Mc Adam, LLC Purchases in Q1 2025

Mc Adam, LLC

  • $1.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.63K
+ 29.12%
$73.78 - $76.59 $120K - $125K
7.22K $553K
F
Ford Motor CO

Consumer Cyclical
12.9K
New
$9.12 - $10.43 $118K - $135K
12.9K $129K
APP
App Lovin Corp

Technology
685
+ 54.58%
$238.08 - $510.13 $163K - $349K
1.94K $514K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.22K
+ 15.86%
$38.89 - $41.6 $86.5K - $92.5K
16.3K $657K
LUMN
Lumen Technologies, Inc.

Communication Services
48.4K
+ 74.48%
$3.92 - $5.92 $190K - $286K
113K $444K
MNDY
Monday.Com Ltd.

Technology
342
+ 14.99%
$213.0 - $327.92 $72.8K - $112K
2.62K $637K
PEP
Pepsico Inc

Consumer Defensive
686
+ 29.65%
$142.64 - $156.42 $97.9K - $107K
3K $449K
BA
Boeing CO

Industrials
663
+ 26.89%
$148.15 - $186.25 $98.2K - $123K
3.13K $533K
MCD
Mcdonalds Corp

Consumer Cyclical
153
+ 7.06%
$279.74 - $321.29 $42.8K - $49.2K
2.32K $724K
MMM
3 M CO

Industrials
87
+ 1.88%
$129.7 - $155.12 $11.3K - $13.5K
4.72K $693K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
742
+ 15.3%
$75.32 - $84.77 $55.9K - $62.9K
5.59K $456K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.14K
+ 10.09%
N/A
12.4K $930K
XLU
Utilities Sector Spdr

ETFs
703
+ 8.5%
$74.7 - $80.27 $52.5K - $56.4K
8.97K $707K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.5K
+ 19.03%
$33.84 - $37.77 $50.8K - $56.7K
9.38K $341K
MPC
Marathon Petroleum Corp

Energy
94
+ 1.09%
$134.72 - $159.03 $12.7K - $14.9K
8.72K $1.27M
NOTV
Inotiv, Inc.

Healthcare
28.6K
New
$2.15 - $5.4 $61.6K - $155K
28.6K $63K
JPM
Jpmorgan Chase & CO

Financial Services
135
+ 2.81%
$225.19 - $279.95 $30.4K - $37.8K
4.93K $1.21M
TKNO
Alpha Teknova, Inc.

Healthcare
11.5K
New
$5.19 - $9.61 $59.6K - $110K
11.5K $59K
GL
Globe Life Inc.

Financial Services
6
+ 0.21%
$111.2 - $131.72 $667 - $790
2.88K $379K
ICE
Intercontinental Exchange, Inc.

Financial Services
102
+ 6.42%
$142.8 - $176.36 $14.6K - $18K
1.69K $291K
C
Citigroup Inc

Financial Services
719
+ 19.39%
$67.23 - $84.63 $48.3K - $60.8K
4.43K $314K
WM
Waste Management Inc

Industrials
44
+ 3.06%
$200.54 - $233.78 $8.82K - $10.3K
1.48K $343K
BND
Vanguard Bd Index Fd Inc Total

ETFs
515
+ 5.44%
$71.17 - $73.66 $36.7K - $37.9K
9.98K $733K
AMGN
Amgen Inc

Healthcare
9
+ 1.05%
$258.59 - $327.36 $2.33K - $2.95K
865 $269K
EMB
Ishares Tr

ETFs
442
+ 15.44%
$88.64 - $92.03 $39.2K - $40.7K
3.3K $299K
TALK
Talkspace, Inc.

Healthcare
17.2K
New
$2.56 - $4.17 $44K - $71.6K
17.2K $43K
XCEM
Columbia ETF Tr Ii

ETFs
1.5K
+ 13.73%
$29.18 - $30.72 $43.8K - $46.1K
12.4K $366K
MDLZ
Mondelez International, Inc.

Consumer Defensive
205
+ 5.89%
$56.12 - $68.15 $11.5K - $14K
3.69K $250K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
27.3K
New
$1.41 - $4.58 $38.5K - $125K
27.3K $40K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
395
+ 0.5%
$39.61 - $42.65 $15.6K - $16.8K
79K $3.22M
TRMB
Trimble Inc.

Technology
1.17K
+ 14.98%
$65.52 - $77.49 $76.5K - $90.4K
8.96K $587K
XLC
Select Sector Spdr Tr Communic

ETFs
355
+ 11.64%
$94.84 - $105.31 $33.7K - $37.4K
3.41K $328K
COP
Conocophillips

Energy
85
+ 2.02%
$88.6 - $105.85 $7.53K - $9K
4.28K $449K
UNH
Unitedhealth Group Inc

Healthcare
27
+ 2.76%
$461.52 - $548.18 $12.5K - $14.8K
1.01K $527K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
13.8K
New
$2.21 - $6.13 $30.5K - $84.7K
13.8K $30K
VNQ
Vanguard Specialized Funds Van

ETFs
269
+ 9.62%
$85.55 - $94.34 $23K - $25.4K
3.06K $277K
IWN
Ishares Russell2000 Val ETF

ETFs
977
+ 10.8%
$149.27 - $169.4 $146K - $166K
10K $1.51M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
552
+ 6.16%
$38.0 - $38.88 $21K - $21.5K
9.51K $363K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
761
+ 15.14%
$77.67 - $90.15 $59.1K - $68.6K
5.79K $452K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
453
+ 9.83%
$113.22 - $126.36 $51.3K - $57.2K
5.06K $581K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
142
+ 4.12%
$110.75 - $119.78 $15.7K - $17K
3.59K $415K
CMTL
Comtech Telecommunications Corp

Technology
13.3K
New
$1.6 - $4.48 $21.3K - $59.6K
13.3K $21K
MSTR
Microstrategy Inc

Technology
71
+ 5.87%
$239.27 - $396.5 $17K - $28.2K
1.28K $368K
NUSC
Nuveen Esg Small Cap ETF

ETFs
894
+ 18.51%
$37.9 - $43.9 $33.9K - $39.2K
5.72K $219K
LOW
Lowes Companies Inc

Consumer Cyclical
148
+ 9.65%
$222.66 - $268.42 $33K - $39.7K
1.68K $392K
QCOM
Qualcomm Inc

Technology
73
+ 3.36%
$151.94 - $175.86 $11.1K - $12.8K
2.24K $344K
SES
Ses Ai Corp

Consumer Cyclical
13.9K
New
$0.4 - $2.25 $5.58K - $31.4K
13.9K $7K
OKE
Oneok Inc

Energy
72
+ 2.76%
$89.57 - $109.85 $6.45K - $7.91K
2.68K $266K
REI
Ring Energy, Inc.

Energy
6.21K
+ 42.85%
$1.09 - $1.51 $6.77K - $9.37K
20.7K $23K
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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