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McAdam

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

Top 5 stock holdings are SCHX, FNDX, SCHG, SCHF, SCHZ, and represent 46.04% of McAdam's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$10M), FNDX (+$10M), SCHG (+$7.3M), SCHF (+$7.0M), SCHZ, NVDA, VOE, VOT, SCHE, SCHC.
Started 35 new stock positions in IAUX, NMRK, FDX, SMLV, ABNB, KOPN, UNH, CAT, BHIL, MDLZ.
Reduced shares in these 10 stocks: ORCL, MSFT, IWY, MDYG, IEFA, PZA, UNP, VEA, MDYV, EPD.
Sold out of its positions in ARKK, ASTL, ASPN, CHH, JBLU, GLD, TMO, UNP, OLED, ESGL.
McAdam was a net buyer of stock by $84M.
McAdam has $1.6B in assets under management (AUM), dropping by 12.49%.
Central Index Key (CIK): 0001695490

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Portfolio Holdings for McAdam

McAdam holds 302 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.1	$189M	+5%	3.0M	62.06	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	11.2	$174M	+6%	2.6M	67.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.4	$163M	+4%	1.8M	92.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.5	$117M	+6%	3.0M	39.02	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	4.8	$75M	+6%	1.6M	46.00	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.3	$51M	+7%	1.4M	35.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$44M	+7%	258k	169.37	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.7	$41M	+11%	265k	155.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.5	$40M	+9%	168k	235.79	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$32M	+12%	1.3M	25.25	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	1.6	$25M		288k	87.29	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.6	$25M	+6%	879k	27.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$21M	+11%	110k	191.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$20M		38k	525.73	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$19M	+14%	73k	260.72	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	1.2	$18M		241k	76.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$18M	+10%	237k	76.67	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.0	$16M		311k	50.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$13M	-3%	181k	74.22	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$12M	-4%	62k	195.10	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.8	$12M		427k	27.76	View chart
Apple (AAPL)	0.8	$12M	+4%	69k	171.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$11M	+5%	46k	228.59	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.6	$10M	+5%	104k	96.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$9.8M		38k	259.90	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$9.6M	+5%	185k	52.16	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.6	$9.4M		165k	57.03	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.6	$9.2M	+11%	188k	49.05	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.6	$9.2M	+16%	198k	46.48	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.6	$8.9M	+10%	122k	73.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.5	$8.2M		237k	34.52	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.5	$8.0M	+7%	671k	11.88	View chart
NVIDIA Corporation (NVDA)	0.5	$7.3M	+143%	8.1k	903.55	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$7.1M		86k	82.97	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$7.0M	-5%	294k	23.83	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$6.8M	+7%	324k	21.15	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$6.7M	-3%	53k	125.33	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.4	$6.4M		74k	87.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$6.4M		126k	50.60	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$6.1M	-3%	171k	35.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$6.0M	+2%	61k	97.94	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.4	$5.9M	+6%	232k	25.66	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$5.9M	+10%	55k	107.60	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$5.8M	-3%	51k	114.14	View chart
Microsoft Corporation (MSFT)	0.4	$5.8M	-17%	14k	420.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$5.7M	-5%	114k	50.17	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$5.4M	+8%	69k	77.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$5.2M		125k	41.77	View chart
Ishares Tr International Sl (ISCF)	0.3	$4.7M		142k	32.98	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.3	$4.6M	+15%	207k	22.08	View chart
Invesco India Exchange-trade India Etf (PIN)	0.3	$4.5M	+7%	167k	26.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$4.5M		55k	80.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$4.4M	-4%	13k	337.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$4.0M	+7%	7.7k	523.08	View chart
Amazon (AMZN)	0.3	$4.0M		22k	180.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.8M		48k	79.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$3.8M	-2%	16k	239.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$3.5M		93k	37.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.3M	+7%	6.3k	524.35	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$3.3M		32k	103.79	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$3.3M	+3%	118k	27.92	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$3.3M	+18%	69k	47.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$3.2M		101k	31.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.2M	+21%	6.6k	480.68	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.1M	-3%	13k	247.41	View chart
Abbvie (ABBV)	0.2	$3.1M		17k	182.10	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$2.9M		69k	42.13	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$2.8M	+14%	73k	38.88	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.8M	+3%	78k	36.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.7M	+3%	17k	162.86	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.7M	-7%	26k	104.73	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.7M	+352%	26k	100.71	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$2.6M		2.7k	962.49	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$2.5M		101k	25.28	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$2.5M	-3%	78k	32.48	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.5M	-5%	50k	49.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.3M	+20%	6.6k	344.18	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$2.3M	+7%	88k	25.69	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$2.3M	-3%	21k	108.31	View chart
Merck & Co (MRK)	0.1	$2.1M		16k	131.95	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$2.1M	+24%	14k	147.73	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.1	$2.0M	-4%	14k	145.63	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$2.0M		37k	52.47	View chart
Meta Platforms Cl A (META)	0.1	$1.9M	+10%	3.9k	485.61	View chart
Eli Lilly & Co. (LLY)	0.1	$1.9M	+53%	2.4k	777.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.8M		10k	179.11	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$1.8M	-4%	100k	18.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.8M	+7%	4.0k	444.06	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.7M		27k	63.33	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$1.7M	-2%	77k	22.03	View chart
Gilead Sciences (GILD)	0.1	$1.6M	+132%	22k	73.25	View chart
American Express Company (AXP)	0.1	$1.6M		7.1k	227.68	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.6M	-4%	5.8k	270.80	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.5M		22k	67.86	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.5M	+22%	13k	116.24	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.3M		17k	81.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.3M	+3%	8.9k	150.94	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.3M	+9%	33k	40.71	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$1.3M	-2%	73k	18.13	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.3M	-2%	8.3k	158.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.3M	+54%	13k	94.62	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.3M	+9%	17k	73.15	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.2M		78k	15.73	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.1	$1.2M	-2%	34k	34.87	View chart
Home Depot (HD)	0.1	$1.2M		3.1k	383.54	View chart
Tesla Motors (TSLA)	0.1	$1.2M	+2%	6.8k	175.78	View chart
Moderna (MRNA)	0.1	$1.2M		11k	106.56	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.1M	-5%	22k	52.26	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.1M		27k	40.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.1M	+3%	7.1k	152.26	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.1M	+3%	5.8k	186.88	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.1	$1.1M		1.1M	1.00	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$1.1M	+35%	11k	94.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.0M	-2%	5.7k	182.62	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.0M	-18%	14k	76.36	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.0M	-13%	11k	94.41	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.0M	+26%	17k	61.05	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.0M	-4%	12k	86.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$1.0M	NEW	20k	50.45	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$995k	-4%	44k	22.41	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$993k		31k	32.23	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$985k	+64%	4.7k	208.29	View chart
Johnson & Johnson (JNJ)	0.1	$975k	+3%	6.2k	158.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$973k	-7%	2.3k	420.57	View chart
Hubspot (HUBS)	0.1	$946k	-6%	1.5k	626.56	View chart
Aon Shs Cl A (AON)	0.1	$912k		2.7k	333.72	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$849k		2.0k	418.01	View chart
Enterprise Products Partners (EPD)	0.1	$826k	-28%	28k	29.18	View chart
Visa Com Cl A (V)	0.1	$812k	-24%	2.9k	279.08	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$771k	NEW	19k	40.47	View chart
Marsh & McLennan Companies (MMC)	0.0	$768k		3.7k	205.98	View chart
Oracle Corporation (ORCL)	0.0	$753k	-82%	6.0k	125.60	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$744k	-4%	12k	60.71	View chart
Netflix (NFLX)	0.0	$743k	+2%	1.2k	607.34	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$741k	+288%	3.3k	225.93	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$733k		6.7k	108.92	View chart
Verizon Communications (VZ)	0.0	$732k	+16%	18k	41.96	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$731k	+57%	9.6k	76.09	View chart
Dow (DOW)	0.0	$719k	+20%	12k	57.93	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$710k	+12%	17k	42.11	View chart
Cintas Corporation (CTAS)	0.0	$708k		1.0k	686.86	View chart
United Parcel Service CL B (UPS)	0.0	$703k		4.7k	148.63	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.0	$699k	+11%	20k	35.15	View chart
JPMorgan Chase & Co. (JPM)	0.0	$698k	+7%	3.5k	200.27	View chart
TJX Companies (TJX)	0.0	$691k		6.8k	101.42	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$669k	+21%	2.3k	286.61	View chart
Coca-Cola Company (KO)	0.0	$663k	+4%	11k	61.18	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$650k	-8%	25k	25.62	View chart
International Business Machines (IBM)	0.0	$642k	-8%	3.4k	190.95	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$642k	-12%	6.0k	107.40	View chart
Walt Disney Company (DIS)	0.0	$638k	+41%	5.2k	122.37	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$632k		11k	58.55	View chart
McDonald's Corporation (MCD)	0.0	$599k	+4%	2.1k	281.95	View chart
Vanguard World Utilities Etf (VPU)	0.0	$599k	-15%	4.2k	142.57	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$598k	-2%	1.5k	397.76	View chart
Dynatrace Com New (DT)	0.0	$595k		13k	46.44	View chart
Cisco Systems (CSCO)	0.0	$588k	+6%	12k	49.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$579k		2.8k	210.29	View chart
At&t (T)	0.0	$578k	+29%	33k	17.60	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$573k	+3%	3.1k	183.89	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$568k		13k	42.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$555k	+4%	4.6k	120.99	View chart
Chevron Corporation (CVX)	0.0	$552k		3.5k	157.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$544k		7.5k	72.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$528k		9.1k	58.06	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$528k	+15%	12k	45.59	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$521k	-11%	7.9k	65.65	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$516k		10k	51.60	View chart
Procter & Gamble Company (PG)	0.0	$509k	+8%	3.1k	162.25	View chart
Wal-Mart Stores (WMT)	0.0	$505k	+218%	8.4k	60.17	View chart
State Street Corporation (STT)	0.0	$503k		6.5k	77.32	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$494k		9.7k	50.67	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$474k		6.7k	70.68	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$468k	+9%	26k	17.91	View chart
Cigna Corp (CI)	0.0	$466k	+3%	1.3k	363.27	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$465k	-23%	4.2k	110.55	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$451k		12k	36.48	View chart
Trimble Navigation (TRMB)	0.0	$448k		7.0k	64.36	View chart
Abbott Laboratories (ABT)	0.0	$446k	-26%	3.9k	113.66	View chart
Advanced Micro Devices (AMD)	0.0	$438k	+31%	2.4k	180.50	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$436k		8.5k	51.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$436k	+4%	5.2k	84.45	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$433k	+2%	1.2k	346.61	View chart
Pfizer (PFE)	0.0	$430k	+3%	16k	27.75	View chart
Comcast Corp Cl A (CMCSA)	0.0	$428k		9.9k	43.35	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$428k	-19%	10k	42.01	View chart
Bank of America Corporation (BAC)	0.0	$425k	+13%	11k	37.92	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$417k		5.2k	79.83	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$411k	+9%	3.8k	109.17	View chart
Costco Wholesale Corporation (COST)	0.0	$409k	+3%	558.00	732.12	View chart
General Electric Com New (GE)	0.0	$405k		2.3k	175.55	View chart
Mastercard Incorporated Cl A (MA)	0.0	$402k	+8%	835.00	481.29	View chart
Boeing Company (BA)	0.0	$392k	-2%	2.0k	193.02	View chart
Us Bancorp Del Com New (USB)	0.0	$385k	+4%	8.6k	44.70	View chart
Chemed Corp Com Stk (CHE)	0.0	$385k		599.00	641.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$377k		7.9k	47.71	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.0	$377k		7.5k	50.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$375k		1.5k	249.86	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$374k		14k	27.16	View chart
Marriott Intl Cl A (MAR)	0.0	$368k	+2%	1.5k	252.34	View chart
Vanguard World Health Car Etf (VHT)	0.0	$367k	+3%	1.4k	270.52	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$366k	+60%	3.1k	116.85	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$363k		2.9k	127.12	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$361k		61k	5.93	View chart
Agilent Technologies Inc C ommon (A)	0.0	$356k		2.4k	145.51	View chart
Automatic Data Processing (ADP)	0.0	$355k	+3%	1.4k	249.74	View chart
Lowe's Companies (LOW)	0.0	$347k	+3%	1.4k	254.82	View chart
Raytheon Technologies Corp (RTX)	0.0	$342k		3.5k	97.53	View chart
Starbucks Corporation (SBUX)	0.0	$342k	-2%	3.7k	91.39	View chart
Intel Corporation (INTC)	0.0	$339k	+9%	7.7k	44.17	View chart
Globe Life (GL)	0.0	$334k		2.9k	116.37	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$330k	+14%	8.5k	38.86	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.0	$329k		2.9k	112.20	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$328k	-23%	5.4k	60.28	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$326k		8.7k	37.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$320k	NEW	1.9k	164.36	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$318k	+9%	4.2k	76.28	View chart
Wells Fargo & Company (WFC)	0.0	$315k	+9%	5.4k	57.96	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$315k	NEW	4.2k	75.40	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$313k		11k	28.16	View chart
Shell Spon Ads (SHEL)	0.0	$312k		4.7k	67.04	View chart
Cincinnati Financial Corporation (CINF)	0.0	$312k		2.5k	124.18	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$311k		2.4k	131.22	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$309k	NEW	1.2k	250.04	View chart
Ishares Tr Residential Mult (REZ)	0.0	$308k	-35%	4.3k	72.07	View chart
Draftkings Com Cl A (DKNG)	0.0	$308k		6.8k	45.41	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$302k	-3%	11k	28.18	View chart
Broadcom (AVGO)	0.0	$297k	-11%	224.00	1323.78	View chart
Newmark Group Cl A (NMRK)	0.0	$296k	NEW	27k	11.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$295k		7.9k	37.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$294k	+22%	1.0k	288.12	View chart
Pepsi (PEP)	0.0	$292k		1.7k	175.04	View chart
Omni (OMC)	0.0	$292k		3.0k	96.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$285k	-2%	3.3k	86.48	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$285k	+18%	5.6k	51.28	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$285k	+10%	3.6k	79.91	View chart
American Airls (AAL)	0.0	$283k	NEW	18k	15.35	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$281k	-7%	11k	24.60	View chart
Waste Management (WM)	0.0	$281k	+4%	1.3k	213.08	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$280k		7.6k	36.72	View chart
Corning Incorporated (GLW)	0.0	$276k	NEW	8.4k	32.96	View chart
Franco-Nevada Corporation (FNV)	0.0	$272k		2.3k	119.16	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.0	$271k	+9%	8.6k	31.48	View chart
Qualcomm (QCOM)	0.0	$270k	NEW	1.6k	169.35	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$270k		8.4k	31.95	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$269k	-6%	7.2k	37.46	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int	0.0	$268k	NEW	6.9k	38.71	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$266k		6.0k	44.05	View chart
Lockheed Martin Corporation (LMT)	0.0	$265k	+4%	582.00	454.67	View chart
Vanguard World Industrial Etf (VIS)	0.0	$260k		1.1k	244.15	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$259k		7.2k	35.84	View chart
Bristol Myers Squibb (BMY)	0.0	$256k	-3%	4.7k	54.23	View chart
Nextera Energy (NEE)	0.0	$255k	+9%	4.0k	63.91	View chart
NetApp (NTAP)	0.0	$253k	-2%	2.4k	104.97	View chart
UnitedHealth (UNH)	0.0	$249k	NEW	503.00	494.90	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$248k		3.0k	81.66	View chart
Fiserv (FI)	0.0	$246k	NEW	1.5k	159.82	View chart
Stryker Corporation (SYK)	0.0	$246k	-5%	687.00	357.74	View chart
Nike CL B (NKE)	0.0	$242k	+9%	2.6k	93.98	View chart
Phillips 66 (PSX)	0.0	$241k	NEW	1.5k	163.35	View chart
FedEx Corporation (FDX)	0.0	$239k	NEW	825.00	289.74	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$239k	-8%	4.1k	57.86	View chart
Spdr Ser Tr Ssga Us Smal Etf (SMLV)	0.0	$237k	NEW	2.1k	112.04	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$236k	NEW	3.7k	63.17	View chart
Caterpillar (CAT)	0.0	$232k	NEW	633.00	366.59	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$231k	NEW	2.6k	89.67	View chart
Charles River Laboratories (CRL)	0.0	$230k	-7%	850.00	270.95	View chart
Baxter International (BAX)	0.0	$229k	NEW	5.4k	42.74	View chart
Fs Kkr Capital Corp (FSK)	0.0	$229k	-8%	12k	19.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$227k		1.2k	186.86	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$227k	-4%	4.5k	50.55	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$226k	NEW	2.1k	108.66	View chart
salesforce (CRM)	0.0	$225k	NEW	747.00	301.18	View chart
Consolidated Edison (ED)	0.0	$220k	+7%	2.4k	90.83	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$217k	-2%	1.7k	131.28	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$216k	NEW	3.1k	70.00	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$216k		1.6k	137.18	View chart
Annaly Capital Management In Com New (NLY)	0.0	$216k		11k	19.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$214k	NEW	2.4k	90.44	View chart
Amgen (AMGN)	0.0	$213k	+3%	750.00	284.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$210k	-7%	1.6k	131.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$208k	+372%	3.4k	60.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$208k	NEW	2.5k	84.09	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$206k	-27%	4.0k	51.06	View chart
Danaher Corporation (DHR)	0.0	$206k	NEW	823.00	249.72	View chart
3M Company (MMM)	0.0	$205k	NEW	1.9k	106.05	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$202k	NEW	3.1k	65.21	View chart
Airbnb Com Cl A (ABNB)	0.0	$201k	NEW	1.2k	164.96	View chart
Liquidia Corporation Com New (LQDA)	0.0	$199k	-5%	14k	14.75	View chart
Tilray (TLRY)	0.0	$119k	+66%	48k	2.47	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$80k	NEW	11k	7.26	View chart
Vaxxinity Com Cl A (VAXX)	0.0	$56k		78k	0.72	View chart
Kopin Corporation (KOPN)	0.0	$54k	NEW	30k	1.80	View chart
Cutera (CUTR)	0.0	$45k	NEW	31k	1.47	View chart
Senestech Com New (SNES)	0.0	$44k	NEW	64k	0.68	View chart
Ring Energy (REI)	0.0	$30k	NEW	15k	1.96	View chart
I-80 Gold Corp (IAUX)	0.0	$22k	NEW	16k	1.34	View chart
Quantum Corp Com New (QMCO)	0.0	$17k	+73%	28k	0.60	View chart
Wm Technology (MAPS)	0.0	$14k		10k	1.33	View chart
Senseonics Hldgs (SENS)	0.0	$13k		25k	0.53	View chart
Benson Hill Common Stock (BHIL)	0.0	$4.1k	NEW	21k	0.20	View chart
Gamida Cell SHS (GMDA)	0.0	$925.206900		26k	0.04	View chart

Past Filings by McAdam

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

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
McAdam 2021 Q1 filed April 26, 2021
McAdam 2020 Q4 filed Jan. 12, 2021
McAdam 2020 Q3 filed Nov. 13, 2020
McAdam 2020 Q2 filed July 31, 2020

View all past filings

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