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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, SCHZ, and represent 46.59% of McAdam's stock portfolio.
Added to shares of these 10 stocks: VO (+$13M), IJR (+$13M), FNDX (+$12M), EFG (+$8.5M), EMXC (+$7.8M), SCHX (+$7.6M), JCPB (+$5.3M), SCHF, SHY, TFI.
Started 33 new stock positions in TXN, TAK, YLD, SAVA, MAS, BSX, EMXC, IJH, FMC, MPC.
Reduced shares in these 10 stocks: SCHZ (-$14M), SCHC (-$6.5M), MDYG (-$5.5M), MDYV, SPTL, FNDE, BSV, RSP, SCHP, SCHE.
Sold out of its positions in Star Peak Corp II, BITB, CELH, GLW, DELL, GM, ARGT, INTC, EWH, SHV. FLOT, LUMN, NVO, PSX, SPMD, IOT, XLF, SNES, TTD, MAPS, ZM.
McAdam was a net buyer of stock by $21M.
McAdam has $1.8B in assets under management (AUM), dropping by 7.22%.
Central Index Key (CIK): 0001695490

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Portfolio Holdings for McAdam

McAdam holds 330 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.7	$226M	+3%	3.3M	67.85	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	11.7	$209M	+6%	2.9M	71.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.8	$193M		1.8M	104.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.6	$135M	+3%	3.3M	41.12	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	3.8	$68M	-16%	1.4M	47.52	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.0	$53M	-11%	1.4M	38.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.7	$48M	-2%	286k	167.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$47M	-6%	262k	179.16	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.4	$44M	-2%	179k	243.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.1	$38M	-5%	1.3M	29.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.4	$25M		122k	200.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$24M	+4%	41k	576.81	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.3	$23M	-14%	781k	29.07	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$21M		77k	267.37	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	1.1	$20M	-21%	223k	87.74	View chart
Apple (AAPL)	1.0	$18M	+6%	78k	233.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$17M	-16%	215k	78.69	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.9	$17M	+2%	317k	52.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$15M	+4%	188k	78.05	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.8	$14M	-24%	178k	79.46	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$14M	+2%	62k	220.05	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$13M	+2996%	51k	263.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$13M	+4966%	111k	116.96	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.6	$12M	+23%	247k	46.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$11M	+4%	40k	283.16	View chart
NVIDIA Corporation (NVDA)	0.6	$11M	+5%	89k	121.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$11M	-9%	46k	237.21	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.5	$9.8M	-27%	302k	32.27	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$9.0M	-16%	90k	99.45	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$8.6M	-15%	170k	50.60	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$8.5M	NEW	79k	107.65	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.5	$8.3M	-14%	109k	76.59	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$7.8M	NEW	127k	61.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$7.7M		209k	36.88	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.4	$7.6M	-21%	128k	59.57	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$7.5M	-27%	141k	53.63	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.4	$7.5M	-13%	607k	12.35	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$7.4M	-3%	308k	24.15	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$7.1M	+11%	65k	108.63	View chart
Microsoft Corporation (MSFT)	0.4	$7.0M	+8%	16k	430.29	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$6.8M		52k	132.25	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.4	$6.7M	+8%	255k	26.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$6.3M	+6%	54k	117.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$6.2M	-3%	61k	101.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$6.2M	-2%	122k	51.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$6.2M		117k	52.81	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$5.6M	-10%	149k	37.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$5.6M	-4%	117k	47.85	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.3	$5.5M	-24%	64k	86.82	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.3	$5.4M	-22%	259k	21.01	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$5.4M	-19%	58k	93.11	View chart
Invesco India Exchange-trade India Etf (PIN)	0.3	$5.3M	-3%	172k	30.71	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$5.3M	NEW	109k	48.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$5.0M		8.7k	573.73	View chart
Ishares Tr International Sl (ISCF)	0.3	$5.0M		142k	35.25	View chart
Amazon (AMZN)	0.3	$4.7M	+7%	26k	186.33	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$4.7M	-5%	13k	375.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$4.6M	-22%	57k	80.30	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$4.4M	-14%	196k	22.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$4.2M	+5%	50k	83.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.2M	-12%	49k	84.53	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$4.1M		36k	112.94	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$3.9M	-2%	15k	263.29	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$3.9M	+6%	81k	48.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.7M		7.0k	527.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.7M	-6%	6.3k	586.54	View chart
Abbvie (ABBV)	0.2	$3.4M		17k	197.48	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$3.4M		34k	100.72	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$3.4M	-7%	112k	30.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$3.3M	-11%	81k	40.48	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.3M	-3%	12k	276.76	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.2M	NEW	38k	83.15	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.2M		77k	41.28	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$3.2M	-2%	77k	41.19	View chart
Meta Platforms Cl A (META)	0.2	$3.2M	+5%	5.5k	572.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.9M	-3%	17k	174.57	View chart
Eli Lilly & Co. (LLY)	0.2	$2.8M	+6%	3.2k	886.01	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$2.8M		2.6k	1051.24	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.7M	-15%	56k	47.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.6M		6.9k	383.95	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$2.6M	+9%	100k	26.27	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.6M	+2%	51k	51.50	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.6M	-2%	24k	106.19	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$2.5M		75k	34.13	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$2.5M	-2%	97k	26.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.3M		4.8k	488.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$2.3M	+4%	5.0k	460.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$2.3M	-28%	70k	32.23	View chart
Merck & Co (MRK)	0.1	$2.0M	+7%	18k	113.56	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.0M	+15%	7.1k	284.02	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.1	$2.0M	-5%	13k	157.55	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$2.0M	-5%	18k	109.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.0M		10k	189.80	View chart
Tesla Motors (TSLA)	0.1	$1.9M		7.2k	261.63	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.9M	+9%	41k	45.65	View chart
Gilead Sciences (GILD)	0.1	$1.8M		22k	83.84	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.8M	-5%	18k	98.10	View chart
American Express Company (AXP)	0.1	$1.8M	-8%	6.6k	271.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.8M	+9%	11k	165.86	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.8M	+13%	21k	82.94	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.7M	-2%	26k	67.70	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.6M	+2%	31k	52.98	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.6M	+2%	14k	117.22	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.6M	-2%	10k	154.02	View chart
Home Depot (HD)	0.1	$1.6M	+22%	3.9k	405.20	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.6M		22k	72.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.5M	+10%	8.8k	167.19	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.4M	+5%	8.7k	166.82	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$1.4M	-15%	64k	22.14	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.4M	NEW	8.6k	162.91	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$1.4M		75k	18.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.4M	+6%	16k	83.09	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.1	$1.3M	-2%	35k	35.66	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.2M		78k	16.05	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.2M	+15%	5.4k	230.61	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M	+20%	7.6k	162.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.2M	+17%	3.8k	321.97	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.2M	+4%	2.6k	465.08	View chart
Principal Exchange Traded Active High Yl (YLD)	0.1	$1.2M	NEW	63k	19.53	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$1.2M	-8%	65k	18.54	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	+4%	6.8k	170.40	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.1M		5.0k	225.77	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.1M		11k	96.52	View chart
Netflix (NFLX)	0.1	$1.1M	+19%	1.5k	709.27	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.1M	-5%	26k	41.50	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.1	$1.1M		1.1M	1.00	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.1M	-10%	5.1k	206.62	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.0M	-3%	20k	53.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.0M		16k	66.52	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.0M		31k	33.23	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.0M	-8%	12k	83.00	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$1.0M	+10%	26k	38.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$992k	+7%	5.0k	198.08	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$973k	+9%	11k	87.80	View chart
Wal-Mart Stores (WMT)	0.1	$964k	+31%	12k	80.75	View chart
Aon Shs Cl A (AON)	0.1	$947k		2.7k	345.99	View chart
Emcor (EME)	0.1	$941k	-17%	2.2k	430.53	View chart
Visa Com Cl A (V)	0.1	$920k	+2%	3.3k	274.95	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.1	$908k	NEW	34k	27.05	View chart
Cintas Corporation (CTAS)	0.1	$908k	+305%	4.4k	205.89	View chart
Procter & Gamble Company (PG)	0.1	$901k	+10%	5.2k	173.21	View chart
JPMorgan Chase & Co. (JPM)	0.1	$898k	+8%	4.3k	210.84	View chart
Coca-Cola Company (KO)	0.1	$896k	+7%	13k	71.86	View chart
Hubspot (HUBS)	0.0	$888k		1.7k	531.60	View chart
TJX Companies (TJX)	0.0	$875k	+7%	7.4k	117.53	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$844k	-2%	11k	80.48	View chart
Verizon Communications (VZ)	0.0	$844k	+2%	19k	44.91	View chart
Marsh & McLennan Companies (MMC)	0.0	$842k	+2%	3.8k	223.09	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$840k	+9%	20k	41.76	View chart
Enterprise Products Partners (EPD)	0.0	$834k		29k	29.11	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$809k		19k	42.45	View chart
International Business Machines (IBM)	0.0	$789k		3.6k	221.06	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$779k	-3%	34k	22.72	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$756k	-5%	7.7k	98.80	View chart
Moderna (MRNA)	0.0	$749k		11k	66.83	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$745k	+16%	5.5k	135.43	View chart
Broadcom (AVGO)	0.0	$744k	+1104%	4.3k	172.50	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$721k	+2%	6.4k	112.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$700k	+14%	9.3k	75.11	View chart
Cisco Systems (CSCO)	0.0	$693k	+8%	13k	53.22	View chart
Lockheed Martin Corporation (LMT)	0.0	$689k	+101%	1.2k	584.49	View chart
Vanguard World Utilities Etf (VPU)	0.0	$687k	-3%	3.9k	174.05	View chart
Costco Wholesale Corporation (COST)	0.0	$666k	+17%	752.00	886.20	View chart
McDonald's Corporation (MCD)	0.0	$663k		2.2k	304.57	View chart
Dynatrace Com New (DT)	0.0	$655k	-4%	12k	53.47	View chart
United Parcel Service CL B (UPS)	0.0	$655k		4.8k	136.35	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$652k	-4%	11k	60.42	View chart
Dow (DOW)	0.0	$644k	-2%	12k	54.63	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$642k	+6%	3.2k	200.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$637k		7.9k	80.79	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$634k		1.5k	423.12	View chart
Monday SHS (MNDY)	0.0	$634k	-10%	2.3k	277.77	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$631k	+2%	15k	43.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$627k	+23%	3.5k	179.32	View chart
Pfizer (PFE)	0.0	$623k	+13%	22k	28.94	View chart
At&t (T)	0.0	$616k	-7%	28k	22.00	View chart
Starbucks Corporation (SBUX)	0.0	$593k	+4%	6.1k	97.49	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$588k	+10%	33k	18.04	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$583k	-10%	10k	57.41	View chart
Mastercard Incorporated Cl A (MA)	0.0	$580k	+19%	1.2k	493.75	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$578k	+21%	4.8k	120.37	View chart
State Street Corporation (STT)	0.0	$569k		6.4k	88.47	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$566k	-33%	7.8k	72.28	View chart
Advanced Micro Devices (AMD)	0.0	$559k	-5%	3.4k	164.06	View chart
3M Company (MMM)	0.0	$558k	+55%	4.1k	136.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$553k	-5%	4.3k	128.20	View chart
Raytheon Technologies Corp (RTX)	0.0	$547k	+24%	4.5k	121.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$546k	-3%	2.5k	220.88	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$544k	NEW	14k	37.86	View chart
Chevron Corporation (CVX)	0.0	$541k		3.7k	147.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$540k	-15%	4.9k	110.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$533k	-5%	8.5k	62.69	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$525k	+6%	7.2k	72.97	View chart
Comcast Corp Cl A (CMCSA)	0.0	$523k	+27%	13k	41.77	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$513k	-2%	9.3k	55.29	View chart
Cigna Corp (CI)	0.0	$507k		1.5k	346.37	View chart
Abbott Laboratories (ABT)	0.0	$505k	+10%	4.4k	114.01	View chart
Automatic Data Processing (ADP)	0.0	$497k	+6%	1.8k	276.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$493k	+3%	5.1k	95.76	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$490k	-19%	19k	26.28	View chart
Ge Aerospace Com New (GE)	0.0	$479k	+4%	2.5k	188.54	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$477k	-14%	10k	47.12	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$471k		12k	38.13	View chart
Bank of America Corporation (BAC)	0.0	$470k	+3%	12k	39.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$463k	-2%	1.9k	243.06	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$463k	+11%	5.9k	78.37	View chart
UnitedHealth (UNH)	0.0	$444k	+25%	759.00	584.87	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$441k	+8%	1.2k	353.48	View chart
Trimble Navigation (TRMB)	0.0	$426k	-3%	6.9k	62.09	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$418k	+11%	10k	41.72	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$418k	+54%	7.0k	59.51	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$414k	-6%	3.3k	125.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$405k		7.9k	51.21	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$401k	+4%	63k	6.35	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$401k	-8%	8.1k	49.70	View chart
Walt Disney Company (DIS)	0.0	$395k	+11%	4.1k	96.20	View chart
Lowe's Companies (LOW)	0.0	$395k	+3%	1.5k	270.89	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$391k		14k	28.41	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$390k		4.7k	83.67	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$390k	+8%	4.7k	82.63	View chart
Us Bancorp Del Com New (USB)	0.0	$389k	+2%	8.5k	45.73	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$388k		2.8k	140.44	View chart
Vanguard World Health Car Etf (VHT)	0.0	$382k	-13%	1.4k	282.22	View chart
Agilent Technologies Inc C ommon (A)	0.0	$376k	+3%	2.5k	148.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$368k	-53%	7.2k	50.74	View chart
Marriott Intl Cl A (MAR)	0.0	$364k		1.5k	248.63	View chart
Nextera Energy (NEE)	0.0	$363k	+3%	4.3k	84.54	View chart
Chemed Corp Com Stk (CHE)	0.0	$358k		596.00	600.97	View chart
Cincinnati Financial Corporation (CINF)	0.0	$354k		2.6k	136.13	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$353k		8.7k	40.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$352k	-2%	1.1k	314.31	View chart
Spdr Ser Tr Ssga Us Smal Etf (SMLV)	0.0	$351k	+14%	2.8k	124.22	View chart
Pepsi (PEP)	0.0	$351k	+20%	2.1k	170.08	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$350k		2.4k	145.39	View chart
Chubb (CB)	0.0	$350k	NEW	1.2k	288.39	View chart
Arista Networks (ANET)	0.0	$348k	+22%	906.00	383.82	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.0	$341k	-9%	6.8k	50.31	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$341k	+19%	3.0k	112.16	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$341k	+7%	4.0k	84.17	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$336k		11k	30.20	View chart
Caterpillar (CAT)	0.0	$335k	+27%	856.00	391.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$334k	+5%	6.3k	52.66	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.0	$330k	NEW	17k	19.07	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$327k	+23%	8.7k	37.56	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$324k	-5%	5.9k	54.93	View chart
Qualcomm (QCOM)	0.0	$323k	+11%	1.9k	170.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$320k	+4%	8.2k	38.95	View chart
Wells Fargo & Company (WFC)	0.0	$318k		5.6k	56.49	View chart
Omni (OMC)	0.0	$317k		3.1k	103.39	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$315k		6.0k	52.13	View chart
NetApp (NTAP)	0.0	$311k	+2%	2.5k	123.51	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.0	$308k	+10%	9.4k	32.88	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$308k	-10%	11k	29.06	View chart
Shell Spon Ads (SHEL)	0.0	$307k		4.7k	65.95	View chart
Ishares Tr Residential Mult (REZ)	0.0	$306k	-13%	3.4k	88.82	View chart
Globe Life (GL)	0.0	$305k		2.9k	105.91	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$300k		7.6k	39.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$299k		8.5k	35.24	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$295k	-9%	4.6k	63.73	View chart
Boston Scientific Corporation (BSX)	0.0	$295k	NEW	3.5k	83.80	View chart
Waste Management (WM)	0.0	$294k	+7%	1.4k	207.61	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$292k	-9%	3.0k	97.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$289k		8.4k	34.29	View chart
Boeing Company (BA)	0.0	$286k		1.9k	152.07	View chart
Fiserv (FI)	0.0	$286k	+2%	1.6k	179.65	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$286k	+11%	4.1k	69.05	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$284k	-43%	4.9k	58.53	View chart
Franco-Nevada Corporation (FNV)	0.0	$283k		2.3k	124.25	View chart
Vanguard World Industrial Etf (VIS)	0.0	$281k		1.1k	260.07	View chart
Stryker Corporation (SYK)	0.0	$277k	+11%	766.00	361.39	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$277k	-4%	11k	25.13	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$275k	+6%	1.4k	197.22	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$274k		3.0k	90.40	View chart
CVS Caremark Corporation (CVS)	0.0	$274k	NEW	4.4k	62.88	View chart
Fmc Corp Com New (FMC)	0.0	$272k	NEW	4.1k	65.94	View chart
Consolidated Edison (ED)	0.0	$272k		2.6k	104.13	View chart
Bristol Myers Squibb (BMY)	0.0	$270k	NEW	5.2k	51.74	View chart
Thermo Fisher Scientific (TMO)	0.0	$267k	+3%	432.00	618.57	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$261k	-6%	6.7k	39.02	View chart
Amgen (AMGN)	0.0	$260k		808.00	322.17	View chart
Campbell Soup Company (CPB)	0.0	$260k	+2%	5.3k	48.92	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$258k	+20%	5.9k	44.01	View chart
Adobe Systems Incorporated (ADBE)	0.0	$258k	+31%	498.00	517.78	View chart
Nike CL B (NKE)	0.0	$252k	+6%	2.9k	88.39	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$251k	+3%	2.7k	93.60	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$249k	NEW	1.6k	153.13	View chart
Philip Morris International (PM)	0.0	$246k	NEW	2.0k	121.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$244k	-46%	1.9k	125.62	View chart
Danaher Corporation (DHR)	0.0	$241k	+2%	866.00	278.02	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$240k	NEW	3.9k	62.32	View chart
Intercontinental Exchange (ICE)	0.0	$239k		1.5k	160.64	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$238k		1.7k	142.04	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$238k	NEW	3.2k	73.67	View chart
Oneok (OKE)	0.0	$229k	-3%	2.5k	91.13	View chart
Fs Kkr Capital Corp (FSK)	0.0	$228k	-3%	12k	19.73	View chart
Intuitive Surgical Com New (ISRG)	0.0	$225k	NEW	458.00	491.27	View chart
Analog Devices (ADI)	0.0	$225k	+11%	976.00	230.25	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$225k	-2%	4.4k	51.43	View chart
Annaly Capital Management In Com New (NLY)	0.0	$224k		11k	20.07	View chart
Palantir Technologies Cl A (PLTR)	0.0	$223k	-44%	6.0k	37.20	View chart
Hershey Company (HSY)	0.0	$220k	+3%	1.1k	191.78	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$220k	-2%	1.5k	145.56	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$218k	-6%	2.3k	95.49	View chart
salesforce (CRM)	0.0	$215k		784.00	273.72	View chart
Texas Instruments Incorporated (TXN)	0.0	$214k	NEW	1.0k	206.67	View chart
Marathon Oil Corporation (MRO)	0.0	$213k	+6%	8.0k	26.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$210k	NEW	2.4k	88.14	View chart
Goldman Sachs (GS)	0.0	$210k	NEW	423.00	495.38	View chart
Masco Corporation (MAS)	0.0	$208k	NEW	2.5k	83.94	View chart
Cassava Sciences (SAVA)	0.0	$208k	NEW	7.1k	29.43	View chart
Citigroup Com New (C)	0.0	$207k	-37%	3.3k	62.61	View chart
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT)	0.0	$206k	NEW	5.3k	38.69	View chart
Intuit (INTU)	0.0	$205k	NEW	330.00	621.00	View chart
Booking Holdings (BKNG)	0.0	$202k	NEW	48.00	4212.12	View chart
Chipotle Mexican Grill (CMG)	0.0	$201k	NEW	3.5k	57.62	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.0	$200k	-34%	1.5k	129.79	View chart
Takeda Pharmaceutical Sponsored Ads (TAK)	0.0	$183k	NEW	13k	14.22	View chart
Kopin Corporation (KOPN)	0.0	$152k	+148%	208k	0.73	View chart
Liquidia Corporation Com New (LQDA)	0.0	$118k		12k	10.00	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$113k	+4%	13k	8.52	View chart
Tilray (TLRY)	0.0	$85k		48k	1.76	View chart
Waldencast Class A Ord Shs (WALD)	0.0	$62k	NEW	17k	3.64	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$58k	NEW	10k	5.60	View chart
Ring Energy (REI)	0.0	$31k	+35%	20k	1.60	View chart
Olaplex Hldgs (OLPX)	0.0	$28k	-8%	12k	2.35	View chart
American Battery Technology Com New (ABAT)	0.0	$18k	NEW	17k	1.07	View chart
Opko Health (OPK)	0.0	$17k	NEW	11k	1.49	View chart
I-80 Gold Corp (IAUX)	0.0	$15k	-29%	13k	1.16	View chart
Senseonics Hldgs (SENS)	0.0	$8.7k		25k	0.35	View chart
Draftkings Com Cl A Put Option (DKNG)	0.0	$737.200000		7.4k	0.10	View chart

Past Filings by McAdam

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

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
McAdam 2021 Q4 filed Jan. 7, 2022
McAdam 2021 Q3 filed Oct. 5, 2021
McAdam 2021 Q2 filed Aug. 2, 2021
McAdam 2021 Q1 filed April 26, 2021
McAdam 2020 Q4 filed Jan. 12, 2021

View all past filings

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