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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 43.45% of McAdam's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$67M), SCHG (+$55M), SCHF (+$16M), FNDX (+$12M), IVV (+$11M), VOT (+$9.4M), SCHC (+$9.4M), BSV (+$9.1M), IWY (+$9.0M), SCHE (+$8.5M).
Started 84 new stock positions in PFF, LMT, VHT, TELL, IGSB, SHEL, NLY, VOX, TAXF, SUSA.
Reduced shares in these 10 stocks: TFI, FNDE, MUB, MDYV, SCHR, CORP, MDYG, CWB, FNDA, SHM.
Sold out of its positions in Annaly Capital Management, BX, SAVA, Corbus Pharmaceuticals Hldgs, FSK, GE, PODD, INTC, PCY, KEYS. LCID, NTAP, PYPL, Pershing Square Tontine Hldg, SPGI, MMM, T2 Biosystems, TSN, BNDX, PARA, WFC.
McAdam was a net buyer of stock by $338M.
McAdam has $1.1B in assets under management (AUM), dropping by 9.42%.
Central Index Key (CIK): 0001695490

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Portfolio Holdings for McAdam

McAdam holds 256 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	11.1	$124M	+117%	2.6M	48.37	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	10.4	$116M	+11%	2.1M	54.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.8	$98M	+131%	1.5M	65.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.2	$80M	+24%	2.3M	34.80	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.9	$66M		1.4M	46.91	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.3	$37M	+34%	1.1M	33.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$29M	+20%	202k	144.62	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.0	$22M	+61%	166k	134.07	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.0	$22M	+77%	111k	194.89	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	1.9	$21M	-11%	305k	68.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.6	$18M	+91%	724k	24.52	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	1.5	$17M	-16%	256k	66.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$15M	+223%	38k	411.08	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.3	$14M	-6%	269k	53.61	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.1	$13M	+142%	309k	40.72	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	1.1	$12M	-24%	458k	26.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$11M	+81%	67k	158.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$10M	+140%	155k	66.85	View chart
Apple (AAPL)	0.9	$9.9M	+25%	60k	164.90	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$9.7M	+1242%	70k	138.93	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.9	$9.6M	-11%	312k	30.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$9.5M	+2121%	124k	76.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$9.2M	+82%	43k	216.41	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.8	$8.9M	-31%	190k	46.82	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.8	$8.5M	-20%	174k	48.67	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.7	$8.1M	-27%	84k	96.20	View chart
Phillips Edison & Co Common Stock (PECO)	0.7	$8.0M	NEW	245k	32.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$7.8M	+15%	39k	204.10	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN)	0.7	$7.3M	NEW	237k	30.78	View chart
Ishares Tr Short Treas Bd (SHV)	0.6	$7.0M	NEW	63k	110.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$6.8M	+35%	36k	189.56	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.6	$6.8M	-9%	90k	76.18	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.6	$6.2M	-33%	124k	50.43	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.5	$6.1M	-27%	90k	67.07	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.5	$6.0M	-11%	526k	11.48	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$5.8M	+7%	278k	20.80	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.5	$5.7M	+4%	77k	73.75	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$5.7M	-38%	53k	107.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$5.7M	+350%	112k	50.66	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.5	$5.5M	+31%	218k	25.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$5.4M	+52%	51k	106.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$5.4M	NEW	120k	45.17	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$4.8M	+161%	53k	91.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$4.6M	+80%	46k	99.64	View chart
Microsoft Corporation (MSFT)	0.4	$4.5M	+27%	16k	288.30	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$4.4M	+2185%	187k	23.68	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.4	$4.2M	+7%	166k	25.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$4.2M	+32%	58k	73.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$4.1M	+281%	100k	40.40	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.7M	+1367%	15k	244.33	View chart
Ishares Tr International Sl (ISCF)	0.3	$3.5M	+92%	114k	31.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$3.5M	-27%	47k	75.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$3.4M		48k	71.52	View chart
Abbvie (ABBV)	0.3	$3.4M	+37%	21k	159.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH)	0.3	$3.3M	-24%	11k	291.67	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$3.3M	NEW	44k	74.71	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$3.0M	+1265%	29k	104.68	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$2.9M	NEW	16k	186.81	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$2.9M	+549%	35k	82.83	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$2.9M	-32%	9.3k	310.53	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$2.9M	+498%	69k	41.68	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.3	$2.8M	NEW	88k	31.64	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$2.7M	-10%	34k	81.22	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.2	$2.6M	NEW	144k	18.01	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$2.5M	-44%	53k	47.55	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$2.5M	+55%	70k	35.47	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$2.4M	+9%	56k	43.53	View chart
Invesco India Exchange-trade India Etf (PIN)	0.2	$2.4M	+29%	117k	20.65	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.4M	+16%	70k	34.13	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.4M	NEW	13k	187.04	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$2.3M	-16%	6.0k	385.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.3M	+175%	54k	41.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.2M	+550%	16k	138.11	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$2.2M	-3%	2.7k	821.67	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.1M	+152%	5.3k	409.41	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$2.1M	NEW	81k	25.79	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$2.1M	NEW	40k	52.26	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.2	$2.0M	-25%	17k	115.93	View chart
Amazon (AMZN)	0.2	$1.9M	+2804%	19k	103.29	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.2	$1.9M	-44%	91k	20.77	View chart
Ishares Tr Residential Mult (REZ)	0.2	$1.9M	NEW	26k	70.62	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$1.8M	NEW	20k	92.59	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$1.8M	-22%	44k	40.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.7M	NEW	12k	152.26	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$1.7M	NEW	56k	30.97	View chart
Vanguard World Fds Utilities Etf (VPU)	0.2	$1.7M	+800%	12k	147.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.7M	+95%	4.6k	376.10	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.2	$1.7M	+13%	68k	25.04	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$1.7M	+2%	28k	59.51	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.6M	+56%	24k	67.85	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$1.5M	-43%	87k	17.51	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.5M	+378%	12k	129.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.5M	+223%	6.0k	249.46	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.1	$1.5M	+442%	44k	33.96	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.4M	-2%	23k	61.95	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.4M	+679%	27k	51.74	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.3M	NEW	13k	99.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.3M	+463%	34k	37.37	View chart
Johnson & Johnson (JNJ)	0.1	$1.3M	+26%	8.1k	155.00	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$1.2M	NEW	44k	26.67	View chart
American Express Company (AXP)	0.1	$1.1M	+9%	6.9k	164.96	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$1.1M	+61%	51k	22.29	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.1	$1.1M	NEW	21k	53.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.1M	+63%	3.4k	320.89	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.1M	NEW	16k	67.69	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.1M	NEW	4.7k	226.82	View chart
Moderna (MRNA)	0.1	$1.0M	+83%	6.8k	153.58	View chart
Enterprise Products Partners (EPD)	0.1	$1.0M	NEW	39k	25.90	View chart
Merck & Co (MRK)	0.1	$1.0M	+117%	9.4k	106.39	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$987k	+186%	7.2k	137.02	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$968k	NEW	78k	12.47	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$942k	NEW	19k	50.39	View chart
Toast Cl A (TOST)	0.1	$915k	NEW	52k	17.75	View chart
Ishares Tr Asia 50 Etf (AIA)	0.1	$913k	-36%	15k	61.89	View chart
Aon Shs Cl A (AON)	0.1	$908k		2.9k	315.29	View chart
Exxon Mobil Corporation (XOM)	0.1	$902k	+6%	8.2k	109.66	View chart
United Parcel Service CL B (UPS)	0.1	$898k	+30%	4.6k	193.98	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$880k		14k	62.89	View chart
NVIDIA Corporation (NVDA)	0.1	$865k	+7%	3.1k	277.81	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$832k	-15%	5.8k	143.14	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$827k	+295%	15k	55.36	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$777k	+178%	20k	38.00	View chart
Gilead Sciences (GILD)	0.1	$768k		9.3k	82.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$733k	+65%	4.8k	154.02	View chart
Verizon Communications (VZ)	0.1	$724k		19k	38.89	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$707k	NEW	6.6k	106.37	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$700k	-24%	2.2k	315.07	View chart
Marsh & McLennan Companies (MMC)	0.1	$689k	+5%	4.1k	166.55	View chart
Hubspot (HUBS)	0.1	$679k	NEW	1.6k	428.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$679k	+1316%	6.5k	103.73	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$671k	NEW	6.1k	109.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$665k	+2151%	6.4k	104.00	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$663k	NEW	6.0k	110.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$621k	+35%	2.0k	308.77	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$620k	-14%	8.1k	76.21	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$596k	+198%	14k	41.46	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$596k	NEW	9.9k	59.96	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.1	$585k	+2%	19k	31.63	View chart
Raytheon Technologies Corp (RTX)	0.1	$583k	NEW	6.0k	97.94	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$551k	NEW	6.0k	91.31	View chart
Oracle Corporation (ORCL)	0.0	$541k		5.8k	92.92	View chart
Home Depot (HD)	0.0	$537k	+79%	1.8k	295.09	View chart
Dynatrace Com New (DT)	0.0	$531k	-12%	13k	42.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$530k	+160%	7.2k	73.83	View chart
McDonald's Corporation (MCD)	0.0	$528k	+9%	1.9k	279.58	View chart
Cisco Systems (CSCO)	0.0	$528k	-28%	10k	52.27	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$527k	NEW	6.5k	80.66	View chart
Pfizer (PFE)	0.0	$510k	+41%	13k	40.80	View chart
Dow (DOW)	0.0	$509k	+27%	9.3k	54.82	View chart
TJX Companies (TJX)	0.0	$498k	+14%	6.4k	78.36	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.0	$494k	+148%	14k	34.28	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$489k		1.5k	332.62	View chart
State Street Corporation (STT)	0.0	$485k	+2%	6.4k	75.69	View chart
At&t (T)	0.0	$477k	+8%	25k	19.25	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$459k	-9%	3.1k	149.54	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$458k	+17%	9.4k	48.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$454k	+152%	2.5k	178.42	View chart
Chevron Corporation (CVX)	0.0	$453k	NEW	2.8k	163.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$434k	+348%	9.1k	47.85	View chart
Cintas Corporation (CTAS)	0.0	$422k	+3%	911.00	462.79	View chart
Coca-Cola Company (KO)	0.0	$418k	+5%	6.7k	62.03	View chart
Visa Com Cl A (V)	0.0	$418k	+57%	1.9k	225.49	View chart
Meta Platforms Cl A (META)	0.0	$415k	+17%	2.0k	211.94	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$403k	+75%	5.5k	72.62	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$400k	NEW	5.8k	69.32	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$399k	NEW	2.6k	151.04	View chart
International Business Machines (IBM)	0.0	$399k	+2%	3.0k	131.07	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$397k	NEW	3.9k	100.58	View chart
Innovator Etfs Tr Us Eqty Buf Nov (BNOV)	0.0	$390k	NEW	12k	31.61	View chart
Agilent Technologies Inc C ommon (A)	0.0	$389k	+3%	2.8k	138.34	View chart
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR)	0.0	$382k	NEW	15k	24.94	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$379k	NEW	7.6k	49.99	View chart
Netflix (NFLX)	0.0	$377k	+142%	1.1k	345.48	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$376k	NEW	16k	24.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$369k	NEW	4.4k	83.04	View chart
Procter & Gamble Company (PG)	0.0	$361k	+2%	2.4k	148.68	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.0	$358k	NEW	14k	25.97	View chart
Trimble Navigation (TRMB)	0.0	$358k		6.8k	52.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$355k	NEW	3.4k	105.50	View chart
Bristol Myers Squibb (BMY)	0.0	$348k	-28%	5.0k	69.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$347k	+82%	1.6k	210.97	View chart
Wal-Mart Stores (WMT)	0.0	$343k		2.3k	147.46	View chart
Walt Disney Company (DIS)	0.0	$338k	+30%	3.4k	100.14	View chart
Comcast Corp Cl A (CMCSA)	0.0	$338k	-5%	8.9k	37.91	View chart
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)	0.0	$338k	NEW	14k	24.51	View chart
Starbucks Corporation (SBUX)	0.0	$337k	+18%	3.2k	104.12	View chart
Abbott Laboratories (ABT)	0.0	$334k	NEW	3.3k	101.26	View chart
Franco-Nevada Corporation (FNV)	0.0	$332k		2.3k	145.80	View chart
Chemed Corp Com Stk (CHE)	0.0	$330k		614.00	537.75	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$326k	NEW	5.7k	57.56	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$326k	NEW	19k	17.15	View chart
Eli Lilly & Co. (LLY)	0.0	$319k	-2%	928.00	343.31	View chart
Globe Life (GL)	0.0	$316k		2.9k	110.02	View chart
Boeing Company (BA)	0.0	$315k	-6%	1.5k	212.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$307k	+69%	4.8k	63.89	View chart
Choice Hotels International (CHH)	0.0	$307k		2.6k	117.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RGI)	0.0	$297k		1.6k	187.64	View chart
JPMorgan Chase & Co. (JPM)	0.0	$297k	NEW	2.3k	130.33	View chart
Bank of America Corporation (BAC)	0.0	$296k	+5%	10k	28.60	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$294k	NEW	662.00	444.68	View chart
Us Bancorp Del Com New (USB)	0.0	$291k		8.1k	36.05	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$289k	NEW	9.3k	31.22	View chart
Automatic Data Processing (ADP)	0.0	$288k	+56%	1.3k	222.63	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$288k	NEW	1.2k	238.41	View chart
Cigna Corp (CI)	0.0	$286k	NEW	1.1k	255.62	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$286k	NEW	7.2k	39.55	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$281k	NEW	4.3k	65.51	View chart
Cincinnati Financial Corporation (CINF)	0.0	$280k		2.5k	112.09	View chart
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN)	0.0	$278k	NEW	8.7k	32.00	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$276k	NEW	2.8k	97.31	View chart
Nike CL B (NKE)	0.0	$276k	-12%	2.2k	122.65	View chart
Omni (OMC)	0.0	$269k	NEW	2.9k	94.34	View chart
Lockheed Martin Corporation (LMT)	0.0	$260k	NEW	550.00	472.38	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.0	$256k	NEW	5.1k	49.96	View chart
Lowe's Companies (LOW)	0.0	$255k	-9%	1.3k	199.93	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$250k	+13%	2.9k	86.28	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$249k	+41%	872.00	285.81	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$245k	NEW	2.0k	123.70	View chart
Shell Spon Ads (SHEL)	0.0	$244k	NEW	4.2k	57.54	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$241k	NEW	4.8k	50.35	View chart
Pepsi (PEP)	0.0	$241k	NEW	1.3k	182.24	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$241k	-38%	6.2k	39.11	View chart
Union Pacific Corporation (UNP)	0.0	$240k	+6%	1.2k	201.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$232k	NEW	2.6k	88.77	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$232k	-3%	1.5k	151.13	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$231k	NEW	5.0k	46.15	View chart
Marriott Intl Cl A (MAR)	0.0	$231k	+2%	1.4k	166.04	View chart
Nextera Energy (NEE)	0.0	$230k	-18%	3.0k	77.08	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	0.0	$225k	NEW	2.3k	96.67	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$225k	NEW	2.6k	87.77	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)	0.0	$216k	NEW	6.8k	31.63	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$215k	NEW	8.4k	25.48	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$214k	NEW	4.2k	50.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$214k	NEW	855.00	250.27	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$214k	NEW	5.3k	40.34	View chart
PPL Corporation (PPL)	0.0	$208k		7.5k	27.79	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$207k	NEW	4.9k	42.21	View chart
Annaly Capital Management In Com New (NLY)	0.0	$207k	NEW	11k	19.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$206k	NEW	916.00	225.35	View chart
Vanguard World Fds Industrial Etf (VIS)	0.0	$202k		1.1k	190.51	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$201k	NEW	3.9k	51.20	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$161k	NEW	36k	4.44	View chart
Vaxxinity Com Cl A (VAXX)	0.0	$105k	NEW	46k	2.27	View chart
Hepion Pharmaceuticals (HEPA)	0.0	$48k		62k	0.78	View chart
Tilray (TLRY)	0.0	$33k	NEW	13k	2.53	View chart
Desktop Metal Com Cl A Call Option (DM)	0.0	$29k	+64%	40k	0.72	View chart
Tellurian (TELL)	0.0	$29k	NEW	23k	1.23	View chart
Pyrogenesis Cda Inc Com Isin#ca74734t1049 (PYR)	0.0	$25k	NEW	31k	0.81	View chart
Gamida Cell SHS (GMDA)	0.0	$21k		26k	0.81	View chart
Senseonics Hldgs (SENS)	0.0	$18k		25k	0.71	View chart
Leap Therapeutics (LPTX)	0.0	$16k	+39%	46k	0.34	View chart
Verastem (VSTM)	0.0	$13k	+4%	32k	0.42	View chart
Pavmed (PAVM)	0.0	$5.2k	NEW	14k	0.37	View chart
Cryptyde (TYDE)	0.0	$3.8k	NEW	46k	0.08	View chart
Alkaline Wtr Com New (WTER)	0.0	$2.2k	NEW	14k	0.16	View chart
Tesla Motors Call Option (TSLA)	0.0	$226.730000	+293%	6.5k	0.04	View chart

Past Filings by McAdam

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

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
McAdam 2020 Q3 filed Nov. 13, 2020
McAdam 2020 Q2 filed July 31, 2020
McAdam 2020 Q1 filed May 8, 2020
McAdam 2019 Q4 filed Jan. 23, 2020
McAdam 2019 Q3 filed Oct. 15, 2019
McAdam 2019 Q2 filed July 30, 2019

View all past filings

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