Mc Adam, LLC Reduced Holdings in Q4 2024

Mc Adam, LLC

  • $1.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VLUE
Ishares Msci Usa Value Factor

ETFs
-9
- 0.05%
$104.01 - $115.38 $936 - $1.04K
18.1K $1.91M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-814
- 9.36%
$34.13 - $37.35 $27.8K - $30.4K
7.88K $269K
XLK
Technology Sector Spdr

ETFs
-340
- 6.73%
$220.26 - $241.44 $74.9K - $82.1K
4.71K $1.09M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-317
- 5.36%
$74.5 - $78.37 $23.6K - $24.8K
5.59K $418K
VNQ
Vanguard Specialized Funds Van

ETFs
-201
- 6.71%
$87.85 - $98.6 $17.7K - $19.8K
2.8K $248K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.1K
- 10.42%
$27.8 - $29.05 $30.7K - $32K
9.49K $264K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-557
- 11.94%
$83.09 - $89.28 $46.3K - $49.7K
4.11K $349K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-357
- 9.32%
$316.94 - $357.88 $113K - $128K
3.47K $1.19M
MLN
Vaneck Long Muni ETF

ETFs
-279
- 0.37%
$17.61 - $18.29 $4.91K - $5.1K
74.3K $1.33M
A
Agilent Technologies, Inc.

Healthcare
-12
- 0.47%
$125.69 - $146.56 $1.51K - $1.76K
2.52K $338K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-572
- 9.03%
$51.54 - $52.55 $29.5K - $30.1K
5.77K $298K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-93
- 2.25%
$62.71 - $68.47 $5.83K - $6.37K
4.04K $254K
DT
Dynatrace, Inc.

Technology
-750
- 6.12%
$51.09 - $59.6 $38.3K - $44.7K
11.5K $625K
DKNG
Draft Kings Inc.

Consumer Cyclical
-121
- 1.66%
$35.32 - $44.84 $4.27K - $5.43K
7.15K $266K
TAXF
American Centy ETF Tr Diversif

ETFs
-250
- 5.72%
$49.94 - $51.44 $12.5K - $12.9K
4.12K $206K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-78
- 2.57%
$108.28 - $117.54 $8.45K - $9.17K
2.96K $322K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-199
- 4.14%
$118.0 - $127.04 $23.5K - $25.3K
4.61K $560K
IAU
Ishares Gold Trust

ETFs
-226
- 2.8%
$48.37 - $52.65 $10.9K - $11.9K
7.83K $387K
REI
Ring Energy, Inc.

Energy
-5.11K
- 26.07%
$1.22 - $1.8 $6.23K - $9.19K
14.5K $19K
VIG
Vanguard Dividend Appreciation

ETFs
-30
- 0.6%
N/A
4.98K $906K
OPK
Opko Health, Inc.

Healthcare
-1.13K
- 10.11%
$1.4 - $1.64 $1.58K - $1.85K
10.1K $14K
VUG
Vanguard Growth ETF

ETFs
-449
- 6.51%
$378.79 - $428.11 $170K - $192K
6.45K $2.65M
Annaly Capital Management In
-66
- 0.59%
N/A
11.1K $0
SWAN
Amplify ETF Tr Blackswan Growt
-1.37K
- 1.23%
N/A
110K $0
Waldencast PLC
-4.54K
- 26.64%
N/A
12.5K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-6.75K
- 9.62%
N/A
63.4K $0
BOCT
Innovator U.S. Equity Buffer E

ETFs
-319
- 1.67%
$42.04 - $44.04 $13.4K - $14K
18.7K $809K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-30
- 1.54%
$124.26 - $134.12 $3.73K - $4.02K
1.92K $246K
IWL
Ishares Tr Russell 200 ETF

ETFs
-64
- 2.32%
$138.92 - $149.97 $8.89K - $9.6K
2.7K $390K
MGC
Vanguard Mega Cap ETF

ETFs
-128
- 2.51%
$204.21 - $220.18 $26.1K - $28.2K
4.98K $1.06M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-56
- 0.78%
$72.18 - $81.41 $4.04K - $4.56K
7.14K $539K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.45K
- 4.37%
$46.94 - $51.62 $115K - $127K
53.7K $2.68M
GL
Globe Life Inc.

Financial Services
-1
- 0.03%
$103.49 - $116.02 $103 - $116
2.88K $320K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-3.13K
- 1.5%
$36.63 - $37.8 $115K - $118K
206K $7.71M
CINF
Cincinnati Financial Corp

Financial Services
-1
- 0.04%
$132.86 - $160.16 $133 - $160
2.6K $373K
MAR
Marriott International Inc

Consumer Cyclical
-22
- 1.5%
$246.06 - $292.59 $5.41K - $6.44K
1.44K $402K
XLY
Select Sector Spdr Consumer Di

ETFs
-61
- 1.9%
$194.8 - $239.43 $11.9K - $14.6K
3.14K $705K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-41
- 0.86%
$481.22 - $538.17 $19.7K - $22.1K
4.73K $2.42M
AXP
American Express CO

Financial Services
-41
- 0.62%
$267.35 - $305.57 $11K - $12.5K
6.56K $1.95M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.73K
- 3.2%
$116.4 - $138.52 $201K - $239K
52.2K $6.62M
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.7K
- 4.37%
$216.72 - $244.71 $584K - $659K
58.9K $13.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-48
- 0.38%
$370.24 - $418.94 $17.8K - $20.1K
12.5K $5.04M
TSLA
Tesla, Inc.

Consumer Cyclical
-654
- 9.04%
$213.65 - $479.86 $140K - $314K
6.58K $2.66M
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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