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
MDLZ
Mondelez International, Inc.

Consumer Defensive
205
+ 5.89%
$56.12 - $68.15 $11.5K - $14K
3.69K $250K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
395
+ 0.5%
$39.61 - $42.65 $15.6K - $16.8K
79K $3.22M
TRMB
Trimble Inc.

Technology
1.17K
+ 14.98%
$65.52 - $77.49 $76.5K - $90.4K
8.96K $587K
COP
Conocophillips

Energy
85
+ 2.02%
$88.6 - $105.85 $7.53K - $9K
4.28K $449K
XLC
Select Sector Spdr Tr Communic

ETFs
355
+ 11.64%
$94.84 - $105.31 $33.7K - $37.4K
3.41K $328K
UNH
Unitedhealth Group Inc

Healthcare
27
+ 2.76%
$461.52 - $548.18 $12.5K - $14.8K
1.01K $527K
VNQ
Vanguard Specialized Funds Van

ETFs
269
+ 9.62%
$85.55 - $94.34 $23K - $25.4K
3.06K $277K
IWN
Ishares Russell2000 Val ETF

ETFs
977
+ 10.8%
$149.27 - $169.4 $146K - $166K
10K $1.51M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
552
+ 6.16%
$38.0 - $38.88 $21K - $21.5K
9.51K $363K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
453
+ 9.83%
$113.22 - $126.36 $51.3K - $57.2K
5.06K $581K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
142
+ 4.12%
$110.75 - $119.78 $15.7K - $17K
3.59K $415K
MSTR
Microstrategy Inc

Technology
71
+ 5.87%
$239.27 - $396.5 $17K - $28.2K
1.28K $368K
NUSC
Nuveen Esg Small Cap ETF

ETFs
894
+ 18.51%
$37.9 - $43.9 $33.9K - $39.2K
5.72K $219K
LOW
Lowes Companies Inc

Consumer Cyclical
148
+ 9.65%
$222.66 - $268.42 $33K - $39.7K
1.68K $392K
QCOM
Qualcomm Inc

Technology
73
+ 3.36%
$151.94 - $175.86 $11.1K - $12.8K
2.24K $344K
OKE
Oneok Inc

Energy
72
+ 2.76%
$89.57 - $109.85 $6.45K - $7.91K
2.68K $266K
REI
Ring Energy, Inc.

Energy
6.21K
+ 42.85%
$1.09 - $1.51 $6.77K - $9.37K
20.7K $23K
NEE
Nextera Energy Inc

Utilities
117
+ 2.36%
$66.96 - $76.16 $7.83K - $8.91K
5.07K $359K
Tidal Tr Ii
2.87K
+ 23.15%
N/A
15.3K $0
Fidelity Wise Origin Bitcoin
465
+ 12.04%
N/A
4.33K $0
FDEM
Fidelity Emerging Markets Mult
127K
+ 64.9%
N/A
322K $0
FSCO
Fs Cr Opportunities Corp Com
14.9K
+ 19.11%
N/A
93.1K $0
Arista Networks Inc
1.23K
+ 37.87%
N/A
4.48K $0
Ishares Bitcoin Trust ETF
1.31K
+ 21.88%
N/A
7.28K $0
MAR
Marriott International Inc

Consumer Cyclical
232
+ 16.08%
$237.01 - $304.45 $55K - $70.6K
1.68K $398K
VIS
Vanguard Industrial ETF

ETFs
11
+ 1.01%
$243.63 - $273.99 $2.68K - $3.01K
1.11K $273K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
537
+ 6.96%
$51.45 - $58.51 $27.6K - $31.4K
8.25K $427K
QUAL
Ishares Msci Usa Quality Facto

ETFs
83
+ 2.65%
$168.16 - $186.21 $14K - $15.5K
3.21K $548K
LMT
Lockheed Martin Corp

Industrials
96
+ 7.19%
$423.19 - $506.29 $40.6K - $48.6K
1.43K $639K
ADBE
Adobe Inc.

Technology
52
+ 9.19%
$377.84 - $464.11 $19.6K - $24.1K
618 $237K
DIS
Walt Disney CO

Communication Services
390
+ 9.15%
$96.87 - $114.0 $37.8K - $44.5K
4.65K $459K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.75%
$4295.4 - $5141.88 $4.3K - $5.14K
58 $267K
CAT
Caterpillar Inc

Industrials
111
+ 6.41%
$326.75 - $407.63 $36.3K - $45.2K
1.84K $607K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$37.33 - $45.03 $37.3 - $45
7.63K $291K
NKE
Nike, Inc.

Consumer Cyclical
365
+ 9.83%
$63.29 - $81.72 $23.1K - $29.8K
4.08K $258K
USB
Us Bancorp \De\

Financial Services
420
+ 4.86%
$40.92 - $50.9 $17.2K - $21.4K
9.06K $382K
ZM
Zoom Video Communications, Inc.

Technology
94
+ 1.87%
$72.23 - $88.64 $6.79K - $8.33K
5.12K $377K
AMD
Advanced Micro Devices Inc

Technology
242
+ 7.53%
$96.63 - $129.55 $23.4K - $31.4K
3.45K $354K
ET
Energy Transfer LP

Energy
2.19K
+ 2.82%
$17.26 - $21.08 $37.8K - $46.2K
79.8K $1.48M
BX
Blackstone Inc.

Financial Services
75
+ 4.45%
$136.53 - $186.74 $10.2K - $14K
1.76K $246K
ETN
Eaton Corp PLC

Industrials
9
+ 1.02%
$271.83 - $371.23 $2.45K - $3.34K
891 $242K
DOW
Dow Inc.

Basic Materials
12
+ 0.11%
$34.36 - $41.92 $412 - $503
11.1K $387K
ORCL
Oracle Corp

Technology
310
+ 4.08%
$139.81 - $186.47 $43.3K - $57.8K
7.92K $1.11M
GOOG
Alphabet Inc.

Communication Services
181
+ 1.64%
$156.06 - $207.71 $28.2K - $37.6K
11.2K $1.75M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
79
+ 0.13%
$77.33 - $90.16 $6.11K - $7.12K
60.2K $4.72M
TSLA
Tesla, Inc.

Consumer Cyclical
1.2K
+ 18.27%
$222.15 - $428.22 $267K - $515K
7.78K $2.02M
IWY
Ishares Tr Russell 200 Growth

ETFs
798
+ 1.35%
$210.19 - $243.33 $168K - $194K
59.7K $12.6M
NVDA
Nvidia Corp

Technology
2.62K
+ 2.87%
$106.98 - $149.43 $280K - $391K
93.6K $10.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
19
+ 0.02%
$247.97 - $296.33 $4.71K - $5.63K
81.1K $20.4M
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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