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 SCHX, FNDX, SCHG, SCHF, SCHZ, and represent 46.47% of McAdam's stock portfolio.
Added to shares of these 10 stocks: JCPB, FDEM, FDL, PHYS, TLT, YLD, FPEI, TT, FBND, PLTR.
Started 33 new stock positions in TT, TRV, UNFI, F, AXSM, TSN, HCRB, TALK, USMV, PANW.
Reduced shares in these 10 stocks: SCHX (-$26M), FNDX (-$24M), SCHG (-$23M), SCHF (-$10M), VO (-$8.1M), IJR (-$7.2M), EFG (-$5.1M), TFI, EMXC, IEFA.
Sold out of its positions in ABAT, TAXF, ADI, NLY, CMG, COIN, Cutera, DHR, DKNG, DT.
McAdam was a net seller of stock by $-175M.
McAdam has $1.6B in assets under management (AUM), dropping by -11.84%.
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 342 positions in its portfolio as reported in the March 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	$203M	-11%	9.2M	22.08	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	11.8	$191M	-11%	8.1M	23.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.4	$167M	-12%	6.7M	25.04	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.9	$128M	-7%	6.5M	19.78	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	3.8	$62M	-4%	2.7M	23.16	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.0	$49M	-2%	1.4M	35.88	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.9	$47M		295k	160.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$46M		266k	173.23	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.7	$44M		181k	244.64	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.9	$30M	-9%	1.1M	27.57	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.5	$25M		899k	27.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.5	$24M		127k	186.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$21M	-8%	38k	561.89	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.3	$20M		81k	251.77	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$19M	+36%	396k	47.04	View chart
Apple (AAPL)	1.0	$17M	-8%	75k	222.13	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.9	$15M	-8%	193k	79.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$14M	-7%	180k	78.28	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.8	$14M	-18%	269k	51.07	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$13M		60k	210.94	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.7	$12M	-6%	156k	77.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$12M	-22%	157k	75.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$12M	-7%	53k	221.75	View chart
NVIDIA Corporation (NVDA)	0.6	$10M	+2%	94k	108.38	View chart
First Tr Morningstar Divid L SHS (FDL)	0.6	$10M	+19%	230k	43.44	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$8.8M		355k	24.86	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$8.7M	-2%	90k	96.77	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.5	$8.2M	+64%	322k	25.55	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.5	$8.2M	-2%	107k	76.62	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.5	$8.2M	-4%	266k	30.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.5	$7.6M		204k	37.01	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$6.6M	-13%	246k	26.89	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.4	$6.4M	-38%	143k	45.07	View chart
Microsoft Corporation (MSFT)	0.4	$6.4M	-4%	17k	375.38	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.4	$5.9M	-8%	216k	27.39	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$5.5M	-16%	488k	11.22	View chart
Invesco India Exchange-trade India Etf (PIN)	0.3	$5.2M		209k	25.01	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$5.2M		143k	36.49	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$5.2M	-15%	44k	117.49	View chart
Amazon (AMZN)	0.3	$5.2M		27k	190.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$5.2M	-61%	20k	258.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$5.0M	-23%	98k	50.83	View chart
Ishares Tr International Sl (ISCF)	0.3	$4.9M	-10%	145k	33.68	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.3	$4.7M		60k	78.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.7M	-60%	45k	104.57	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$4.6M	-30%	37k	125.97	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$4.5M	-34%	43k	105.44	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.3	$4.5M		203k	22.35	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$4.5M	-41%	194k	23.04	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$4.4M	-3%	53k	83.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$4.4M	-12%	44k	98.92	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.3	$4.3M	-10%	209k	20.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$4.3M	-16%	94k	45.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$4.3M	-28%	86k	49.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$4.1M		147k	27.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$3.9M	-31%	6.9k	559.36	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$3.8M	-37%	156k	24.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$3.8M	-57%	38k	100.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.8M	-16%	11k	361.09	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$3.7M	-2%	34k	110.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$3.7M	-10%	47k	78.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.7M	-3%	7.2k	513.93	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$3.4M	-54%	62k	55.09	View chart
Abbvie (ABBV)	0.2	$3.3M	-9%	16k	209.52	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$3.2M		79k	40.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$3.2M		80k	40.19	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$3.2M	-22%	32k	100.67	View chart
Meta Platforms Cl A (META)	0.2	$3.2M	-3%	5.6k	576.39	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$3.2M		110k	28.71	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.1M	-8%	12k	270.83	View chart
Gilead Sciences (GILD)	0.2	$3.0M	+3%	26k	112.05	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.9M	-15%	5.4k	542.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.9M	-5%	17k	172.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.8M	-32%	34k	81.73	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.7M	+31%	30k	91.03	View chart
Eli Lilly & Co. (LLY)	0.2	$2.7M	-3%	3.3k	825.87	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$2.7M	+18%	101k	26.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.6M	-24%	9.6k	274.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.6M	-2%	4.9k	532.61	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$2.6M		10k	257.04	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$2.6M	-34%	54k	47.60	View chart
Principal Exchange Traded Active High Yl (YLD)	0.2	$2.4M	+29%	128k	19.05	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.3M	-5%	51k	46.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.3M	-4%	6.2k	370.83	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.1M	+2%	18k	118.93	View chart
Tesla Motors (TSLA)	0.1	$2.0M	+19%	7.9k	259.15	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.0M	-14%	86k	23.43	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$2.0M	-32%	50k	39.37	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$1.9M	-23%	60k	31.96	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.9M	-2%	43k	44.26	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.9M	-2%	18k	106.65	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$1.9M	-15%	74k	25.54	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.1	$1.9M	-2%	12k	156.69	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$1.8M	+39%	97k	18.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$1.8M	-5%	60k	29.75	View chart
American Express Company (AXP)	0.1	$1.8M		6.5k	269.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.8M		11k	156.24	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.7M	-4%	6.8k	255.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.7M	-3%	11k	154.64	View chart
Merck & Co (MRK)	0.1	$1.7M		19k	89.76	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.6M	-32%	15k	105.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.6M	-29%	3.4k	468.91	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.5M	+10%	10k	150.98	View chart
Netflix (NFLX)	0.1	$1.5M		1.6k	932.30	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.5M	+2%	80k	18.59	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.4M	-17%	18k	80.37	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.1	$1.4M	-2%	44k	31.97	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.4M	-20%	27k	51.55	View chart
Home Depot (HD)	0.1	$1.4M	-7%	3.8k	366.49	View chart
Visa Com Cl A (V)	0.1	$1.3M	-3%	3.7k	350.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M	-28%	6.9k	188.16	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.3M		8.7k	145.68	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$1.3M	-45%	50k	25.22	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.3M	-15%	8.6k	146.01	View chart
Broadcom (AVGO)	0.1	$1.2M	-9%	7.4k	167.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.2M	+2%	4.9k	245.31	View chart
Procter & Gamble Company (PG)	0.1	$1.2M	+25%	7.0k	170.43	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$1.2M	-8%	54k	21.89	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$1.2M	-8%	68k	17.39	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M	-14%	7.0k	165.85	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	+4%	7.9k	139.82	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$1.1M		29k	38.36	View chart
Enterprise Products Partners (EPD)	0.1	$1.1M	+7%	32k	34.14	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$1.1M	-4%	59k	18.06	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.0M	+93%	23k	45.65	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.0M	+78%	12k	84.40	View chart
At&t (T)	0.1	$1.0M	+10%	36k	28.28	View chart
Coca-Cola Company (KO)	0.1	$1.0M	-4%	14k	71.62	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$994k	-4%	25k	39.49	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$982k	+10%	12k	78.96	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$981k	+18%	18k	53.97	View chart
Marsh & McLennan Companies (MMC)	0.1	$963k		3.9k	244.03	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$954k	-14%	10k	93.45	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$953k	+70%	40k	24.07	View chart
TJX Companies (TJX)	0.1	$908k	-7%	7.5k	121.80	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$877k	-2%	21k	41.13	View chart
Cintas Corporation (CTAS)	0.1	$840k	-9%	4.1k	205.54	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$832k	NEW	35k	24.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$828k	-14%	4.3k	193.97	View chart
Wal-Mart Stores (WMT)	0.1	$814k	-2%	9.3k	87.79	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$795k	-27%	8.6k	92.79	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$788k		19k	42.04	View chart
Costco Wholesale Corporation (COST)	0.0	$771k	-9%	815.00	945.49	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$763k	-25%	9.3k	81.67	View chart
Philip Morris International (PM)	0.0	$753k	+40%	4.7k	158.74	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$735k	-52%	12k	63.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$733k	+5%	10k	73.45	View chart
McDonald's Corporation (MCD)	0.0	$725k	+7%	2.3k	312.41	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$713k	-32%	22k	32.39	View chart
Verizon Communications (VZ)	0.0	$709k	-20%	16k	45.36	View chart
Mastercard Incorporated Cl A (MA)	0.0	$708k	-12%	1.3k	548.22	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$707k	+8%	9.0k	78.85	View chart
3M Company (MMM)	0.0	$693k		4.7k	146.85	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$681k	+83%	5.0k	137.41	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$658k	+15%	16k	40.49	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$656k	+19%	93k	7.05	View chart
Raytheon Technologies Corp (RTX)	0.0	$650k		4.9k	132.45	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$650k	-29%	21k	30.73	View chart
Lockheed Martin Corporation (LMT)	0.0	$640k	+7%	1.4k	446.80	View chart
International Business Machines (IBM)	0.0	$640k	-29%	2.6k	248.64	View chart
Monday SHS (MNDY)	0.0	$638k	+14%	2.6k	243.16	View chart
Chevron Corporation (CVX)	0.0	$636k		3.8k	167.29	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$633k	-8%	38k	16.63	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$614k	+105%	12k	51.48	View chart
Caterpillar (CAT)	0.0	$608k	-9%	1.8k	329.86	View chart
Wells Fargo & Company (WFC)	0.0	$608k	+36%	8.5k	71.79	View chart
Vanguard World Utilities Etf (VPU)	0.0	$605k	-10%	3.5k	170.79	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$600k	-32%	12k	51.18	View chart
Starbucks Corporation (SBUX)	0.0	$590k	-2%	6.0k	98.09	View chart
Trimble Navigation (TRMB)	0.0	$588k	+14%	9.0k	65.65	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$587k	-46%	3.1k	188.19	View chart
State Street Corporation (STT)	0.0	$585k	-15%	6.5k	89.53	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$581k	+9%	5.1k	114.87	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$577k	+69%	6.3k	91.73	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$577k	-16%	9.7k	59.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$563k	-12%	26k	21.53	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$553k	+29%	7.2k	76.57	View chart
Automatic Data Processing (ADP)	0.0	$551k	-11%	1.8k	305.54	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$549k	+2%	3.2k	170.91	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$548k	-9%	5.0k	108.69	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$542k		14k	37.78	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$536k	-13%	2.7k	197.46	View chart
Boeing Company (BA)	0.0	$534k	+26%	3.1k	170.57	View chart
United Parcel Service CL B (UPS)	0.0	$533k	-5%	4.8k	109.99	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$530k		14k	38.19	View chart
UnitedHealth (UNH)	0.0	$528k	+2%	1.0k	523.92	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$525k	-46%	2.5k	206.48	View chart
Applovin Corp Com Cl A (APP)	0.0	$514k	+54%	1.9k	264.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$506k	-10%	3.9k	128.96	View chart
Trane Technologies SHS (TT)	0.0	$505k	NEW	1.5k	336.84	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.0	$498k	+81%	5.4k	92.27	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$488k	-5%	6.7k	72.35	View chart
Bank of America Corporation (BAC)	0.0	$483k	-17%	12k	41.73	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$477k	+78%	12k	40.65	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$476k	-13%	7.7k	61.78	View chart
Comcast Corp Cl A (CMCSA)	0.0	$474k		13k	36.90	View chart
Cigna Corp (CI)	0.0	$460k	-2%	1.4k	329.01	View chart
Walt Disney Company (DIS)	0.0	$459k	+9%	4.7k	98.70	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$457k	+15%	5.6k	81.69	View chart
Cisco Systems (CSCO)	0.0	$454k	-52%	7.4k	61.71	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$453k	+15%	5.8k	78.28	View chart
Pepsi (PEP)	0.0	$450k	+29%	3.0k	149.93	View chart
ConocoPhillips (COP)	0.0	$450k	+2%	4.3k	105.01	View chart
Lumen Technologies (LUMN)	0.0	$444k	+74%	113k	3.92	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$443k	+79%	7.5k	58.69	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$433k	-6%	7.3k	58.96	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$432k	-56%	2.1k	201.35	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$427k	+6%	8.3k	51.78	View chart
Uber Technologies (UBER)	0.0	$423k	-5%	5.8k	72.86	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$423k	-60%	1.4k	308.88	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$422k	-8%	1.4k	312.10	View chart
World Gold Tr Spdr Gld Minis (GLD)	0.0	$421k	+105%	6.8k	61.89	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$415k	+4%	3.6k	115.61	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$409k		3.7k	111.08	View chart
Ge Aerospace Com New (GE)	0.0	$408k	-16%	2.0k	200.19	View chart
Hartford Fds Exchange Traded Core Bd Etf (HCRB)	0.0	$406k	NEW	12k	35.13	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$402k	NEW	3.9k	102.17	View chart
Marriott Intl Cl A (MAR)	0.0	$399k	+16%	1.7k	238.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$395k	-6%	6.9k	57.14	View chart
Lowe's Companies (LOW)	0.0	$392k	+9%	1.7k	233.23	View chart
Dow (DOW)	0.0	$387k		11k	34.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$387k		7.9k	48.93	View chart
Us Bancorp Del Com New (USB)	0.0	$382k	+4%	9.1k	42.22	View chart
Globe Life (GL)	0.0	$380k		2.9k	131.72	View chart
Cincinnati Financial Corporation (CINF)	0.0	$379k		2.6k	147.73	View chart
Zoom Communications Cl A (ZM)	0.0	$378k		5.1k	73.77	View chart
Microstrategy Cl A New (MSTR)	0.0	$369k	+5%	1.3k	288.27	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$368k	-27%	5.1k	71.43	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$367k	+13%	12k	29.54	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$364k	+6%	9.5k	38.23	View chart
Chemed Corp Com Stk (CHE)	0.0	$359k	-4%	584.00	615.32	View chart
Nextera Energy (NEE)	0.0	$359k	+2%	5.1k	70.89	View chart
Franco-Nevada Corporation (FNV)	0.0	$359k		2.3k	157.56	View chart
Advanced Micro Devices (AMD)	0.0	$355k	+7%	3.5k	102.75	View chart
Spdr Ser Tr Ssga Us Smal Etf (SMLV)	0.0	$348k	-4%	2.8k	122.87	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$348k	-27%	13k	26.92	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$347k	-35%	1.0k	334.33	View chart
Arista Networks Com Shs (ANET)	0.0	$347k	+37%	4.5k	77.48	View chart
Qualcomm (QCOM)	0.0	$345k	+3%	2.2k	153.61	View chart
Waste Management (WM)	0.0	$343k	+3%	1.5k	231.45	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$342k	+19%	9.4k	36.41	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$341k	-19%	8.0k	42.52	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$341k	+21%	7.3k	46.81	View chart
Shell Spon Ads (SHEL)	0.0	$340k		4.6k	73.28	View chart
Bristol Myers Squibb (BMY)	0.0	$338k	-42%	5.5k	60.99	View chart
Goldman Sachs (GS)	0.0	$338k	+42%	618.00	546.34	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$337k		4.0k	83.61	View chart
Intuitive Surgical Com New (ISRG)	0.0	$332k	-7%	670.00	495.27	View chart
Pfizer (PFE)	0.0	$329k	-37%	13k	25.34	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$329k	+11%	3.4k	96.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$323k		8.3k	38.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$322k	-34%	1.6k	199.45	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.0	$322k	-5%	9.4k	34.30	View chart
Abbott Laboratories (ABT)	0.0	$319k	-47%	2.4k	132.68	View chart
Vanguard World Health Car Etf (VHT)	0.0	$317k	-18%	1.2k	264.76	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$315k	-55%	14k	22.49	View chart
Citigroup Com New (C)	0.0	$314k	+19%	4.4k	70.99	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$311k	+12%	4.3k	71.97	View chart
Blackrock (BLK)	0.0	$305k	+39%	322.00	946.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$304k		8.5k	35.80	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$299k	+15%	3.3k	90.59	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$299k	-7%	2.7k	109.24	View chart
Servicenow (NOW)	0.0	$297k		373.00	795.60	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$296k	-2%	5.6k	52.37	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$292k		7.6k	38.25	View chart
Intercontinental Exchange (ICE)	0.0	$292k	+6%	1.7k	172.46	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$291k	-16%	948.00	306.76	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$288k	NEW	5.8k	49.81	View chart
Agilent Technologies Inc C ommon (A)	0.0	$286k	-3%	2.4k	116.97	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$283k	-40%	6.1k	46.08	View chart
Consolidated Edison (ED)	0.0	$283k	-12%	2.6k	110.59	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$281k	-20%	11k	26.38	View chart
United Natural Foods (UNFI)	0.0	$281k	NEW	10k	27.39	View chart
Fiserv (FI)	0.0	$279k	-23%	1.3k	220.81	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$278k		8.4k	32.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$277k	+9%	3.1k	90.53	View chart
Vanguard World Industrial Etf (VIS)	0.0	$274k		1.1k	247.58	View chart
Amgen (AMGN)	0.0	$270k		865.00	311.72	View chart
Booking Holdings (BKNG)	0.0	$267k		58.00	4606.91	View chart
Oneok (OKE)	0.0	$266k	+2%	2.7k	99.22	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$265k	-13%	11k	24.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$264k	-62%	4.5k	58.94	View chart
Nike CL B (NKE)	0.0	$259k	+9%	4.1k	63.49	View chart
Axsome Therapeutics (AXSM)	0.0	$256k	NEW	2.2k	116.63	View chart
Ishares Tr Residential Mult (REZ)	0.0	$254k	-17%	2.9k	86.42	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$253k	-51%	3.1k	81.10	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$250k	+5%	3.7k	67.84	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$250k	-30%	1.7k	148.40	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$250k	-76%	516.00	484.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$246k	+4%	1.8k	139.77	View chart
Omni (OMC)	0.0	$245k	-4%	3.0k	82.91	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$244k	-8%	3.7k	66.00	View chart
Eaton Corp SHS (ETN)	0.0	$242k		891.00	271.83	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$241k	NEW	21k	11.60	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$240k	-4%	5.7k	42.08	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$239k	-68%	1.8k	131.07	View chart
Adobe Systems Incorporated (ADBE)	0.0	$237k	+9%	618.00	383.48	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$237k	NEW	2.9k	81.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$236k	-52%	2.5k	92.84	View chart
Intel Corporation (INTC)	0.0	$236k	NEW	10k	22.71	View chart
Maplebear (CART)	0.0	$235k	NEW	5.9k	39.89	View chart
Stryker Corporation (SYK)	0.0	$234k	-23%	628.00	372.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$233k		6.2k	37.22	View chart
Boston Scientific Corporation (BSX)	0.0	$230k	-38%	2.3k	100.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$230k	NEW	3.9k	58.35	View chart
Royal Caribbean Cruises (RCL)	0.0	$229k	-3%	1.1k	205.35	View chart
Chubb (CB)	0.0	$228k	-56%	756.00	301.99	View chart
Texas Instruments Incorporated (TXN)	0.0	$227k	-10%	1.3k	179.65	View chart
Paypal Holdings (PYPL)	0.0	$227k	NEW	3.5k	65.24	View chart
NetApp (NTAP)	0.0	$223k	-4%	2.5k	87.84	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$222k	-16%	4.0k	55.99	View chart
Altria (MO)	0.0	$222k	-30%	3.7k	60.02	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$221k	NEW	6.4k	34.21	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$219k	+18%	5.7k	38.34	View chart
Kimberly-Clark Corporation (KMB)	0.0	$217k	NEW	1.5k	142.25	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$214k	NEW	2.3k	93.64	View chart
Broadridge Financial Solutions (BR)	0.0	$214k	-7%	881.00	242.46	View chart
Phillips 66 (PSX)	0.0	$212k	NEW	1.7k	123.47	View chart
Baxter International (BAX)	0.0	$212k	NEW	6.2k	34.23	View chart
Palo Alto Networks (PANW)	0.0	$211k	NEW	1.2k	170.69	View chart
Realty Income (O)	0.0	$210k	NEW	3.6k	58.01	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$208k	-23%	7.3k	28.58	View chart
Travelers Companies (TRV)	0.0	$207k	NEW	784.00	264.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$204k	NEW	579.00	352.48	View chart
Tyson Foods Cl A (TSN)	0.0	$204k	NEW	3.2k	63.81	View chart
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT)	0.0	$204k		5.3k	38.25	View chart
Agnico (AEM)	0.0	$201k	NEW	1.9k	108.41	View chart
salesforce (CRM)	0.0	$201k	-18%	748.00	268.27	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$200k	-6%	2.2k	92.29	View chart
Neuronetics (STIM)	0.0	$187k	NEW	51k	3.68	View chart
Ford Motor Company (F)	0.0	$130k	NEW	13k	10.03	View chart
Tidal Tr Ii Yieldmax Coin Op (CONY)	0.0	$117k	+23%	15k	7.67	View chart
Kopin Corporation Call Option (KOPN)	0.0	$93k	+59%	270k	0.34	View chart
Inotiv (NOTV)	0.0	$63k	NEW	29k	2.21	View chart
Alpha Teknova (TKNO)	0.0	$60k	NEW	12k	5.19	View chart
Talkspace (TALK)	0.0	$44k	NEW	17k	2.56	View chart
Ironwood Pharmaceuticals Com Cl A (IRWD)	0.0	$40k	NEW	27k	1.47	View chart
Maravai Lifesciences Hldgs I Com Cl A (MRVI)	0.0	$31k	NEW	14k	2.21	View chart
Ring Energy (REI)	0.0	$24k	+42%	21k	1.15	View chart
Comtech Telecommunications C Com New (CMTL)	0.0	$21k	NEW	13k	1.60	View chart
I-80 Gold Corp (IAUX)	0.0	$17k	-54%	29k	0.58	View chart
Ses Ai Corporation Cl A Com (SES)	0.0	$7.3k	NEW	14k	0.52	View chart

Past Filings by McAdam

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

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
McAdam 2021 Q3 filed Oct. 5, 2021
McAdam 2021 Q2 filed Aug. 2, 2021

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