Mc Adam, LLC Purchases in Q2 2025

Mc Adam, LLC

  • $1.79 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
941
+ 2.47%
$89.8 - $112.0 $84.5K - $105K
39.1K $4.38M
GOOG
Alphabet Inc.

Communication Services
1.72K
+ 15.33%
$146.58 - $180.01 $252K - $310K
12.9K $2.3M
IWL
Ishares Tr Russell 200 ETF

ETFs
2.92K
+ 59.03%
$122.36 - $153.12 $358K - $448K
7.88K $1.21M
SCHR
Schwab Intermediate Term Us Tr

ETFs
16.8K
+ 4.72%
$24.54 - $25.07 $411K - $420K
372K $9.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
361
+ 10.78%
$416.06 - $551.64 $150K - $199K
3.71K $2.05M
HYMU
Blackrock ETF Tr Ii High Yield
20.6K
New
N/A
20.6K $472K
COIN
Coinbase Global, Inc.

Technology
1.33K
New
$151.47 - $375.07 $201K - $498K
1.33K $465K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
755
+ 11.09%
$224.16 - $285.86 $169K - $216K
7.56K $2.16M
IWM
Ishares Russell 2000 ETF

ETFs
1.8K
+ 111.64%
$174.82 - $215.79 $315K - $389K
3.42K $737K
YLD
Principal Exchange Traded Fds

ETFs
18.2K
+ 14.23%
$18.16 - $19.37 $331K - $353K
146K $2.83M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
14.8K
+ 37.48%
$23.13 - $24.23 $343K - $360K
54.5K $1.32M
GLDM
World Gold Trust

ETFs
5.51K
New
$58.96 - $67.97 $325K - $375K
5.51K $361K
AXP
American Express CO

Financial Services
99
+ 1.52%
$231.39 - $318.98 $22.9K - $31.6K
6.63K $2.12M
COST
Costco Wholesale Corp

Consumer Defensive
320
+ 39.26%
$908.13 - $1056.85 $291K - $338K
1.14K $1.12M
XLK
Technology Sector Spdr

ETFs
923
+ 36.32%
$179.73 - $253.23 $166K - $234K
3.46K $877K
FTNT
Fortinet, Inc.

Technology
3.3K
New
$84.71 - $108.69 $280K - $359K
3.3K $349K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.54K
+ 22.24%
$166.82 - $194.23 $257K - $299K
8.46K $1.64M
V
Visa Inc.

Financial Services
901
+ 24.05%
$308.27 - $373.31 $278K - $336K
4.65K $1.65M
COF
Capital One Financial Corp

Financial Services
1.48K
New
$150.57 - $212.76 $223K - $316K
1.48K $315K
LUMN
Lumen Technologies, Inc.

Communication Services
59K
+ 52.03%
$3.07 - $4.51 $181K - $266K
172K $754K
GE
General Electric CO

Industrials
723
+ 35.44%
$166.81 - $257.39 $121K - $186K
2.76K $711K
AMAT
Applied Materials Inc

Technology
1.57K
New
$126.95 - $183.52 $200K - $289K
1.57K $288K
T
At&T Inc.

Communication Services
9.1K
+ 25.2%
$26.33 - $28.94 $240K - $263K
45.2K $1.31M
LDOS
Leidos Holdings, Inc.

Technology
1.81K
New
$132.9 - $160.3 $241K - $291K
1.81K $286K
SPYG
Spdr Portfolio

ETFs
165
+ 0.92%
$71.83 - $95.32 $11.9K - $15.7K
18.2K $1.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
169
+ 0.5%
$72.96 - $90.39 $12.3K - $15.3K
34.1K $3.05M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.15K
+ 3.99%
$37.18 - $42.55 $117K - $134K
82.1K $3.49M
CEG
Constellation Energy Corp

Utilities
849
New
$170.96 - $322.76 $145K - $274K
849 $274K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
17.8K
+ 9.18%
$22.18 - $23.36 $396K - $417K
212K $4.75M
PM
Philip Morris International Inc.

Consumer Defensive
881
+ 18.57%
$149.23 - $184.95 $131K - $163K
5.62K $1.02M
INTU
Intuit Inc

Technology
345
New
$544.07 - $787.63 $188K - $272K
345 $271K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
13.1K
+ 6.47%
$22.06 - $22.48 $290K - $296K
216K $4.81M
ADI
Analog Devices Inc

Technology
1.13K
New
$164.6 - $238.02 $185K - $268K
1.13K $267K
AMD
Advanced Micro Devices Inc

Technology
907
+ 26.26%
$78.21 - $143.81 $70.9K - $130K
4.36K $618K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.01K
+ 4.68%
$20.42 - $25.3 $81.9K - $102K
89.7K $2.27M
EMGF
Ishares Msci Emerging Markets

ETFs
4.99K
New
$41.37 - $52.07 $207K - $260K
4.99K $259K
ZS
Zscaler, Inc.

Technology
819
New
$174.67 - $315.32 $143K - $258K
819 $257K
AJG
Arthur J. Gallagher & Co.

Financial Services
778
New
$310.86 - $348.77 $242K - $271K
778 $249K
PGR
Progressive Corp

Financial Services
930
New
$255.27 - $288.74 $237K - $269K
930 $248K
MS
Morgan Stanley

Financial Services
1.71K
New
$99.83 - $140.86 $170K - $240K
1.71K $240K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.05K
New
$171.4 - $227.1 $181K - $239K
1.05K $239K
TWLO
Twilio Inc

Communication Services
1.91K
New
$81.34 - $124.36 $156K - $238K
1.91K $238K
JPM
Jpmorgan Chase & CO

Financial Services
59
+ 1.2%
$210.28 - $289.91 $12.4K - $17.1K
4.99K $1.45M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
9.54K
New
$22.87 - $24.35 $218K - $232K
9.54K $232K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.75K
New
$37.77 - $48.45 $179K - $230K
4.75K $230K
AFL
Aflac Inc

Financial Services
2.16K
New
$99.77 - $112.45 $215K - $242K
2.16K $227K
APH
Amphenol Corp

Technology
2.3K
New
$59.09 - $98.75 $136K - $227K
2.3K $226K
FTSL
First Trust Senior Ln Fund

ETFs
4.9K
New
$44.58 - $46.07 $219K - $226K
4.9K $225K
CORP
Pimco Investment Grade Corp Bd

ETFs
1.78K
+ 1.97%
$94.14 - $97.31 $167K - $173K
91.9K $8.94M
Activity Summary
Buys All Purchases 245 New Holdings 46 Increased Positions 199 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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