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
IBM
International Business Machines Corp

Technology
-1.07K
- 29.34%
$217.4 - $264.74 $232K - $283K
2.57K $639K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-4.97K
- 27.77%
$26.53 - $29.63 $132K - $147K
12.9K $347K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.23K
- 0.6%
$36.56 - $38.35 $44.8K - $47K
204K $7.56M
MLN
Vaneck Long Muni ETF

ETFs
-6.48K
- 8.72%
$17.22 - $18.0 $112K - $117K
67.8K $1.18M
XLV
Select Sector Spdr Fund Health

ETFs
-1.53K
- 15.07%
$137.61 - $149.68 $211K - $229K
8.63K $1.26M
BAC
Bank Of America Corp

Financial Services
-2.54K
- 17.99%
$39.61 - $47.74 $101K - $121K
11.6K $482K
VIG
Vanguard Dividend Appreciation

ETFs
-709
- 14.24%
N/A
4.27K $777K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-4.94K
- 8.36%
$21.89 - $22.65 $108K - $112K
54.1K $1.19M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3.55K
- 8.54%
$16.57 - $18.85 $58.9K - $67K
38K $632K
VOX
Vanguard Communication Service

ETFs
-728
- 30.16%
$147.73 - $169.24 $108K - $123K
1.69K $250K
UPS
United Parcel Service Inc

Industrials
-290
- 5.65%
$109.66 - $136.26 $31.8K - $39.5K
4.84K $532K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.63K
- 12.19%
$21.23 - $23.75 $77.1K - $86.2K
26.2K $563K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.2K
- 4.54%
$39.02 - $42.89 $46.7K - $51.3K
25.2K $994K
CRM
Salesforce, Inc.

Technology
-173
- 18.78%
$268.36 - $359.95 $46.4K - $62.3K
748 $200K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-627
- 0.78%
$39.81 - $42.17 $25K - $26.4K
80.1K $3.22M
BSX
Boston Scientific Corp

Healthcare
-1.44K
- 38.62%
$89.38 - $106.18 $128K - $152K
2.28K $230K
VTV
Vanguard Value ETF

ETFs
-930
- 5.28%
$167.73 - $179.21 $156K - $167K
16.7K $2.88M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.92K
- 16.5%
$57.44 - $59.4 $110K - $114K
9.71K $576K
ACN
Accenture PLC

Technology
-127
- 8.59%
$300.91 - $398.25 $38.2K - $50.6K
1.35K $421K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2K
- 19.94%
$42.38 - $43.28 $84.7K - $86.5K
8.03K $341K
NTAP
Net App, Inc.

Technology
-118
- 4.44%
$87.84 - $126.3 $10.4K - $14.9K
2.54K $222K
VZ
Verizon Communications Inc

Communication Services
-4.02K
- 20.45%
$37.81 - $46.49 $152K - $187K
15.6K $708K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-191
- 16.77%
$302.31 - $337.54 $57.7K - $64.5K
948 $290K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.18K
- 13.31%
$60.46 - $64.42 $71.5K - $76.2K
7.71K $476K
XLE
Energy Sector Spdr

ETFs
-1.73K
- 14.51%
$85.7 - $93.96 $148K - $163K
10.2K $953K
MA
Mastercard Inc

Financial Services
-182
- 12.35%
$504.67 - $576.31 $91.8K - $105K
1.29K $708K
TJX
Tjx Companies Inc

Consumer Cyclical
-623
- 7.71%
$112.81 - $126.16 $70.3K - $78.6K
7.46K $908K
SYK
Stryker Corp

Healthcare
-194
- 23.6%
$355.18 - $399.9 $68.9K - $77.6K
628 $233K
MO
Altria Group, Inc.

Consumer Defensive
-1.64K
- 30.77%
$50.81 - $60.02 $83.4K - $98.6K
3.7K $221K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-2.74K
- 20.44%
$25.21 - $26.38 $69K - $72.2K
10.7K $280K
VHT
Vanguard Health Care ETF

ETFs
-277
- 18.78%
$254.06 - $273.83 $70.4K - $75.9K
1.2K $317K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.21K
- 23.33%
$27.64 - $28.58 $61.2K - $63.2K
7.27K $207K
A
Agilent Technologies, Inc.

Healthcare
-76
- 3.02%
$116.69 - $152.6 $8.87K - $11.6K
2.44K $285K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-2.85K
- 4.64%
$18.01 - $18.31 $51.3K - $52.2K
58.6K $1.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-436
- 10.0%
$126.11 - $135.06 $55K - $58.9K
3.92K $505K
COST
Costco Wholesale Corp

Consumer Defensive
-81
- 9.04%
$890.62 - $1076.86 $72.1K - $87.2K
815 $770K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-548
- 9.81%
$105.1 - $109.61 $57.6K - $60.1K
5.04K $547K
WMT
Walmart Inc.

Consumer Defensive
-284
- 2.97%
$84.5 - $105.05 $24K - $29.8K
9.27K $814K
ISRG
Intuitive Surgical Inc

Healthcare
-58
- 7.97%
$476.63 - $610.45 $27.6K - $35.4K
670 $331K
FISV
Fiserv Inc

Technology
-388
- 23.5%
N/A
1.26K $158K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-772
- 16.29%
$53.81 - $62.59 $41.5K - $48.3K
3.97K $222K
ADP
Automatic Data Processing Inc

Industrials
-234
- 11.49%
$286.85 - $318.64 $67.1K - $74.6K
1.8K $550K
VPU
Vanguard Utilities ETF

ETFs
-432
- 10.88%
$161.24 - $173.33 $69.7K - $74.9K
3.54K $604K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.71K
- 13.78%
$24.5 - $24.95 $41.9K - $42.7K
10.7K $265K
SRLN
Ssga Active Trust

ETFs
-603
- 2.75%
$41.02 - $41.99 $24.7K - $25.3K
21.3K $877K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-41
- 3.54%
$203.38 - $274.79 $8.34K - $11.3K
1.12K $229K
REZ
Ishares Tr Residential And Mul

ETFs
-643
- 17.93%
$78.21 - $88.48 $50.3K - $56.9K
2.94K $254K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-148
- 4.97%
$122.03 - $134.83 $18.1K - $20K
2.83K $347K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-475
- 6.42%
$56.17 - $59.71 $26.7K - $28.4K
6.92K $395K
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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