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
PG
Procter & Gamble CO

Consumer Defensive
850
+ 10.58%
$150.47 - $161.22 $128K - $137K
8.88K $1.36M
PAUG
Innovator U.S. Equity Power Bu

ETFs
1.2K
+ 8.34%
$40.45 - $42.49 $48.4K - $50.9K
15.6K $660K
BX
Blackstone Inc.

Financial Services
168
+ 7.16%
$152.77 - $188.68 $25.7K - $31.7K
2.52K $429K
XLF
Financial Sector Spdr

ETFs
1.26K
+ 21.37%
$51.37 - $54.25 $64.5K - $68.1K
7.13K $384K
VZ
Verizon Communications Inc

Communication Services
1.52K
+ 9.58%
$40.84 - $45.06 $62K - $68.4K
17.4K $762K
SCHW
Schwab Charles Corp

Financial Services
671
+ 28.15%
$91.03 - $98.69 $61.1K - $66.2K
3.06K $291K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.68K
+ 7.33%
$24.11 - $24.94 $64.6K - $66.9K
39.2K $978K
NEE
Nextera Energy Inc

Utilities
546
+ 11.1%
$69.77 - $77.54 $38.1K - $42.3K
5.47K $412K
MLN
Vaneck Long Muni ETF

ETFs
1.99K
+ 3.24%
$16.52 - $17.5 $32.8K - $34.8K
63.4K $1.11M
MS
Morgan Stanley

Financial Services
219
+ 12.83%
$139.09 - $161.16 $30.5K - $35.3K
1.93K $306K
INTU
Intuit Inc

Technology
147
+ 42.61%
$646.03 - $807.39 $95K - $119K
492 $335K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
152
+ 0.78%
$79.89 - $83.25 $12.1K - $12.7K
19.7K $1.63M
APH
Amphenol Corp

Technology
34
+ 1.48%
$97.39 - $125.4 $3.31K - $4.26K
2.33K $288K
XLI
Industrial Sector Spdr

ETFs
326
+ 19.23%
$147.94 - $154.99 $48.2K - $50.5K
2.02K $311K
PEP
Pepsico Inc

Consumer Defensive
254
+ 8.86%
$133.81 - $152.16 $34K - $38.6K
3.12K $438K
TT
Trane Technologies PLC

Industrials
192
+ 12.81%
$398.96 - $472.54 $76.6K - $90.7K
1.69K $713K
NTAP
Net App, Inc.

Technology
221
+ 8.06%
$101.1 - $126.36 $22.3K - $27.9K
2.96K $350K
IVW
Ishares S&P 500 Growth ETF

ETFs
264
+ 10.81%
$108.97 - $121.65 $28.8K - $32.1K
2.71K $326K
LDOS
Leidos Holdings, Inc.

Technology
3
+ 0.17%
$159.2 - $188.96 $478 - $567
1.82K $343K
USB
Us Bancorp \De\

Financial Services
587
+ 6.62%
$43.94 - $50.41 $25.8K - $29.6K
9.46K $457K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.02K
+ 16.93%
$52.39 - $53.11 $53.5K - $54.3K
7.06K $374K
CSCO
Cisco Systems, Inc.

Technology
916
+ 11.69%
$66.2 - $71.79 $60.6K - $65.8K
8.75K $598K
GL
Globe Life Inc.

Financial Services
5
+ 0.17%
$117.6 - $146.55 $588 - $733
2.89K $412K
AMAT
Applied Materials Inc

Technology
103
+ 6.54%
$156.25 - $204.95 $16.1K - $21.1K
1.68K $343K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
779
+ 8.33%
$39.8 - $42.86 $31K - $33.4K
10.1K $433K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
340
+ 0.86%
$49.09 - $50.58 $16.7K - $17.2K
40K $2.02M
V
Visa Inc.

Financial Services
328
+ 7.06%
$332.09 - $358.86 $109K - $118K
4.98K $1.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.07K
+ 14.57%
$42.75 - $43.37 $45.7K - $46.4K
8.42K $364K
ADBE
Adobe Inc.

Technology
211
+ 24.77%
$333.65 - $392.1 $70.4K - $82.7K
1.06K $374K
XLP
Consumer Staples Sector Spdr

ETFs
578
+ 5.82%
N/A
10.5K $799K
DGRO
Ishares Core Dividend Growth E

ETFs
86
+ 1.03%
$64.12 - $68.08 $5.51K - $5.85K
8.4K $572K
O
Realty Income Corp

Real Estate
467
+ 12.19%
$56.13 - $60.79 $26.2K - $28.4K
4.3K $261K
ED
Consolidated Edison Inc

Utilities
389
+ 13.34%
$95.57 - $105.36 $37.2K - $41K
3.31K $332K
FTSL
First Trust Senior Ln Fund

ETFs
893
+ 18.21%
$45.81 - $46.18 $40.9K - $41.2K
5.8K $265K
COP
Conocophillips

Energy
213
+ 5.37%
$91.0 - $98.99 $19.4K - $21.1K
4.18K $395K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.01%
$81.14 - $87.32 $81.1 - $87.3
7.07K $616K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
137
+ 0.8%
$41.5 - $43.83 $5.69K - $6K
17.3K $759K
PFE
Pfizer Inc

Healthcare
846
+ 6.19%
$23.29 - $25.88 $19.7K - $21.9K
14.5K $369K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
71
+ 1.96%
$132.9 - $142.03 $9.44K - $10.1K
3.69K $520K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2
+ 0.09%
$100.39 - $129.29 $201 - $259
2.2K $266K
PSX
Phillips 66

Energy
44
+ 2.42%
$118.37 - $139.46 $5.21K - $6.14K
1.86K $252K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
169
+ 5.66%
$121.99 - $134.19 $20.6K - $22.7K
3.16K $409K
KMB
Kimberly Clark Corp

Consumer Defensive
366
+ 16.84%
$121.72 - $136.77 $44.5K - $50.1K
2.54K $315K
F
Ford Motor CO

Consumer Cyclical
1.95K
+ 18.21%
$10.82 - $12.09 $21.1K - $23.6K
12.7K $151K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
76
+ 7.88%
$301.44 - $365.84 $22.9K - $27.8K
1.04K $336K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
109
+ 1.85%
$87.05 - $93.19 $9.49K - $10.2K
5.99K $556K
PGR
Progressive Corp

Financial Services
202
+ 21.72%
$238.61 - $264.3 $48.2K - $53.4K
1.13K $279K
BSX
Boston Scientific Corp

Healthcare
563
+ 23.42%
$97.03 - $108.14 $54.6K - $60.9K
2.97K $289K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
328
+ 4.94%
$76.16 - $78.59 $25K - $25.8K
6.96K $543K
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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