Mc Adam, LLC Purchases in Q4 2024

Mc Adam, LLC

  • $1.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.77M
+ 312.27%
$25.93 - $105.3 $150M - $608M
7.62M $212M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.01M
+ 210.48%
$22.4 - $68.28 $157M - $479M
10.3M $240M
JCPB
J P Morgan Exchange Traded Fd

ETFs
182K
+ 166.64%
$46.07 - $48.17 $8.37M - $8.75M
291K $13.4M
FDL
First Tr Morningstar Dividend

ETFs
192K
New
$39.59 - $43.95 $7.6M - $8.44M
192K $7.73M
FNDX
Schwab Fundamental U S Large C

ETFs
6.19M
+ 212.33%
$23.49 - $71.77 $145M - $444M
9.11M $216M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.67K
+ 3.17%
$241.48 - $274.89 $1.37M - $1.56M
185K $46.9M
VB
Vanguard Small Cap ETF

ETFs
11.4K
+ 24.95%
$233.76 - $261.58 $2.66M - $2.98M
57.1K $13.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.56K
+ 5.96%
$264.18 - $304.19 $1.2M - $1.39M
81.1K $22.7M
AAPL
Apple Inc.

Technology
3.21K
+ 4.1%
$221.69 - $259.02 $712K - $831K
81.6K $20.4M
NVDA
Nvidia Corp

Technology
1.62K
+ 1.81%
$117.0 - $148.88 $189K - $240K
91K $12.2M
AMZN
Amazon Com Inc

Consumer Cyclical
1.9K
+ 7.45%
$180.88 - $232.93 $343K - $442K
27.4K $6M
AVGO
Broadcom Inc.

Technology
3.82K
+ 88.57%
$159.67 - $250.0 $610K - $955K
8.13K $1.89M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
68.9K
+ 420.18%
$27.54 - $83.04 $1.9M - $5.72M
85.3K $2.36M
IVV
Ishares Core S&P 500 ETF

ETFs
849
+ 2.08%
$570.51 - $610.59 $484K - $518K
41.6K $24.5M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
52.4K
+ 302.63%
$18.62 - $19.05 $976K - $998K
69.7K $1.3M
SPTL
Spdr Portfolio Long Term Treas

ETFs
120K
+ 15.32%
$26.05 - $29.17 $3.12M - $3.49M
901K $23.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.3K
+ 14.87%
$567.81 - $607.81 $736K - $788K
10K $5.87M
VBR
Vanguard Small Cap Value ETF

ETFs
5.72K
+ 4.67%
$197.36 - $217.3 $1.13M - $1.24M
128K $25.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.39K
+ 21.92%
$100.16 - $100.7 $741K - $745K
41.1K $4.13M
YLD
Principal Exchange Traded Fds

ETFs
35.8K
+ 57.13%
$19.17 - $19.61 $686K - $702K
98.4K $1.89M
GOOG
Alphabet Inc.

Communication Services
2.25K
+ 25.66%
$163.08 - $198.16 $368K - $447K
11K $2.1M
EFV
Msci Eafe Value ETF

ETFs
11.9K
New
$51.78 - $57.15 $614K - $678K
11.9K $622K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.62K
New
$340.59 - $380.5 $551K - $616K
1.62K $592K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
23.2K
New
$24.13 - $24.45 $561K - $568K
23.2K $563K
MSFT
Microsoft Corp

Technology
1.63K
+ 9.99%
$406.35 - $454.46 $660K - $738K
17.9K $7.54M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.7K
New
$44.87 - $46.86 $525K - $548K
11.7K $524K
GILD
Gilead Sciences, Inc.

Healthcare
3.63K
+ 16.68%
$83.95 - $97.9 $304K - $355K
25.4K $2.34M
COP
Conocophillips

Energy
4.2K
New
$95.12 - $114.72 $399K - $482K
4.2K $416K
ZM
Zoom Video Communications, Inc.

Technology
5.03K
New
$67.21 - $89.03 $338K - $448K
5.03K $410K
GOOGL
Alphabet Inc.

Communication Services
819
+ 7.61%
$161.86 - $196.66 $133K - $161K
11.6K $2.19M
APP
App Lovin Corp

Technology
1.26K
New
$130.67 - $401.5 $164K - $504K
1.26K $406K
NOW
Service Now, Inc.

Technology
373
New
$867.18 - $1148.42 $323K - $428K
373 $395K
NFLX
Netflix Inc

Communication Services
114
+ 7.46%
$687.65 - $936.56 $78.4K - $107K
1.64K $1.46M
UBER
Uber Technologies, Inc

Technology
6.14K
New
$59.93 - $86.34 $368K - $530K
6.14K $370K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
22.1K
+ 7.18%
$23.42 - $24.25 $518K - $536K
330K $7.79M
MSTR
Microstrategy Inc

Technology
1.21K
New
$162.69 - $473.83 $197K - $573K
1.21K $350K
LUMN
Lumen Technologies, Inc.

Communication Services
65K
New
$5.31 - $10.12 $345K - $657K
65K $344K
GLD
Spdr Gold Trust

ETFs
1.41K
+ 73.82%
$236.59 - $257.5 $333K - $362K
3.31K $802K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.71K
New
$91.29 - $91.8 $339K - $341K
3.71K $339K
XCEM
Columbia ETF Tr Ii

ETFs
10.9K
New
$29.6 - $32.67 $323K - $357K
10.9K $323K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
435
+ 6.17%
$521.84 - $558.82 $227K - $243K
7.48K $4.03M
V
Visa Inc.

Financial Services
547
+ 16.35%
$273.87 - $320.91 $150K - $176K
3.89K $1.23M
CAT
Caterpillar Inc

Industrials
876
+ 102.34%
$360.37 - $416.88 $316K - $365K
1.73K $628K
PLTR
Palantir Technologies Inc.

Technology
821
+ 13.7%
$36.46 - $82.38 $29.9K - $67.6K
6.82K $515K
ETN
Eaton Corp PLC

Industrials
882
New
$326.96 - $377.52 $288K - $333K
882 $292K
MO
Altria Group, Inc.

Consumer Defensive
5.34K
New
$49.06 - $57.74 $262K - $308K
5.34K $279K
IEMG
Ishares Inc

ETFs
5.15K
+ 50.68%
N/A
15.3K $821K
XOM
Exxon Mobil Corp

Energy
3.81K
+ 27.57%
$105.51 - $125.37 $402K - $478K
17.6K $1.9M
BMY
Bristol Myers Squibb CO

Healthcare
4.43K
+ 84.87%
$51.92 - $59.94 $230K - $265K
9.64K $545K
Activity Summary
Buys All Purchases 243 New Holdings 42 Increased Positions 201 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 1 Puts 0
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