Mc Adam, LLC Sells in Q2 2025

Mc Adam, LLC

  • $1.79 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-947K
- 35.68%
$22.68 - $23.28 $21.5M - $22M
1.71M $39.5M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-113K
- 72.74%
$23.4 - $24.92 $2.65M - $2.82M
42.5K $1.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-20.5K
- 46.69%
$96.84 - $99.46 $1.99M - $2.04M
23.5K $2.33M
GLD
Spdr Gold Trust

ETFs
-5.42K
- 79.65%
$273.71 - $316.29 $1.48M - $1.71M
1.39K $422K
ABBV
Abb Vie Inc.

Healthcare
-5.53K
- 35.15%
$170.16 - $206.27 $942K - $1.14M
10.2K $1.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-42.1K
- 57.13%
$24.98 - $25.66 $1.05M - $1.08M
31.6K $808K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.45K
- 28.49%
$83.97 - $92.85 $710K - $785K
21.2K $1.87M
MUB
Ishares National Muni Bond ETF

ETFs
-7.01K
- 16.27%
$102.31 - $105.8 $718K - $742K
36.1K $3.77M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-13.5K
- 9.46%
$43.63 - $45.4 $588K - $612K
129K $5.76M
FDL
First Tr Morningstar Dividend

ETFs
-2.58K
- 1.12%
$38.19 - $43.19 $98.7K - $112K
228K $9.53M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.05K
- 8.23%
$48.13 - $49.85 $340K - $352K
78.6K $3.85M
IEMG
Ishares Inc

ETFs
-6.69K
- 36.8%
N/A
11.5K $616K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-13.6K
- 27.07%
$24.14 - $25.43 $328K - $345K
36.6K $905K
GILD
Gilead Sciences, Inc.

Healthcare
-2.73K
- 10.34%
$96.91 - $113.0 $264K - $308K
23.6K $2.62M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.07K
- 9.63%
$100.35 - $100.71 $308K - $309K
28.8K $2.9M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-16.6K
- 3.41%
$10.78 - $11.28 $179K - $188K
471K $5.25M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-11.9K
- 5.67%
$20.12 - $21.0 $239K - $249K
197K $4.13M
XLE
Energy Sector Spdr

ETFs
-1.15K
- 11.3%
$76.44 - $94.13 $88.1K - $109K
9.05K $767K
XLV
Select Sector Spdr Fund Health

ETFs
-466
- 5.4%
$128.77 - $144.3 $60K - $67.2K
8.16K $1.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.06K
- 37.05%
$45.88 - $54.4 $140K - $166K
5.19K $282K
MLN
Vaneck Long Muni ETF

ETFs
-6.45K
- 9.51%
$16.49 - $17.52 $106K - $113K
61.4K $1.04M
XLU
Utilities Sector Spdr

ETFs
-1.9K
- 21.2%
$73.09 - $82.77 $139K - $157K
7.07K $577K
EPD
Enterprise Products Partners L.P.

Energy
-281
- 0.88%
$28.95 - $34.22 $8.13K - $9.62K
31.5K $976K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.39K
- 13.9%
$72.02 - $73.82 $99.9K - $102K
8.6K $632K
DOW
Dow Inc.

Basic Materials
-22
- 0.2%
$25.81 - $34.89 $568 - $768
11.1K $292K
COP
Conocophillips

Energy
-315
- 7.35%
$82.66 - $106.1 $26K - $33.4K
3.97K $356K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-1.89K
- 8.57%
$31.07 - $32.25 $58.6K - $60.8K
20.1K $638K
XCEM
Columbia ETF Tr Ii

ETFs
-3.84K
- 30.87%
$26.68 - $34.18 $102K - $131K
8.59K $293K
PEP
Pepsico Inc

Consumer Defensive
-134
- 4.47%
$128.02 - $151.37 $17.2K - $20.3K
2.87K $378K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-7.1K
- 13.96%
$40.94 - $52.1 $291K - $370K
43.8K $2.28M
ET
Energy Transfer LP

Energy
-1.33K
- 1.66%
$15.65 - $18.93 $20.8K - $25.1K
78.5K $1.42M
SUB
Ishares Short Term National Mu

ETFs
-663
- 4.39%
$104.77 - $106.34 $69.5K - $70.5K
14.4K $1.53M
OKE
Oneok Inc

Energy
-148
- 5.51%
$78.71 - $100.37 $11.6K - $14.9K
2.54K $207K
TIP
Ishares Tr Tips Bd ETF

ETFs
-489
- 13.29%
$107.93 - $110.97 $52.8K - $54.3K
3.19K $351K
CI
Cigna Corp

Healthcare
-145
- 10.36%
$301.89 - $340.04 $43.8K - $49.3K
1.25K $414K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-587
- 8.13%
$75.05 - $77.34 $44.1K - $45.4K
6.64K $513K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-1.43K
- 13.43%
$25.57 - $26.34 $36.6K - $37.7K
9.22K $240K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-371
- 7.36%
$105.23 - $109.61 $39K - $40.7K
4.67K $511K
OMC
Omnicom Group Inc.

Communication Services
-24
- 0.81%
$69.22 - $79.77 $1.66K - $1.91K
2.93K $210K
INDA
Ishares Msci India Index Fund

ETFs
-1.5K
- 12.58%
$49.13 - $55.86 $73.7K - $83.8K
10.4K $580K
SHYD
Vaneck Short High Yield Muni E

ETFs
-1.34K
- 9.59%
$21.84 - $22.79 $29.3K - $30.6K
12.7K $285K
VGIT
Vanguard Intermediate Term Tre

ETFs
-534
- 5.5%
$58.63 - $59.9 $31.3K - $32K
9.18K $548K
LOW
Lowes Companies Inc

Consumer Cyclical
-34
- 2.02%
$210.83 - $235.28 $7.17K - $8K
1.65K $365K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-682
- 8.5%
$40.82 - $43.14 $27.8K - $29.4K
7.35K $316K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-554
- 9.01%
$45.12 - $46.23 $25K - $25.6K
5.59K $258K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-2.25K
- 4.16%
$21.04 - $22.42 $47.4K - $50.5K
51.9K $1.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-302
- 7.7%
$114.78 - $133.31 $34.7K - $40.3K
3.62K $482K
GL
Globe Life Inc.

Financial Services
-3
- 0.1%
$113.29 - $133.09 $340 - $399
2.88K $357K
HYD
Vaneck High Yield Muni ETF

ETFs
-205
- 1.75%
$49.08 - $51.35 $10.1K - $10.5K
11.5K $578K
Activity Summary
Buys All Purchases 245 New Holdings 46 Increased Positions 199 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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