McAdam

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

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

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

View all past filings