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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 46.51% of McAdam's stock portfolio.
Added to shares of these 10 stocks: SCHF (+$18M), FNDX (+$13M), SCHX (+$8.7M), SCHG (+$6.6M), FDEM, SCHC, JCPB, VOE, RVNU, VOT.
Started 37 new stock positions in HPE, FDX, SAP, CLSK, AZO, VCIT, BK, CGTX, UNP, SPOT.
Reduced shares in these 10 stocks: TAFL, VBK, RSPH, PZA, SLYG, SCHE, PLTR, BKLN, IWO, APP.
Sold out of its positions in TAFL, JULT, TKNO, FI, AJG, BTC, HCRB, NOTV, IUSB, CART. OKE, PYPL, SPTI, XBI, TALK, CONY, TWLO, ZM, CB.
McAdam was a net buyer of stock by $85M.
McAdam has $2.0B in assets under management (AUM), dropping by 11.11%.
Central Index Key (CIK): 0001695490

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Portfolio Holdings for McAdam

McAdam holds 394 positions in its portfolio as reported in the September 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)	12.5	$254M	+3%	9.6M	26.34	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	11.3	$230M	+5%	8.8M	26.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	11.0	$224M	+3%	7.0M	31.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.4	$170M	+11%	7.3M	23.28	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.2	$66M	+6%	1.4M	45.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.8	$57M	+6%	329k	174.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.8	$57M	+3%	194k	293.79	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.7	$55M	+8%	1.2M	47.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.5	$50M	+3%	264k	189.70	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.1	$42M	+4%	1.8M	23.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.6	$33M		1.0M	33.37	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	1.4	$28M	+7%	1.0M	26.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$27M		131k	208.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$26M		38k	669.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$22M	-8%	74k	297.62	View chart
Apple (AAPL)	1.0	$21M	+2%	83k	254.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$19M		222k	87.31	View chart
NVIDIA Corporation (NVDA)	0.9	$18M	+5%	98k	186.58	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.9	$18M		330k	55.33	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.8	$17M		185k	91.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$17M	+13%	213k	78.91	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.8	$17M	+39%	556k	30.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$15M	+5%	57k	254.28	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$14M	-2%	51k	273.65	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.6	$13M		151k	83.41	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.6	$11M		315k	36.16	View chart
Microsoft Corporation (MSFT)	0.5	$11M	+17%	21k	517.94	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.5	$10M	+3%	115k	90.50	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$10M	+10%	409k	25.13	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$10M	+3%	236k	43.41	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$9.5M	+4%	96k	98.62	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$8.7M	+6%	323k	26.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$8.6M	-3%	18k	468.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$8.3M		202k	41.15	View chart
Amazon (AMZN)	0.4	$7.2M	+8%	33k	219.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$6.7M	+15%	113k	59.92	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$6.7M	-3%	22k	307.87	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$6.6M	-3%	48k	139.67	View chart
Ishares Tr International Sl (ISCF)	0.3	$6.5M		158k	41.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$6.4M	-3%	45k	142.41	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.3	$6.3M	+7%	139k	45.57	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$6.1M	-5%	197k	31.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$6.1M		33k	186.49	View chart
Invesco India Exchange-trade India Etf (PIN)	0.3	$5.9M	+4%	235k	25.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$5.9M	-2%	20k	293.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$5.9M	-2%	50k	118.83	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.3	$5.5M	-2%	62k	88.65	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.3	$5.5M	+12%	244k	22.50	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$5.4M		467k	11.60	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$5.1M		15k	332.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$5.1M		7.6k	666.18	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$4.9M		144k	34.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$4.9M		91k	54.18	View chart
Meta Platforms Cl A (META)	0.2	$4.9M	+5%	6.7k	734.36	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$4.8M	-11%	50k	94.31	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$4.7M	+8%	36k	130.28	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.2	$4.6M	+6%	96k	48.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.6M	+11%	6.1k	746.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$4.5M	+6%	7.3k	612.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$4.3M	-2%	38k	113.88	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.3M	+11%	40k	106.49	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$4.1M	+3%	61k	67.51	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$4.0M	-18%	173k	23.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.9M		78k	50.07	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$3.9M	+6%	87k	44.57	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$3.8M	+4%	120k	32.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.7M	-4%	134k	27.30	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$3.6M	-12%	173k	20.93	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$3.6M	+244%	146k	24.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$3.5M		7.4k	479.63	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$3.5M		88k	40.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$3.5M		77k	45.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.4M	+7%	14k	243.11	View chart
Tesla Motors (TSLA)	0.2	$3.4M		7.6k	444.70	View chart
Principal Exchange Traded Active High Yl (YLD)	0.2	$3.3M	+17%	171k	19.45	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$3.3M	-11%	41k	81.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.3M	+2%	35k	93.37	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$3.1M	+29%	163k	19.34	View chart
Broadcom (AVGO)	0.2	$3.1M	+28%	9.4k	329.92	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$3.1M		103k	29.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.9M	-7%	12k	243.54	View chart
Gilead Sciences (GILD)	0.1	$2.8M	+7%	25k	111.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.8M	-4%	8.5k	328.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$2.7M	+3%	5.3k	502.77	View chart
Eli Lilly & Co. (LLY)	0.1	$2.7M	+8%	3.5k	763.07	View chart
Oracle Corporation (ORCL)	0.1	$2.6M		9.4k	281.24	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.5M	-14%	25k	100.70	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$2.5M	+5%	52k	46.81	View chart
Abbvie (ABBV)	0.1	$2.5M	+3%	11k	231.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.4M	-2%	88k	27.90	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.4M	-4%	42k	57.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.4M	+5%	3.9k	600.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.3M	-3%	23k	100.25	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.3M	-3%	13k	176.81	View chart
American Express Company (AXP)	0.1	$2.2M		6.8k	332.15	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.2M	+6%	19k	112.75	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$2.2M		17k	125.05	View chart
Netflix (NFLX)	0.1	$2.1M	-2%	1.8k	1198.65	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.0M		40k	50.47	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$2.0M	+3%	46k	44.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.0M	+5%	22k	89.37	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.0M	-18%	6.1k	320.05	View chart
Home Depot (HD)	0.1	$2.0M	+11%	4.8k	405.18	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.1	$1.9M	-2%	11k	171.19	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.8M		40k	46.24	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$1.8M	-3%	18k	104.51	View chart
Merck & Co (MRK)	0.1	$1.7M		20k	83.93	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.7M		8.9k	192.73	View chart
Visa Com Cl A (V)	0.1	$1.7M	+7%	5.0k	341.37	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.7M	-26%	9.2k	182.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.7M	-3%	8.2k	203.59	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.7M	+4%	5.2k	315.41	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$1.6M	+26%	69k	24.02	View chart
United Parcel Service CL B (UPS)	0.1	$1.6M	+273%	20k	83.53	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.1	$1.6M		44k	37.17	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.6M		24k	67.83	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.6M		20k	82.73	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.4M		27k	52.28	View chart
Marsh & McLennan Companies (MMC)	0.1	$1.4M	-16%	7.0k	201.53	View chart
Johnson & Johnson (JNJ)	0.1	$1.4M	-8%	7.5k	185.41	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.4M		80k	17.16	View chart
Procter & Gamble Company (PG)	0.1	$1.4M	+10%	8.9k	153.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.3M	-13%	13k	106.78	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	+24%	1.4k	925.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.3M	+14%	6.0k	215.81	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$1.3M	+6%	30k	42.70	View chart
TJX Companies (TJX)	0.1	$1.2M	+3%	8.6k	144.55	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	+23%	12k	103.06	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$1.2M	-6%	7.3k	166.10	View chart
At&t (T)	0.1	$1.2M	-4%	43k	28.24	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.2M	+9%	31k	39.26	View chart
Coca-Cola Company (KO)	0.1	$1.2M	+17%	18k	66.32	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$1.1M	-3%	50k	22.48	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.1M	-4%	38k	29.62	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$1.1M	+3%	63k	17.48	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$1.1M		13k	87.91	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$1.1M	+10%	26k	41.58	View chart
Schwab Strategic Tr Government Money (SGVT)	0.1	$1.1M	NEW	11k	100.62	View chart
Lumen Technologies (LUMN)	0.1	$1.1M		174k	6.12	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.1M	+95%	20k	52.06	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M	+15%	1.9k	568.68	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$1.0M		56k	18.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$1.0M		8.4k	120.50	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$998k		31k	32.12	View chart
Ge Aerospace Com New (GE)	0.0	$993k	+19%	3.3k	300.78	View chart
Caterpillar (CAT)	0.0	$988k	+10%	2.1k	477.18	View chart
Enterprise Products Partners (EPD)	0.0	$985k		32k	31.27	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$978k	+7%	39k	24.93	View chart
Boeing Company (BA)	0.0	$976k	+59%	4.5k	215.85	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$955k	+20%	138k	6.91	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$919k	+21%	14k	65.92	View chart
Applovin Corp Com Cl A (APP)	0.0	$901k	-32%	1.3k	718.54	View chart
International Business Machines (IBM)	0.0	$869k	+5%	3.1k	282.13	View chart
Advanced Micro Devices (AMD)	0.0	$860k	+21%	5.3k	161.80	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$855k		27k	31.62	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$841k	+15%	49k	17.01	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$824k	+5%	11k	78.37	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$816k		11k	76.72	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$813k	+8%	3.0k	271.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$809k	-2%	3.3k	241.95	View chart
McDonald's Corporation (MCD)	0.0	$807k	+8%	2.7k	303.88	View chart
Cintas Corporation (CTAS)	0.0	$802k	-6%	3.9k	205.25	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$790k	-2%	8.8k	89.34	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$789k		25k	32.14	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$788k	+15%	3.3k	239.64	View chart
Wells Fargo & Company (WFC)	0.0	$775k	+12%	9.2k	83.82	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.0	$774k	-5%	30k	25.85	View chart
State Street Corporation (STT)	0.0	$763k		6.6k	116.01	View chart
Verizon Communications (VZ)	0.0	$763k	+9%	17k	43.95	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$760k		17k	43.83	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$745k	-23%	2.6k	281.86	View chart
Lockheed Martin Corporation (LMT)	0.0	$740k	-4%	1.5k	499.12	View chart
Chevron Corporation (CVX)	0.0	$730k	+14%	4.7k	155.30	View chart
Arista Networks Com Shs (ANET)	0.0	$717k	+7%	4.9k	145.71	View chart
Trane Technologies SHS (TT)	0.0	$713k	+12%	1.7k	421.87	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$712k	-2%	5.2k	135.65	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$704k	-37%	5.1k	139.17	View chart
Raytheon Technologies Corp (RTX)	0.0	$682k	-23%	4.1k	167.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$682k	-3%	27k	25.71	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$680k	+94%	1.4k	490.32	View chart
Vanguard World Utilities Etf (VPU)	0.0	$678k		3.6k	189.41	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$661k	+8%	16k	42.47	View chart
Bank of America Corporation (BAC)	0.0	$653k	+7%	13k	51.59	View chart
Trimble Navigation (TRMB)	0.0	$639k	-4%	7.8k	81.65	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$637k	+15%	11k	60.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$631k	-2%	8.6k	73.46	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$630k		9.7k	65.01	View chart
Philip Morris International (PM)	0.0	$626k	-31%	3.9k	162.20	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$617k		7.1k	87.22	View chart
Cisco Systems (CSCO)	0.0	$599k	+11%	8.8k	68.42	View chart
Automatic Data Processing (ADP)	0.0	$593k	+6%	2.0k	293.52	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$581k	-14%	6.3k	91.75	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$578k	+17%	8.9k	65.00	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$576k	-5%	5.8k	99.45	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$573k	-2%	2.9k	194.47	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$572k		8.4k	68.08	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$562k	-7%	1.4k	402.42	View chart
Spdr Series Trust Ice Pfd Sec Etf (PSK)	0.0	$560k	-15%	17k	33.07	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$557k		6.0k	92.98	View chart
Strategy Cl A New (MSTR)	0.0	$556k	+32%	1.7k	322.21	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$554k	-8%	13k	43.50	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$550k		7.6k	72.77	View chart
Starbucks Corporation (SBUX)	0.0	$546k	+2%	6.4k	84.60	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$544k	+4%	7.0k	78.09	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$542k	-7%	11k	50.90	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$542k	+18%	14k	39.69	View chart
Walt Disney Company (DIS)	0.0	$537k	+6%	4.7k	114.50	View chart
Ge Vernova (GEV)	0.0	$526k	+37%	855.00	614.90	View chart
3M Company (MMM)	0.0	$522k	-31%	3.4k	155.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$520k		3.7k	140.95	View chart
Palo Alto Networks (PANW)	0.0	$515k	+93%	2.5k	203.65	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$512k		4.6k	111.47	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.0	$508k	-12%	5.4k	93.55	View chart
Franco-Nevada Corporation (FNV)	0.0	$508k		2.3k	222.91	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$506k	+28%	4.3k	118.36	View chart
Booking Holdings (BKNG)	0.0	$504k	+66%	93.00	5419.86	View chart
Monday SHS (MNDY)	0.0	$503k	+13%	2.6k	193.69	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$499k	NEW	10k	49.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$492k		1.4k	355.47	View chart
UnitedHealth (UNH)	0.0	$491k	+25%	1.4k	345.18	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$482k	-13%	12k	40.69	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$481k		2.0k	244.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$472k	-26%	6.3k	74.37	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$467k	+6%	4.7k	99.81	View chart
Marriott Intl Cl A (MAR)	0.0	$463k	+4%	1.8k	260.45	View chart
Us Bancorp Del Com New (USB)	0.0	$457k	+6%	9.5k	48.33	View chart
Comcast Corp Cl A (CMCSA)	0.0	$456k	+7%	15k	31.42	View chart
Eaton Corp SHS (ETN)	0.0	$445k	+28%	1.2k	374.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$444k		7.9k	56.10	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$443k	-14%	7.5k	58.85	View chart
Pepsi (PEP)	0.0	$438k	+8%	3.1k	140.44	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$438k	-7%	3.1k	142.54	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$434k	+8%	10k	42.79	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$431k	-3%	4.3k	100.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$430k	+7%	2.5k	170.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$429k		11k	38.90	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$427k		5.6k	76.45	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$417k	-9%	19k	22.34	View chart
Nextera Energy (NEE)	0.0	$413k	+11%	5.5k	75.49	View chart
Globe Life (GL)	0.0	$413k		2.9k	142.97	View chart
Spdr Series Trust Ssga Us Smal Etf (SMLV)	0.0	$410k	+5%	3.2k	129.74	View chart
Goldman Sachs (GS)	0.0	$410k	-12%	514.00	796.68	View chart
Cincinnati Financial Corporation (CINF)	0.0	$407k		2.6k	158.11	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$405k		3.9k	103.08	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$402k	+2%	7.0k	57.10	View chart
Abbott Laboratories (ABT)	0.0	$400k	+7%	3.0k	133.96	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$397k	-10%	911.00	435.37	View chart
ConocoPhillips (COP)	0.0	$396k	+5%	4.2k	94.59	View chart
Lam Research Corp Com New (LRCX)	0.0	$391k	-6%	2.9k	133.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.0	$391k	-76%	13k	29.39	View chart
Constellation Energy (CEG)	0.0	$390k	+39%	1.2k	329.07	View chart
Qualcomm (QCOM)	0.0	$387k	-24%	2.3k	166.36	View chart
Lowe's Companies (LOW)	0.0	$385k	-6%	1.5k	251.29	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$384k	+21%	7.1k	53.87	View chart
salesforce (CRM)	0.0	$381k	+9%	1.6k	236.96	View chart
Vanguard World Industrial Etf (VIS)	0.0	$378k		1.3k	296.33	View chart
Cigna Corp (CI)	0.0	$378k	+4%	1.3k	288.29	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$376k	+5%	3.4k	111.21	View chart
Adobe Systems Incorporated (ADBE)	0.0	$375k	+24%	1.1k	352.73	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$374k	+16%	7.1k	53.03	View chart
Dell Technologies CL C (DELL)	0.0	$373k	NEW	2.6k	141.77	View chart
Intel Corporation (INTC)	0.0	$371k	-5%	11k	33.55	View chart
Pfizer (PFE)	0.0	$370k	+6%	15k	25.48	View chart
Waste Management (WM)	0.0	$367k	+6%	1.7k	220.78	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.0	$365k	-2%	3.9k	93.20	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$364k	+14%	8.4k	43.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$363k	-13%	5.6k	65.26	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$363k		7.6k	47.72	View chart
Citigroup Com New (C)	0.0	$361k	-17%	3.6k	101.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$359k		8.3k	43.10	View chart
Zscaler Incorporated (ZS)	0.0	$353k	+43%	1.2k	299.66	View chart
NetApp (NTAP)	0.0	$351k	+8%	3.0k	118.46	View chart
Servicenow (NOW)	0.0	$350k	+11%	380.00	919.67	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$347k	NEW	4.1k	84.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$344k		942.00	365.62	View chart
Applied Materials (AMAT)	0.0	$343k	+6%	1.7k	204.77	View chart
Leidos Holdings (LDOS)	0.0	$343k		1.8k	188.96	View chart
Nike CL B (NKE)	0.0	$342k	+8%	4.9k	69.74	View chart
Blackrock (BLK)	0.0	$339k	+16%	291.00	1166.21	View chart
Shell Spon Ads (SHEL)	0.0	$339k		4.7k	71.53	View chart
Royal Caribbean Cruises (RCL)	0.0	$337k	+7%	1.0k	323.73	View chart
Intuit (INTU)	0.0	$336k	+42%	492.00	682.91	View chart
Kopin Corporation (KOPN)	0.0	$336k	-25%	138k	2.43	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$336k	+56%	3.4k	99.95	View chart
Consolidated Edison (ED)	0.0	$332k	+13%	3.3k	100.53	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.0	$332k	+4%	9.3k	35.90	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$332k		1.8k	187.74	View chart
Roundhill Etf Trust Innovation 100 O (QDTE)	0.0	$332k	+8%	9.3k	35.60	View chart
Amgen (AMGN)	0.0	$331k	-15%	1.2k	282.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$327k	+10%	2.7k	120.73	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$325k		8.4k	38.57	View chart
Capital One Financial (COF)	0.0	$320k		1.5k	212.58	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$319k	-8%	1.3k	246.60	View chart
Kimberly-Clark Corporation (KMB)	0.0	$316k	+16%	2.5k	124.36	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$313k	+14%	5.0k	62.47	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$312k	+4%	3.3k	95.19	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$312k		8.6k	36.33	View chart
Agnico (AEM)	0.0	$312k		1.9k	168.56	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$312k	+19%	2.0k	154.23	View chart
Kla Corp Com New (KLAC)	0.0	$309k	+17%	286.00	1078.68	View chart
Rubrik Cl A (RBRK)	0.0	$308k	NEW	3.7k	82.25	View chart
Morgan Stanley Com New (MS)	0.0	$306k	+12%	1.9k	158.96	View chart
Aim Etf Products Trust Us Larcp B10 May (MAYT)	0.0	$305k		8.5k	36.11	View chart
Intercontinental Exchange (ICE)	0.0	$303k		1.8k	168.45	View chart
Occidental Petroleum Corporation (OXY)	0.0	$299k	NEW	6.3k	47.25	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$298k		3.1k	95.13	View chart
Spdr Series Trust Russell Yield (ONEY)	0.0	$297k	-5%	2.6k	113.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$295k	+31%	7.0k	42.02	View chart
Charles Schwab Corporation (SCHW)	0.0	$292k	+28%	3.1k	95.46	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$290k	+23%	740.00	391.64	View chart
Boston Scientific Corporation (BSX)	0.0	$290k	+23%	3.0k	97.63	View chart
Agilent Technologies Inc C ommon (A)	0.0	$289k	-2%	2.3k	128.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$289k	-4%	3.2k	91.43	View chart
Amphenol Corp Cl A (APH)	0.0	$288k		2.3k	123.75	View chart
Analog Devices (ADI)	0.0	$286k	+3%	1.2k	245.64	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$285k	+3%	3.6k	79.51	View chart
Vanguard World Financials Etf (VFH)	0.0	$282k	NEW	2.1k	131.24	View chart
Stryker Corporation (SYK)	0.0	$281k	+14%	761.00	369.79	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$280k	NEW	2.9k	95.67	View chart
Progressive Corporation (PGR)	0.0	$280k	+21%	1.1k	246.95	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$279k	-3%	12k	22.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$279k	-6%	4.8k	57.52	View chart
Altria (MO)	0.0	$275k	-13%	4.2k	66.06	View chart
Cleanspark Com New (CLSK)	0.0	$273k	NEW	19k	14.50	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$270k	NEW	966.00	279.29	View chart
Newmont Mining Corporation (NEM)	0.0	$270k	NEW	3.2k	84.32	View chart
Bristol Myers Squibb (BMY)	0.0	$269k	+6%	6.0k	45.10	View chart
Chemed Corp Com Stk (CHE)	0.0	$268k	+2%	598.00	447.74	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$268k		6.9k	38.69	View chart
Axsome Therapeutics (AXSM)	0.0	$267k		2.2k	121.45	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$266k	-5%	4.7k	56.58	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$266k	+18%	5.8k	45.84	View chart
Realty Income (O)	0.0	$261k	+12%	4.3k	60.78	View chart
Motorola Solutions Com New (MSI)	0.0	$261k	NEW	570.00	457.48	View chart
Linde SHS (LIN)	0.0	$257k	+25%	540.00	475.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$257k		6.2k	41.06	View chart
Micron Technology (MU)	0.0	$254k	NEW	1.5k	167.33	View chart
Broadridge Financial Solutions (BR)	0.0	$253k	+12%	1.1k	238.19	View chart
Phillips 66 (PSX)	0.0	$253k	+2%	1.9k	136.01	View chart
Dow (DOW)	0.0	$253k		11k	22.93	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$252k	+3%	5.5k	45.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$251k	-3%	1.0k	247.23	View chart
General Motors Company (GM)	0.0	$251k	-2%	4.1k	60.97	View chart
AFLAC Incorporated (AFL)	0.0	$249k	+3%	2.2k	111.70	View chart
Spotify Technology S A SHS (SPOT)	0.0	$249k	NEW	357.00	698.00	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$248k	-7%	5.6k	44.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$248k	NEW	5.8k	42.95	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$247k	-3%	9.8k	25.19	View chart
Uber Technologies (UBER)	0.0	$246k	-59%	2.5k	97.96	View chart
Ishares Tr Residential Mult (REZ)	0.0	$243k	-2%	2.9k	84.96	View chart
Vanguard World Health Car Etf (VHT)	0.0	$243k	-28%	937.00	259.48	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$243k	NEW	3.2k	76.72	View chart
IDEXX Laboratories (IDXX)	0.0	$240k	NEW	376.00	638.04	View chart
Coinbase Global Com Cl A (COIN)	0.0	$240k	-46%	710.00	337.49	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$239k	NEW	1.6k	150.86	View chart
Texas Instruments Incorporated (TXN)	0.0	$239k	+9%	1.3k	183.70	View chart
Cloudflare Cl A Com (NET)	0.0	$237k	NEW	1.1k	214.59	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.0	$234k	-3%	8.9k	26.31	View chart
Bank of New York Mellon Corporation (BK)	0.0	$233k	NEW	2.1k	108.95	View chart
FedEx Corporation (FDX)	0.0	$230k	NEW	976.00	235.81	View chart
Sap Se Spon Adr (SAP)	0.0	$229k	NEW	855.00	267.21	View chart
Travelers Companies (TRV)	0.0	$228k	+3%	818.00	279.22	View chart
Truist Financial Corp equities (TFC)	0.0	$227k	NEW	5.0k	45.72	View chart
Omni (OMC)	0.0	$224k	-6%	2.7k	81.53	View chart
Corteva (CTVA)	0.0	$223k	+22%	3.3k	67.64	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.0	$222k	-3%	4.6k	48.68	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$222k	NEW	680.00	326.36	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.0	$221k	-5%	9.0k	24.53	View chart
AutoZone (AZO)	0.0	$219k	NEW	51.00	4290.24	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$218k	-2%	5.0k	43.42	View chart
Ssr Mining (SSRM)	0.0	$218k	NEW	8.9k	24.41	View chart
Intuitive Surgical Com New (ISRG)	0.0	$216k	-34%	482.00	447.23	View chart
Parker-Hannifin Corporation (PH)	0.0	$215k	NEW	284.00	756.82	View chart
CVS Caremark Corporation (CVS)	0.0	$214k	NEW	2.8k	75.40	View chart
Hewlett Packard Enterprise (HPE)	0.0	$213k	NEW	8.7k	24.56	View chart
Union Pacific Corporation (UNP)	0.0	$212k	NEW	898.00	236.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.0	$211k		2.7k	77.78	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$210k		5.5k	38.36	View chart
Fortinet (FTNT)	0.0	$209k	-24%	2.5k	84.08	View chart
Allstate Corporation (ALL)	0.0	$208k	NEW	970.00	214.65	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$208k		4.1k	50.22	View chart
Verisign (VRSN)	0.0	$207k	+4%	741.00	279.58	View chart
Corning Incorporated (GLW)	0.0	$207k	-39%	2.5k	82.03	View chart
S&p Global (SPGI)	0.0	$202k	NEW	414.00	486.74	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$201k	NEW	2.1k	96.55	View chart
Smith & Wesson Brands (SWBI)	0.0	$172k	NEW	18k	9.83	View chart
Ford Motor Company (F)	0.0	$151k	+18%	13k	11.96	View chart
Waldencast Class A Ord Shs (WALD)	0.0	$125k	+174%	63k	1.98	View chart
Cognition Therapeutics (CGTX)	0.0	$97k	NEW	72k	1.35	View chart
Navitas Semiconductor Corp-a (NVTS)	0.0	$84k	-10%	12k	7.22	View chart
I-80 Gold Corp (IAUX)	0.0	$49k	-3%	52k	0.96	View chart
Agilon Health (AGL)	0.0	$45k	NEW	44k	1.03	View chart
Ses Ai Corporation Cl A Com (SES)	0.0	$42k	+17%	25k	1.67	View chart
Tpi Composites (TPICQ)	0.0	$2.4k	NEW	76k	0.03	View chart

Past Filings by McAdam

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

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
McAdam 2021 Q4 filed Jan. 7, 2022

View all past filings

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