,500 shares (about $432.21K)Progressive 650 shares (about $183.97K)iShares Core S&P 500 ETF 323 shares (about $181.52K)NVIDIA 1,442 shares (about $156.28K)Invesco QQQ 287 shares (about $134.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMchugh Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$17,005,569$2,069,265 ▲13.9%30,39912.9%FinanceBRK.BBerkshire Hathaway$13,806,071$1,304,821 ▲10.4%25,92310.4%FinanceNVDANVIDIA$13,637,247$156,284 ▼-1.1%125,82810.3%Computer and TechnologyMSFTMicrosoft$10,184,139$422,321 ▲4.3%27,1297.7%Computer and TechnologyVVisa$9,203,5460.0%26,2617.0%Business ServicesAAPLApple$7,971,357$122,171 ▼-1.5%35,8866.0%Computer and TechnologyMAMastercard$7,061,1220.0%12,8825.3%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$5,801,597$919,005 ▲18.8%33,4904.4%ETFAMZNAmazon.com$3,951,7000.0%20,7703.0%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$2,820,360$259,487 ▲10.1%42,8892.1%ETFGOOGLAlphabet$2,522,178$44,846 ▼-1.7%16,3101.9%Computer and TechnologyGOOGAlphabet$2,500,462$115,610 ▲4.8%16,0051.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,050,7490.0%9,9321.6%ETFGLDSPDR Gold Shares$2,015,539$432,210 ▼-17.7%6,9951.5%FinanceWFC.PLWells Fargo & Co. Pfd. Series L$1,986,123$12,008 ▼-0.6%1,6541.5%FinanceMCDMcDonald's$1,902,386$937 ▲0.0%6,0901.4%Retail/WholesalePGRProgressive$1,853,852$183,970 ▼-9.0%6,5501.4%FinanceAVGOBroadcom$1,406,716$167 ▲0.0%8,4021.1%Computer and TechnologyTDGTransDigm Group$1,397,1250.0%1,0101.1%AerospaceJPMJPMorgan Chase & Co.$1,220,3710.0%4,9750.9%FinanceBLACKROCK INC$1,187,833$1,187,833 ▲New Holding1,2550.9%COMORCLOracle$990,566$140 ▲0.0%7,0850.7%Computer and TechnologyIVWiShares S&P 500 Growth ETF$951,5010.0%10,2500.7%ETFOXYOccidental Petroleum$937,0000.0%18,9830.7%EnergyQQQInvesco QQQ$926,269$134,602 ▼-12.7%1,9750.7%FinanceIVViShares Core S&P 500 ETF$923,912$181,523 ▼-16.4%1,6440.7%ETFXLVHealth Care Select Sector SPDR Fund$923,0410.0%6,3220.7%ETFMUMicron Technology$886,3770.0%10,2010.7%Computer and TechnologySOXXiShares Semiconductor ETF$758,8900.0%4,0330.6%ETFLINDE PLC$686,8190.0%1,4750.5%SHSXLYConsumer Discretionary Select Sector SPDR Fund$686,174$14,810 ▼-2.1%3,4750.5%FinanceHDHome Depot$639,5290.0%1,7450.5%Retail/WholesaleJNJJohnson & Johnson$611,120$66,336 ▼-9.8%3,6850.5%MedicalCRMSalesforce$603,810$53,672 ▲9.8%2,2500.5%Computer and TechnologyMETAMeta Platforms$573,4790.0%9950.4%Computer and TechnologyPGProcter & Gamble$525,2370.0%3,0820.4%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$508,1260.0%3,0610.4%Computer and TechnologyVOOVanguard S&P 500 ETF$498,4930.0%9700.4%ETFVTIVanguard Total Stock Market ETF$494,7120.0%1,8000.4%ETFCEGConstellation Energy$483,9120.0%2,4000.4%EnergyBACBank of America$483,6510.0%11,5900.4%FinanceBABoeing$457,0760.0%2,6800.3%AerospaceCVXChevron$455,8680.0%2,7250.3%EnergyNEENextEra Energy$438,1000.0%6,1800.3%UtilitiesWMTWalmart$324,8230.0%3,7000.2%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$303,8410.0%6,1000.2%ETFCHKPCheck Point Software Technologies$294,0170.0%1,2900.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$286,2520.0%1,5020.2%ETFVIGVanguard Dividend Appreciation ETF$281,2860.0%1,4500.2%ETFPEPPepsiCo$272,8910.0%1,8200.2%Consumer StaplesIBMInternational Business Machines$255,8710.0%1,0290.2%Computer and TechnologyMPWRMonolithic Power Systems$246,4920.0%4250.2%Computer and TechnologyPANWPalo Alto Networks$245,7220.0%1,4400.2%Computer and TechnologyVRTXVertex Pharmaceuticals$242,4100.0%5000.2%MedicalNXPINXP Semiconductors$241,3760.0%1,2700.2%Computer and TechnologyDHRDanaher$235,7500.0%1,1500.2%MedicalGSThe Goldman Sachs Group$218,5160.0%4000.2%FinanceAIGAmerican International Group$217,350$217,350 ▲New Holding2,5000.2%FinanceMSCIMSCI$212,0630.0%3750.2%FinanceSHWSherwin-Williams$209,5140.0%6000.2%Basic MaterialsASMLASML$208,7280.0%3150.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$206,6440.0%2,0890.2%FinanceILCGiShares Morningstar Growth ETF$204,9050.0%2,5300.2%ETFDALDelta Air Lines$202,7400.0%4,6500.2%TransportationTIDAL TR II$197,000$197,000 ▲New Holding10,0000.1%DEFIANCE LARGENWBINorthwest Bancshares$172,5950.0%14,3590.1%FinanceLMTLockheed Martin$0$432,487 ▼-100.0%00.0%AerospaceMRVLMarvell Technology$0$345,157 ▼-100.0%00.0%Computer and TechnologyBLOCK INC$0$216,726 ▼-100.0%00.0%CL APFFiShares Preferred and Income Securities ETF$0$213,006 ▼-100.0%00.0%ETFETNEaton$0$205,759 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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