Mc Adam, LLC Purchases in Q3 2024

Mc Adam, LLC

  • $1.77 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
166K
+ 6.03%
$65.36 - $71.76 $10.8M - $11.9M
2.92M $209M
SCHX
Schwab Strategic Tr Us Large C

ETFs
111K
+ 3.46%
$61.11 - $67.85 $6.81M - $7.56M
3.33M $226M
VO
Vanguard Mid Cap ETF

ETFs
48.9K
+ 2996.32%
$237.84 - $263.83 $11.6M - $12.9M
50.5K $13.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
109K
+ 4966.54%
$105.53 - $118.34 $11.5M - $12.9M
111K $13M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
99.6K
+ 3.13%
$36.98 - $41.55 $3.68M - $4.14M
3.28M $135M
EFG
Msci Eafe Growth ETF

ETFs
78.6K
New
$96.84 - $108.77 $7.61M - $8.55M
78.6K $8.46M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
127K
New
$56.04 - $62.99 $7.13M - $8.01M
127K $7.77M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.7K
+ 0.8%
$92.63 - $105.69 $1.36M - $1.55M
1.85M $193M
JCPB
J P Morgan Exchange Traded Fd

ETFs
109K
New
$45.87 - $48.53 $5M - $5.29M
109K $5.26M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
38.4K
New
$81.31 - $83.29 $3.12M - $3.2M
38.4K $3.19M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
46.9K
+ 23.38%
$45.6 - $46.83 $2.14M - $2.2M
247K $11.6M
VBR
Vanguard Small Cap Value ETF

ETFs
31
+ 0.03%
$179.99 - $201.6 $5.58K - $6.25K
122K $24.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.86K
+ 4.78%
$520.18 - $576.82 $967K - $1.07M
40.8K $23.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.32K
+ 2.7%
$48.51 - $52.86 $404K - $440K
317K $16.7M
IEFA
Ishares Tr

ETFs
8.21K
+ 4.56%
$70.09 - $78.74 $575K - $646K
188K $14.7M
MPC
Marathon Petroleum Corp

Energy
8.62K
New
$158.61 - $180.75 $1.37M - $1.56M
8.62K $1.4M
YLD
Principal Exchange Traded Fds

ETFs
62.6K
New
$18.89 - $19.62 $1.18M - $1.23M
62.6K $1.22M
VTI
Vanguard Total Stock Market Et

ETFs
1.69K
+ 4.42%
$255.18 - $283.2 $432K - $479K
40K $11.3M
MUB
Ishares National Muni Bond ETF

ETFs
6.66K
+ 11.42%
$106.13 - $108.7 $707K - $724K
65K $7.06M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.44K
+ 6.8%
$103.87 - $117.59 $357K - $404K
53.9K $6.32M
RVNU
Xtrackers Municipal Infrastruc

ETFs
20.7K
+ 8.82%
$25.36 - $26.16 $525K - $541K
255K $6.67M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.44K
+ 2.4%
$194.66 - $225.97 $281K - $326K
61.6K $13.6M
PAUG
Innovator U.S. Equity Power Bu

ETFs
14.4K
New
$35.57 - $37.86 $511K - $544K
14.4K $543K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
2.64K
+ 1.9%
$31.39 - $35.47 $82.9K - $93.7K
142K $4.99M
META
Meta Platforms, Inc.

Communication Services
263
+ 5.01%
$453.41 - $572.44 $119K - $151K
5.52K $3.16M
HD
Home Depot, Inc.

Consumer Cyclical
714
+ 22.62%
$333.64 - $405.2 $238K - $289K
3.87K $1.57M
TSLA
Tesla, Inc.

Consumer Cyclical
100
+ 1.4%
$191.76 - $263.26 $19.2K - $26.3K
7.23K $1.89M
ABBV
Abb Vie Inc.

Healthcare
156
+ 0.91%
$163.84 - $199.33 $25.6K - $31.1K
17.4K $3.43M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.69K
+ 5.71%
$75.32 - $84.37 $203K - $227K
49.9K $4.17M
LMT
Lockheed Martin Corp

Industrials
594
+ 101.71%
$460.3 - $584.56 $273K - $347K
1.18K $688K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
972
+ 15.8%
$256.4 - $289.78 $249K - $282K
7.12K $2.02M
NVDA
Nvidia Corp

Technology
4.77K
+ 5.64%
$98.91 - $134.91 $472K - $643K
89.4K $10.9M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.43K
+ 9.09%
$39.95 - $45.86 $137K - $157K
41.1K $1.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
221
+ 4.63%
$405.19 - $478.57 $89.5K - $106K
4.99K $2.3M
CB
Chubb LTD

Financial Services
1.21K
New
$252.51 - $292.2 $306K - $354K
1.21K $349K
WMT
Walmart Inc.

Consumer Defensive
2.84K
+ 31.26%
$66.91 - $81.4 $190K - $232K
11.9K $964K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
17.3K
New
$18.36 - $19.08 $318K - $330K
17.3K $330K
MSFT
Microsoft Corp

Technology
1.33K
+ 8.88%
$395.15 - $467.56 $524K - $620K
16.3K $7M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.05K
+ 6.7%
$47.01 - $48.2 $238K - $244K
80.5K $3.87M
JNJ
Johnson & Johnson

Healthcare
1.29K
+ 20.32%
$145.48 - $167.38 $187K - $215K
7.62K $1.24M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
597
+ 0.78%
$36.02 - $41.68 $21.5K - $24.9K
77K $3.18M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.34K
+ 9.07%
$25.38 - $26.27 $212K - $219K
100K $2.64M
BSX
Boston Scientific Corp

Healthcare
3.52K
New
$72.96 - $84.0 $257K - $295K
3.52K $294K
MMM
3 M CO

Industrials
1.46K
+ 55.73%
$99.69 - $139.42 $146K - $204K
4.08K $557K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.41K
+ 2.85%
$46.9 - $51.96 $66.3K - $73.4K
51.1K $2.63M
CVS
Cvs Health Corp

Healthcare
4.35K
New
$55.81 - $63.18 $243K - $275K
4.35K $273K
FMC
Fmc Corp

Basic Materials
4.12K
New
$54.54 - $66.06 $225K - $272K
4.12K $271K
BMY
Bristol Myers Squibb CO

Healthcare
5.22K
New
$39.66 - $51.75 $207K - $270K
5.22K $269K
SPYG
Spdr Portfolio

ETFs
2.52K
+ 13.35%
$73.38 - $84.1 $185K - $212K
21.4K $1.78M
Activity Summary
Buys All Purchases 183 New Holdings 33 Increased Positions 150 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 1 Puts 2
Track This Portfolio

Track Mc Adam, LLC Portfolio

Follow Mc Adam, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Adam, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Adam, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email