Mc Adam, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.81 Billion distributed in 354 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 $240M, Schwab Fundamental U S Large C with a value of $216M, Schwab Strategic Tr Us Large C with a value of $212M, Schwab Strategic Tr Intl Eqty with a value of $130M, and Schwab Us Aggregate Bond ETF with a value of $62.8M.
Examining the 13F form we can see an increase of $45M in the current position value, from $1.77B to 1.81B.
Below you can find more details about Mc Adam, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.81 Billion
ETFs: $1.67 Billion
Technology: $54.1 Million
Healthcare: $19.4 Million
Consumer Cyclical: $15.1 Million
Financial Services: $13.9 Million
Communication Services: $12.2 Million
Energy: $7.28 Million
Industrials: $6.97 Million
Other: $11.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more