Mc Adam, LLC Incresed Positions 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
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
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
MSFT
Microsoft Corp

Technology
1.63K
+ 9.99%
$406.35 - $454.46 $660K - $738K
17.9K $7.54M
GILD
Gilead Sciences, Inc.

Healthcare
3.63K
+ 16.68%
$83.95 - $97.9 $304K - $355K
25.4K $2.34M
GOOGL
Alphabet Inc.

Communication Services
819
+ 7.61%
$161.86 - $196.66 $133K - $161K
11.6K $2.19M
NFLX
Netflix Inc

Communication Services
114
+ 7.46%
$687.65 - $936.56 $78.4K - $107K
1.64K $1.46M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
22.1K
+ 7.18%
$23.42 - $24.25 $518K - $536K
330K $7.79M
GLD
Spdr Gold Trust

ETFs
1.41K
+ 73.82%
$236.59 - $257.5 $333K - $362K
3.31K $802K
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
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
VGT
Vanguard Information Technolog

ETFs
52
+ 0.83%
$571.78 - $647.97 $29.7K - $33.7K
6.32K $3.93M
JPM
Jpmorgan Chase & CO

Financial Services
540
+ 12.68%
$205.18 - $250.29 $111K - $135K
4.8K $1.15M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
20.8K
+ 14.69%
$31.83 - $34.97 $662K - $728K
162K $5.24M
META
Meta Platforms, Inc.

Communication Services
236
+ 4.28%
$554.08 - $632.68 $131K - $149K
5.75K $3.39M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.09K
+ 1.0%
$76.21 - $82.24 $82.7K - $89.2K
110K $8.55M
CSCO
Cisco Systems, Inc.

Technology
2.31K
+ 17.76%
$52.45 - $60.02 $121K - $139K
15.3K $907K
OEF
Ishares S&P 100 ETF

ETFs
797
+ 6.76%
N/A
12.6K $3.35M
EFG
Msci Eafe Growth ETF

ETFs
10.8K
+ 13.77%
$96.83 - $106.88 $1.05M - $1.16M
89.4K $8.66M
MA
Mastercard Inc

Financial Services
300
+ 25.55%
$491.3 - $536.15 $147K - $161K
1.47K $776K
STT
State Street Corp

Financial Services
1.34K
+ 20.9%
$85.96 - $100.78 $115K - $135K
7.77K $762K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.32K
+ 2.99%
$113.92 - $127.38 $378K - $423K
114K $13.2M
KOPN
Kopin Corp

Technology
106K
+ 166.37%
$0.69 - $1.53 $72.9K - $162K
169K $230K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.3K
+ 23.48%
$87.1 - $98.49 $374K - $423K
22.6K $1.97M
VO
Vanguard Mid Cap ETF

ETFs
601
+ 1.19%
$261.5 - $284.63 $157K - $171K
51.1K $13.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.68K
+ 76.98%
$55.73 - $66.16 $149K - $177K
6.16K $371K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
7.2K
+ 3.67%
$22.28 - $22.66 $160K - $163K
203K $4.57M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
8.98K
+ 27.54%
$17.93 - $18.8 $161K - $169K
41.6K $757K
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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