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McAdam

Latest statistics and disclosures from McAdam's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, FNDX, SCHG, SCHF, SCHC, and represent 46.74% of McAdam's stock portfolio.
Added to shares of these 10 stocks: SCHF (+$18M), FNDX (+$12M), SCHX (+$8.1M), SCHG (+$7.9M), SCHC (+$7.1M), FDEM (+$5.6M), JCPB, VOE, SCHZ, SPTL.
Started 50 new stock positions in MPWR, RDDT, OGN, IBRX, HOOD, EVSM, PL, WDC, HLN, NUBD.
Reduced shares in these 10 stocks: SCHE, IWY, ZS, KMB, RBRK, FSCO, OXY, SPY, , CLSK.
Sold out of its positions in AZO, CLSK, FTNT, KMB, OXY, RBRK, SSRM, SAP, SWBI, TPICQ. SMH, VFH, VRSN, VRT, ZS, SPOT.
McAdam was a net buyer of stock by $127M.
McAdam has $2.2B in assets under management (AUM), dropping by 7.57%.
Central Index Key (CIK): 0001695490

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Portfolio Holdings for McAdam

McAdam holds 428 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.2	$267M	+3%	9.9M	26.91	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	11.4	$250M	+4%	9.2M	27.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.8	$237M	+3%	7.3M	32.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.9	$194M	+10%	8.1M	24.04	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.3	$73M	+10%	1.6M	45.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.8	$62M	+5%	347k	177.37	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.7	$59M	+8%	1.3M	47.35	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.6	$57M	+4%	203k	279.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.4	$52M	+2%	271k	191.56	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.1	$45M	+7%	1.9M	23.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.5	$32M		982k	32.75	View chart
Spdr Series Trust State Street Spd (SPTL)	1.4	$30M	+10%	1.1M	26.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$28M	+2%	134k	211.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$26M		38k	684.93	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$23M	+4%	77k	302.11	View chart
Apple (AAPL)	1.1	$23M	+2%	85k	271.86	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	1.0	$23M	+32%	737k	30.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$20M		226k	89.46	View chart
NVIDIA Corporation (NVDA)	0.9	$20M	+6%	105k	186.50	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$19M	+12%	240k	78.81	View chart
Spdr Series Trust State Street Spd (SPYV)	0.8	$19M		326k	56.81	View chart
Spdr Series Trust State Street Spd (MDYG)	0.8	$17M		182k	92.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$15M	+4%	60k	257.95	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$14M	-3%	49k	276.94	View chart
Spdr Series Trust State Street Spd (MDYV)	0.6	$13M		148k	84.65	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$12M	+13%	462k	25.08	View chart
Microsoft Corporation (MSFT)	0.5	$11M	+11%	23k	483.62	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.5	$11M		311k	36.06	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$11M	+5%	249k	44.34	View chart
Spdr Series Trust State Street Spd (CWB)	0.5	$11M	+6%	123k	89.20	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$10M	+7%	103k	97.85	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$9.4M	+10%	356k	26.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$8.4M	-2%	18k	473.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$8.4M		200k	41.88	View chart
Amazon (AMZN)	0.4	$8.3M	+10%	36k	230.82	View chart
Invesco India Exchange-trade India Etf (PIN)	0.3	$7.1M	+24%	293k	24.31	View chart
Spdr Series Trust State Street Spd (TFI)	0.3	$7.1M	+11%	155k	45.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$6.8M	-3%	109k	62.47	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$6.7M		21k	314.80	View chart
Ishares Tr International Sl (ISCF)	0.3	$6.7M		161k	41.48	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$6.5M	-2%	46k	141.05	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.3	$6.4M	+16%	284k	22.48	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$6.4M		33k	190.99	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$6.3M	+2%	46k	136.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$6.2M	+4%	52k	120.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$6.1M	+4%	21k	290.22	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$6.0M	-3%	190k	31.51	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$5.4M	-4%	59k	90.97	View chart
Meta Platforms Cl A (META)	0.2	$5.3M	+21%	8.1k	660.06	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$5.3M		471k	11.24	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$5.2M	+20%	49k	107.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$5.1M	+4%	95k	53.76	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$5.1M	+10%	106k	47.99	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$5.0M	-4%	15k	342.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$4.9M	+7%	7.9k	627.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.9M	+10%	16k	313.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$4.9M	-5%	7.2k	681.89	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$4.9M	-4%	137k	35.57	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$4.7M	+6%	65k	72.68	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.7M		6.2k	753.83	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$4.6M	-3%	35k	132.37	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$4.6M	-4%	48k	94.19	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$4.5M	+2%	39k	113.92	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$4.3M	+34%	219k	19.39	View chart
Broadcom (AVGO)	0.2	$4.2M	+28%	12k	346.11	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$4.1M	+6%	127k	32.47	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$4.1M	+5%	92k	44.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$4.0M	+2%	80k	50.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$3.9M	+7%	8.0k	487.84	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$3.9M	-3%	167k	23.19	View chart
Eli Lilly & Co. (LLY)	0.2	$3.9M		3.6k	1074.57	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$3.8M	+4%	154k	24.54	View chart
Tesla Motors (TSLA)	0.2	$3.8M	+9%	8.3k	449.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.8M		12k	313.81	View chart
Principal Exchange Traded Active High Yl (YLD)	0.2	$3.7M	+14%	197k	19.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.7M	+9%	39k	96.03	View chart
Abbvie (ABBV)	0.2	$3.6M	+49%	16k	228.49	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$3.6M		88k	40.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.6M	-2%	130k	27.43	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$3.5M	-4%	165k	21.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$3.5M	-3%	74k	46.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.2M	+3%	107k	30.07	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.1M	-4%	39k	80.63	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$3.1M	+527%	63k	49.59	View chart
Gilead Sciences (GILD)	0.1	$3.1M		25k	122.74	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.9M	+18%	29k	100.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$2.8M	+5%	5.7k	502.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.8M		8.4k	335.28	View chart
Oracle Corporation (ORCL)	0.1	$2.8M	+50%	14k	194.91	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$2.6M	+6%	56k	46.81	View chart
American Express Company (AXP)	0.1	$2.5M		6.8k	369.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.5M		86k	28.48	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$2.4M		18k	136.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.4M	-3%	40k	59.28	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$2.3M	+13%	52k	43.25	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.2M	-3%	12k	181.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.2M	-7%	3.6k	614.35	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.2M	+36%	13k	177.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.2M	-2%	22k	99.88	View chart
Merck & Co (MRK)	0.1	$2.2M		21k	105.26	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.1M	-7%	18k	120.34	View chart
Putnam Etf Trust Franklin Massach (FTMA)	0.1	$2.0M	NEW	224k	9.01	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.0M		40k	50.50	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$2.0M	+24%	85k	23.42	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$2.0M	+3%	18k	106.70	View chart
Netflix (NFLX)	0.1	$1.9M	+1074%	21k	93.76	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$1.9M		11k	174.18	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.9M	-5%	5.8k	322.99	View chart
United Parcel Service CL B (UPS)	0.1	$1.9M	-4%	19k	99.19	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.9M	+7%	26k	71.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.9M	-4%	21k	87.16	View chart
Visa Com Cl A (V)	0.1	$1.8M	+6%	5.3k	350.68	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.8M	+8%	5.7k	322.24	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.8M		40k	46.04	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.8M	+46%	55k	33.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.8M	+2%	8.4k	210.34	View chart
Home Depot (HD)	0.1	$1.7M		4.8k	344.07	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.1	$1.6M	-4%	42k	38.43	View chart
Johnson & Johnson (JNJ)	0.1	$1.6M		7.6k	206.96	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.6M		20k	79.84	View chart
Wal-Mart Stores (WMT)	0.1	$1.5M	+10%	13k	111.41	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.5M		9.0k	162.62	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$1.4M	+9%	33k	43.94	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.4M		28k	52.41	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.4M	+7%	86k	16.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.4M	+258%	9.5k	143.97	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.4M	+8%	33k	40.63	View chart
International Business Machines (IBM)	0.1	$1.4M	+48%	4.6k	296.20	View chart
TJX Companies (TJX)	0.1	$1.3M	+2%	8.8k	153.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.3M		6.1k	219.77	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$1.3M	+62%	17k	77.68	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.3M		12k	106.70	View chart
Marsh & McLennan Companies	0.1	$1.3M		7.0k	185.52	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.2M	+13%	23k	54.05	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$1.2M	+14%	30k	41.27	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.4k	862.16	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$1.2M	+24%	49k	24.94	View chart
Procter & Gamble Company (PG)	0.1	$1.2M	-4%	8.5k	143.31	View chart
Caterpillar (CAT)	0.1	$1.2M	+2%	2.1k	572.79	View chart
Coca-Cola Company (KO)	0.1	$1.2M		17k	69.91	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.2M	+4%	13k	90.67	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.2M	+48%	7.5k	154.79	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$1.1M		64k	17.53	View chart
Enterprise Products Partners (EPD)	0.1	$1.1M	+9%	34k	32.06	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$1.1M	-2%	49k	22.53	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.1M	+3%	1.9k	570.77	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$1.1M	+3%	8.7k	121.74	View chart
At&t (T)	0.0	$1.1M		43k	24.84	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$1.0M	-16%	6.2k	170.63	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.0	$1.0M		56k	18.60	View chart
Advanced Micro Devices (AMD)	0.0	$1.0M	-8%	4.9k	214.15	View chart
Ge Aerospace Com New (GE)	0.0	$1.0M		3.4k	307.99	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.0	$1.0M	NEW	20k	50.37	View chart
Boeing Company (BA)	0.0	$1.0M	+4%	4.7k	217.14	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$1.0M	+16%	57k	17.67	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$1.0M		31k	32.80	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$990k	+150%	22k	44.71	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$974k	+3%	15k	67.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$961k	+68%	10k	95.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$947k	+15%	3.8k	246.15	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$918k		3.0k	301.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$901k	+39%	12k	75.44	View chart
State Street Corporation (STT)	0.0	$895k	+5%	6.9k	129.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$892k	+45%	11k	81.17	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$872k	+188%	20k	42.69	View chart
Wells Fargo & Company (WFC)	0.0	$853k		9.2k	93.20	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$849k	+116%	7.1k	119.41	View chart
3M Company (MMM)	0.0	$849k	+57%	5.3k	160.11	View chart
Schwab Strategic Tr Government Money (SGVT)	0.0	$846k	-20%	8.4k	100.48	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$842k	+2%	11k	77.53	View chart
McDonald's Corporation (MCD)	0.0	$839k	+3%	2.7k	305.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$822k	+40%	4.1k	198.61	View chart
Chevron Corporation (CVX)	0.0	$810k	+13%	5.3k	152.41	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$805k		25k	32.77	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$804k	+26%	13k	59.93	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$802k	-4%	26k	30.96	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$794k		18k	45.05	View chart
Bank of America Corporation (BAC)	0.0	$790k	+13%	14k	55.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$785k	+4%	4.3k	183.42	View chart
Cisco Systems (CSCO)	0.0	$777k	+15%	10k	77.03	View chart
Cintas Corporation (CTAS)	0.0	$768k	+4%	4.1k	188.06	View chart
Vanguard World Utilities Etf (VPU)	0.0	$760k	+14%	4.1k	185.03	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$744k	+29%	1.8k	412.77	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$731k		5.2k	139.34	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$719k	+30%	18k	40.37	View chart
Lockheed Martin Corporation (LMT)	0.0	$715k		1.5k	483.66	View chart
Verizon Communications (VZ)	0.0	$707k		17k	40.73	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$696k	-9%	27k	25.75	View chart
Rocket Lab Corp (RKLB)	0.0	$693k	NEW	9.9k	69.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$692k		26k	26.23	View chart
Trane Technologies SHS (TT)	0.0	$689k	+4%	1.8k	389.12	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$680k	+16%	9.8k	69.42	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$679k	+4%	1.4k	468.71	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$673k		16k	43.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$660k	+20%	1.7k	396.31	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$650k		9.7k	67.13	View chart
Applovin Corp Com Cl A (APP)	0.0	$647k	-23%	960.00	673.82	View chart
Trimble Navigation (TRMB)	0.0	$625k	+2%	8.0k	78.35	View chart
Palo Alto Networks (PANW)	0.0	$605k	+29%	3.3k	184.22	View chart
Arista Networks Com Shs (ANET)	0.0	$601k	-6%	4.6k	131.03	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$599k	+10%	7.7k	77.88	View chart
Walt Disney Company (DIS)	0.0	$593k	+11%	5.2k	113.78	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$588k	+50%	11k	54.77	View chart
Lam Research Corp Com New (LRCX)	0.0	$586k	+17%	3.4k	171.19	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$581k	+14%	5.3k	110.19	View chart
Booking Holdings (BKNG)	0.0	$580k	+16%	108.00	5372.94	View chart
Micron Technology (MU)	0.0	$579k	+33%	2.0k	285.42	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$575k	+14%	4.9k	117.72	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$571k		5.8k	97.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$569k	+55%	13k	43.92	View chart
Pfizer (PFE)	0.0	$567k	+56%	23k	24.90	View chart
Marriott Intl Cl A (MAR)	0.0	$566k	+2%	1.8k	310.26	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$566k		13k	44.46	View chart
Philip Morris International (PM)	0.0	$566k	-8%	3.5k	160.41	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$566k	-35%	90k	6.30	View chart
UnitedHealth (UNH)	0.0	$564k	+20%	1.7k	330.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$562k	+59%	1.5k	373.32	View chart
Starbucks Corporation (SBUX)	0.0	$562k	+3%	6.7k	84.21	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$560k	+78%	3.6k	155.12	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$551k	-4%	6.0k	91.38	View chart
Reddit Cl A (RDDT)	0.0	$547k	NEW	2.4k	229.87	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.0	$530k	NEW	11k	50.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$530k		3.7k	143.51	View chart
Ge Vernova (GEV)	0.0	$528k	-5%	808.00	653.58	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$526k	+19%	3.7k	143.32	View chart
Automatic Data Processing (ADP)	0.0	$520k		2.0k	257.24	View chart
Us Bancorp Del Com New (USB)	0.0	$517k	+2%	9.7k	53.36	View chart
Spdr Series Trust State Street Spd (PSK)	0.0	$517k	-3%	16k	31.69	View chart
Goldman Sachs (GS)	0.0	$510k	+12%	580.00	879.44	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$501k	-7%	9.8k	51.12	View chart
Lumen Technologies Call Option (LUMN)	0.0	$499k	+24%	216k	2.31	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$498k	NEW	4.4k	113.10	View chart
Applied Materials (AMAT)	0.0	$494k	+14%	1.9k	257.02	View chart
Adobe Systems Incorporated (ADBE)	0.0	$493k	+32%	1.4k	349.97	View chart
Pepsi (PEP)	0.0	$485k	+8%	3.4k	143.52	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.0	$483k	-4%	5.2k	93.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$477k		6.4k	74.07	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$476k		5.6k	85.37	View chart
Qualcomm (QCOM)	0.0	$474k	+19%	2.8k	171.07	View chart
Comcast Corp Cl A (CMCSA)	0.0	$474k	+9%	16k	29.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$473k	+81%	11k	41.78	View chart
Franco-Nevada Corporation (FNV)	0.0	$472k		2.3k	207.28	View chart
Citigroup Com New (C)	0.0	$472k	+13%	4.0k	116.70	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$469k	-5%	1.9k	251.15	View chart
Intel Corporation (INTC)	0.0	$465k	+13%	13k	36.90	View chart
Nextera Energy (NEE)	0.0	$464k	+5%	5.8k	80.28	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.0	$462k	-3%	11k	40.51	View chart
salesforce (CRM)	0.0	$462k	+8%	1.7k	264.92	View chart
Metropcs Communications (TMUS)	0.0	$456k	NEW	2.2k	203.03	View chart
Spdr Series Trust State Street Spd (SMLV)	0.0	$454k	+9%	3.5k	131.13	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$453k	+6%	4.6k	98.50	View chart
Coinbase Global Com Cl A (COIN)	0.0	$451k	+180%	2.0k	226.14	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$449k	+20%	8.5k	52.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$448k		7.9k	56.63	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$446k	+10%	7.8k	57.24	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$445k		10k	44.41	View chart
Nike CL B (NKE)	0.0	$442k	+41%	6.9k	63.71	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$440k	+26%	1.6k	268.30	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$438k	+7%	4.2k	103.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$437k		11k	39.59	View chart
Kla Corp Com New (KLAC)	0.0	$436k	+25%	359.00	1215.17	View chart
Constellation Energy (CEG)	0.0	$430k	+2%	1.2k	353.27	View chart
Abbott Laboratories (ABT)	0.0	$426k	+13%	3.4k	125.27	View chart
Biogen Idec (BIIB)	0.0	$424k	NEW	2.4k	175.99	View chart
Cincinnati Financial Corporation (CINF)	0.0	$424k		2.6k	163.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$423k	-4%	7.2k	58.73	View chart
Axsome Therapeutics (AXSM)	0.0	$415k	+3%	2.3k	182.64	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$409k		3.9k	104.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$404k	+4%	2.6k	154.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$404k	+32%	9.3k	43.38	View chart
Globe Life (GL)	0.0	$403k		2.9k	139.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$401k	+15%	4.8k	83.75	View chart
ConocoPhillips (COP)	0.0	$400k	+2%	4.3k	93.60	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$399k	NEW	517.00	771.87	View chart
Lowe's Companies (LOW)	0.0	$399k	+7%	1.7k	241.20	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$395k	-4%	18k	22.22	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$393k	+76%	8.9k	44.17	View chart
Waste Management (WM)	0.0	$392k	+7%	1.8k	219.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.0	$390k	-7%	12k	31.85	View chart
Vanguard World Industrial Etf (VIS)	0.0	$390k	+2%	1.3k	298.45	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$387k	+8%	5.1k	76.23	View chart
Intuit (INTU)	0.0	$387k	+18%	584.00	662.42	View chart
Amgen (AMGN)	0.0	$387k		1.2k	327.18	View chart
Eaton Corp SHS (ETN)	0.0	$384k		1.2k	318.51	View chart
Cloudflare Cl A Com (NET)	0.0	$383k	+75%	1.9k	197.15	View chart
Monday SHS (MNDY)	0.0	$382k		2.6k	147.56	View chart
Dell Technologies CL C (DELL)	0.0	$377k	+13%	3.0k	125.89	View chart
Morgan Stanley Com New (MS)	0.0	$377k	+10%	2.1k	177.53	View chart
Blackrock (BLK)	0.0	$373k	+19%	348.00	1070.73	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.0	$372k	+12%	10k	35.79	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$365k	+15%	3.8k	96.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$358k	-2%	5.4k	66.00	View chart
General Motors Company (GM)	0.0	$356k	+6%	4.4k	81.32	View chart
Capital One Financial (COF)	0.0	$355k	-2%	1.5k	242.36	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$354k	-12%	797.00	444.59	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$354k		7.6k	46.67	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$354k	NEW	6.6k	53.88	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$352k	+2%	3.4k	102.54	View chart
Motorola Solutions Com New (MSI)	0.0	$352k	+61%	919.00	383.44	View chart
Planet Labs Pbc Com Cl A (PL)	0.0	$349k	NEW	18k	19.72	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$344k	-4%	8.0k	42.87	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$343k		1.8k	193.65	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$343k	NEW	12k	28.84	View chart
Intuitive Surgical Com New (ISRG)	0.0	$341k	+24%	602.00	566.36	View chart
Charles Schwab Corporation (SCHW)	0.0	$339k	+11%	3.4k	99.91	View chart
Shell Spon Ads (SHEL)	0.0	$339k	-2%	4.6k	73.48	View chart
Servicenow (NOW)	0.0	$337k	+479%	2.2k	153.17	View chart
Consolidated Edison (ED)	0.0	$337k	+2%	3.4k	99.32	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$334k		8.4k	39.59	View chart
Analog Devices (ADI)	0.0	$333k	+5%	1.2k	271.16	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$332k	-10%	3.0k	109.90	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$330k	NEW	12k	27.15	View chart
Roundhill Etf Trust Innovation 100 O (QDTE)	0.0	$329k	+14%	11k	30.84	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$329k		8.6k	38.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$328k		2.7k	123.26	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$325k	+10%	1.1k	303.89	View chart
Agilent Technologies Inc C ommon (A)	0.0	$322k	+5%	2.4k	136.07	View chart
NetApp (NTAP)	0.0	$321k		3.0k	107.09	View chart
Newmont Mining Corporation (NEM)	0.0	$320k		3.2k	99.86	View chart
Cigna Corp (CI)	0.0	$319k	-11%	1.2k	275.29	View chart
Bristol Myers Squibb (BMY)	0.0	$318k		5.9k	53.94	View chart
Aim Etf Products Trust Us Larcp B10 May (MAYT)	0.0	$312k		8.5k	36.94	View chart
Agnico (AEM)	0.0	$310k		1.8k	169.53	View chart
Royal Caribbean Cruises (RCL)	0.0	$309k	+6%	1.1k	278.95	View chart
Amphenol Corp Cl A (APH)	0.0	$308k	-2%	2.3k	135.14	View chart
FedEx Corporation (FDX)	0.0	$307k	+8%	1.1k	288.86	View chart
Intercontinental Exchange (ICE)	0.0	$298k	+2%	1.8k	161.93	View chart
Ishares Tr Residential Mult (REZ)	0.0	$291k	+23%	3.5k	82.65	View chart
Spdr Series Trust State Street Spd (ONEY)	0.0	$290k	-2%	2.6k	113.56	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$289k	+4%	3.1k	94.82	View chart
Astrazeneca Sponsored Adr	0.0	$289k		3.1k	91.93	View chart
CVS Caremark Corporation (CVS)	0.0	$286k	+27%	3.6k	79.37	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$280k	NEW	3.5k	80.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$280k		3.2k	88.49	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$279k	-3%	3.4k	81.01	View chart
IDEXX Laboratories (IDXX)	0.0	$278k	+9%	412.00	675.71	View chart
Boston Scientific Corporation (BSX)	0.0	$276k	-2%	2.9k	95.35	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$275k		12k	22.91	View chart
Altria (MO)	0.0	$273k	+13%	4.7k	57.66	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$271k		4.7k	57.85	View chart
Stryker Corporation (SYK)	0.0	$271k		769.00	351.69	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$269k		6.9k	39.10	View chart
Vanguard World Health Car Etf (VHT)	0.0	$269k		934.00	287.70	View chart
Thermo Fisher Scientific (TMO)	0.0	$267k	NEW	461.00	579.45	View chart
Phillips 66 (PSX)	0.0	$267k	+11%	2.1k	129.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$264k	+2%	1.0k	252.86	View chart
Dow (DOW)	0.0	$262k		11k	23.38	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$258k	-23%	569.00	453.36	View chart
Parker-Hannifin Corporation (PH)	0.0	$256k	+2%	292.00	877.46	View chart
Travelers Companies (TRV)	0.0	$256k	+7%	881.00	290.06	View chart
Union Pacific Corporation (UNP)	0.0	$254k	+22%	1.1k	231.42	View chart
Realty Income (O)	0.0	$254k	+4%	4.5k	56.38	View chart
Tyson Foods Cl A (TSN)	0.0	$252k	NEW	4.3k	58.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$252k		5.8k	43.72	View chart
Truist Financial Corp equities (TFC)	0.0	$252k	+2%	5.1k	49.21	View chart
Chemed Corp Com Stk (CHE)	0.0	$251k	-2%	586.00	427.86	View chart
Bank of New York Mellon Corporation (BK)	0.0	$250k		2.2k	116.08	View chart
Rocket Cos Com Cl A (RKT)	0.0	$250k	NEW	13k	19.36	View chart
Progressive Corporation (PGR)	0.0	$248k	-3%	1.1k	227.72	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$248k	-3%	5.3k	46.71	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$245k	-2%	5.5k	44.65	View chart
AFLAC Incorporated (AFL)	0.0	$245k		2.2k	110.27	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$242k		9.6k	25.17	View chart
Western Digital (WDC)	0.0	$242k	NEW	1.4k	172.28	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$242k	NEW	3.5k	69.91	View chart
Corning Incorporated (GLW)	0.0	$241k	+9%	2.7k	87.56	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.0	$240k	+9%	9.8k	24.42	View chart
Ssga Active Tr State Street Dou (EMTL)	0.0	$238k	NEW	5.5k	43.32	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$237k	-12%	4.4k	53.83	View chart
Monolithic Power Systems (MPWR)	0.0	$237k	NEW	261.00	906.38	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$237k	-11%	5.2k	45.88	View chart
NVR (NVR)	0.0	$233k	NEW	32.00	7292.78	View chart
Texas Instruments Incorporated (TXN)	0.0	$233k	+3%	1.3k	173.47	View chart
Ford Motor Company (F)	0.0	$232k	+39%	18k	13.12	View chart
Omni (OMC)	0.0	$231k	+4%	2.9k	80.75	View chart
Kinder Morgan (KMI)	0.0	$231k	NEW	8.4k	27.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$231k	-21%	2.5k	94.14	View chart
Old Dominion Freight Line (ODFL)	0.0	$230k	NEW	1.5k	156.80	View chart
Hewlett Packard Enterprise (HPE)	0.0	$230k	+9%	9.6k	24.02	View chart
Broadridge Financial Solutions (BR)	0.0	$228k	-3%	1.0k	223.27	View chart
Uber Technologies (UBER)	0.0	$226k	+10%	2.8k	81.70	View chart
S&p Global (SPGI)	0.0	$223k	+3%	427.00	522.72	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$223k	-20%	3.8k	58.12	View chart
Spdr Series Trust State Street Spd (SPIP)	0.0	$220k	-4%	8.5k	25.95	View chart
Cummins (CMI)	0.0	$219k	NEW	429.00	510.45	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.0	$218k		4.6k	47.74	View chart
Corteva (CTVA)	0.0	$217k		3.2k	67.04	View chart
PNC Financial Services (PNC)	0.0	$215k	NEW	1.0k	208.68	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$214k		5.5k	39.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.0	$213k		2.7k	78.49	View chart
Te Connectivity Ord Shs (TEL)	0.0	$213k	NEW	937.00	227.51	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$213k	NEW	4.7k	45.35	View chart
Allstate Corporation (ALL)	0.0	$209k	+3%	1.0k	208.15	View chart
Leidos Holdings (LDOS)	0.0	$209k	-36%	1.2k	180.40	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$209k	NEW	9.3k	22.36	View chart
Linde SHS (LIN)	0.0	$209k	-9%	490.00	426.02	View chart
Doordash Cl A (DASH)	0.0	$207k	NEW	914.00	226.48	View chart
Oneok (OKE)	0.0	$206k	NEW	2.8k	73.50	View chart
Emerson Electric (EMR)	0.0	$206k	NEW	1.6k	132.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$205k	+2%	2.1k	96.27	View chart
Norfolk Southern (NSC)	0.0	$205k	NEW	708.00	288.83	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$203k	-2%	4.0k	50.37	View chart
Moody's Corporation (MCO)	0.0	$202k	NEW	395.00	510.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$201k	NEW	4.5k	44.94	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$198k	NEW	15k	12.90	View chart
Serve Robotics (SERV)	0.0	$176k	NEW	17k	10.38	View chart
Haleon Spon Ads (HLN)	0.0	$138k	NEW	14k	10.11	View chart
Almonty Inds Com New (ALM)	0.0	$101k	NEW	11k	8.81	View chart
Cognition Therapeutics (CGTX)	0.0	$100k	+2%	74k	1.35	View chart
One Stop Systems (OSS)	0.0	$92k	NEW	13k	7.18	View chart
Strategy Cl A New Call Option (MSTR)	0.0	$91k	+12%	1.9k	46.73	View chart
Organon & Co Common Stock (OGN)	0.0	$89k	NEW	12k	7.17	View chart
Atai Beckley Nv SHS	0.0	$80k	NEW	20k	4.09	View chart
Navitas Semiconductor Corp-a (NVTS)	0.0	$80k	-3%	11k	7.14	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$79k	NEW	11k	7.52	View chart
Meiwu Technology Company Shs New (WNW)	0.0	$72k	NEW	52k	1.39	View chart
Ss Innovations International Com New (SSII)	0.0	$70k	NEW	12k	5.68	View chart
Richtech Robotics CL B (RR)	0.0	$68k	NEW	21k	3.23	View chart
Sealsq Corp Ord Shs (LAES)	0.0	$68k	NEW	18k	3.78	View chart
I-80 Gold Corp (IAUX)	0.0	$64k	-15%	44k	1.46	View chart
Kopin Corporation (KOPN)	0.0	$54k	-83%	23k	2.34	View chart
Immunitybio (IBRX)	0.0	$42k	NEW	21k	1.98	View chart
Rezolve Ai Ord Shs (RZLV)	0.0	$39k	NEW	15k	2.57	View chart
Ses Ai Corporation Cl A Com (SES)	0.0	$38k	-15%	21k	1.80	View chart
Waldencast Class A Ord Shs (WALD)	0.0	$33k	-71%	18k	1.88	View chart
Agilon Health (AGL)	0.0	$21k	-29%	31k	0.69	View chart
Quantum Si Com Cl A (QSI)	0.0	$14k	NEW	12k	1.10	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT)	0.0	$7.4k	+101%	18k	0.41	View chart

Past Filings by McAdam

SEC 13F filings are viewable for McAdam going back to 2016

McAdam 2025 Q4 filed Feb. 13, 2026
McAdam 2025 Q3 filed Oct. 29, 2025
McAdam 2025 Q2 filed July 15, 2025
McAdam 2025 Q1 filed May 21, 2025
McAdam 2024 Q4 filed Jan. 24, 2025
McAdam 2024 Q3 filed Oct. 22, 2024
McAdam 2024 Q2 filed July 24, 2024
McAdam 2024 Q1 filed April 23, 2024
McAdam 2023 Q4 filed Feb. 5, 2024
McAdam 2023 Q3 filed Oct. 31, 2023
McAdam 2023 Q2 filed Aug. 2, 2023
McAdam 2023 Q1 filed April 24, 2023
McAdam 2022 Q4 filed Jan. 27, 2023
McAdam 2022 Q3 filed Oct. 24, 2022
McAdam 2022 Q2 filed July 15, 2022
McAdam 2022 Q1 filed April 7, 2022

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