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
INTC
Intel Corp

Technology
1.3K
+ 12.52%
$18.13 - $22.69 $23.6K - $29.5K
11.7K $261K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
395
+ 7.0%
$51.68 - $52.76 $20.4K - $20.8K
6.04K $318K
XLF
Financial Sector Spdr

ETFs
98
+ 1.7%
$43.92 - $52.37 $4.3K - $5.13K
5.88K $307K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
159
+ 5.11%
$69.8 - $85.28 $11.1K - $13.6K
3.27K $271K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
84
+ 16.28%
$421.16 - $509.5 $35.4K - $42.8K
600 $267K
VNQ
Vanguard Specialized Funds Van

ETFs
240
+ 7.83%
$79.79 - $91.42 $19.1K - $21.9K
3.3K $294K
BR
Broadridge Financial Solutions, Inc.

Technology
65
+ 7.38%
$217.22 - $246.25 $14.1K - $16K
946 $229K
IAUX
I 80 Gold Corp.
24K
+ 81.82%
$0.49 - $0.72 $11.8K - $17.3K
53.4K $32K
WM
Waste Management Inc

Industrials
80
+ 5.4%
$216.47 - $242.1 $17.3K - $19.4K
1.56K $357K
SES
Ses Ai Corp

Consumer Cyclical
7.32K
+ 52.49%
$0.51 - $1.05 $3.73K - $7.68K
21.3K $18K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
147
+ 1.18%
N/A
12.6K $941K
ED
Consolidated Edison Inc

Utilities
358
+ 14.0%
$98.05 - $113.3 $35.1K - $40.6K
2.92K $292K
CINF
Cincinnati Financial Corp

Financial Services
38
+ 1.48%
$126.6 - $151.6 $4.81K - $5.76K
2.6K $387K
CMCSA
Comcast Corp

Communication Services
700
+ 5.46%
$32.84 - $36.72 $23K - $25.7K
13.5K $482K
VHT
Vanguard Health Care ETF

ETFs
105
+ 8.76%
$236.71 - $261.92 $24.9K - $27.5K
1.3K $323K
TRV
Travelers Companies, Inc.

Financial Services
7
+ 0.89%
$233.83 - $276.34 $1.64K - $1.93K
791 $211K
PSX
Phillips 66

Energy
96
+ 5.58%
$92.87 - $125.73 $8.92K - $12.1K
1.82K $216K
FISV
Fiserv Inc

Technology
24
+ 1.9%
N/A
1.29K $161K
PFE
Pfizer Inc

Healthcare
706
+ 5.44%
$21.59 - $24.84 $15.2K - $17.5K
13.7K $331K
UPS
United Parcel Service Inc

Industrials
442
+ 9.13%
$91.92 - $110.2 $40.6K - $48.7K
5.28K $533K
ACN
Accenture PLC

Technology
62
+ 4.59%
$279.23 - $323.21 $17.3K - $20K
1.41K $422K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
28
+ 1.02%
$95.52 - $109.98 $2.67K - $3.08K
2.77K $299K
Arista Networks Inc
116
+ 2.59%
N/A
4.59K $0
Fidelity Wise Origin Bitcoin
78
+ 1.8%
N/A
4.4K $0
SWAN
Amplify ETF Tr Blackswan Growt
4.39K
+ 3.99%
N/A
115K $0
FDEM
Fidelity Emerging Markets Mult
76.3K
+ 23.71%
N/A
398K $0
FSCO
Fs Cr Opportunities Corp Com
21.4K
+ 22.94%
N/A
114K $0
PIN
Invesco India ETF Trust India
15K
+ 7.17%
N/A
224K $0
Tidal Tr Ii
4.04K
+ 26.49%
N/A
19.3K $0
Ishares Bitcoin Trust ETF
311
+ 4.27%
N/A
7.59K $0
Blackrock Inc
28
+ 12.61%
N/A
250 $0
CB
Chubb LTD

Financial Services
24
+ 3.17%
$274.32 - $302.46 $6.58K - $7.26K
780 $225K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
30
+ 0.11%
$50.34 - $51.86 $1.51K - $1.56K
27.4K $1.41M
SHEL
Shell PLC

Energy
87
+ 1.87%
$59.75 - $73.05 $5.2K - $6.36K
4.73K $332K
MCD
Mcdonalds Corp

Consumer Cyclical
131
+ 5.65%
$285.55 - $321.23 $37.4K - $42.1K
2.45K $715K
SBUX
Starbucks Corp

Consumer Cyclical
274
+ 4.56%
$79.69 - $99.41 $21.8K - $27.2K
6.29K $575K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.44K
+ 3.35%
$38.81 - $44.28 $55.7K - $63.5K
44.3K $1.88M
VZ
Verizon Communications Inc

Communication Services
214
+ 1.37%
$41.67 - $45.62 $8.92K - $9.76K
15.8K $685K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2
+ 0.09%
$95.65 - $116.49 $191 - $233
2.2K $229K
CVX
Chevron Corp

Energy
309
+ 8.13%
$133.73 - $168.51 $41.3K - $52.1K
4.11K $588K
MRK
Merck & Co., Inc.

Healthcare
1.58K
+ 8.49%
$73.47 - $87.12 $116K - $137K
20.2K $1.6M
BMY
Bristol Myers Squibb CO

Healthcare
63
+ 1.14%
$44.12 - $59.6 $2.78K - $3.75K
5.6K $259K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
229
+ 4.66%
$483.48 - $539.8 $111K - $124K
5.14K $2.5M
AAPL
Apple Inc.

Technology
5.59K
+ 7.48%
$172.42 - $223.89 $963K - $1.25M
80.3K $16.5M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.06%
$713.71 - $898.95 $1.43K - $1.8K
3.26K $2.54M
UNH
Unitedhealth Group Inc

Healthcare
128
+ 12.71%
$274.35 - $599.47 $35.1K - $76.7K
1.14K $354K
XOM
Exxon Mobil Corp

Energy
145
+ 0.8%
$99.93 - $119.04 $14.5K - $17.3K
18.2K $1.96M
PECO
Phillips Edison & Company, Inc.

Real Estate
71
+ 0.05%
$33.53 - $37.33 $2.38K - $2.65K
143K $5.03M
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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