Mc Adam, LLC Incresed Positions in Q3 2025

Mc Adam, LLC

  • $1.99 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
483K
+ 5.84%
$24.38 - $26.34 $11.8M - $12.7M
8.75M $230M
SCHX
Schwab Strategic Tr Us Large C

ETFs
330K
+ 3.54%
$24.46 - $26.5 $8.06M - $8.73M
9.63M $254M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
760K
+ 11.59%
$21.69 - $23.34 $16.5M - $17.7M
7.32M $170M
SCHG
Schwab Strategic Tr Us Large C

ETFs
207K
+ 3.04%
$28.92 - $32.19 $5.99M - $6.67M
7.01M $224M
SCHC
Schwab Strategic Tr Intl Small

ETFs
93.6K
+ 6.91%
$42.28 - $45.71 $3.96M - $4.28M
1.45M $65.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
18.7K
+ 6.03%
$164.63 - $174.58 $3.07M - $3.26M
329K $57.4M
JCPB
J P Morgan Exchange Traded Fd

ETFs
86.6K
+ 8.09%
$46.37 - $47.77 $4.01M - $4.13M
1.16M $55M
AAPL
Apple Inc.

Technology
2.29K
+ 2.85%
$202.38 - $256.87 $463K - $587K
82.5K $21M
VOT
Vanguard Mid Cap Growth Index

ETFs
7.31K
+ 3.92%
$282.75 - $294.19 $2.07M - $2.15M
194K $56.9M
NVDA
Nvidia Corp

Technology
5.55K
+ 5.99%
$153.3 - $186.58 $851K - $1.04M
98.3K $18.3M
RVNU
Xtrackers Municipal Infrastruc

ETFs
104K
+ 244.63%
$23.46 - $24.74 $2.44M - $2.57M
146K $3.61M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
72.5K
+ 4.24%
$22.9 - $23.58 $1.66M - $1.71M
1.78M $41.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
67.9K
+ 7.01%
$25.67 - $27.21 $1.74M - $1.85M
1.04M $27.9M
VBR
Vanguard Small Cap Value ETF

ETFs
1.85K
+ 1.44%
$195.41 - $212.37 $362K - $394K
131K $27.2M
MSFT
Microsoft Corp

Technology
3.11K
+ 17.47%
$491.09 - $535.64 $1.53M - $1.67M
20.9K $10.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
24.5K
+ 13.04%
$78.11 - $79.07 $1.92M - $1.94M
213K $16.8M
VB
Vanguard Small Cap ETF

ETFs
2.94K
+ 5.4%
$237.58 - $259.17 $699K - $762K
57.4K $14.6M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.37K
+ 3.94%
$82.29 - $90.77 $359K - $396K
115K $10.4M
VEA
Vanguard Ftse Developed Market

ETFs
15.2K
+ 15.67%
$56.02 - $60.3 $854K - $919K
113K $6.75M
IEFA
Ishares Tr

ETFs
3.64K
+ 1.67%
$81.7 - $87.53 $298K - $319K
222K $19.4M
GOOGL
Alphabet Inc.

Communication Services
1.03K
+ 7.83%
$174.36 - $254.72 $179K - $262K
14.1K $3.44M
UPS
United Parcel Service Inc

Industrials
14.5K
+ 273.49%
$82.58 - $105.54 $1.19M - $1.53M
19.7K $1.65M
AVGO
Broadcom Inc.

Technology
2.09K
+ 28.76%
$264.74 - $369.57 $554K - $774K
9.37K $3.09M
TSLA
Tesla, Inc.

Consumer Cyclical
85
+ 1.13%
$293.94 - $444.72 $25K - $37.8K
7.62K $3.39M
SCHR
Schwab Intermediate Term Us Tr

ETFs
37.2K
+ 10.01%
$24.69 - $25.26 $919K - $940K
409K $10.3M
VGT
Vanguard Information Technolog

ETFs
623
+ 11.38%
$656.44 - $753.15 $409K - $469K
6.1K $4.55M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
37.5K
+ 29.93%
$18.93 - $19.47 $709K - $729K
163K $3.14M
FDL
First Tr Morningstar Dividend

ETFs
8.46K
+ 3.71%
$41.96 - $44.59 $355K - $377K
236K $10.2M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
28.1K
+ 12.97%
$22.27 - $22.51 $625K - $632K
244K $5.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.83K
+ 8.55%
$121.46 - $130.92 $344K - $371K
35.9K $4.68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
474
+ 6.9%
$567.77 - $614.76 $269K - $291K
7.35K $4.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
18.9K
+ 6.21%
$26.44 - $27.1 $500K - $512K
323K $8.7M
AMZN
Amazon Com Inc

Consumer Cyclical
2.61K
+ 8.65%
$211.65 - $238.24 $552K - $621K
32.7K $7.19M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
9.93K
+ 7.7%
$44.22 - $45.74 $439K - $454K
139K $6.33M
ABBV
Abb Vie Inc.

Healthcare
375
+ 3.67%
$184.85 - $231.54 $69.3K - $86.8K
10.6K $2.45M
CORP
Pimco Investment Grade Corp Bd

ETFs
4.32K
+ 4.7%
$95.87 - $99.18 $414K - $428K
96.2K $9.48M
MUB
Ishares National Muni Bond ETF

ETFs
4.1K
+ 11.36%
$103.24 - $106.68 $423K - $437K
40.2K $4.28M
YLD
Principal Exchange Traded Fds

ETFs
25.1K
+ 17.2%
$19.14 - $19.46 $481K - $489K
171K $3.33M
INDA
Ishares Msci India Index Fund

ETFs
9.92K
+ 95.15%
$51.98 - $55.84 $516K - $554K
20.3K $1.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33
+ 0.04%
$49.43 - $54.52 $1.63K - $1.8K
90.6K $4.91M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.22K
+ 3.78%
$62.54 - $68.42 $139K - $152K
60.9K $4.11M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.18K
+ 6.3%
$42.39 - $44.63 $219K - $231K
87.3K $3.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 0.58%
$617.65 - $666.84 $27.2K - $29.3K
7.59K $5.06M
BA
Boeing CO

Industrials
1.68K
+ 59.06%
$209.79 - $237.38 $352K - $399K
4.52K $975K
HD
Home Depot, Inc.

Consumer Cyclical
497
+ 11.52%
$357.4 - $423.42 $178K - $210K
4.81K $1.95M
VUG
Vanguard Growth ETF

ETFs
138
+ 1.9%
$433.97 - $484.08 $59.9K - $66.8K
7.4K $3.55M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.74K
+ 5.53%
$42.67 - $46.91 $117K - $129K
52.4K $2.45M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
14.2K
+ 26.07%
$24.02 - $24.28 $341K - $345K
68.7K $1.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
675
+ 94.94%
$412.46 - $514.1 $278K - $347K
1.39K $679K
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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