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
PM
Philip Morris International Inc.

Consumer Defensive
1.36K
+ 66.85%
$118.38 - $133.06 $160K - $180K
3.38K $407K
COST
Costco Wholesale Corp

Consumer Defensive
144
+ 19.15%
$873.59 - $994.69 $126K - $143K
896 $820K
ISRG
Intuitive Surgical Inc

Healthcare
270
+ 58.95%
$471.27 - $550.62 $127K - $149K
728 $379K
BAC
Bank Of America Corp

Financial Services
2.28K
+ 19.23%
$39.22 - $47.77 $89.3K - $109K
14.1K $620K
BA
Boeing CO

Industrials
583
+ 30.96%
$138.14 - $180.72 $80.5K - $105K
2.47K $436K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.6K
+ 4.29%
$51.09 - $55.27 $694K - $751K
330K $16.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.63K
+ 11.73%
$51.58 - $52.91 $187K - $192K
34.5K $1.79M
SPYG
Spdr Portfolio

ETFs
415
+ 1.94%
$81.74 - $91.38 $33.9K - $37.9K
21.8K $1.92M
SCHR
Schwab Intermediate Term Us Tr

ETFs
190K
+ 111.72%
$24.19 - $50.58 $4.6M - $9.61M
360K $8.74M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.01K
+ 40.06%
$38.96 - $43.28 $156K - $174K
14K $552K
CB
Chubb LTD

Financial Services
529
+ 43.65%
$271.57 - $301.89 $144K - $160K
1.74K $481K
T
At&T Inc.

Communication Services
4.6K
+ 16.41%
$21.22 - $23.88 $97.5K - $110K
32.6K $742K
TRMB
Trimble Inc.

Technology
920
+ 13.4%
$60.21 - $75.4 $55.4K - $69.4K
7.79K $550K
WFC
Wells Fargo & Company

Financial Services
596
+ 10.59%
$54.98 - $77.35 $32.8K - $46.1K
6.22K $437K
ORCL
Oracle Corp

Technology
852
+ 12.61%
$165.41 - $192.43 $141K - $164K
7.61K $1.27M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.82K
+ 30.81%
$53.94 - $58.15 $98K - $106K
7.71K $434K
TJX
Tjx Companies Inc

Consumer Cyclical
635
+ 8.53%
$112.15 - $127.2 $71.2K - $80.8K
8.08K $976K
ADP
Automatic Data Processing Inc

Industrials
242
+ 13.49%
$280.08 - $307.97 $67.8K - $74.5K
2.04K $595K
CRM
Salesforce, Inc.

Technology
137
+ 17.47%
$270.87 - $367.87 $37.1K - $50.4K
921 $307K
EPD
Enterprise Products Partners L.P.

Energy
831
+ 2.9%
$28.66 - $34.43 $23.8K - $28.6K
29.5K $924K
BKNG
Booking Holdings Inc.

Consumer Cyclical
9
+ 18.75%
$4100.99 - $5300.34 $36.9K - $47.7K
57 $283K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
2.28K
+ 34.19%
$37.86 - $39.07 $86.4K - $89.2K
8.96K $340K
DIS
Walt Disney CO

Communication Services
159
+ 3.87%
$92.39 - $117.6 $14.7K - $18.7K
4.26K $474K
ACN
Accenture PLC

Technology
230
+ 18.43%
$343.9 - $376.86 $79.1K - $86.7K
1.48K $519K
SRLN
Ssga Active Trust

ETFs
1.81K
+ 9.01%
$41.48 - $42.08 $75.2K - $76.2K
21.9K $915K
TXN
Texas Instruments Inc

Technology
381
+ 36.85%
N/A
1.42K $275K
BNOV
Innovator U.S. Equity Buffer E

ETFs
1.52K
+ 12.28%
$38.08 - $39.98 $57.8K - $60.7K
13.9K $544K
VOE
Vanguard Mid Cap Value Index F

ETFs
10.9K
+ 3.8%
$160.89 - $176.18 $1.75M - $1.92M
297K $48M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
804
+ 7.67%
N/A
11.3K $844K
IWS
Ishares Russell Midcap Value E

ETFs
1.62K
+ 3.14%
$128.08 - $140.32 $207K - $227K
53.2K $6.88M
IVW
Ishares S&P 500 Growth ETF

ETFs
255
+ 4.96%
$94.43 - $105.47 $24.1K - $26.9K
5.4K $548K
VTV
Vanguard Value ETF

ETFs
851
+ 5.08%
$168.32 - $181.87 $143K - $155K
17.6K $2.98M
C
Citigroup Inc

Financial Services
399
+ 12.06%
$61.31 - $72.5 $24.5K - $28.9K
3.71K $261K
UNH
Unitedhealth Group Inc

Healthcare
221
+ 29.12%
$485.52 - $625.25 $107K - $138K
980 $495K
XLE
Energy Sector Spdr

ETFs
854
+ 7.71%
$83.32 - $97.27 $71.2K - $83.1K
11.9K $1.02M
AON
Aon PLC

Financial Services
19
+ 0.69%
$344.14 - $393.31 $6.54K - $7.47K
2.76K $989K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
310
+ 6.57%
$81.6 - $90.89 $25.3K - $28.2K
5.03K $431K
BX
Blackstone Inc.

Financial Services
63
+ 3.88%
$148.45 - $199.05 $9.35K - $12.5K
1.69K $290K
MMM
3 M CO

Industrials
555
+ 13.6%
$124.74 - $137.12 $69.2K - $76.1K
4.64K $598K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 2.84%
$486.1 - $608.57 $5.83K - $7.3K
435 $249K
BSX
Boston Scientific Corp

Healthcare
199
+ 5.66%
$83.62 - $91.5 $16.6K - $18.2K
3.72K $331K
IWN
Ishares Russell2000 Val ETF

ETFs
363
+ 4.18%
$162.69 - $181.35 $59.1K - $65.8K
9.04K $1.48M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
26
+ 0.37%
$278.19 - $315.36 $7.23K - $8.2K
7.15K $2.06M
XYLD
Global X Fds S&P 500 Covered C

ETFs
557
+ 2.16%
$40.86 - $43.42 $22.8K - $24.2K
26.4K $1.11M
OKE
Oneok Inc

Energy
96
+ 3.82%
$92.28 - $117.05 $8.86K - $11.2K
2.61K $262K
RTX
Raytheon Technologies Corp

Industrials
485
+ 10.75%
$114.45 - $127.21 $55.5K - $61.7K
5K $578K
PG
Procter & Gamble CO

Consumer Defensive
359
+ 6.9%
$161.05 - $179.7 $57.8K - $64.5K
5.56K $932K
NKE
Nike, Inc.

Consumer Cyclical
863
+ 30.26%
$73.36 - $89.13 $63.3K - $76.9K
3.72K $281K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.42K
+ 12.94%
$24.55 - $25.16 $35K - $35.8K
12.4K $306K
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
Track This Portfolio

Track Mc Adam, LLC Portfolio

Follow Mc Adam, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Adam, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Adam, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email