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
QQQ
Invesco Qqq Trust, Series 1

ETFs
215
+ 5.79%
$546.99 - $602.2 $118K - $129K
3.93K $2.36M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.68K
+ 6.27%
$47.76 - $48.46 $271K - $275K
96.2K $4.64M
LUMN
Lumen Technologies, Inc.

Communication Services
1.3K
+ 0.75%
$3.7 - $6.22 $4.81K - $8.08K
174K $1.06M
WMT
Walmart Inc.

Consumer Defensive
2.28K
+ 23.8%
$94.4 - $104.27 $216K - $238K
11.9K $1.22M
GE
General Electric CO

Industrials
539
+ 19.51%
$244.75 - $305.63 $132K - $165K
3.3K $993K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
476
+ 0.55%
$36.93 - $40.55 $17.6K - $19.3K
87.7K $3.52M
CAT
Caterpillar Inc

Industrials
199
+ 10.63%
$390.92 - $477.15 $77.8K - $95K
2.07K $988K
MPC
Marathon Petroleum Corp

Energy
112
+ 1.28%
$158.59 - $198.69 $17.8K - $22.3K
8.87K $1.71M
PANW
Palo Alto Networks Inc

Technology
1.22K
+ 93.28%
$167.06 - $208.19 $204K - $254K
2.53K $515K
AMD
Advanced Micro Devices Inc

Technology
955
+ 21.9%
$134.8 - $184.42 $129K - $176K
5.32K $860K
META
Meta Platforms, Inc.

Communication Services
342
+ 5.41%
$695.21 - $791.73 $238K - $271K
6.67K $4.9M
TJX
Tjx Companies Inc

Consumer Cyclical
283
+ 3.41%
$121.35 - $144.54 $34.3K - $40.9K
8.59K $1.24M
XOM
Exxon Mobil Corp

Energy
1.1K
+ 6.03%
$105.83 - $117.22 $116K - $129K
19.3K $2.18M
JPM
Jpmorgan Chase & CO

Financial Services
240
+ 4.81%
$282.78 - $316.06 $67.9K - $75.9K
5.23K $1.65M
GILD
Gilead Sciences, Inc.

Healthcare
1.79K
+ 7.56%
$108.22 - $120.47 $193K - $215K
25.4K $2.82M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.02K
+ 1.0%
$28.15 - $30.13 $28.7K - $30.8K
103K $3.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
202
+ 3.93%
$459.11 - $506.91 $92.7K - $102K
5.35K $2.69M
COST
Costco Wholesale Corp

Consumer Defensive
279
+ 24.58%
$915.95 - $994.57 $256K - $277K
1.41K $1.31M
BKNG
Booking Holdings Inc.

Consumer Cyclical
37
+ 66.07%
$5364.25 - $5815.92 $198K - $215K
93 $502K
XLY
Select Sector Spdr Consumer Di

ETFs
445
+ 15.66%
$216.09 - $242.18 $96.2K - $108K
3.29K $787K
MA
Mastercard Inc

Financial Services
250
+ 15.62%
$550.18 - $598.96 $138K - $150K
1.85K $1.05M
SOXX
Ishares Semiconductor ETF

ETFs
230
+ 8.3%
$236.93 - $271.12 $54.5K - $62.4K
3K $813K
LLY
Eli Lilly & CO

Healthcare
264
+ 8.11%
$625.65 - $812.69 $165K - $215K
3.52K $2.69M
XLC
Select Sector Spdr Tr Communic

ETFs
959
+ 28.92%
$105.99 - $119.41 $102K - $115K
4.28K $506K
CVX
Chevron Corp

Energy
586
+ 14.25%
$145.57 - $161.83 $85.3K - $94.8K
4.7K $729K
VIG
Vanguard Dividend Appreciation

ETFs
764
+ 14.5%
N/A
6.03K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
286
+ 25.2%
$237.77 - $353.61 $68K - $101K
1.42K $490K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.21K
+ 56.21%
$94.17 - $99.95 $114K - $121K
3.36K $335K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.4K
+ 3.16%
$42.43 - $45.05 $59.4K - $63.1K
45.7K $2.01M
IEMG
Ishares Inc

ETFs
2.45K
+ 21.31%
N/A
13.9K $747K
AXP
American Express CO

Financial Services
117
+ 1.76%
$294.27 - $342.31 $34.4K - $40.1K
6.75K $2.24M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.12K
+ 5.29%
$85.01 - $90.35 $95.5K - $101K
22.3K $2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.49K
+ 15.13%
$16.46 - $17.1 $107K - $111K
49.4K $840K
MRK
Merck & Co., Inc.

Healthcare
271
+ 1.34%
$77.6 - $87.37 $21K - $23.7K
20.4K $1.71M
ETN
Eaton Corp PLC

Industrials
267
+ 28.93%
$342.99 - $392.76 $91.6K - $105K
1.19K $445K
WFC
Wells Fargo & Company

Financial Services
1.03K
+ 12.52%
$77.05 - $85.16 $79.3K - $87.6K
9.25K $774K
CEG
Constellation Energy Corp

Utilities
337
+ 39.69%
$298.82 - $354.89 $101K - $120K
1.19K $390K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.64K
+ 9.43%
$38.52 - $39.39 $102K - $104K
30.7K $1.2M
EFV
Msci Eafe Value ETF

ETFs
79
+ 0.33%
$62.79 - $68.42 $4.96K - $5.41K
24.2K $1.64M
KO
Coca Cola CO

Consumer Defensive
2.6K
+ 17.44%
$65.67 - $71.67 $171K - $186K
17.5K $1.16M
SRLN
Ssga Active Trust

ETFs
2.42K
+ 10.19%
$41.28 - $41.65 $99.8K - $101K
26.2K $1.09M
VONG
Vanguard Russell 1000 Growth E

ETFs
21
+ 0.25%
$108.08 - $121.73 $2.27K - $2.56K
8.39K $1.01M
BAC
Bank Of America Corp

Financial Services
872
+ 7.4%
$44.92 - $52.42 $39.2K - $45.7K
12.7K $653K
ZS
Zscaler, Inc.

Technology
359
+ 43.83%
$267.68 - $316.5 $96.1K - $114K
1.18K $352K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
2.12K
+ 18.39%
$38.58 - $40.06 $81.8K - $84.9K
13.6K $541K
MCD
Mcdonalds Corp

Consumer Cyclical
205
+ 8.37%
$291.67 - $316.99 $59.8K - $65K
2.66K $806K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
1.77K
+ 6.24%
$41.19 - $43.7 $72.7K - $77.1K
30.1K $1.28M
KLAC
Kla Corp

Technology
43
+ 17.7%
$843.9 - $1078.6 $36.3K - $46.4K
286 $308K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.44K
+ 15.72%
$58.97 - $60.36 $85K - $87K
10.6K $637K
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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