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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.68K
- 76.49%
$402.49 - $513.76 $676K - $863K
516 $250K
MGC
Vanguard Mega Cap ETF

ETFs
-2.83K
- 56.9%
$199.2 - $222.69 $565K - $631K
2.15K $432K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.58K
- 0.53%
$156.61 - $168.02 $248K - $266K
295K $47.4M
XLK
Technology Sector Spdr

ETFs
-2.17K
- 46.04%
$206.38 - $242.18 $447K - $525K
2.54K $524K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-14K
- 14.05%
$23.16 - $27.04 $324K - $379K
85.7K $2.01M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-23.3K
- 10.03%
$20.7 - $21.15 $483K - $494K
209K $4.33M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.78K
- 3.28%
$80.73 - $94.96 $144K - $169K
52.5K $4.36M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-19K
- 23.97%
$30.35 - $33.16 $577K - $630K
60.3K $1.93M
XLI
Industrial Sector Spdr

ETFs
-3.94K
- 68.36%
$128.78 - $141.67 $507K - $558K
1.82K $239K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.15K
- 12.26%
$95.85 - $99.25 $589K - $610K
44K $4.35M
SPYG
Spdr Portfolio

ETFs
-3.79K
- 17.37%
$80.05 - $92.39 $303K - $350K
18K $1.45M
GOOGL
Alphabet Inc.

Communication Services
-371
- 3.2%
$154.33 - $206.19 $57.3K - $76.5K
11.2K $1.73M
CSCO
Cisco Systems, Inc.

Technology
-7.98K
- 52.03%
$58.74 - $64.87 $469K - $518K
7.36K $454K
HYG
Ishares Tr

ETFs
-5.6K
- 10.65%
$78.51 - $80.11 $439K - $448K
47K $3.71M
VONG
Vanguard Russell 1000 Growth E

ETFs
-3.24K
- 27.44%
$92.71 - $107.38 $300K - $348K
8.57K $795K
SHYD
Vaneck Short High Yield Muni E

ETFs
-17.4K
- 55.45%
$22.46 - $22.9 $391K - $399K
14K $314K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-7.14K
- 20.69%
$51.26 - $52.53 $366K - $375K
27.4K $1.41M
EFV
Msci Eafe Value ETF

ETFs
-7.39K
- 62.29%
$51.88 - $60.73 $383K - $449K
4.47K $263K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-10.4K
- 32.03%
$32.39 - $34.01 $336K - $353K
22K $712K
VUG
Vanguard Growth ETF

ETFs
-261
- 4.05%
$369.1 - $427.61 $96.3K - $112K
6.19K $2.3M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.75K
- 2.51%
$75.99 - $81.58 $209K - $225K
107K $8.2M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-17.1K
- 10.51%
$31.42 - $34.87 $536K - $595K
145K $4.9M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.82K
- 5.25%
$45.72 - $51.73 $129K - $146K
50.9K $2.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-273
- 3.65%
$507.05 - $563.67 $138K - $154K
7.21K $3.7M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-3.29K
- 51.36%
$81.1 - $94.7 $267K - $311K
3.11K $252K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-340
- 4.76%
$254.58 - $302.92 $86.6K - $103K
6.81K $1.74M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.86K
- 52.88%
$92.45 - $106.69 $264K - $305K
2.55K $236K
HYD
Vaneck High Yield Muni ETF

ETFs
-5.68K
- 32.63%
$50.79 - $52.53 $289K - $298K
11.7K $600K
OEF
Ishares S&P 100 ETF

ETFs
-1.12K
- 8.86%
N/A
11.5K $3.05M
PFF
Ishares Trust Ishares Pfd And

ETFs
-8.83K
- 29.46%
$30.73 - $32.26 $271K - $285K
21.1K $649K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-13.1K
- 15.12%
$24.73 - $25.62 $324K - $336K
73.6K $1.88M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-835
- 2.41%
$108.02 - $120.45 $90.2K - $101K
33.8K $3.72M
CB
Chubb LTD

Financial Services
-985
- 56.58%
$257.71 - $301.99 $254K - $297K
756 $228K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-581
- 35.89%
$333.37 - $384.99 $194K - $224K
1.04K $347K
XLP
Consumer Staples Sector Spdr

ETFs
-3.18K
- 25.39%
N/A
9.35K $710K
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.28K
- 1.57%
$34.43 - $37.49 $78.6K - $85.6K
143K $5.23M
IWM
Ishares Russell 2000 ETF

ETFs
-859
- 34.72%
$198.1 - $229.79 $170K - $197K
1.62K $322K
PFE
Pfizer Inc

Healthcare
-7.67K
- 37.16%
$25.01 - $27.13 $192K - $208K
13K $328K
BMY
Bristol Myers Squibb CO

Healthcare
-4.1K
- 42.56%
$53.9 - $63.11 $221K - $259K
5.54K $337K
ABT
Abbott Laboratories

Healthcare
-2.17K
- 47.44%
$111.1 - $140.22 $241K - $304K
2.4K $318K
HD
Home Depot, Inc.

Consumer Cyclical
-289
- 7.1%
$347.25 - $424.87 $100K - $123K
3.78K $1.39M
META
Meta Platforms, Inc.

Communication Services
-197
- 3.42%
$576.36 - $736.67 $114K - $145K
5.56K $3.2M
MRK
Merck & Co., Inc.

Healthcare
-88
- 0.47%
$83.01 - $101.02 $7.3K - $8.89K
18.6K $1.67M
AXP
American Express CO

Financial Services
-21
- 0.32%
$255.39 - $325.87 $5.36K - $6.84K
6.53K $1.76M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.21K
- 40.62%
$44.72 - $46.25 $188K - $195K
6.15K $283K
VV
Vanguard Large Cap ETF

ETFs
-185
- 1.8%
$253.32 - $282.66 $46.9K - $52.3K
10.1K $2.59M
STT
State Street Corp

Financial Services
-1.23K
- 15.83%
$84.47 - $102.23 $104K - $126K
6.54K $585K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.99K
- 27.9%
$69.69 - $79.99 $139K - $159K
5.15K $367K
XLY
Select Sector Spdr Consumer Di

ETFs
-428
- 13.61%
$192.6 - $233.2 $82.4K - $99.8K
2.72K $536K
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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