Mc Adam, LLC Reduced Holdings in Q1 2025

Mc Adam, LLC

  • $1.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-935K
- 12.27%
$24.91 - $29.02 $23.3M - $27.1M
6.69M $167M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.16M
- 11.2%
$21.75 - $24.28 $25.2M - $28.1M
9.18M $203M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.02M
- 11.25%
$23.03 - $25.01 $23.6M - $25.6M
8.09M $191M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-69.3K
- 60.67%
$102.49 - $119.96 $7.1M - $8.31M
44.9K $4.7M
VO
Vanguard Mid Cap ETF

ETFs
-31.2K
- 61.01%
$251.87 - $277.95 $7.85M - $8.67M
19.9K $5.15M
EFG
Msci Eafe Growth ETF

ETFs
-51.3K
- 57.34%
$96.1 - $106.37 $4.93M - $5.45M
38.1K $3.81M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-90K
- 38.7%
$44.81 - $46.22 $4.03M - $4.16M
142K $6.42M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-73.5K
- 54.07%
$54.25 - $57.64 $3.99M - $4.24M
62.4K $3.44M
AAPL
Apple Inc.

Technology
-6.92K
- 8.48%
$209.68 - $247.1 $1.45M - $1.71M
74.7K $16.6M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-136K
- 41.09%
$22.83 - $23.75 $3.09M - $3.22M
194K $4.48M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.62K
- 8.69%
$554.06 - $615.85 $2M - $2.23M
38K $21.4M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-17.9K
- 8.49%
$77.91 - $92.26 $1.4M - $1.65M
193K $15.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
-3.53K
- 1.91%
$237.72 - $276.98 $839K - $978K
181K $44.3M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-94.3K
- 37.69%
$24.5 - $25.39 $2.31M - $2.39M
156K $3.84M
MUB
Ishares National Muni Bond ETF

ETFs
-22.7K
- 34.5%
$104.71 - $107.69 $2.38M - $2.45M
43.1K $4.55M
IEFA
Ishares Tr

ETFs
-46.4K
- 22.86%
$69.57 - $78.65 $3.23M - $3.65M
157K $11.8M
IWS
Ishares Russell Midcap Value E

ETFs
-16.3K
- 30.68%
$122.59 - $135.24 $2M - $2.21M
36.9K $4.65M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-121K
- 9.96%
$25.81 - $28.52 $3.13M - $3.46M
1.1M $30.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.13K
- 31.25%
$551.42 - $612.93 $1.73M - $1.92M
6.89K $3.85M
VB
Vanguard Small Cap ETF

ETFs
-4.12K
- 7.21%
$217.89 - $252.64 $897K - $1.04M
53K $11.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-34.8K
- 28.9%
$49.25 - $50.66 $1.71M - $1.76M
85.7K $4.25M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.07K
- 0.84%
$183.02 - $207.75 $196K - $223K
127K $23.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
-8.08K
- 15.48%
$114.9 - $139.6 $928K - $1.13M
44.1K $5.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-526K
- 7.5%
$18.36 - $20.51 $9.66M - $10.8M
6.49M $128M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-114K
- 4.13%
$22.46 - $23.26 $2.56M - $2.66M
2.65M $61.5M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-10.3K
- 6.24%
$75.47 - $84.24 $781K - $871K
156K $12M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-28.1K
- 34.21%
$47.33 - $47.92 $1.33M - $1.35M
54K $2.57M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.07K
- 16.47%
$360.07 - $417.26 $744K - $862K
10.5K $3.78M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-94.1K
- 16.17%
$11.22 - $11.8 $1.06M - $1.11M
488K $5.47M
VEA
Vanguard Ftse Developed Market

ETFs
-30.9K
- 23.9%
$47.4 - $52.99 $1.46M - $1.64M
98.2K $4.99M
MSFT
Microsoft Corp

Technology
-864
- 4.83%
$375.39 - $447.2 $324K - $386K
17K $6.39M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-42.5K
- 45.87%
$25.12 - $26.05 $1.07M - $1.11M
50.1K $1.26M
FNDA
Schwab Fundamental U S Small C

ETFs
-20K
- 8.46%
$26.87 - $30.99 $536K - $618K
216K $5.91M
VTI
Vanguard Total Stock Market Et

ETFs
-3.17K
- 24.89%
$271.18 - $303.12 $859K - $961K
9.56K $2.63M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16.7K
- 32.89%
$74.85 - $84.89 $1.25M - $1.41M
34K $2.78M
VGT
Vanguard Information Technolog

ETFs
-959
- 15.18%
$542.38 - $646.34 $520K - $620K
5.36K $2.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-15.4K
- 7.89%
$76.94 - $78.28 $1.18M - $1.2M
180K $14.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-9.23K
- 22.43%
$100.34 - $100.68 $926K - $929K
31.9K $3.21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-23.8K
- 32.05%
$37.07 - $40.63 $881K - $966K
50.4K $1.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.38K
- 29.16%
$468.34 - $539.52 $646K - $744K
3.35K $1.57M
AMZN
Amazon Com Inc

Consumer Cyclical
-234
- 0.86%
$190.26 - $242.06 $44.5K - $56.6K
27.1K $5.16M
SUB
Ishares Short Term National Mu

ETFs
-7.34K
- 32.71%
$105.3 - $106.24 $773K - $780K
15.1K $1.59M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.11K
- 60.61%
$307.43 - $357.48 $647K - $752K
1.37K $422K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-12.9K
- 52.79%
$59.28 - $66.1 $767K - $855K
11.6K $735K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-38.7K
- 13.59%
$25.69 - $26.89 $994K - $1.04M
246K $6.61M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-19.1K
- 16.84%
$42.5 - $46.71 $812K - $892K
94.3K $4.27M
SOXX
Ishares Semiconductor ETF

ETFs
-2.73K
- 46.65%
$188.17 - $235.81 $513K - $643K
3.12K $586K
AVGO
Broadcom Inc.

Technology
-753
- 9.26%
$167.43 - $244.7 $126K - $184K
7.38K $1.24M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-618
- 0.23%
$169.43 - $182.84 $105K - $113K
266K $46M
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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