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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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