Mc Adam, LLC Purchases in Q3 2025

Mc Adam, LLC

  • $1.99 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
445
+ 15.66%
$216.09 - $242.18 $96.2K - $108K
3.29K $787K
MA
Mastercard Inc

Financial Services
250
+ 15.62%
$550.18 - $598.96 $138K - $150K
1.85K $1.05M
SOXX
Ishares Semiconductor ETF

ETFs
230
+ 8.3%
$236.93 - $271.12 $54.5K - $62.4K
3K $813K
LLY
Eli Lilly & CO

Healthcare
264
+ 8.11%
$625.65 - $812.69 $165K - $215K
3.52K $2.69M
XLC
Select Sector Spdr Tr Communic

ETFs
959
+ 28.92%
$105.99 - $119.41 $102K - $115K
4.28K $506K
CVX
Chevron Corp

Energy
586
+ 14.25%
$145.57 - $161.83 $85.3K - $94.8K
4.7K $729K
VIG
Vanguard Dividend Appreciation

ETFs
764
+ 14.5%
N/A
6.03K $1.1M
VRT
Vertiv Holdings CO

Industrials
1.58K
New
N/A
1.58K $137K
UNH
Unitedhealth Group Inc

Healthcare
286
+ 25.2%
$237.77 - $353.61 $68K - $101K
1.42K $490K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.21K
+ 56.21%
$94.17 - $99.95 $114K - $121K
3.36K $335K
IEMG
Ishares Inc

ETFs
2.45K
+ 21.31%
N/A
13.9K $747K
AXP
American Express CO

Financial Services
117
+ 1.76%
$294.27 - $342.31 $34.4K - $40.1K
6.75K $2.24M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.12K
+ 5.29%
$85.01 - $90.35 $95.5K - $101K
22.3K $2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.49K
+ 15.13%
$16.46 - $17.1 $107K - $111K
49.4K $840K
MRK
Merck & Co., Inc.

Healthcare
271
+ 1.34%
$77.6 - $87.37 $21K - $23.7K
20.4K $1.71M
WFC
Wells Fargo & Company

Financial Services
1.03K
+ 12.52%
$77.05 - $85.16 $79.3K - $87.6K
9.25K $774K
ETN
Eaton Corp PLC

Industrials
267
+ 28.93%
$342.99 - $392.76 $91.6K - $105K
1.19K $445K
CEG
Constellation Energy Corp

Utilities
337
+ 39.69%
$298.82 - $354.89 $101K - $120K
1.19K $390K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.64K
+ 9.43%
$38.52 - $39.39 $102K - $104K
30.7K $1.2M
EFV
Msci Eafe Value ETF

ETFs
79
+ 0.33%
$62.79 - $68.42 $4.96K - $5.41K
24.2K $1.64M
KO
Coca Cola CO

Consumer Defensive
2.6K
+ 17.44%
$65.67 - $71.67 $171K - $186K
17.5K $1.16M
SRLN
Ssga Active Trust

ETFs
2.42K
+ 10.19%
$41.28 - $41.65 $99.8K - $101K
26.2K $1.09M
VONG
Vanguard Russell 1000 Growth E

ETFs
21
+ 0.25%
$108.08 - $121.73 $2.27K - $2.56K
8.39K $1.01M
BAC
Bank Of America Corp

Financial Services
872
+ 7.4%
$44.92 - $52.42 $39.2K - $45.7K
12.7K $653K
CGTX
Cognition Therapeutics Inc

Healthcare
72.1K
New
$0.31 - $3.18 $22.3K - $229K
72.1K $96K
ZS
Zscaler, Inc.

Technology
359
+ 43.83%
$267.68 - $316.5 $96.1K - $114K
1.18K $352K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
2.12K
+ 18.39%
$38.58 - $40.06 $81.8K - $84.9K
13.6K $541K
KLAC
Kla Corp

Technology
43
+ 17.7%
$843.9 - $1078.6 $36.3K - $46.4K
286 $308K
MCD
Mcdonalds Corp

Consumer Cyclical
205
+ 8.37%
$291.67 - $316.99 $59.8K - $65K
2.66K $806K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
1.77K
+ 6.24%
$41.19 - $43.7 $72.7K - $77.1K
30.1K $1.28M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.44K
+ 15.72%
$58.97 - $60.36 $85K - $87K
10.6K $637K
PG
Procter & Gamble CO

Consumer Defensive
850
+ 10.58%
$150.47 - $161.22 $128K - $137K
8.88K $1.36M
PAUG
Innovator U.S. Equity Power Bu

ETFs
1.2K
+ 8.34%
$40.45 - $42.49 $48.4K - $50.9K
15.6K $660K
BX
Blackstone Inc.

Financial Services
168
+ 7.16%
$152.77 - $188.68 $25.7K - $31.7K
2.52K $429K
XLF
Financial Sector Spdr

ETFs
1.26K
+ 21.37%
$51.37 - $54.25 $64.5K - $68.1K
7.13K $384K
VZ
Verizon Communications Inc

Communication Services
1.52K
+ 9.58%
$40.84 - $45.06 $62K - $68.4K
17.4K $762K
SCHW
Schwab Charles Corp

Financial Services
671
+ 28.15%
$91.03 - $98.69 $61.1K - $66.2K
3.06K $291K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.68K
+ 7.33%
$24.11 - $24.94 $64.6K - $66.9K
39.2K $978K
NEE
Nextera Energy Inc

Utilities
546
+ 11.1%
$69.77 - $77.54 $38.1K - $42.3K
5.47K $412K
MLN
Vaneck Long Muni ETF

ETFs
1.99K
+ 3.24%
$16.52 - $17.5 $32.8K - $34.8K
63.4K $1.11M
MS
Morgan Stanley

Financial Services
219
+ 12.83%
$139.09 - $161.16 $30.5K - $35.3K
1.93K $306K
GLDM
World Gold Trust

ETFs
73
+ 1.32%
$64.73 - $76.45 $4.73K - $5.58K
5.58K $426K
INTU
Intuit Inc

Technology
147
+ 42.61%
$646.03 - $807.39 $95K - $119K
492 $335K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
152
+ 0.78%
$79.89 - $83.25 $12.1K - $12.7K
19.7K $1.63M
APH
Amphenol Corp

Technology
34
+ 1.48%
$97.39 - $125.4 $3.31K - $4.26K
2.33K $288K
XLI
Industrial Sector Spdr

ETFs
326
+ 19.23%
$147.94 - $154.99 $48.2K - $50.5K
2.02K $311K
PEP
Pepsico Inc

Consumer Defensive
254
+ 8.86%
$133.81 - $152.16 $34K - $38.6K
3.12K $438K
NTAP
Net App, Inc.

Technology
221
+ 8.06%
$101.1 - $126.36 $22.3K - $27.9K
2.96K $350K
IVW
Ishares S&P 500 Growth ETF

ETFs
264
+ 10.81%
$108.97 - $121.65 $28.8K - $32.1K
2.71K $326K
Activity Summary
Buys All Purchases 241 New Holdings 37 Increased Positions 204 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 1 Puts 0
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