Mc Adam, LLC Portfolio Holdings
Mc Adam, LLC
- $1.79 Billion
- Q2 2025
Mc Adam, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.79 Billion distributed in 376 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $227M, Schwab Fundamental U S Large C with a value of $203M, Schwab Strategic Tr Us Large C with a value of $199M, Schwab Strategic Tr Intl Eqty with a value of $145M, and Schwab Strategic Tr Intl Small with a value of $57.7M.
Examining the 13F form we can see an increase of $199M in the current position value, from $1.6B to 1.79B.
Below you can find more details about Mc Adam, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.79 Billion
ETFs: $1.64 Billion
Technology: $58.5 Million
Financial Services: $18.2 Million
Communication Services: $15.9 Million
Consumer Cyclical: $15 Million
Healthcare: $14.1 Million
Industrials: $7.67 Million
Energy: $7.51 Million
Other: $13.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 376
- Current Value $1.79 Billion
- Prior Value $1.6 Billion
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 46 stocks
- Additional Purchases 199 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks