Mc Adam, LLC Purchases in Q4 2024

Mc Adam, LLC

  • $1.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
127
+ 3.37%
$209.89 - $233.24 $26.7K - $29.6K
3.9K $828K
FMC
Fmc Corp

Basic Materials
1.17K
+ 28.3%
$47.86 - $66.62 $55.9K - $77.7K
5.29K $257K
SHEL
Shell PLC

Energy
16
+ 0.34%
$60.63 - $70.23 $970 - $1.12K
4.67K $292K
REZ
Ishares Tr Residential And Mul

ETFs
141
+ 4.09%
$79.04 - $89.77 $11.1K - $12.7K
3.59K $290K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.36%
$131.66 - $144.0 $790 - $864
1.68K $222K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
117
+ 1.99%
$40.41 - $45.12 $4.73K - $5.28K
5.98K $242K
LOW
Lowes Companies Inc

Consumer Cyclical
77
+ 5.28%
$244.52 - $284.07 $18.8K - $21.9K
1.53K $378K
BND
Vanguard Bd Index Fd Inc Total

ETFs
154
+ 1.65%
$71.75 - $75.11 $11K - $11.6K
9.47K $680K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
165
+ 5.02%
$114.08 - $125.68 $18.8K - $20.7K
3.45K $394K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
115
+ 2.49%
$56.27 - $69.89 $6.47K - $8.04K
4.74K $268K
SBUX
Starbucks Corp

Consumer Cyclical
100
+ 1.64%
$87.44 - $102.5 $8.74K - $10.3K
6.19K $563K
TMO
Thermo Fisher Scientific Inc.

Healthcare
16
+ 3.7%
$501.29 - $612.85 $8.02K - $9.81K
448 $233K
CHE
Chemed Corp

Healthcare
15
+ 2.52%
$517.44 - $613.19 $7.76K - $9.2K
611 $323K
DHR
Danaher Corp

Healthcare
30
+ 3.46%
$226.16 - $274.52 $6.78K - $8.24K
896 $205K
AMGN
Amgen Inc

Healthcare
48
+ 5.94%
$258.78 - $328.31 $12.4K - $15.8K
856 $223K
VPU
Vanguard Utilities ETF

ETFs
23
+ 0.58%
$160.52 - $179.11 $3.69K - $4.12K
3.97K $649K
CMCSA
Comcast Corp

Communication Services
375
+ 3.0%
$37.39 - $45.14 $14K - $16.9K
12.9K $483K
LMT
Lockheed Martin Corp

Industrials
158
+ 13.41%
$479.66 - $614.62 $75.8K - $97.1K
1.34K $649K
MUB
Ishares National Muni Bond ETF

ETFs
848
+ 1.31%
$105.78 - $108.7 $89.7K - $92.2K
65.8K $7.01M
OMC
Omnicom Group Inc.

Communication Services
42
+ 1.37%
$85.82 - $105.47 $3.6K - $4.43K
3.11K $267K
SCHA
Schwab Strategic Tr Us Small C

ETFs
48.7K
+ 95.31%
$25.33 - $51.16 $1.23M - $2.49M
99.7K $2.58M
JNJ
Johnson & Johnson

Healthcare
536
+ 7.03%
$143.34 - $165.86 $76.8K - $88.9K
8.16K $1.18M
VZ
Verizon Communications Inc

Communication Services
853
+ 4.54%
$39.6 - $45.21 $33.8K - $38.6K
19.6K $785K
CTAS
Cintas Corp

Industrials
124
+ 2.81%
$182.7 - $226.47 $22.7K - $28.1K
4.53K $827K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
4.66K
+ 6.24%
$30.93 - $33.94 $144K - $158K
79.3K $2.46M
MRK
Merck & Co., Inc.

Healthcare
713
+ 3.97%
$96.31 - $114.76 $68.7K - $81.8K
18.7K $1.86M
LLY
Eli Lilly & CO

Healthcare
227
+ 7.21%
$727.2 - $932.06 $165K - $212K
3.38K $2.61M
SCHP
Schwab Strategic Us Tips ETF

ETFs
144K
+ 102.5%
$25.74 - $53.78 $3.71M - $7.75M
285K $7.35M
MPC
Marathon Petroleum Corp

Energy
4
+ 0.05%
$131.65 - $174.84 $527 - $699
8.63K $1.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
95.7K
+ 194.09%
$26.93 - $84.95 $2.58M - $8.13M
145K $3.96M
CORP
Pimco Investment Grade Corp Bd

ETFs
1.94K
+ 2.16%
$95.1 - $99.41 $185K - $193K
92K $8.75M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.72K
+ 6.85%
$55.45 - $61.08 $483K - $532K
136K $7.54M
MRNA
Moderna, Inc.

Healthcare
562
+ 5.02%
$36.85 - $63.93 $20.7K - $35.9K
11.8K $489K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4K
+ 1.53%
$174.22 - $187.62 $697K - $751K
266K $46.7M
ABBV
Abb Vie Inc.

Healthcare
31
+ 0.18%
$164.99 - $203.87 $5.11K - $6.32K
17.4K $3.09M
EFA
Ishares Tr Msci Eafe ETF

ETFs
770
+ 1.54%
$75.1 - $82.99 $57.8K - $63.9K
50.6K $3.83M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.2K
+ 91.04%
$22.01 - $66.82 $312K - $948K
29.8K $676K
IEFA
Ishares Tr

ETFs
15.1K
+ 8.03%
$70.06 - $77.43 $1.06M - $1.17M
203K $14.3M
FNDA
Schwab Fundamental U S Small C

ETFs
108K
+ 84.37%
$29.26 - $59.11 $3.16M - $6.38M
236K $7M
SCHC
Schwab Strategic Tr Intl Small

ETFs
41.7K
+ 3.05%
$33.93 - $38.37 $1.41M - $1.6M
1.41M $48.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.34M
+ 94.4%
$22.63 - $47.53 $30.4M - $63.9M
2.77M $62.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.74M
+ 113.83%
$18.41 - $40.87 $68.8M - $153M
7.02M $130M
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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