Mc Adam, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.55 Billion distributed in 302 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 $189M, Schwab Fundamental U S Large C with a value of $174M, Schwab Strategic Tr Us Large C with a value of $163M, Schwab Strategic Tr Intl Eqty with a value of $117M, and Schwab Us Aggregate Bond ETF with a value of $74.9M.

Examining the 13F form we can see an increase of $167M in the current position value, from $1.38B to 1.55B.

Below you can find more details about Mc Adam, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.55 Billion
ETFs: $1.45 Billion
Technology: $31.6 Million
Healthcare: $18.5 Million
Consumer Cyclical: $9.43 Million
Financial Services: $9.27 Million
Communication Services: $7.75 Million
Real Estate: $6.42 Million
Energy: $4.64 Million
Other: $8.46 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 302
  • Current Value $1.55 Billion
  • Prior Value $1.38 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 35 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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