Mc Adam, LLC Purchases in Q1 2025

Mc Adam, LLC

  • $1.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
105K
+ 36.21%
$45.56 - $47.23 $4.8M - $4.97M
396K $18.6M
FDL
First Tr Morningstar Dividend

ETFs
38.3K
+ 19.93%
$39.69 - $43.83 $1.52M - $1.68M
230K $10M
GLD
Spdr Gold Trust

ETFs
3.49K
+ 105.46%
$243.19 - $288.14 $850K - $1.01M
6.81K $1.96M
PHYS
Sprott Physical Gold Trust

Financial Services
34.6K
New
$20.25 - $24.06 $700K - $832K
34.6K $832K
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.08K
+ 31.33%
$85.29 - $92.57 $604K - $655K
29.7K $2.7M
GILD
Gilead Sciences, Inc.

Healthcare
981
+ 3.87%
$89.14 - $117.41 $87.4K - $115K
26.4K $2.95M
YLD
Principal Exchange Traded Fds

ETFs
29.5K
+ 29.95%
$19.03 - $19.51 $561K - $575K
128K $2.44M
PLTR
Palantir Technologies Inc.

Technology
5.34K
+ 78.42%
$64.98 - $124.62 $347K - $666K
12.2K $1.03M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
27.2K
+ 39.05%
$18.54 - $18.88 $505K - $514K
97K $1.81M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.9K
+ 93.26%
$44.41 - $45.98 $485K - $502K
22.6K $1.03M
HCRB
Hartford Fds Exchange Traded T

ETFs
11.5K
New
$34.11 - $35.31 $394K - $408K
11.5K $405K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.94K
New
$97.38 - $104.52 $383K - $411K
3.94K $402K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
16.4K
+ 70.52%
$23.9 - $24.43 $392K - $400K
39.6K $953K
PM
Philip Morris International Inc.

Consumer Defensive
1.36K
+ 40.24%
$117.15 - $158.79 $159K - $216K
4.74K $752K
INDA
Ishares Msci India Index Fund

ETFs
6.13K
+ 105.6%
$47.8 - $53.4 $293K - $327K
11.9K $613K
IWL
Ishares Tr Russell 200 ETF

ETFs
2.25K
+ 83.54%
$135.83 - $151.73 $306K - $342K
4.95K $680K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.9K
+ 18.65%
$25.58 - $29.24 $407K - $465K
101K $2.65M
XLF
Financial Sector Spdr

ETFs
5.78K
New
$47.32 - $52.19 $274K - $302K
5.78K $287K
UNFI
United Natural Foods Inc

Consumer Defensive
10.2K
New
$24.57 - $34.37 $252K - $352K
10.2K $280K
T
At&T Inc.

Communication Services
3.51K
+ 10.76%
$21.56 - $28.28 $75.7K - $99.2K
36.1K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
1.42K
+ 25.55%
$158.56 - $176.26 $225K - $250K
6.98K $1.19M
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.19K
New
$80.05 - $137.75 $176K - $302K
2.19K $255K
XOM
Exxon Mobil Corp

Energy
428
+ 2.43%
$105.44 - $118.93 $45.1K - $50.9K
18.1K $2.15M
PSLV
Sprott Physical Silver Trust

Financial Services
20.8K
New
$9.86 - $11.68 $205K - $243K
20.8K $241K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.58K
+ 69.65%
$91.45 - $91.75 $236K - $237K
6.29K $577K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.89K
New
$79.17 - $82.04 $229K - $237K
2.89K $236K
INTC
Intel Corp

Technology
10.4K
New
$19.1 - $27.39 $198K - $284K
10.4K $235K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.94K
New
$57.21 - $65.8 $225K - $259K
3.94K $229K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.48K
New
$65.15 - $91.81 $227K - $319K
3.48K $227K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.42K
+ 81.53%
$92.03 - $93.95 $223K - $228K
5.4K $497K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
6.45K
New
$33.28 - $36.41 $215K - $235K
6.45K $220K
KMB
Kimberly Clark Corp

Consumer Defensive
1.53K
New
$124.46 - $147.4 $190K - $225K
1.53K $217K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.28K
New
$87.68 - $94.52 $200K - $216K
2.28K $213K
PSX
Phillips 66

Energy
1.72K
New
$113.93 - $131.55 $196K - $226K
1.72K $212K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
5.18K
+ 78.96%
$40.24 - $40.65 $208K - $211K
11.7K $477K
BAX
Baxter International Inc

Healthcare
6.18K
New
$29.26 - $36.57 $181K - $226K
6.18K $211K
PANW
Palo Alto Networks Inc

Technology
1.24K
New
$167.82 - $208.28 $207K - $257K
1.24K $210K
O
Realty Income Corp

Real Estate
3.61K
New
$51.67 - $58.49 $187K - $211K
3.61K $209K
TRV
Travelers Companies, Inc.

Financial Services
784
New
$232.43 - $265.13 $182K - $208K
784 $207K
CRWD
Crowd Strike Holdings, Inc.

Technology
579
New
$308.86 - $455.36 $179K - $264K
579 $204K
TSN
Tyson Foods, Inc.

Consumer Defensive
3.19K
New
$54.27 - $63.81 $173K - $204K
3.19K $203K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.85K
New
$79.66 - $108.41 $148K - $201K
1.85K $200K
VGSH
Vanguard

ETFs
3.35K
+ 79.94%
$58.07 - $58.69 $195K - $197K
7.55K $442K
STIM
Neuronetics, Inc.

Healthcare
50.8K
New
$1.49 - $5.54 $75.7K - $281K
50.8K $186K
WFC
Wells Fargo & Company

Financial Services
2.24K
+ 36.06%
$66.78 - $81.42 $150K - $183K
8.47K $607K
EPD
Enterprise Products Partners L.P.

Energy
2.3K
+ 7.8%
$31.75 - $34.14 $73K - $78.5K
31.8K $1.08M
IEMG
Ishares Inc

ETFs
2.87K
+ 18.74%
N/A
18.2K $975K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.1K
+ 1.45%
$27.01 - $28.54 $56.8K - $60K
147K $4.11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
47
+ 1.2%
$208.48 - $244.03 $9.8K - $11.5K
3.95K $963K
Activity Summary
Buys All Purchases 133 New Holdings 33 Increased Positions 100 Sells All Sells 198 Reductions 198 Sold out 0 Options Calls 3 Puts 0
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