Mc Adam, LLC Reduced Holdings in Q3 2025

Mc Adam, LLC

  • $1.99 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-39.3K
- 18.52%
$21.89 - $23.17 $860K - $910K
173K $3.99M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-24.6K
- 12.45%
$20.84 - $21.03 $512K - $517K
173K $3.62M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.41K
- 16.79%
$196.15 - $217.83 $277K - $308K
7.01K $1.41M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-4.17K
- 14.48%
$100.37 - $100.74 $419K - $420K
24.7K $2.48M
PM
Philip Morris International Inc.

Consumer Defensive
-1.77K
- 31.38%
$157.77 - $183.27 $278K - $323K
3.86K $625K
XLV
Select Sector Spdr Fund Health

ETFs
-3.1K
- 37.98%
$129.01 - $139.72 $400K - $433K
5.06K $704K
HYG
Ishares Tr

ETFs
-5.11K
- 11.15%
$79.85 - $81.32 $408K - $415K
40.7K $3.3M
UBER
Uber Technologies, Inc

Technology
-3.7K
- 59.64%
$86.91 - $99.57 $322K - $369K
2.51K $245K
NFLX
Netflix Inc

Communication Services
-49
- 2.71%
$1147.87 - $1297.18 $56.2K - $63.6K
1.76K $2.11M
VBK
Vanguard Small Cap Growth ETF

ETFs
-6.64K
- 8.23%
$276.51 - $305.12 $1.84M - $2.03M
74.1K $22M
MMM
3 M CO

Industrials
-1.58K
- 31.94%
$144.41 - $160.2 $228K - $253K
3.36K $521K
COIN
Coinbase Global, Inc.

Technology
-619
- 46.58%
$297.99 - $419.78 $184K - $260K
710 $239K
SUB
Ishares Short Term National Mu

ETFs
-1.94K
- 13.42%
$106.17 - $107.3 $206K - $208K
12.5K $1.33M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.43K
- 18.85%
$284.45 - $324.95 $406K - $463K
6.14K $1.96M
ISRG
Intuitive Surgical Inc

Healthcare
-256
- 34.69%
$433.66 - $544.47 $111K - $139K
482 $215K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.25K
- 26.21%
$72.57 - $74.72 $164K - $168K
6.34K $471K
FTNT
Fortinet, Inc.

Technology
-823
- 24.91%
$74.39 - $107.65 $61.2K - $88.6K
2.48K $208K
XLK
Technology Sector Spdr

ETFs
-820
- 23.67%
$250.97 - $282.66 $206K - $232K
2.64K $745K
CTAS
Cintas Corp

Industrials
-259
- 6.22%
$199.29 - $226.27 $51.6K - $58.6K
3.91K $802K
QCOM
Qualcomm Inc

Technology
-765
- 24.77%
$145.84 - $173.55 $112K - $133K
2.32K $386K
ACN
Accenture PLC

Technology
-120
- 8.49%
$232.56 - $304.78 $27.9K - $36.6K
1.29K $318K
PECO
Phillips Edison & Company, Inc.

Real Estate
-7
- -0.0%
$33.04 - $36.15 $231 - $253
143K $4.93M
RTX
Raytheon Technologies Corp

Industrials
-1.27K
- 23.78%
$144.19 - $167.33 $183K - $213K
4.08K $682K
T
At&T Inc.

Communication Services
-2.25K
- 4.97%
$26.94 - $29.62 $60.6K - $66.6K
43K $1.21M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.04K
- 14.13%
$91.44 - $91.77 $95.3K - $95.6K
6.33K $581K
VHT
Vanguard Health Care ETF

ETFs
-366
- 28.09%
$239.12 - $259.95 $87.5K - $95.1K
937 $243K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-3.17K
- 15.76%
$31.78 - $33.69 $101K - $107K
16.9K $560K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-1.81K
- 13.23%
$40.49 - $40.7 $73.2K - $73.5K
11.9K $482K
VGSH
Vanguard

ETFs
-1.27K
- 14.4%
$58.43 - $58.88 $74K - $74.6K
7.53K $443K
OEF
Ishares S&P 100 ETF

ETFs
-264
- 1.69%
N/A
15.3K $4.08M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-798
- 12.8%
$92.14 - $93.55 $73.5K - $74.7K
5.43K $508K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-831
- 3.54%
$97.75 - $100.75 $81.2K - $83.7K
22.6K $2.27M
AMGN
Amgen Inc

Healthcare
-221
- 15.85%
$271.18 - $309.22 $59.9K - $68.3K
1.17K $331K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.59K
- 3.43%
$137.51 - $145.26 $219K - $231K
44.8K $6.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.86K
- 4.2%
$26.38 - $27.95 $155K - $164K
134K $3.65M
HYMU
Blackrock ETF Tr Ii High Yield
-1.91K
- 9.27%
N/A
18.7K $428K
DOW
Dow Inc.

Basic Materials
-42
- 0.38%
$20.87 - $30.37 $877 - $1.28K
11K $252K
HYD
Vaneck High Yield Muni ETF

ETFs
-883
- 7.66%
$48.85 - $50.94 $43.1K - $45K
10.6K $541K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-878
- 13.64%
$62.09 - $66.51 $54.5K - $58.4K
5.56K $362K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.62K
- 5.14%
$25.21 - $25.99 $40.9K - $42.1K
29.9K $774K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-1.61K
- 3.1%
$22.25 - $22.65 $35.7K - $36.4K
50.3K $1.13M
ICE
Intercontinental Exchange, Inc.

Financial Services
-12
- 0.66%
$167.28 - $188.45 $2.01K - $2.26K
1.8K $302K
EFG
Msci Eafe Growth ETF

ETFs
-883
- 2.26%
$106.99 - $114.46 $94.5K - $101K
38.2K $4.35M
PLTR
Palantir Technologies Inc.

Technology
-3.24K
- 26.07%
$130.68 - $186.97 $424K - $606K
9.19K $1.68M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-1.15K
- 8.27%
$41.22 - $43.5 $47.3K - $49.9K
12.7K $553K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-543
- 5.69%
$24.08 - $24.56 $13.1K - $13.3K
9K $220K
GLW
Corning Inc

Technology
-1.64K
- 39.44%
$51.6 - $82.03 $84.7K - $135K
2.52K $206K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-255
- 7.67%
$133.48 - $144.38 $34K - $36.8K
3.07K $437K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-183
- 3.85%
$46.67 - $49.54 $8.54K - $9.07K
4.57K $222K
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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