Mc Adam, LLC Portfolio Holdings
Mc Adam, LLC
- $1.65 Billion
- Q2 2024
Mc Adam, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.65 Billion distributed in 320 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $207M, Schwab Strategic Tr Us Large C with a value of $185M, Schwab Fundamental U S Large C with a value of $184M, Schwab Strategic Tr Intl Eqty with a value of $122M, and Schwab Us Aggregate Bond ETF with a value of $77.8M.
Examining the 13F form we can see an increase of $102M in the current position value, from $1.55B to 1.65B.
Below you can find more details about Mc Adam, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.65 Billion
ETFs: $1.54 Billion
Technology: $42.3 Million
Healthcare: $19.2 Million
Consumer Cyclical: $10.4 Million
Financial Services: $10.3 Million
Communication Services: $9.23 Million
Real Estate: $5.43 Million
Energy: $5.21 Million
Other: $9.97 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 320
- Current Value $1.65 Billion
- Prior Value $1.55 Billion
- Filing
- Period Q2 2024
- Filing Date July 24, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 33 stocks
- Additional Purchases 169 stocks
- Sold out of 0 stocks
- Reduced holdings in 95 stocks