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
SRLN
Ssga Active Trust

ETFs
2.41K
+ 11.29%
$39.47 - $41.59 $95K - $100K
23.7K $987K
BX
Blackstone Inc.

Financial Services
585
+ 33.2%
$120.07 - $151.11 $70.2K - $88.4K
2.35K $351K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
317
+ 6.27%
$101.97 - $126.75 $32.3K - $40.2K
5.38K $681K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.08K
+ 17.18%
$91.43 - $91.74 $98.8K - $99.2K
7.38K $676K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.87K
+ 11.38%
$35.62 - $39.64 $102K - $114K
28K $1.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.44K
+ 5.5%
$19.1 - $23.83 $27.5K - $34.3K
27.6K $657K
ADBE
Adobe Inc.

Technology
234
+ 37.86%
$340.0 - $420.68 $79.6K - $98.4K
852 $329K
PG
Procter & Gamble CO

Consumer Defensive
1.05K
+ 15.04%
$157.66 - $172.39 $166K - $181K
8.03K $1.28M
CSCO
Cisco Systems, Inc.

Technology
481
+ 6.54%
$53.19 - $69.38 $25.6K - $33.4K
7.84K $543K
CTAS
Cintas Corp

Industrials
79
+ 1.93%
$190.11 - $227.66 $15K - $18K
4.17K $928K
JNJ
Johnson & Johnson

Healthcare
1.17K
+ 16.71%
$146.36 - $159.82 $171K - $186K
8.14K $1.24M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
2.01K
+ 21.15%
$36.2 - $38.97 $72.8K - $78.4K
11.5K $449K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.88K
+ 12.83%
$14.97 - $16.79 $73.1K - $82K
42.9K $717K
LMT
Lockheed Martin Corp

Industrials
128
+ 8.94%
$430.82 - $486.45 $55.1K - $62.3K
1.56K $722K
XLY
Select Sector Spdr Consumer Di

ETFs
125
+ 4.6%
$176.34 - $218.59 $22K - $27.3K
2.84K $617K
VIS
Vanguard Industrial ETF

ETFs
159
+ 14.39%
$220.04 - $280.07 $35K - $44.5K
1.26K $354K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
835
+ 36.56%
$85.42 - $94.39 $71.3K - $78.8K
3.12K $292K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
837
+ 15.51%
$88.49 - $92.4 $74.1K - $77.3K
6.23K $575K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
1.92K
+ 16.34%
$40.41 - $40.68 $77.5K - $78K
13.7K $555K
BAC
Bank Of America Corp

Financial Services
216
+ 1.87%
$34.39 - $47.46 $7.43K - $10.3K
11.8K $557K
VGSH
Vanguard

ETFs
1.25K
+ 16.58%
$58.32 - $58.95 $73K - $73.7K
8.8K $516K
NTAP
Net App, Inc.

Technology
204
+ 8.04%
$76.1 - $106.55 $15.5K - $21.7K
2.74K $292K
ISRG
Intuitive Surgical Inc

Healthcare
68
+ 10.15%
$451.58 - $565.94 $30.7K - $38.5K
738 $401K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
286
+ 5.11%
$73.02 - $90.22 $20.9K - $25.8K
5.88K $524K
MAR
Marriott International Inc

Consumer Cyclical
28
+ 1.67%
$211.12 - $274.14 $5.91K - $7.68K
1.7K $465K
ICVT
Ishares Tr Convertible Bond Et

ETFs
427
+ 10.58%
$78.98 - $90.1 $33.7K - $38.5K
4.46K $402K
KMB
Kimberly Clark Corp

Consumer Defensive
645
+ 42.21%
$126.84 - $145.22 $81.8K - $93.7K
2.17K $280K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
945
+ 5.82%
$36.02 - $41.92 $34K - $39.6K
17.2K $720K
NKE
Nike, Inc.

Consumer Cyclical
443
+ 10.86%
$53.27 - $72.04 $23.6K - $31.9K
4.52K $321K
MO
Altria Group, Inc.

Consumer Defensive
1.13K
+ 30.55%
$55.56 - $60.91 $62.7K - $68.8K
4.82K $282K
ABT
Abbott Laboratories

Healthcare
377
+ 15.69%
$123.95 - $138.08 $46.7K - $52.1K
2.78K $378K
MMM
3 M CO

Industrials
219
+ 4.64%
$126.09 - $154.15 $27.6K - $33.8K
4.94K $752K
PANW
Palo Alto Networks Inc

Technology
74
+ 5.99%
$152.44 - $204.64 $11.3K - $15.1K
1.31K $267K
DGRO
Ishares Core Dividend Growth E

ETFs
609
+ 7.9%
$55.22 - $63.94 $33.6K - $38.9K
8.32K $531K
VOX
Vanguard Communication Service

ETFs
74
+ 4.39%
$133.12 - $171.03 $9.85K - $12.7K
1.76K $301K
KO
Coca Cola CO

Consumer Defensive
843
+ 5.99%
$68.37 - $73.9 $57.6K - $62.3K
14.9K $1.06M
IAU
Ishares Gold Trust

ETFs
341
+ 4.64%
$56.1 - $64.74 $19.1K - $22.1K
7.69K $479K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
29
+ 0.73%
$48.48 - $67.3 $1.41K - $1.95K
4K $268K
XLP
Consumer Staples Sector Spdr

ETFs
592
+ 6.33%
N/A
9.94K $755K
MDLZ
Mondelez International, Inc.

Consumer Defensive
688
+ 18.66%
$63.54 - $68.5 $43.7K - $47.1K
4.38K $295K
ICE
Intercontinental Exchange, Inc.

Financial Services
118
+ 6.98%
$151.62 - $183.47 $17.9K - $21.6K
1.81K $331K
ADP
Automatic Data Processing Inc

Industrials
90
+ 4.99%
$276.76 - $326.81 $24.9K - $29.4K
1.89K $583K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
544
+ 8.44%
$30.28 - $36.05 $16.5K - $19.6K
6.99K $252K
NUSC
Nuveen Esg Small Cap ETF

ETFs
372
+ 6.5%
$33.38 - $40.81 $12.4K - $15.2K
6.1K $248K
ZM
Zoom Video Communications, Inc.

Technology
86
+ 1.68%
$66.7 - $84.62 $5.74K - $7.28K
5.21K $406K
SYK
Stryker Corp

Healthcare
35
+ 5.57%
$337.37 - $395.63 $11.8K - $13.8K
663 $262K
BSX
Boston Scientific Corp

Healthcare
123
+ 5.39%
$89.7 - $107.41 $11K - $13.2K
2.4K $258K
VPU
Vanguard Utilities ETF

ETFs
39
+ 1.1%
$158.36 - $178.82 $6.18K - $6.97K
3.58K $631K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
157
+ 5.55%
$110.2 - $126.21 $17.3K - $19.8K
2.99K $373K
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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