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
QQQ
Invesco Qqq Trust, Series 1

ETFs
361
+ 10.78%
$416.06 - $551.64 $150K - $199K
3.71K $2.05M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
755
+ 11.09%
$224.16 - $285.86 $169K - $216K
7.56K $2.16M
IWM
Ishares Russell 2000 ETF

ETFs
1.8K
+ 111.64%
$174.82 - $215.79 $315K - $389K
3.42K $737K
YLD
Principal Exchange Traded Fds

ETFs
18.2K
+ 14.23%
$18.16 - $19.37 $331K - $353K
146K $2.83M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.69K
+ 6.13%
$67.03 - $80.35 $247K - $296K
63.8K $5.09M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
14.8K
+ 37.48%
$23.13 - $24.23 $343K - $360K
54.5K $1.32M
AXP
American Express CO

Financial Services
99
+ 1.52%
$231.39 - $318.98 $22.9K - $31.6K
6.63K $2.12M
XLK
Technology Sector Spdr

ETFs
923
+ 36.32%
$179.73 - $253.23 $166K - $234K
3.46K $877K
COST
Costco Wholesale Corp

Consumer Defensive
320
+ 39.26%
$908.13 - $1056.85 $291K - $338K
1.14K $1.12M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.54K
+ 22.24%
$166.82 - $194.23 $257K - $299K
8.46K $1.64M
LUMN
Lumen Technologies, Inc.

Communication Services
59K
+ 52.03%
$3.07 - $4.51 $181K - $266K
172K $754K
GE
General Electric CO

Industrials
723
+ 35.44%
$166.81 - $257.39 $121K - $186K
2.76K $711K
T
At&T Inc.

Communication Services
9.1K
+ 25.2%
$26.33 - $28.94 $240K - $263K
45.2K $1.31M
SPYG
Spdr Portfolio

ETFs
165
+ 0.92%
$71.83 - $95.32 $11.9K - $15.7K
18.2K $1.73M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.15K
+ 3.99%
$37.18 - $42.55 $117K - $134K
82.1K $3.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
169
+ 0.5%
$72.96 - $90.39 $12.3K - $15.3K
34.1K $3.05M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
17.8K
+ 9.18%
$22.18 - $23.36 $396K - $417K
212K $4.75M
PM
Philip Morris International Inc.

Consumer Defensive
881
+ 18.57%
$149.23 - $184.95 $131K - $163K
5.62K $1.02M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
13.1K
+ 6.47%
$22.06 - $22.48 $290K - $296K
216K $4.81M
AMD
Advanced Micro Devices Inc

Technology
907
+ 26.26%
$78.21 - $143.81 $70.9K - $130K
4.36K $618K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.01K
+ 4.68%
$20.42 - $25.3 $81.9K - $102K
89.7K $2.27M
JPM
Jpmorgan Chase & CO

Financial Services
59
+ 1.2%
$210.28 - $289.91 $12.4K - $17.1K
4.99K $1.45M
CORP
Pimco Investment Grade Corp Bd

ETFs
1.78K
+ 1.97%
$94.14 - $97.31 $167K - $173K
91.9K $8.94M
IBM
International Business Machines Corp

Technology
339
+ 13.18%
$221.03 - $294.78 $74.9K - $99.9K
2.91K $858K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
809
+ 0.8%
$22.92 - $28.05 $18.5K - $22.7K
102K $2.86M
CRM
Salesforce, Inc.

Technology
718
+ 95.99%
$236.26 - $291.15 $170K - $209K
1.47K $399K
HD
Home Depot, Inc.

Consumer Cyclical
536
+ 14.18%
$335.24 - $380.78 $180K - $204K
4.32K $1.58M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.33K
+ 29.94%
$29.0 - $30.68 $184K - $194K
27.5K $843K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
509
+ 1.15%
$28.94 - $35.94 $14.7K - $18.3K
44.8K $1.61M
MA
Mastercard Inc

Financial Services
309
+ 23.92%
$479.92 - $590.74 $148K - $183K
1.6K $899K
MPC
Marathon Petroleum Corp

Energy
43
+ 0.49%
$118.55 - $170.08 $5.1K - $7.31K
8.76K $1.46M
VIG
Vanguard Dividend Appreciation

ETFs
998
+ 23.37%
N/A
5.27K $959K
KOPN
Kopin Corp

Technology
66.5K
+ 55.39%
$0.74 - $1.67 $49.2K - $111K
187K $285K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.5K
+ 63.38%
$51.16 - $62.02 $128K - $155K
6.44K $399K
PHYS
Sprott Physical Gold Trust

Financial Services
4.71K
+ 13.62%
$22.82 - $26.29 $108K - $124K
39.3K $996K
MSTR
Microstrategy Inc

Technology
22
+ 1.72%
$237.95 - $421.61 $5.23K - $9.28K
1.3K $526K
CRWD
Crowd Strike Holdings, Inc.

Technology
132
+ 22.8%
$321.63 - $509.31 $42.5K - $67.2K
711 $362K
UBER
Uber Technologies, Inc

Technology
403
+ 6.94%
$64.62 - $93.3 $26K - $37.6K
6.21K $579K
QCOM
Qualcomm Inc

Technology
845
+ 37.67%
$124.66 - $159.48 $105K - $135K
3.09K $491K
MGK
Vanguard Mega Cap Growth ETF

ETFs
150
+ 10.96%
$273.67 - $366.17 $41.1K - $54.9K
1.52K $555K
RTX
Raytheon Technologies Corp

Industrials
439
+ 8.94%
$113.75 - $148.48 $49.9K - $65.2K
5.35K $780K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
345
+ 5.96%
$70.54 - $93.95 $24.3K - $32.4K
6.13K $576K
WMT
Walmart Inc.

Consumer Defensive
319
+ 3.44%
$81.79 - $99.98 $26.1K - $31.9K
9.59K $937K
STT
State Street Corp

Financial Services
111
+ 1.7%
$75.33 - $106.34 $8.36K - $11.8K
6.65K $707K
AMGN
Amgen Inc

Healthcare
529
+ 61.16%
$262.28 - $309.85 $139K - $164K
1.39K $389K
CAT
Caterpillar Inc

Industrials
29
+ 1.57%
$273.94 - $388.21 $7.94K - $11.3K
1.87K $726K
TJX
Tjx Companies Inc

Consumer Cyclical
846
+ 11.34%
$119.13 - $135.03 $101K - $114K
8.3K $1.03M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
2.53K
+ 29.79%
$33.11 - $37.79 $83.8K - $95.6K
11K $416K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.07K
+ 30.78%
$57.41 - $74.81 $61.5K - $80.1K
4.55K $338K
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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