Mc Adam, LLC Portfolio Holdings
Mc Adam, LLC
- $1.77 Billion
- Q3 2024
Mc Adam, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.77 Billion distributed in 333 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 $226M, Schwab Fundamental U S Large C with a value of $209M, Schwab Strategic Tr Us Large C with a value of $193M, Schwab Strategic Tr Intl Eqty with a value of $135M, and Schwab Us Aggregate Bond ETF with a value of $67.7M.
Examining the 13F form we can see an increase of $119M in the current position value, from $1.65B to 1.77B.
Below you can find more details about Mc Adam, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.77 Billion
ETFs: $1.64 Billion
Technology: $45.7 Million
Healthcare: $21.6 Million
Financial Services: $12.3 Million
Consumer Cyclical: $12.1 Million
Communication Services: $10.2 Million
Energy: $6.42 Million
Industrials: $6.39 Million
Other: $12.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 333
- Current Value $1.77 Billion
- Prior Value $1.65 Billion
- Filing
- Period Q3 2024
- Filing Date October 22, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 33 stocks
- Additional Purchases 150 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks