Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

McAdam

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

Top 5 stock holdings are FNDX, SCHX, SCHG, SCHF, SCHC, and represent 46.07% of McAdam's stock portfolio.
Added to shares of these 10 stocks: SCHF (+$8.9M), SCHX (+$5.9M), FNDX (+$5.3M), SCHG, JNJ, FDEM, JCPB, GOOGL, SCHC, GOOG.
Started 45 new stock positions in LTRX, ORBS, DE, TGT, WMB, MRVL, GD, AEVA, LPTH, KTOS.
Reduced shares in these 10 stocks: PHYS, SCHE, SGVT, SPYV, PJUN, VBK, MDYG, MDYV, IWS, VV.
Sold out of its positions in A, Agilon Health, ALM, TAXF, AstraZeneca, SSII, BIIB, BSX, DASH, PMAR.
McAdam was a net buyer of stock by $72M.
McAdam has $2.2B in assets under management (AUM), dropping by 1.68%.
Central Index Key (CIK): 0001695490

Tip: Access up to 7 years of quarterly data

Positions held by McAdam consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for McAdam

McAdam holds 442 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	11.8	$261M	+2%	9.4M	27.85	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	11.7	$261M	+2%	10M	25.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	9.7	$216M	+2%	7.4M	29.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	9.4	$208M	+4%	8.4M	24.75	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.5	$77M	+2%	1.6M	46.74	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.9	$65M		354k	184.28	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.8	$62M	+4%	1.3M	47.08	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.4	$54M	+2%	209k	257.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.4	$52M		273k	191.92	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.1	$46M	+3%	2.0M	23.22	View chart
Spdr Series Trust State Street Spd (SPTL)	1.4	$32M	+4%	1.2M	26.30	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.4	$31M	-4%	940k	32.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$29M		134k	217.25	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	1.2	$26M	+13%	834k	31.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$24M		37k	653.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$23M	-2%	76k	302.25	View chart
Apple (AAPL)	1.0	$23M	+5%	89k	253.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$21M		227k	90.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$20M	+5%	254k	78.41	View chart
NVIDIA Corporation (NVDA)	0.9	$20M	+7%	113k	174.40	View chart
Spdr Series Trust State Street Spd (SPYV)	0.8	$18M	-4%	312k	56.58	View chart
Spdr Series Trust State Street Spd (MDYG)	0.8	$17M	-2%	177k	95.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$16M	+3%	62k	261.92	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$13M	+7%	53k	248.84	View chart
First Tr Exchange-traded SHS (FDL)	0.6	$13M		253k	50.80	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.6	$12M	+7%	496k	24.91	View chart
Spdr Series Trust State Street Spd (MDYV)	0.5	$12M	-3%	143k	85.15	View chart
Spdr Series Trust State Street Spd (CWB)	0.5	$12M	+5%	129k	91.52	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.5	$12M	-3%	301k	38.26	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$11M	+6%	109k	96.80	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$9.9M	+4%	373k	26.61	View chart
Microsoft Corporation (MSFT)	0.4	$8.9M	+2%	24k	370.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.4	$7.8M	-6%	188k	41.83	View chart
Amazon (AMZN)	0.3	$7.7M		37k	208.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$7.5M		18k	426.40	View chart
Spdr Series Trust State Street Spd (TFI)	0.3	$7.1M		156k	45.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$6.9M	+6%	55k	124.31	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.3	$6.8M	+5%	301k	22.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$6.7M	+48%	23k	287.56	View chart
Ishares Tr International Sl (ISCF)	0.3	$6.6M		159k	41.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$6.6M	-6%	102k	64.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$6.5M		33k	196.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$6.4M	+6%	22k	287.18	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$6.3M	-6%	43k	145.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$6.2M	+5%	49k	128.12	View chart
Invesco India Exchange-trade India Etf (IMVP)	0.3	$6.1M	+2%	299k	20.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$6.1M	+20%	78k	78.66	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$5.9M	-3%	183k	32.43	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$5.9M	-7%	20k	298.84	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$5.4M	+4%	51k	106.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.3M	+55%	19k	286.86	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$5.3M	-6%	56k	94.58	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$5.2M	+3%	109k	47.83	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$5.2M	+2%	480k	10.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$5.2M	+9%	8.6k	597.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$5.1M		95k	54.05	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$5.1M		136k	37.42	View chart
Johnson & Johnson (JNJ)	0.2	$5.1M	+173%	21k	244.44	View chart
Meta Platforms Cl A (META)	0.2	$4.8M	+4%	8.5k	572.14	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$4.7M	+13%	248k	19.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$4.5M	-2%	7.0k	650.36	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$4.5M	-3%	14k	318.07	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$4.4M	+7%	99k	44.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.4M		6.3k	697.69	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$4.4M		35k	125.13	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$4.4M	-6%	45k	96.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$4.3M		39k	111.37	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$4.2M	+6%	135k	31.06	View chart
Principal Exchange Traded Active High Yl (YLD)	0.2	$4.2M	+12%	221k	18.96	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$4.2M	+34%	84k	49.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.1M	+2%	133k	30.68	View chart
Abbvie (ABBV)	0.2	$3.9M	+14%	18k	217.49	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$3.9M	+3%	159k	24.64	View chart
Broadcom (AVGO)	0.2	$3.9M	+4%	13k	309.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.8M	-2%	77k	49.89	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.2	$3.7M		87k	42.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.6M	-2%	38k	97.13	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$3.6M	-5%	157k	22.98	View chart
Eli Lilly & Co. (LLY)	0.2	$3.6M	+9%	3.9k	919.80	View chart
Gilead Sciences (GILD)	0.2	$3.6M		26k	139.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$3.5M		8.0k	436.80	View chart
Tesla Motors (TSLA)	0.2	$3.5M	+11%	9.3k	371.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$3.4M		74k	45.97	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.4M	+12%	20k	169.66	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.3M		108k	30.96	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$3.3M		163k	20.41	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.1M		38k	79.56	View chart
Merck & Co (MRK)	0.1	$2.9M	+16%	24k	120.29	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.8M	-4%	28k	100.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$2.8M		5.8k	479.22	View chart
Oracle Corporation (ORCL)	0.1	$2.8M	+32%	19k	147.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.7M		8.5k	320.82	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$2.7M	+12%	59k	45.52	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$2.7M	+6%	19k	142.19	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$2.5M	-3%	54k	46.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.4M	-4%	82k	29.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.3M	+10%	4.0k	577.20	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.2M		9.1k	244.17	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$2.2M	+12%	96k	23.00	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.2M	+20%	15k	146.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.2M		22k	99.27	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.1M	-9%	11k	189.59	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.1M	-3%	39k	54.55	View chart
American Express Company (AXP)	0.1	$2.1M		6.9k	302.46	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$2.1M	+102%	41k	50.19	View chart
Putnam Etf Trust Franklin Massach (FTMA)	0.1	$2.0M		226k	8.96	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$2.0M	+12%	21k	97.91	View chart
Netflix (NFLX)	0.1	$1.9M	-2%	20k	96.15	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.9M		26k	74.35	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.9M	-6%	37k	49.99	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$1.9M	-2%	11k	171.64	View chart
Lumen Technologies (LUMN)	0.1	$1.8M	+21%	262k	6.95	View chart
Wal-Mart Stores (WMT)	0.1	$1.8M	+10%	15k	124.28	View chart
Caterpillar (CAT)	0.1	$1.8M	+20%	2.6k	708.48	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.8M	-3%	18k	98.38	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.8M	-2%	5.6k	313.80	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.8M	+5%	6.0k	294.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.7M	-4%	38k	45.62	View chart
Spdr Index Shs Fds State Street Spd (DWX)	0.1	$1.7M	+13%	37k	45.60	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.7M	+10%	22k	78.77	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.7M		86k	19.30	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.6M	-10%	19k	86.69	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$1.6M	+14%	20k	81.98	View chart
Visa Com Cl A (V)	0.1	$1.6M		5.3k	302.24	View chart
Costco Wholesale Corporation (COST)	0.1	$1.6M	+11%	1.6k	996.27	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.1	$1.5M	-7%	39k	39.82	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.5M	+42%	33k	46.84	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.5M	+6%	29k	52.19	View chart
Home Depot (HD)	0.1	$1.5M	-4%	4.6k	328.86	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.5M	+15%	11k	132.90	View chart
International Business Machines (IBM)	0.1	$1.5M	+31%	6.0k	242.39	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.4M	+6%	24k	61.26	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.4M	+9%	36k	39.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.4M	-21%	6.6k	213.67	View chart
TJX Companies (TJX)	0.1	$1.4M		8.8k	159.70	View chart
Coca-Cola Company (KO)	0.1	$1.4M	+6%	19k	76.05	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$1.4M	+15%	35k	40.14	View chart
Chevron Corporation (CVX)	0.1	$1.4M	+26%	6.7k	206.89	View chart
Enterprise Products Partners (EPD)	0.1	$1.3M		35k	37.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.3M		6.1k	215.06	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.1	$1.3M	+5%	14k	93.27	View chart
At&t (T)	0.1	$1.3M	+3%	44k	28.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.3M	+14%	8.6k	146.61	View chart
Procter & Gamble Company (PG)	0.1	$1.2M		8.6k	144.44	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	+25%	6.1k	203.43	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$1.2M	+2%	50k	24.80	View chart
Marsh & McLennan Companies (MRSH)	0.1	$1.2M		7.0k	173.45	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.2M	-7%	11k	106.50	View chart
Cisco Systems (CSCO)	0.1	$1.2M	+47%	15k	77.59	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.1M	+16%	13k	88.16	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.1M	+13%	65k	17.15	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.0	$1.1M		49k	22.01	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$1.1M	-2%	62k	17.44	View chart
Ge Aerospace Com New (GE)	0.0	$1.0M	+8%	3.7k	283.74	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$1.0M	+3%	3.1k	328.65	View chart
Invesco Exch Traded Fd Tr Ii Bloomberg Enhanc (IFLN)	0.0	$1.0M	+2%	57k	17.94	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$1.0M		15k	69.75	View chart
Lam Research Corp Com New (LRCX)	0.0	$990k	+35%	4.6k	213.66	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$972k		10k	95.62	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$970k	+3%	21k	45.89	View chart
Mastercard Incorporated Cl A (MA)	0.0	$957k		1.9k	499.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$942k	+18%	4.9k	191.80	View chart
Comcast Corp Cl A (CMCSA)	0.0	$939k	+106%	33k	28.71	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$938k	-2%	30k	31.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$933k		12k	77.11	View chart
Verizon Communications (VZ)	0.0	$925k	+6%	18k	50.20	View chart
Rocket Lab Corp (RKLB)	0.0	$912k	+42%	14k	64.22	View chart
Lockheed Martin Corporation (LMT)	0.0	$899k		1.5k	604.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$897k	-5%	3.6k	247.99	View chart
State Street Corporation (STT)	0.0	$895k		7.1k	126.56	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$893k	-9%	5.6k	160.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$892k	NEW	22k	40.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$879k	+22%	2.0k	430.29	View chart
Vanguard World Utilities Etf (VPU)	0.0	$877k	+7%	4.4k	198.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$866k	+25%	12k	70.18	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$864k	+11%	7.9k	108.98	View chart
Boeing Company (BA)	0.0	$863k	-7%	4.3k	199.05	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$858k	-10%	7.8k	109.70	View chart
Micron Technology (MU)	0.0	$856k	+25%	2.5k	337.85	View chart
McDonald's Corporation (MCD)	0.0	$855k		2.8k	310.83	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.0	$846k	NEW	21k	40.74	View chart
Raytheon Technologies Corp (RTX)	0.0	$837k		4.3k	192.90	View chart
Arista Networks Com Shs (ANET)	0.0	$825k	+46%	6.7k	122.78	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$820k		25k	33.37	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$815k		18k	45.50	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$811k	+15%	21k	39.38	View chart
Parker-Hannifin Corporation (PH)	0.0	$810k	+209%	905.00	894.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$806k	+21%	2.2k	367.48	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$791k	+39%	2.0k	390.42	View chart
Intel Corporation (INTC)	0.0	$791k	+42%	18k	44.13	View chart
Ge Vernova (GEV)	0.0	$773k	+9%	886.00	872.91	View chart
Kla Corp Com New (KLAC)	0.0	$764k	+44%	519.00	1472.41	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$746k	-6%	13k	59.55	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$741k	-5%	24k	30.32	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$734k	+6%	19k	38.42	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$723k	+200%	37k	19.78	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$722k	+23%	4.5k	161.73	View chart
Bank of America Corporation (BAC)	0.0	$718k	+2%	15k	48.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$712k	-16%	9.1k	78.41	View chart
Planet Labs Pbc Com Cl A (PL)	0.0	$708k	+43%	25k	27.95	View chart
Cintas Corporation (CTAS)	0.0	$698k		4.1k	169.12	View chart
Applied Materials (AMAT)	0.0	$694k	+5%	2.0k	341.84	View chart
3M Company (MMM)	0.0	$693k	-9%	4.8k	145.23	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$690k		5.2k	132.10	View chart
Starbucks Corporation (SBUX)	0.0	$678k	+13%	7.6k	89.59	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$671k	-3%	26k	25.62	View chart
Wells Fargo & Company (WFC)	0.0	$665k	-8%	8.4k	79.61	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$665k		16k	42.72	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$663k		9.7k	68.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$651k		26k	25.10	View chart
ConocoPhillips (COP)	0.0	$645k	+14%	4.9k	132.01	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$622k	+4%	8.1k	77.18	View chart
Trane Technologies SHS (TT)	0.0	$620k	-15%	1.5k	416.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$615k	+7%	5.6k	108.98	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$615k	+15%	13k	49.37	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$602k	+85%	3.0k	198.29	View chart
Marriott Intl Cl A (MAR)	0.0	$597k		1.8k	327.05	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$594k	+9%	5.4k	110.87	View chart
Pfizer (PFE)	0.0	$588k	-8%	21k	28.08	View chart
Reddit Cl A (RDDT)	0.0	$586k	+82%	4.3k	134.65	View chart
Palo Alto Networks (PANW)	0.0	$583k	+10%	3.6k	160.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$583k	+22%	7.9k	73.64	View chart
Pepsi (PEP)	0.0	$579k	+10%	3.7k	155.30	View chart
Nextera Energy (NEE)	0.0	$577k	+7%	6.2k	92.88	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$572k	+3%	6.2k	91.64	View chart
Coinbase Global Com Cl A (COIN)	0.0	$568k	+63%	3.3k	174.61	View chart
UnitedHealth (UNH)	0.0	$563k	+21%	2.1k	270.56	View chart
Franco-Nevada Corporation (FNV)	0.0	$563k		2.3k	247.05	View chart
Trimble Navigation (TRMB)	0.0	$563k	+8%	8.6k	65.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$559k		13k	43.11	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$554k	+3%	3.8k	145.77	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$544k	+16%	5.3k	101.80	View chart
Cloudflare Cl A Com (NET)	0.0	$541k	+35%	2.6k	206.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$538k		3.6k	148.11	View chart
Dell Technologies CL C (DELL)	0.0	$537k	+9%	3.3k	164.14	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$529k		5.8k	90.94	View chart
Goldman Sachs (GS)	0.0	$528k	+7%	624.00	846.51	View chart
Spdr Series Trust State Street Spd (SMLV)	0.0	$528k	+11%	3.9k	137.08	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$518k		5.6k	92.69	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$518k	+48%	9.7k	53.22	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.0	$514k	-3%	10k	50.34	View chart
Citigroup Com New (C)	0.0	$497k	+8%	4.4k	113.42	View chart
Walt Disney Company (DIS)	0.0	$495k		5.1k	96.38	View chart
Dow (DOW)	0.0	$494k	+5%	12k	41.65	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$492k	+7%	11k	45.65	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.0	$490k	+6%	12k	40.50	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.0	$488k	+2%	5.3k	92.34	View chart
Spdr Series Trust State Street Spd (PSK)	0.0	$480k	-4%	16k	30.84	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$480k	-2%	9.6k	50.14	View chart
Applovin Corp Com Cl A (APP)	0.0	$479k	+25%	1.2k	398.00	View chart
Eaton Corp SHS (ETN)	0.0	$477k	+10%	1.3k	357.67	View chart
Us Bancorp Com New (USB)	0.0	$469k	-6%	9.0k	52.01	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$464k		4.3k	108.01	View chart
Booking Holdings (BKNG)	0.0	$461k		109.00	4224.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$458k		11k	40.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$455k		7.9k	57.58	View chart
Shell Spon Ads (SHEL)	0.0	$450k	+4%	4.8k	93.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$449k	+6%	7.7k	58.54	View chart
Western Digital (WDC)	0.0	$446k	+17%	1.6k	270.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$440k		11k	39.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$440k	-18%	1.2k	356.46	View chart
Vanguard World Industrial Etf (VIS)	0.0	$438k	+7%	1.4k	312.31	View chart
Philip Morris International (PM)	0.0	$434k	-25%	2.6k	165.34	View chart
Waste Management (WM)	0.0	$431k	+5%	1.9k	229.77	View chart
Adobe Systems Incorporated (ADBE)	0.0	$431k	+25%	1.8k	243.07	View chart
Amgen (AMGN)	0.0	$430k	+3%	1.2k	351.97	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$426k	-22%	9.9k	43.02	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$425k	+24%	15k	28.66	View chart
Cincinnati Financial Corporation (CINF)	0.0	$424k	+3%	2.7k	157.36	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$422k		4.0k	106.00	View chart
NetApp (NTAP)	0.0	$412k	+34%	4.0k	102.39	View chart
Qualcomm (QCOM)	0.0	$411k	+15%	3.2k	128.77	View chart
Phillips 66 (PSX)	0.0	$408k	+8%	2.2k	182.17	View chart
Automatic Data Processing (ADP)	0.0	$405k		2.0k	203.20	View chart
Lowe's Companies (LOW)	0.0	$405k	+3%	1.7k	236.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$405k	-8%	7.1k	56.68	View chart
Motorola Solutions Com New (MSI)	0.0	$403k		928.00	434.15	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$403k	-8%	1.7k	236.34	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$402k		8.8k	45.47	View chart
Globe Life (GL)	0.0	$401k		2.9k	139.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$400k		9.4k	42.50	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$399k	+10%	1.2k	337.95	View chart
FedEx Corporation (FDX)	0.0	$398k	+5%	1.1k	356.18	View chart
Metropcs Communications (TMUS)	0.0	$395k	-16%	1.9k	210.05	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$394k	-13%	77k	5.10	View chart
Corning Incorporated (GLW)	0.0	$389k	+4%	2.9k	135.97	View chart
Linde SHS (LIN)	0.0	$388k	+59%	783.00	495.49	View chart
Morgan Stanley Com New (MS)	0.0	$380k	+8%	2.3k	164.57	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.0	$380k		10k	36.35	View chart
TTM Technologies (TTMI)	0.0	$378k	NEW	3.9k	97.42	View chart
Marvell Technology (MRVL)	0.0	$377k	NEW	3.8k	99.06	View chart
Intuitive Surgical Com New (ISRG)	0.0	$376k	+35%	817.00	460.76	View chart
Servicenow (NOW)	0.0	$373k	+62%	3.6k	104.54	View chart
Analog Devices (ADI)	0.0	$373k	-4%	1.2k	318.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$372k		5.5k	67.53	View chart
Agnico (AEM)	0.0	$372k		1.8k	202.98	View chart
Newmont Mining Corporation (NEM)	0.0	$371k	+7%	3.4k	108.26	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$369k	-5%	17k	22.02	View chart
General Motors Company (GM)	0.0	$369k	+13%	4.9k	74.50	View chart
Consolidated Edison (ED)	0.0	$368k	-4%	3.2k	113.20	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$368k	+20%	5.3k	69.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.0	$365k		12k	30.19	View chart
Axsome Therapeutics (AXSM)	0.0	$361k	-6%	2.1k	169.02	View chart
Constellation Energy (CEG)	0.0	$359k	+5%	1.3k	279.26	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$358k	+10%	877.00	407.76	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$357k		3.8k	93.93	View chart
Ishares Tr Residential Mult (REZ)	0.0	$354k	+20%	4.3k	83.21	View chart
Abbott Laboratories (ABT)	0.0	$354k		3.4k	102.68	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$352k		7.5k	46.74	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$351k	NEW	1.4k	250.51	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$350k	-21%	6.7k	52.56	View chart
Blackrock (BLK)	0.0	$350k	+4%	364.00	962.22	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$349k		3.4k	102.25	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$349k		8.5k	40.81	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$346k	+66%	5.8k	59.96	View chart
Altria (MO)	0.0	$346k	+10%	5.2k	65.99	View chart
Intercontinental Exchange (ICE)	0.0	$344k	+19%	2.2k	157.25	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$344k	-82%	9.7k	35.44	View chart
Cigna Corp (CI)	0.0	$342k	+10%	1.3k	266.71	View chart
Capital One Financial (COF)	0.0	$341k	+27%	1.9k	182.39	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$336k	+11%	3.0k	113.11	View chart
Spdr Series Trust State Street Spd (ONEY)	0.0	$331k	+7%	2.8k	120.05	View chart
salesforce (CRM)	0.0	$330k		1.8k	186.68	View chart
Roundhill Etf Trust Innovation 100 O (QDTE)	0.0	$329k	+12%	12k	27.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$328k		8.4k	38.86	View chart
Truist Financial Corp equities (TFC)	0.0	$327k	+39%	7.1k	45.97	View chart
Oneok (OKE)	0.0	$321k	+26%	3.5k	90.39	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$321k	-3%	2.9k	110.35	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$319k		1.8k	179.86	View chart
Charles Schwab Corporation (SCHW)	0.0	$318k		3.4k	93.98	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$317k	+5%	5.4k	59.03	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$317k	-6%	7.5k	42.31	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$313k	+11%	3.8k	81.50	View chart
Aim Etf Products Trust Allianzim Us Eqt (MAYT)	0.0	$313k		8.5k	37.01	View chart
Amphenol Corp Cl A (APH)	0.0	$312k	+8%	2.5k	126.34	View chart
Texas Instruments Incorporated (TXN)	0.0	$312k	+19%	1.6k	194.10	View chart
Rockwell Automation (ROK)	0.0	$310k	NEW	865.00	358.88	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$307k	+14%	4.0k	76.54	View chart
Intuit (INTU)	0.0	$306k	+21%	707.00	432.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$305k		2.7k	115.01	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$305k	+29%	6.1k	49.97	View chart
Realty Income (O)	0.0	$302k	+9%	4.9k	61.17	View chart
Nebius Group Shs Class A (NBIS)	0.0	$301k	NEW	2.9k	103.76	View chart
Monolithic Power Systems (MPWR)	0.0	$301k	+5%	275.00	1092.56	View chart
Corteva (CTVA)	0.0	$300k	+10%	3.6k	83.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$300k	+7%	3.4k	88.70	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$295k	+4%	4.9k	60.43	View chart
Kinder Morgan (KMI)	0.0	$295k	+4%	8.8k	33.53	View chart
Bristol Myers Squibb (BMY)	0.0	$294k	-17%	4.9k	60.65	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$292k	+10%	5.9k	49.69	View chart
Royal Caribbean Cruises (RCL)	0.0	$290k	-4%	1.1k	275.20	View chart
Union Pacific Corporation (UNP)	0.0	$289k	+8%	1.2k	242.71	View chart
Hewlett Packard Enterprise (HPE)	0.0	$289k	+27%	12k	23.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$288k	-27%	3.5k	82.75	View chart
Thermo Fisher Scientific (TMO)	0.0	$287k	+26%	584.00	491.53	View chart
Equinix (EQIX)	0.0	$283k	NEW	289.00	980.24	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$280k	NEW	4.0k	70.51	View chart
Bank of New York Mellon Corporation (BK)	0.0	$280k	+9%	2.4k	118.65	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$278k	+2%	12k	22.66	View chart
Digitalocean Hldgs (DOCN)	0.0	$273k	NEW	3.2k	85.78	View chart
CVS Caremark Corporation (CVS)	0.0	$273k	+5%	3.8k	71.81	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$272k	+27%	4.9k	55.52	View chart
Astrazeneca Ord (AZN)	0.0	$268k	NEW	1.4k	197.22	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$267k		6.9k	38.77	View chart
Vanguard World Health Car Etf (VHT)	0.0	$267k	+5%	981.00	272.26	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$266k	-6%	2.9k	93.28	View chart
Stryker Corporation (SYK)	0.0	$262k	+3%	796.00	328.49	View chart
AFLAC Incorporated (AFL)	0.0	$261k	+7%	2.4k	109.71	View chart
Travelers Companies (TRV)	0.0	$257k		880.00	291.68	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$255k	NEW	2.2k	114.32	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$254k		4.4k	57.64	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.0	$253k	NEW	4.1k	61.85	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$252k		1.1k	237.55	View chart
Clear Secure Com Cl A (YOU)	0.0	$249k	NEW	5.1k	48.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$248k		5.8k	43.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$247k	NEW	1.7k	142.44	View chart
Allstate Corporation (ALL)	0.0	$246k	+18%	1.2k	207.34	View chart
Strategy Cl A New (MSTR)	0.0	$245k		2.0k	124.80	View chart
Progressive Corporation (PGR)	0.0	$244k	+12%	1.2k	198.24	View chart
Rocket Cos Com Cl A (RKT)	0.0	$244k	+32%	17k	14.25	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$244k		5.4k	45.06	View chart
Tyson Foods Cl A (TSN)	0.0	$240k	-12%	3.7k	64.07	View chart
Norfolk Southern (NSC)	0.0	$240k	+17%	835.00	287.10	View chart
First Tr Exchange Traded Nasdq Fod Bvrg (FTXG)	0.0	$239k	NEW	11k	22.14	View chart
IDEXX Laboratories (IDXX)	0.0	$237k	+2%	422.00	561.23	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$237k	NEW	2.9k	82.87	View chart
Kimberly-Clark Corporation (KMB)	0.0	$235k	NEW	2.4k	96.45	View chart
Omni (OMC)	0.0	$234k	+8%	3.1k	75.31	View chart
Northrop Grumman Corporation (NOC)	0.0	$229k	NEW	336.00	681.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$228k		2.5k	92.75	View chart
Verisign (VRSN)	0.0	$227k	NEW	913.00	248.36	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$227k	-5%	9.1k	24.77	View chart
Deere & Company (DE)	0.0	$225k	NEW	400.00	563.09	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.0	$225k	-5%	9.3k	24.14	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$222k	+7%	2.3k	97.23	View chart
Emerson Electric (EMR)	0.0	$219k	+7%	1.7k	131.04	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$219k	-5%	4.9k	44.80	View chart
Cummins (CMI)	0.0	$217k	-5%	404.00	538.02	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$217k		5.5k	39.80	View chart
Chemed Corp Com Stk (CHE)	0.0	$216k	-2%	572.00	377.74	View chart
Ssr Mining (SSRM)	0.0	$215k	NEW	7.3k	29.37	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$213k	+2%	9.6k	22.21	View chart
Uber Technologies (UBER)	0.0	$212k	+6%	2.9k	71.92	View chart
Williams Companies (WMB)	0.0	$210k	NEW	2.9k	72.78	View chart
Digital Realty Trust (DLR)	0.0	$206k	NEW	1.1k	180.26	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$206k	NEW	1.6k	127.73	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$206k	NEW	2.2k	93.87	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.0	$205k	+9%	5.0k	41.08	View chart
Nike CL B (NKE)	0.0	$203k	-44%	3.8k	52.81	View chart
L3harris Technologies (LHX)	0.0	$203k	NEW	587.00	345.00	View chart
Teradyne (TER)	0.0	$203k	NEW	683.00	296.49	View chart
Ford Motor Company (F)	0.0	$202k		18k	11.54	View chart
Spdr Series Trust State Street Spd (SPIP)	0.0	$202k	-8%	7.8k	26.01	View chart
Target Corporation (TGT)	0.0	$201k	NEW	1.7k	121.17	View chart
Broadridge Financial Solutions (BR)	0.0	$200k	+20%	1.2k	162.44	View chart
General Dynamics Corporation (GD)	0.0	$200k	NEW	583.00	343.44	View chart
Ouster Com New (OUST)	0.0	$196k	NEW	11k	18.37	View chart
Aeva Technologies Com New (AEVA)	0.0	$186k	NEW	14k	13.16	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$185k		15k	12.06	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$173k	NEW	12k	15.05	View chart
Immunitybio (IBRX)	0.0	$165k		21k	7.67	View chart
Navitas Semiconductor Corp-a (NVTS)	0.0	$162k	+64%	18k	8.77	View chart
Amplify Etf Tr Cef High Income (YYY)	0.0	$141k	NEW	13k	11.03	View chart
United States Antimony (UAMY)	0.0	$134k	NEW	15k	8.73	View chart
Serve Robotics (SERV)	0.0	$133k	-7%	16k	8.44	View chart
Kopin Corporation (KOPN)	0.0	$124k	+139%	55k	2.25	View chart
Schmid Group Euro Shs Cl A (SHMD)	0.0	$120k	NEW	23k	5.30	View chart
Haleon Spon Ads (HLN)	0.0	$104k	-24%	10k	10.01	View chart
Lightpath Technologies Com Cl A (LPTH)	0.0	$103k	NEW	10k	10.03	View chart
Syntec Optics Hldgs Cl A (OPTX)	0.0	$98k	NEW	14k	7.03	View chart
One Stop Systems (OSS)	0.0	$97k		13k	7.57	View chart
Plug Pwr Com New (PLUG)	0.0	$84k	NEW	37k	2.26	View chart
Lantronix Com New (LTRX)	0.0	$81k	NEW	15k	5.24	View chart
Ftai Infrastructure Common Stock (FIP)	0.0	$74k	NEW	15k	4.94	View chart
Optimizerx Corp Com New (OPRX)	0.0	$66k	NEW	10k	6.28	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$54k		10k	5.17	View chart
I-80 Gold Corp (IAUX)	0.0	$53k	-19%	35k	1.52	View chart
Cognition Therapeutics (CGTX)	0.0	$53k	-5%	70k	0.76	View chart
Vuzix Corp Com New (VUZI)	0.0	$45k	NEW	20k	2.31	View chart
Techtarget Com New (TTGT)	0.0	$40k	NEW	10k	3.88	View chart
Ses Ai Corporation Cl A Com (SES)	0.0	$10k	-49%	11k	0.96	View chart
Eightco Holdings (ORBS)	0.0	$9.8k	NEW	11k	0.93	View chart

Past Filings by McAdam

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

McAdam 2026 Q1 filed May 8, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z