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McAdam

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

Top 5 stock holdings are SCHX, SCHG, FNDX, SCHF, SCHZ, and represent 46.69% of McAdam's stock portfolio.
Added to shares of these 10 stocks: FNDX (+$11M), SCHX (+$11M), NVDA (+$9.5M), SCHG (+$7.7M), SCHF (+$7.2M), VOE, SCHZ, VOT, SCHC, RSP.
Started 33 new stock positions in CPB, ITOT, XLF, SPMD, ZM, XLI, PMAY, LUMN, EME, IOT.
Reduced shares in these 10 stocks: PJUN, XLV, MLN, MUNI, IWY, AJG, NMRK, XBI, AAL, MDYV.
Sold out of its positions in ABNB, AAL, BAX, BX, BMY, CRL, CUTR, FDX, AJG, GBTC. IWR, IJH, MDLZ, NMRK, QMCO, VAXX, Gamida Cell.
McAdam was a net buyer of stock by $93M.
McAdam has $1.7B in assets under management (AUM), dropping by 6.58%.
Central Index Key (CIK): 0001695490

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Portfolio Holdings for McAdam

McAdam holds 318 positions in its portfolio as reported in the June 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)	12.4	$207M	+5%	3.2M	64.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	11.1	$185M	+4%	1.8M	100.84	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	11.1	$184M	+6%	2.8M	66.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.4	$122M	+6%	3.2M	38.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	4.7	$78M	+4%	1.7M	45.58	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.3	$55M	+7%	1.5M	35.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$46M	+8%	280k	164.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.7	$44M	+11%	295k	150.43	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.5	$42M	+9%	184k	229.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.2	$37M	+10%	1.4M	26.56	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.5	$25M	+3%	911k	27.22	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	1.4	$24M		286k	84.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$22M	+11%	122k	182.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$21M		39k	547.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$20M	+8%	257k	76.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$19M	+7%	78k	250.13	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	1.0	$17M		237k	72.94	View chart
Apple (AAPL)	0.9	$16M	+7%	74k	210.62	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.9	$15M		309k	48.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$13M		180k	72.64	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$13M	-2%	60k	214.52	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.7	$12M	-2%	418k	29.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$11M	+8%	50k	218.04	View chart
NVIDIA Corporation (NVDA)	0.6	$11M	+945%	85k	123.54	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.6	$10M	+4%	108k	95.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$10M		38k	267.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$10M	+5%	194k	52.01	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.6	$9.8M	+7%	202k	48.77	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.6	$9.2M		201k	45.75	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.5	$9.1M	+3%	127k	72.06	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.5	$8.9M		162k	54.92	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.5	$8.1M	+4%	700k	11.55	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$7.5M	+8%	319k	23.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.5	$7.5M	-10%	211k	35.62	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$7.1M	+3%	336k	21.04	View chart
Microsoft Corporation (MSFT)	0.4	$6.7M	+8%	15k	446.95	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$6.6M	-2%	84k	78.31	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$6.3M		52k	120.74	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.4	$6.2M		73k	85.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$6.2M		124k	50.11	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$6.2M	+6%	58k	106.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$6.2M	+3%	64k	97.07	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.4	$6.0M		235k	25.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$5.8M	+2%	117k	49.42	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$5.7M	+6%	74k	77.14	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$5.6M		51k	110.35	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$5.4M	-2%	166k	32.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$5.4M		123k	43.76	View chart
Invesco India Exchange-trade India Etf (PIN)	0.3	$5.2M	+7%	179k	29.23	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.3	$5.1M	+10%	229k	22.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$4.8M		13k	364.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$4.8M	+14%	8.8k	544.24	View chart
Amazon (AMZN)	0.3	$4.6M	+7%	24k	193.25	View chart
Ishares Tr International Sl (ISCF)	0.3	$4.5M		139k	32.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$4.4M	+2%	56k	77.76	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$3.9M	+14%	37k	106.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.9M	+5%	6.7k	576.60	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$3.8M	-3%	15k	249.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.7M		47k	78.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$3.6M		92k	38.85	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$3.6M	+8%	75k	47.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.5M	+5%	7.0k	500.11	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$3.4M	+2%	121k	28.37	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$3.3M	+25%	33k	100.71	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.2M	-3%	12k	264.30	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$3.1M	-3%	67k	45.75	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$3.0M	+8%	79k	38.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$3.0M	-2%	99k	30.03	View chart
Abbvie (ABBV)	0.2	$3.0M		17k	171.52	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.9M		76k	37.67	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$2.8M		2.7k	1051.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.8M	+3%	17k	160.41	View chart
Eli Lilly & Co. (LLY)	0.2	$2.7M	+21%	3.0k	905.38	View chart
Meta Platforms Cl A (META)	0.2	$2.6M	+33%	5.3k	504.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.6M		25k	104.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.5M	+2%	6.8k	373.99	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$2.5M		100k	25.09	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$2.4M	-3%	75k	31.74	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.4M		50k	47.45	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$2.3M	+4%	92k	25.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.3M	+16%	4.7k	479.10	View chart
Merck & Co (MRK)	0.1	$2.1M	+3%	17k	123.80	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.1	$2.0M	-2%	14k	147.45	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$2.0M	-7%	19k	103.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.9M	+106%	4.8k	406.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.8M	+10%	9.8k	182.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.8M		10k	174.46	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.8M	+43%	19k	91.78	View chart
American Express Company (AXP)	0.1	$1.7M		7.2k	231.54	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$1.7M	-2%	76k	21.86	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.6M	-2%	26k	61.64	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.6M	+5%	6.2k	262.53	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.6M	-19%	30k	52.06	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.6M	+7%	14k	115.12	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.5M	-26%	11k	145.74	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.5M	+15%	38k	40.23	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.5M	+9%	19k	80.13	View chart
Gilead Sciences (GILD)	0.1	$1.5M		22k	68.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.5M	+11%	8.0k	183.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.4M		22k	67.56	View chart
Tesla Motors (TSLA)	0.1	$1.4M	+5%	7.1k	197.88	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$1.3M	-24%	75k	17.86	View chart
Moderna (MRNA)	0.1	$1.3M		11k	118.75	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$1.3M	-2%	71k	17.97	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.3M		78k	16.22	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.2M		8.2k	152.30	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.1	$1.2M	+5%	36k	33.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.2M	-6%	15k	77.83	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.2M	+24%	2.5k	468.72	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.2M	+8%	5.2k	226.22	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.2M	+42%	4.7k	246.64	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.1M		5.7k	197.30	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.1M		27k	40.43	View chart
Home Depot (HD)	0.1	$1.1M		3.2k	344.22	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.1M		12k	93.81	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.1	$1.1M		1.1M	1.00	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.1M	-6%	20k	51.65	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.0M		14k	76.58	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.0M	+39%	3.2k	314.21	View chart
Hubspot (HUBS)	0.1	$986k	+10%	1.7k	589.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$984k	-5%	16k	62.87	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$971k		31k	31.55	View chart
Emcor (EME)	0.1	$964k	NEW	2.6k	365.08	View chart
Johnson & Johnson (JNJ)	0.1	$926k	+2%	6.3k	146.17	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$919k	-6%	10k	91.15	View chart
Oracle Corporation (ORCL)	0.1	$909k	+7%	6.4k	141.20	View chart
Netflix (NFLX)	0.1	$863k	+4%	1.3k	674.89	View chart
Visa Com Cl A (V)	0.1	$853k	+11%	3.3k	262.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$848k	-18%	4.6k	182.56	View chart
Enterprise Products Partners (EPD)	0.0	$831k		29k	28.98	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.0	$817k	+19%	24k	34.43	View chart
Aon Shs Cl A (AON)	0.0	$804k		2.7k	293.58	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$801k	+11%	11k	74.74	View chart
JPMorgan Chase & Co. (JPM)	0.0	$797k	+13%	3.9k	202.27	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$793k	-20%	35k	22.37	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$792k		19k	41.58	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$791k	-3%	12k	67.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$789k	-21%	16k	50.47	View chart
Procter & Gamble Company (PG)	0.0	$776k	+50%	4.7k	164.91	View chart
Marsh & McLennan Companies (MMC)	0.0	$776k		3.7k	210.72	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$769k	+9%	18k	41.80	View chart
TJX Companies (TJX)	0.0	$761k		6.9k	110.09	View chart
Cintas Corporation (CTAS)	0.0	$760k	+5%	1.1k	699.95	View chart
Verizon Communications (VZ)	0.0	$753k	+4%	18k	41.24	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$748k	-27%	8.1k	92.71	View chart
Coca-Cola Company (KO)	0.0	$735k	+6%	12k	63.65	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$665k	-7%	6.2k	107.12	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$657k	+4%	11k	58.23	View chart
United Parcel Service CL B (UPS)	0.0	$647k		4.7k	136.84	View chart
Dow (DOW)	0.0	$639k	-3%	12k	53.05	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$617k	-3%	5.8k	106.77	View chart
Wal-Mart Stores (WMT)	0.0	$616k	+8%	9.1k	67.71	View chart
Monday SHS (MNDY)	0.0	$611k	NEW	2.5k	240.76	View chart
International Business Machines (IBM)	0.0	$608k	+4%	3.5k	172.95	View chart
Vanguard World Utilities Etf (VPU)	0.0	$608k	-2%	4.1k	147.91	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$605k	+13%	11k	53.53	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$599k	+6%	14k	42.20	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$587k	-8%	23k	25.42	View chart
Advanced Micro Devices (AMD)	0.0	$587k	+49%	3.6k	162.22	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$587k		1.5k	391.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$586k	+8%	8.1k	72.05	View chart
At&t (T)	0.0	$582k	-7%	30k	19.11	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$578k	NEW	4.7k	121.88	View chart
Broadcom (AVGO)	0.0	$574k	+59%	358.00	1604.54	View chart
Dynatrace Com New (DT)	0.0	$573k		13k	44.74	View chart
Cisco Systems (CSCO)	0.0	$571k	+2%	12k	47.51	View chart
Chevron Corporation (CVX)	0.0	$564k	+3%	3.6k	156.41	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$549k	-3%	3.0k	182.40	View chart
McDonald's Corporation (MCD)	0.0	$545k		2.1k	254.87	View chart
Costco Wholesale Corporation (COST)	0.0	$544k	+14%	640.00	849.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$543k		4.6k	118.61	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$534k		12k	45.22	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$533k		7.8k	68.14	View chart
Pfizer (PFE)	0.0	$529k	+22%	19k	27.98	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$520k	+12%	29k	17.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$517k	-7%	2.6k	202.92	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$516k		9.0k	57.61	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$500k	-2%	9.5k	52.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$483k	+45%	2.8k	170.78	View chart
State Street Corporation (STT)	0.0	$483k		6.5k	74.00	View chart
Cigna Corp (CI)	0.0	$483k	+13%	1.5k	330.46	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$477k		8.5k	55.78	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$465k		4.2k	110.51	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$462k		12k	37.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$461k	-3%	5.0k	92.55	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$458k		6.8k	67.75	View chart
Bank of America Corporation (BAC)	0.0	$455k	+2%	11k	39.77	View chart
Starbucks Corporation (SBUX)	0.0	$454k	+55%	5.8k	77.85	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$444k	+4%	4.0k	112.37	View chart
Mastercard Incorporated Cl A (MA)	0.0	$433k	+17%	982.00	441.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$433k	NEW	3.6k	118.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$420k	NEW	2.0k	215.01	View chart
Vanguard World Health Car Etf (VHT)	0.0	$418k	+16%	1.6k	265.99	View chart
Abbott Laboratories (ABT)	0.0	$417k	+2%	4.0k	103.91	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$414k	+12%	3.5k	117.50	View chart
Automatic Data Processing (ADP)	0.0	$402k	+18%	1.7k	238.69	View chart
Trimble Navigation (TRMB)	0.0	$397k		7.1k	55.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$396k	+26%	5.3k	74.89	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$395k	+8%	1.6k	242.10	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$389k	-13%	8.9k	43.93	View chart
Ge Aerospace Com New (GE)	0.0	$388k	+5%	2.4k	159.00	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$386k		61k	6.37	View chart
Comcast Corp Cl A (CMCSA)	0.0	$386k		9.8k	39.16	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.0	$377k		7.5k	50.15	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$372k		14k	27.04	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$371k	-9%	4.7k	78.63	View chart
General Motors Company (GM)	0.0	$366k	NEW	7.9k	46.46	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$365k	-4%	2.7k	133.95	View chart
Walt Disney Company (DIS)	0.0	$365k	-29%	3.7k	99.30	View chart
Raytheon Technologies Corp (RTX)	0.0	$364k	+3%	3.6k	100.39	View chart
Marriott Intl Cl A (MAR)	0.0	$361k	+2%	1.5k	241.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.0	$359k		7.9k	45.41	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$354k	+4%	4.4k	81.16	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$349k	-7%	1.2k	303.41	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$346k	NEW	6.2k	55.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$342k	+12%	1.2k	297.67	View chart
Boeing Company (BA)	0.0	$342k	-7%	1.9k	182.04	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$341k	+6%	9.0k	37.79	View chart
Qualcomm (QCOM)	0.0	$339k	+6%	1.7k	199.16	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$339k		8.7k	39.08	View chart
Citigroup Com New (C)	0.0	$338k	NEW	5.3k	63.47	View chart
Shell Spon Ads (SHEL)	0.0	$336k		4.7k	72.18	View chart
Wells Fargo & Company (WFC)	0.0	$333k	+3%	5.6k	59.39	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$333k		2.4k	138.20	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$330k	+9%	12k	28.02	View chart
Us Bancorp Del Com New (USB)	0.0	$329k	-3%	8.3k	39.70	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$323k	NEW	6.3k	51.30	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$323k		11k	29.04	View chart
Chemed Corp Com Stk (CHE)	0.0	$319k	-2%	587.00	542.58	View chart
Agilent Technologies Inc C ommon (A)	0.0	$318k		2.5k	129.63	View chart
NetApp (NTAP)	0.0	$317k	+2%	2.5k	128.80	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$312k	NEW	7.6k	41.11	View chart
Lowe's Companies (LOW)	0.0	$310k	+3%	1.4k	220.44	View chart
UnitedHealth (UNH)	0.0	$308k	+20%	605.00	509.45	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$308k	+7%	6.0k	51.24	View chart
Ishares Tr Residential Mult (REZ)	0.0	$306k	-7%	4.0k	76.99	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$304k	-6%	5.1k	59.33	View chart
Cincinnati Financial Corporation (CINF)	0.0	$302k		2.6k	118.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$301k		7.9k	38.29	View chart
Corning Incorporated (GLW)	0.0	$299k	-8%	7.7k	38.85	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$296k	+5%	3.8k	78.78	View chart
Nextera Energy (NEE)	0.0	$293k	+3%	4.1k	70.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$290k	NEW	8.5k	34.11	View chart
Draftkings Com Cl A (DKNG)	0.0	$285k	+10%	7.5k	38.17	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$284k		7.6k	37.26	View chart
Waste Management (WM)	0.0	$282k		1.3k	213.30	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$281k		12k	24.45	View chart
Pepsi (PEP)	0.0	$281k	+2%	1.7k	164.93	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$278k		6.0k	46.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$278k		3.3k	83.76	View chart
Omni (OMC)	0.0	$278k	+2%	3.1k	89.70	View chart
Palantir Technologies Cl A (PLTR)	0.0	$274k	NEW	11k	25.33	View chart
Lockheed Martin Corporation (LMT)	0.0	$273k		584.00	466.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$272k		8.4k	32.24	View chart
Zoom Video Communications In Cl A (ZM)	0.0	$272k	NEW	4.6k	59.19	View chart
Spdr Ser Tr Ssga Us Smal Etf (SMLV)	0.0	$271k	+16%	2.5k	110.02	View chart
Franco-Nevada Corporation (FNV)	0.0	$270k		2.3k	118.52	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.0	$268k		8.5k	31.60	View chart
3M Company (MMM)	0.0	$268k	+35%	2.6k	102.19	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$266k		7.2k	37.05	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$264k	+22%	2.5k	103.74	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$263k		3.1k	85.66	View chart
Arista Networks (ANET)	0.0	$258k	NEW	737.00	350.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$258k	+10%	4.6k	56.68	View chart
Vanguard World Industrial Etf (VIS)	0.0	$254k		1.1k	235.22	View chart
Amgen (AMGN)	0.0	$253k	+8%	810.00	312.36	View chart
Celsius Hldgs Com New (CELH)	0.0	$248k	NEW	4.3k	57.09	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$246k	-2%	7.0k	35.08	View chart
Dell Technologies CL C (DELL)	0.0	$241k	NEW	1.8k	137.91	View chart
The Trade Desk Com Cl A (TTD)	0.0	$239k	NEW	2.4k	97.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$238k	+7%	1.3k	182.06	View chart
Fs Kkr Capital Corp (FSK)	0.0	$237k		12k	19.73	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.0	$236k	-20%	2.3k	100.99	View chart
Globe Life (GL)	0.0	$236k		2.9k	82.28	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$235k	+19%	3.7k	63.44	View chart
Campbell Soup Company (CPB)	0.0	$235k	NEW	5.2k	45.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$233k	NEW	2.2k	106.67	View chart
Stryker Corporation (SYK)	0.0	$233k		685.00	340.26	View chart
Intel Corporation (INTC)	0.0	$233k	-2%	7.5k	30.97	View chart
Consolidated Edison (ED)	0.0	$231k	+6%	2.6k	89.42	View chart
Fiserv (FI)	0.0	$231k		1.5k	149.04	View chart
Thermo Fisher Scientific (TMO)	0.0	$231k	NEW	417.00	553.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$231k		2.6k	88.47	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$229k		7.0k	32.69	View chart
Global X Fds Gb Msci Ar Etf (ARGT)	0.0	$228k	NEW	4.0k	56.81	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$225k		4.5k	50.36	View chart
Caterpillar (CAT)	0.0	$223k	+5%	670.00	333.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$215k	+2%	2.4k	88.13	View chart
Marathon Oil Corporation (MRO)	0.0	$215k	NEW	7.5k	28.67	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$212k		1.5k	137.22	View chart
Oneok (OKE)	0.0	$212k	NEW	2.6k	81.55	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$212k	NEW	4.9k	43.31	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$212k		1.7k	127.16	View chart
Danaher Corporation (DHR)	0.0	$211k	+2%	845.00	249.85	View chart
Phillips 66 (PSX)	0.0	$211k		1.5k	141.20	View chart
Annaly Capital Management In Com New (NLY)	0.0	$211k		11k	19.06	View chart
Adobe Systems Incorporated (ADBE)	0.0	$211k	NEW	379.00	555.54	View chart
Novo-nordisk A S Adr (NVO)	0.0	$206k	NEW	1.4k	142.74	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$206k		4.0k	51.09	View chart
Samsara Com Cl A (IOT)	0.0	$205k	NEW	6.1k	33.70	View chart
Hershey Company (HSY)	0.0	$204k	NEW	1.1k	183.83	View chart
salesforce (CRM)	0.0	$204k	+6%	792.00	257.10	View chart
Intercontinental Exchange (ICE)	0.0	$203k	NEW	1.5k	136.89	View chart
Nike CL B (NKE)	0.0	$202k	+4%	2.7k	75.38	View chart
Analog Devices (ADI)	0.0	$200k	NEW	877.00	228.32	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$196k	NEW	13k	15.30	View chart
Liquidia Corporation Com New (LQDA)	0.0	$144k	-10%	12k	12.00	View chart
Lumen Technologies (LUMN)	0.0	$113k	NEW	103k	1.10	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$88k	+16%	13k	6.93	View chart
Tilray (TLRY)	0.0	$80k		48k	1.66	View chart
Senestech Com New (SNES)	0.0	$25k	-32%	44k	0.58	View chart
Ring Energy (REI)	0.0	$24k	-6%	14k	1.69	View chart
Olaplex Hldgs (OLPX)	0.0	$20k	NEW	13k	1.54	View chart
I-80 Gold Corp (IAUX)	0.0	$20k	+17%	19k	1.08	View chart
Kopin Corporation Call Option (KOPN)	0.0	$19k	+177%	84k	0.23	View chart
Wm Technology (MAPS)	0.0	$11k		10k	1.04	View chart
Senseonics Hldgs (SENS)	0.0	$10k		25k	0.40	View chart
Benson Hill Common Stock (BHIL)	0.0	$1.5k	-51%	10k	0.15	View chart

Past Filings by McAdam

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

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

View all past filings

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