Mc Adam, LLC Incresed Positions in Q4 2024

Mc Adam, LLC

  • $1.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
151
+ 5.34%
$120.76 - $140.58 $18.2K - $21.2K
2.98K $380K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
804
+ 19.87%
$75.65 - $83.47 $60.8K - $67.1K
4.85K $369K
IWR
Ishares Russell Mid Cap ETF

ETFs
279
+ 11.7%
$87.25 - $95.52 $24.3K - $26.7K
2.66K $235K
USB
Us Bancorp \De\

Financial Services
132
+ 1.55%
$43.98 - $53.66 $5.81K - $7.08K
8.64K $413K
VOX
Vanguard Communication Service

ETFs
6
+ 0.25%
$144.31 - $163.57 $866 - $981
2.41K $374K
VGIT
Vanguard Intermediate Term Tre

ETFs
836
+ 7.75%
$57.78 - $60.4 $48.3K - $50.5K
11.6K $674K
INDA
Ishares Msci India Index Fund

ETFs
941
+ 19.37%
$52.64 - $58.16 $49.5K - $54.7K
5.8K $305K
XLC
Select Sector Spdr Tr Communic

ETFs
20
+ 0.66%
$89.66 - $102.16 $1.79K - $2.04K
3.05K $295K
KO
Coca Cola CO

Consumer Defensive
2.23K
+ 17.88%
$61.74 - $71.71 $138K - $160K
14.7K $915K
SYK
Stryker Corp

Healthcare
56
+ 7.31%
$345.14 - $392.15 $19.3K - $22K
822 $295K
MNA
Iq Merger Arbitrage ETF

ETFs
547
+ 5.84%
$32.6 - $33.04 $17.8K - $18.1K
9.92K $326K
SOXX
Ishares Semiconductor ETF

ETFs
458
+ 8.5%
$211.27 - $239.8 $96.8K - $110K
5.84K $1.26M
INTU
Intuit Inc

Technology
23
+ 6.97%
$602.01 - $706.25 $13.8K - $16.2K
353 $221K
XLP
Consumer Staples Sector Spdr

ETFs
227
+ 1.85%
N/A
12.5K $952K
IAUX
I 80 Gold Corp.
51.5K
+ 388.51%
$0.35 - $1.19 $18K - $61.3K
64.7K $32K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.64K
+ 2.04%
$47.26 - $48.18 $77.6K - $79.2K
82.1K $3.89M
XLI
Industrial Sector Spdr

ETFs
265
+ 4.82%
$131.76 - $143.99 $34.9K - $38.2K
5.76K $759K
IWB
Ishares Tr Russell 1000 ETF

ETFs
18
+ 1.61%
$311.11 - $335.64 $5.6K - $6.04K
1.14K $366K
HD
Home Depot, Inc.

Consumer Cyclical
198
+ 5.11%
$385.02 - $431.37 $76.2K - $85.4K
4.07K $1.58M
ABT
Abbott Laboratories

Healthcare
147
+ 3.32%
$111.93 - $119.39 $16.5K - $17.6K
4.57K $517K
DGRO
Ishares Core Dividend Growth E

ETFs
386
+ 4.54%
$60.73 - $64.94 $23.4K - $25.1K
8.89K $545K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.64K
+ 2.13%
$40.26 - $42.88 $66.1K - $70.4K
78.6K $3.18M
IBM
International Business Machines Corp

Technology
70
+ 1.96%
$204.9 - $238.04 $14.3K - $16.7K
3.64K $800K
CVX
Chevron Corp

Energy
138
+ 3.76%
$141.15 - $162.53 $19.5K - $22.4K
3.81K $551K
QCOM
Qualcomm Inc

Technology
270
+ 14.21%
$150.4 - $178.04 $40.6K - $48.1K
2.17K $333K
POCT
Innovator U.S. Equity Power Bu

ETFs
100
+ 1.22%
$38.63 - $40.03 $3.86K - $4K
8.32K $329K
VEA
Vanguard Ftse Developed Market

ETFs
12.4K
+ 10.59%
$47.57 - $52.44 $588K - $648K
129K $6.17M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
2.8K
+ 10.72%
$34.74 - $38.36 $97.4K - $108K
29K $1.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
373
+ 5.31%
$57.53 - $60.83 $21.5K - $22.7K
7.39K $425K
FISV
Fiserv Inc

Technology
58
+ 3.64%
N/A
1.65K $206K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
49
+ 1.14%
$126.68 - $134.74 $6.21K - $6.6K
4.36K $556K
EMB
Ishares Tr

ETFs
177
+ 6.59%
$88.94 - $93.46 $15.7K - $16.5K
2.86K $254K
MEAR
Blackrock Short Maturity Munic

ETFs
86
+ 1.27%
$49.94 - $50.28 $4.29K - $4.32K
6.86K $342K
PEP
Pepsico Inc

Consumer Defensive
253
+ 12.28%
$151.29 - $176.1 $38.3K - $44.6K
2.31K $351K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.12%
$216.13 - $242.4 $648 - $727
2.47K $546K
American Battery Technology
434
+ 2.52%
N/A
17.7K $0
PIN
Invesco India ETF Trust India
41K
+ 23.75%
N/A
213K $0
FDEM
Fidelity Emerging Markets Mult
162K
+ 481.28%
N/A
195K $0
FSCO
Fs Cr Opportunities Corp Com
14.9K
+ 23.63%
N/A
78.1K $0
NTAP
Net App, Inc.

Technology
137
+ 5.44%
$115.31 - $131.11 $15.8K - $18K
2.66K $308K
VIS
Vanguard Industrial ETF

ETFs
14
+ 1.3%
$254.39 - $279.7 $3.56K - $3.92K
1.09K $278K
ADI
Analog Devices Inc

Technology
70
+ 7.17%
$206.35 - $236.48 $14.4K - $16.6K
1.05K $222K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
2.55K
+ 21.08%
$1.62 - $2.34 $4.13K - $5.96K
14.6K $25K
ICE
Intercontinental Exchange, Inc.

Financial Services
98
+ 6.58%
$148.29 - $166.93 $14.5K - $16.4K
1.59K $236K
IVE
Ishares S&P 500 Value ETF

ETFs
30
+ 2.15%
$189.5 - $206.17 $5.69K - $6.19K
1.43K $272K
WM
Waste Management Inc

Industrials
20
+ 1.41%
$201.79 - $228.46 $4.04K - $4.57K
1.44K $290K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
30
+ 1.31%
$91.94 - $100.02 $2.76K - $3K
2.32K $214K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 1.32%
$442.29 - $483.08 $29.2K - $31.9K
5.06K $2.29M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
458
+ 3.56%
$13.01 - $14.43 $5.96K - $6.61K
13.3K $176K
Activity Summary
Buys All Purchases 243 New Holdings 42 Increased Positions 201 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 1 Puts 0
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