Mc Adam, LLC Incresed Positions in Q3 2024

Mc Adam, LLC

  • $1.77 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
919
+ 7.96%
$62.69 - $73.01 $57.6K - $67.1K
12.5K $896K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.47K
+ 54.12%
$54.98 - $59.51 $136K - $147K
7.02K $417K
CTAS
Cintas Corp

Industrials
3.32K
+ 305.89%
$201.38 - $819.83 $669K - $2.72M
4.41K $907K
MA
Mastercard Inc

Financial Services
192
+ 19.55%
$429.6 - $500.99 $82.5K - $96.2K
1.17K $579K
QUAL
Ishares Msci Usa Quality Facto

ETFs
666
+ 23.55%
$162.64 - $179.3 $108K - $119K
3.49K $626K
SBUX
Starbucks Corp

Consumer Cyclical
255
+ 4.37%
$72.51 - $98.6 $18.5K - $25.1K
6.09K $593K
CMCSA
Comcast Corp

Communication Services
2.67K
+ 27.07%
$37.33 - $41.78 $99.5K - $111K
12.5K $522K
UNH
Unitedhealth Group Inc

Healthcare
154
+ 25.45%
$488.01 - $604.18 $75.2K - $93K
759 $443K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
851
+ 21.52%
$108.44 - $120.37 $92.3K - $102K
4.81K $578K
PG
Procter & Gamble CO

Consumer Defensive
496
+ 10.54%
$160.76 - $177.82 $79.7K - $88.2K
5.2K $900K
COST
Costco Wholesale Corp

Consumer Defensive
112
+ 17.5%
$801.83 - $917.05 $89.8K - $103K
752 $666K
VUG
Vanguard Growth ETF

ETFs
128
+ 1.89%
$341.08 - $391.94 $43.7K - $50.2K
6.9K $2.65M
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 1.68%
$245.82 - $304.51 $8.85K - $11K
2.18K $662K
TJX
Tjx Companies Inc

Consumer Cyclical
530
+ 7.66%
$107.93 - $120.23 $57.2K - $63.7K
7.45K $875K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.18K
+ 14.47%
$71.45 - $75.64 $84.1K - $89K
9.31K $699K
CAT
Caterpillar Inc

Industrials
186
+ 27.76%
$316.8 - $391.12 $58.9K - $72.7K
856 $334K
XLU
Utilities Sector Spdr

ETFs
65
+ 0.83%
$67.67 - $80.78 $4.4K - $5.25K
7.88K $636K
LLY
Eli Lilly & CO

Healthcare
181
+ 6.1%
$772.14 - $960.02 $140K - $174K
3.15K $2.79M
JPM
Jpmorgan Chase & CO

Financial Services
320
+ 8.12%
$194.9 - $224.8 $62.4K - $71.9K
4.26K $897K
ADP
Automatic Data Processing Inc

Industrials
112
+ 6.66%
$233.44 - $279.45 $26.1K - $31.3K
1.79K $496K
PFE
Pfizer Inc

Healthcare
2.63K
+ 13.9%
$27.7 - $31.39 $72.8K - $82.5K
21.5K $623K
XLY
Select Sector Spdr Consumer Di

ETFs
198
+ 6.58%
$170.05 - $200.86 $33.7K - $39.8K
3.21K $642K
ACN
Accenture PLC

Technology
98
+ 8.52%
$295.44 - $355.81 $29K - $34.9K
1.25K $441K
GE
General Electric CO

Industrials
103
+ 4.22%
$156.66 - $189.66 $16.1K - $19.5K
2.54K $479K
VZ
Verizon Communications Inc

Communication Services
543
+ 2.98%
$38.89 - $45.0 $21.1K - $24.4K
18.8K $843K
SOXX
Ishares Semiconductor ETF

ETFs
715
+ 15.31%
$199.29 - $265.49 $142K - $190K
5.39K $1.24M
ABT
Abbott Laboratories

Healthcare
410
+ 10.21%
$100.07 - $118.13 $41K - $48.4K
4.43K $504K
LOW
Lowes Companies Inc

Consumer Cyclical
51
+ 3.63%
$213.3 - $270.78 $10.9K - $13.8K
1.46K $394K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.68K
+ 23.87%
$33.74 - $37.96 $56.5K - $63.6K
8.7K $326K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
361
+ 14.63%
$108.3 - $128.14 $39.1K - $46.3K
2.83K $351K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1K
+ 11.13%
$37.61 - $41.72 $37.7K - $41.8K
10K $417K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
493
+ 19.36%
$102.5 - $112.27 $50.5K - $55.3K
3.04K $340K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
882
+ 2.94%
$51.78 - $52.98 $45.7K - $46.7K
30.9K $1.64M
SRLN
Ssga Active Trust

ETFs
1.72K
+ 9.35%
$40.93 - $41.85 $70.4K - $72K
20.1K $840K
NEE
Nextera Energy Inc

Utilities
154
+ 3.72%
$69.9 - $84.97 $10.8K - $13.1K
4.29K $362K
PEP
Pepsico Inc

Consumer Defensive
357
+ 20.95%
$161.9 - $179.3 $57.8K - $64K
2.06K $350K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.18K
+ 10.79%
$16.42 - $18.12 $52.1K - $57.5K
32.6K $588K
GL
Globe Life Inc.

Financial Services
8
+ 0.28%
$80.92 - $109.6 $647 - $877
2.88K $304K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
628
+ 11.89%
$74.26 - $78.84 $46.6K - $49.5K
5.91K $463K
QQQ
Invesco Qqq Trust, Series 1

ETFs
52
+ 1.1%
$434.77 - $502.96 $22.6K - $26.2K
4.77K $2.33M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
433
+ 6.4%
$65.15 - $72.97 $28.2K - $31.6K
7.2K $525K
V
Visa Inc.

Financial Services
95
+ 2.92%
$253.74 - $291.56 $24.1K - $27.7K
3.35K $919K
VIG
Vanguard Dividend Appreciation

ETFs
364
+ 7.84%
$182.15 - $182.15 $66.3K - $66.3K
5.01K $912K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
91
+ 2.47%
$210.25 - $231.86 $19.1K - $21.1K
3.77K $841K
XOM
Exxon Mobil Corp

Energy
300
+ 2.22%
$109.72 - $119.0 $32.9K - $35.7K
13.8K $1.62M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
594
+ 1.79%
$100.3 - $100.74 $59.6K - $59.8K
33.7K $3.4M
USB
Us Bancorp \De\

Financial Services
209
+ 2.52%
$39.04 - $47.23 $8.16K - $9.87K
8.5K $388K
A
Agilent Technologies, Inc.

Healthcare
77
+ 3.14%
$125.42 - $148.48 $9.66K - $11.4K
2.53K $375K
LQD
Ishares Iboxx $ Investment Gra

ETFs
171
+ 2.76%
$106.11 - $113.72 $18.1K - $19.4K
6.38K $720K
Activity Summary
Buys All Purchases 183 New Holdings 33 Increased Positions 150 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 1 Puts 2
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