Mc Adam, LLC Incresed Positions in Q2 2025

Mc Adam, LLC

  • $1.79 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
674K
+ 170.16%
$45.9 - $47.2 $30.9M - $31.8M
1.07M $50.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
121K
+ 1.82%
$22.27 - $29.21 $2.71M - $3.55M
6.81M $199M
SCHX
Schwab Strategic Tr Us Large C

ETFs
122K
+ 1.33%
$19.6 - $24.44 $2.4M - $2.99M
9.3M $227M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
63.9K
+ 0.98%
$17.76 - $22.1 $1.14M - $1.41M
6.56M $145M
FNDX
Schwab Fundamental U S Large C

ETFs
183K
+ 2.26%
$20.84 - $24.54 $3.81M - $4.48M
8.27M $203M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.18K
+ 2.86%
$216.28 - $284.39 $1.12M - $1.47M
186K $53M
IEFA
Ishares Tr

ETFs
61.6K
+ 39.3%
$67.83 - $84.09 $4.18M - $5.18M
218K $18.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8.52K
+ 81.26%
$320.42 - $424.58 $2.73M - $3.62M
19K $8.01M
VV
Vanguard Large Cap ETF

ETFs
12.5K
+ 123.83%
$228.25 - $285.3 $2.85M - $3.56M
22.5K $6.43M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
62K
+ 23.07%
$45.11 - $52.34 $2.8M - $3.25M
331K $17.3M
VTV
Vanguard Value ETF

ETFs
16.2K
+ 96.87%
$153.67 - $176.74 $2.48M - $2.86M
32.8K $5.8M
IVV
Ishares Core S&P 500 ETF

ETFs
703
+ 1.85%
$498.8 - $620.9 $351K - $436K
38.7K $24M
MSFT
Microsoft Corp

Technology
779
+ 4.57%
$354.56 - $497.45 $276K - $388K
17.8K $8.86M
FNDE
Schwab Fundamental Emerging Mk

ETFs
54.5K
+ 20.47%
$26.66 - $33.09 $1.45M - $1.8M
321K $10.6M
IWS
Ishares Russell Midcap Value E

ETFs
12.2K
+ 33.17%
$110.58 - $132.14 $1.35M - $1.62M
49.1K $6.49M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
36.5K
+ 67.62%
$47.02 - $47.83 $1.72M - $1.75M
90.5K $4.33M
SCHP
Schwab Strategic Us Tips ETF

ETFs
58.2K
+ 23.66%
$26.18 - $26.93 $1.52M - $1.57M
304K $8.11M
META
Meta Platforms, Inc.

Communication Services
769
+ 13.84%
$484.66 - $738.09 $373K - $568K
6.33K $4.67M
AMZN
Amazon Com Inc

Consumer Cyclical
3.02K
+ 11.15%
$167.32 - $223.3 $506K - $675K
30.1K $6.61M
VBR
Vanguard Small Cap Value ETF

ETFs
1.71K
+ 1.35%
$162.76 - $195.77 $278K - $335K
129K $25.1M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
26.9K
+ 44.65%
$28.98 - $37.18 $780K - $1M
87.2K $3.24M
EFV
Msci Eafe Value ETF

ETFs
19.7K
+ 439.36%
$52.4 - $64.65 $1.03M - $1.27M
24.1K $1.53M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
13.5K
+ 9.3%
$30.25 - $38.85 $409K - $525K
159K $6.16M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.29K
+ 5.18%
$104.34 - $138.68 $238K - $317K
46.4K $6.43M
SPTL
Spdr Portfolio Long Term Treas

ETFs
69.2K
+ 7.7%
$25.48 - $27.78 $1.76M - $1.92M
969K $25.7M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
14.4K
+ 280.01%
$63.36 - $80.23 $913K - $1.16M
19.6K $1.57M
VB
Vanguard Small Cap ETF

ETFs
1.48K
+ 2.8%
$193.73 - $237.37 $287K - $352K
54.5K $12.9M
OEF
Ishares S&P 100 ETF

ETFs
4.14K
+ 36.06%
N/A
15.6K $4.15M
ORCL
Oracle Corp

Technology
1.61K
+ 20.39%
$122.82 - $218.63 $198K - $353K
9.53K $2.08M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.87K
+ 3.62%
$71.86 - $82.66 $278K - $320K
111K $9.16M
NFLX
Netflix Inc

Communication Services
192
+ 11.9%
$855.86 - $1339.13 $164K - $257K
1.81K $2.42M
VUG
Vanguard Growth ETF

ETFs
1.07K
+ 17.32%
$329.49 - $438.4 $353K - $470K
7.26K $3.18M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.48K
+ 113.37%
$212.1 - $244.27 $949K - $1.09M
8.42K $1.84M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.78K
+ 12.87%
$90.56 - $109.49 $523K - $633K
50.7K $5.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
659
+ 9.57%
$496.48 - $617.85 $327K - $407K
7.55K $4.66M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.4K
+ 77.07%
$44.68 - $45.96 $779K - $801K
40K $1.83M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.52K
+ 4.75%
$77.74 - $78.78 $663K - $671K
188K $14.8M
VGT
Vanguard Information Technolog

ETFs
119
+ 2.22%
$470.37 - $663.28 $56K - $78.9K
5.48K $3.63M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.52K
+ 8.6%
$72.61 - $88.75 $328K - $401K
57K $5.06M
PLTR
Palantir Technologies Inc.

Technology
276
+ 2.27%
$74.01 - $144.25 $20.4K - $39.8K
12.4K $1.7M
VO
Vanguard Mid Cap ETF

ETFs
672
+ 3.37%
$228.54 - $279.83 $154K - $188K
20.6K $5.76M
IWN
Ishares Russell2000 Val ETF

ETFs
3.31K
+ 33.06%
$131.84 - $157.76 $437K - $523K
13.3K $2.1M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
18.2K
+ 140.61%
$23.87 - $29.82 $434K - $542K
31.1K $926K
GOOGL
Alphabet Inc.

Communication Services
1.91K
+ 17.0%
$144.7 - $178.6 $276K - $340K
13.1K $2.31M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
28.2K
+ 29.05%
$17.99 - $18.99 $507K - $535K
125K $2.38M
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
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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