Mc Adam, LLC Incresed Positions in Q1 2025

Mc Adam, LLC

  • $1.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
105K
+ 36.21%
$45.56 - $47.23 $4.8M - $4.97M
396K $18.6M
FDL
First Tr Morningstar Dividend

ETFs
38.3K
+ 19.93%
$39.69 - $43.83 $1.52M - $1.68M
230K $10M
GLD
Spdr Gold Trust

ETFs
3.49K
+ 105.46%
$243.19 - $288.14 $850K - $1.01M
6.81K $1.96M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.08K
+ 31.33%
$85.29 - $92.57 $604K - $655K
29.7K $2.7M
GILD
Gilead Sciences, Inc.

Healthcare
981
+ 3.87%
$89.14 - $117.41 $87.4K - $115K
26.4K $2.95M
YLD
Principal Exchange Traded Fds

ETFs
29.5K
+ 29.95%
$19.03 - $19.51 $561K - $575K
128K $2.44M
PLTR
Palantir Technologies Inc.

Technology
5.34K
+ 78.42%
$64.98 - $124.62 $347K - $666K
12.2K $1.03M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
27.2K
+ 39.05%
$18.54 - $18.88 $505K - $514K
97K $1.81M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.9K
+ 93.26%
$44.41 - $45.98 $485K - $502K
22.6K $1.03M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
16.4K
+ 70.52%
$23.9 - $24.43 $392K - $400K
39.6K $953K
INDA
Ishares Msci India Index Fund

ETFs
6.13K
+ 105.6%
$47.8 - $53.4 $293K - $327K
11.9K $613K
IWL
Ishares Tr Russell 200 ETF

ETFs
2.25K
+ 83.54%
$135.83 - $151.73 $306K - $342K
4.95K $680K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.9K
+ 18.65%
$25.58 - $29.24 $407K - $465K
101K $2.65M
T
At&T Inc.

Communication Services
3.51K
+ 10.76%
$21.56 - $28.28 $75.7K - $99.2K
36.1K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
1.42K
+ 25.55%
$158.56 - $176.26 $225K - $250K
6.98K $1.19M
XOM
Exxon Mobil Corp

Energy
428
+ 2.43%
$105.44 - $118.93 $45.1K - $50.9K
18.1K $2.15M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.58K
+ 69.65%
$91.45 - $91.75 $236K - $237K
6.29K $577K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.42K
+ 81.53%
$92.03 - $93.95 $223K - $228K
5.4K $497K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
5.18K
+ 78.96%
$40.24 - $40.65 $208K - $211K
11.7K $477K
VGSH
Vanguard

ETFs
3.35K
+ 79.94%
$58.07 - $58.69 $195K - $197K
7.55K $442K
WFC
Wells Fargo & Company

Financial Services
2.24K
+ 36.06%
$66.78 - $81.42 $150K - $183K
8.47K $607K
EPD
Enterprise Products Partners L.P.

Energy
2.3K
+ 7.8%
$31.75 - $34.14 $73K - $78.5K
31.8K $1.08M
IEMG
Ishares Inc

ETFs
2.87K
+ 18.74%
N/A
18.2K $975K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.1K
+ 1.45%
$27.01 - $28.54 $56.8K - $60K
147K $4.11M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.63K
+ 29.12%
$73.78 - $76.59 $120K - $125K
7.22K $553K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
47
+ 1.2%
$208.48 - $244.03 $9.8K - $11.5K
3.95K $963K
APP
App Lovin Corp

Technology
685
+ 54.58%
$238.08 - $510.13 $163K - $349K
1.94K $514K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.22K
+ 15.86%
$38.89 - $41.6 $86.5K - $92.5K
16.3K $657K
MNDY
Monday.Com Ltd.

Technology
342
+ 14.99%
$213.0 - $327.92 $72.8K - $112K
2.62K $637K
LUMN
Lumen Technologies, Inc.

Communication Services
48.4K
+ 74.48%
$3.92 - $5.92 $190K - $286K
113K $444K
PEP
Pepsico Inc

Consumer Defensive
686
+ 29.65%
$142.64 - $156.42 $97.9K - $107K
3K $449K
MCD
Mcdonalds Corp

Consumer Cyclical
153
+ 7.06%
$279.74 - $321.29 $42.8K - $49.2K
2.32K $724K
BA
Boeing CO

Industrials
663
+ 26.89%
$148.15 - $186.25 $98.2K - $123K
3.13K $533K
MMM
3 M CO

Industrials
87
+ 1.88%
$129.7 - $155.12 $11.3K - $13.5K
4.72K $693K
GS
Goldman Sachs Group Inc

Financial Services
183
+ 42.07%
$524.81 - $672.19 $96K - $123K
618 $337K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
742
+ 15.3%
$75.32 - $84.77 $55.9K - $62.9K
5.59K $456K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.14K
+ 10.09%
N/A
12.4K $930K
XLU
Utilities Sector Spdr

ETFs
703
+ 8.5%
$74.7 - $80.27 $52.5K - $56.4K
8.97K $707K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.5K
+ 19.03%
$33.84 - $37.77 $50.8K - $56.7K
9.38K $341K
MPC
Marathon Petroleum Corp

Energy
94
+ 1.09%
$134.72 - $159.03 $12.7K - $14.9K
8.72K $1.27M
JPM
Jpmorgan Chase & CO

Financial Services
135
+ 2.81%
$225.19 - $279.95 $30.4K - $37.8K
4.93K $1.21M
GL
Globe Life Inc.

Financial Services
6
+ 0.21%
$111.2 - $131.72 $667 - $790
2.88K $379K
ICE
Intercontinental Exchange, Inc.

Financial Services
102
+ 6.42%
$142.8 - $176.36 $14.6K - $18K
1.69K $291K
C
Citigroup Inc

Financial Services
719
+ 19.39%
$67.23 - $84.63 $48.3K - $60.8K
4.43K $314K
BND
Vanguard Bd Index Fd Inc Total

ETFs
515
+ 5.44%
$71.17 - $73.66 $36.7K - $37.9K
9.98K $733K
WM
Waste Management Inc

Industrials
44
+ 3.06%
$200.54 - $233.78 $8.82K - $10.3K
1.48K $343K
AMGN
Amgen Inc

Healthcare
9
+ 1.05%
$258.59 - $327.36 $2.33K - $2.95K
865 $269K
EMB
Ishares Tr

ETFs
442
+ 15.44%
$88.64 - $92.03 $39.2K - $40.7K
3.3K $299K
XCEM
Columbia ETF Tr Ii

ETFs
1.5K
+ 13.73%
$29.18 - $30.72 $43.8K - $46.1K
12.4K $366K
Activity Summary
Buys All Purchases 133 New Holdings 33 Increased Positions 100 Sells All Sells 198 Reductions 198 Sold out 0 Options Calls 3 Puts 0
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