|
Entity | Shares/Amount Change | Position Value Change |
JPST |
+20,001 | +$1,009 | BOCT |
+19,052 | +$771 | QUAL |
+1,947 | +$320 | BIV |
+4,173 | +$315 | AJG |
+1,234 | +$309 | NMRK |
+26,714 | +$296 | AAL |
+18,421 | +$283 | GLW |
+8,379 | +$276 | QCOM |
+1,595 | +$270 | BITB |
+6,912 | +$268 |
Entity | Shares/Amount Change | Position Value Change |
UNP |
-1,515 | -$372 | CHH |
-2,618 | -$297 | ARKK |
-4,945 | -$259 | OLED |
-1,221 | -$234 | TMO |
-395 | -$210 | GLD |
-1,061 | -$203 | JBLU |
-34,652 | -$192 | ASPN |
-12,123 | -$191 | ASTL |
-16,073 | -$161 | ESGL |
-12,000 | -$8 |
Entity | Shares/Amount Change | Position Value Change |
SCHF |
+179,574 | +$12,810 | SCHX |
+165,546 | +$26,598 | FNDX |
+152,141 | +$23,512 | SCHE |
+138,586 | +$4,012 | SCHZ |
+97,476 | +$3,535 | SCHC |
+95,171 | +$4,628 | SCHG |
+78,737 | +$23,681 | SPTL |
+53,477 | +$603 | PGX |
+49,128 | +$839 | AGZD |
+28,047 | +$648 |
Entity | Shares/Amount Change | Position Value Change |
PZA |
-16,518 | -$502 | EPD |
-11,467 | -$222 | FNDE |
-8,496 | +$34 | VEA |
-6,991 | -$75 | IEFA |
-6,056 | +$274 | PECO |
-5,933 | -$321 | MDYG |
-5,421 | +$2,940 | MDYV |
-4,461 | +$303 | MLN |
-4,279 | -$102 |
Size ($ in 1000's)
At 03/31/2024: $1,559,844 At 12/31/2023: $1,386,738
McAdam LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from McAdam LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by McAdam LLC to be as follows, presented in the
table below with each row detailing each McAdam LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-McAdam LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by McAdam LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
3,049,576 |
+165,546 |
$189,257 | SCHX | 3,049,576 | +165,546 | $189,257 | SCHWAB STRATEGIC TR |
2,584,983 |
+152,141 |
$174,202 | FNDX | 2,584,983 | +152,141 | $174,202 | SCHWAB STRATEGIC TR |
1,757,045 |
+78,737 |
$162,913 | SCHG | 1,757,045 | +78,737 | $162,913 | SCHWAB STRATEGIC TR |
2,996,508 |
+179,574 |
$116,924 | SCHF | 2,996,508 | +179,574 | $116,924 | SCHWAB STRATEGIC TR |
1,627,201 |
+97,476 |
$74,851 | SCHZ | 1,627,201 | +97,476 | $74,851 | SCHWAB STRATEGIC TR |
1,436,955 |
+95,171 |
$51,443 | SCHC | 1,436,955 | +95,171 | $51,443 | INVESCO EXCHANGE TRADED FD T (RSP) |
258,305 |
+19,036 |
$43,749 | RSP | 258,305 | +19,036 | $43,749 | VANGUARD INDEX FDS (VOE) |
265,293 |
+27,465 |
$41,362 | VOE | 265,293 | +27,465 | $41,362 | VANGUARD INDEX FDS (VOT) |
168,156 |
+14,903 |
$39,650 | VOT | 168,156 | +14,903 | $39,650 | SCHWAB STRATEGIC TR |
1,252,232 |
+138,586 |
$31,619 | SCHE | 1,252,232 | +138,586 | $31,619 | SPDR SER TR (MDYG) |
288,351 |
-5,421 |
$25,170 | MDYG | 288,351 | -5,421 | $25,170 | SPDR SER TR (SPTL) |
878,550 |
+53,477 |
$24,547 | SPTL | 878,550 | +53,477 | $24,547 | VANGUARD INDEX FDS (VBR) |
109,699 |
+11,604 |
$21,049 | VBR | 109,699 | +11,604 | $21,049 | ISHARES TR (IVV) |
38,171 |
-358 |
$20,068 | IVV | 38,171 | -358 | $20,068 | VANGUARD INDEX FDS (VBK) |
72,454 |
+9,335 |
$18,890 | VBK | 72,454 | +9,335 | $18,890 | SPDR SER TR (MDYV) |
240,767 |
-4,461 |
$18,298 | MDYV | 240,767 | -4,461 | $18,298 | VANGUARD BD INDEX FDS (BSV) |
236,848 |
+22,481 |
$18,159 | BSV | 236,848 | +22,481 | $18,159 | SPDR SER TR (SPYV) |
311,305 |
-3,854 |
$15,596 | SPYV | 311,305 | -3,854 | $15,596 | ISHARES TR (IEFA) |
180,774 |
-6,056 |
$13,417 | IEFA | 180,774 | -6,056 | $13,417 | ISHARES TR (IWY) |
61,835 |
-2,800 |
$12,064 | IWY | 61,835 | -2,800 | $12,064 | SCHWAB STRATEGIC TR |
427,063 |
-8,496 |
$11,855 | FNDE | 427,063 | -8,496 | $11,855 | APPLE INC |
68,607 |
+3,203 |
$11,765 | AAPL | 68,607 | +3,203 | $11,765 | VANGUARD INDEX FDS (VB) |
46,289 |
+2,439 |
$10,581 | VB | 46,289 | +2,439 | $10,581 | PIMCO ETF TR (CORP) |
103,592 |
+5,289 |
$9,950 | CORP | 103,592 | +5,289 | $9,950 | VANGUARD INDEX FDS (VTI) |
37,606 |
-695 |
$9,774 | VTI | 37,606 | -695 | $9,774 | SCHWAB STRATEGIC TR |
184,672 |
+8,905 |
$9,632 | SCHP | 184,672 | +8,905 | $9,632 | SCHWAB STRATEGIC TR |
165,221 |
-2,311 |
$9,423 | FNDA | 165,221 | -2,311 | $9,423 | SCHWAB STRATEGIC TR |
188,180 |
+19,344 |
$9,230 | SCHR | 188,180 | +19,344 | $9,230 | SPDR SER TR (TFI) |
197,482 |
+27,404 |
$9,179 | TFI | 197,482 | +27,404 | $9,179 | SPDR SER TR (CWB) |
121,951 |
+11,161 |
$8,907 | CWB | 121,951 | +11,161 | $8,907 | INNOVATOR ETFS TRUST (PJUN) |
236,803 |
UNCH |
$8,174 | PJUN | 236,803 | UNCH | $8,174 | INVESCO EXCH TRADED FD TR II (PGX) |
670,793 |
+49,128 |
$7,969 | PGX | 670,793 | +49,128 | $7,969 | NVIDIA CORPORATION |
8,097 |
+4,973 |
$7,316 | NVDA | 8,097 | +4,873 | $7,316 | SPDR SER TR (SLYV) |
86,009 |
-1,737 |
$7,136 | SLYV | 86,009 | -1,737 | $7,136 | INVESCO EXCH TRADED FD TR II (PZA) |
293,982 |
-16,518 |
$7,006 | PZA | 293,982 | -16,518 | $7,006 | INVESCO EXCH TRADED FD TR II (BKLN) |
323,755 |
+21,409 |
$6,847 | BKLN | 323,755 | +21,409 | $6,847 | ISHARES TR (IWS) |
53,218 |
-2,026 |
$6,670 | IWS | 53,218 | -2,026 | $6,670 | SPDR SER TR (SLYG) |
73,906 |
-1,407 |
$6,447 | SLYG | 73,906 | -1,407 | $6,447 | VANGUARD MUN BD FDS (VTEB) |
126,438 |
-2,307 |
$6,398 | VTEB | 126,438 | -2,307 | $6,398 | PHILLIPS EDISON & CO INC |
170,843 |
-5,933 |
$6,128 | PECO | 170,843 | -5,933 | $6,128 | ISHARES TR (AGG) |
61,449 |
+1,617 |
$6,018 | AGG | 61,449 | +1,617 | $6,018 | DBX ETF TR (RVNU) |
231,591 |
+14,426 |
$5,943 | RVNU | 231,591 | +14,426 | $5,943 | ISHARES TR (MUB) |
54,860 |
+5,403 |
$5,903 | MUB | 54,860 | +5,403 | $5,903 | ISHARES TR (IWP) |
50,827 |
-1,933 |
$5,801 | IWP | 50,827 | -1,933 | $5,801 | MICROSOFT CORP |
13,717 |
-2,985 |
$5,771 | MSFT | 13,717 | -2,985 | $5,771 | VANGUARD TAX MANAGED FDS (VEA) |
114,271 |
-6,991 |
$5,733 | VEA | 114,271 | -6,991 | $5,733 | ISHARES TR (HYG) |
69,416 |
+5,552 |
$5,396 | HYG | 69,416 | +5,552 | $5,396 | VANGUARD INTL EQUITY INDEX F (VWO) |
124,696 |
+1,506 |
$5,209 | VWO | 124,696 | +1,506 | $5,209 | ISHARES TR (ISCF) |
141,498 |
+410 |
$4,667 | ISCF | 141,498 | +410 | $4,667 | WISDOMTREE TR |
206,712 |
+28,047 |
$4,564 | AGZD | 206,712 | +28,047 | $4,564 | INVESCO INDIA EXCHANGE TRADE (PIN) |
167,073 |
+11,757 |
$4,466 | PIN | 167,073 | +11,757 | $4,466 | SCHWAB STRATEGIC TR |
55,206 |
+131 |
$4,451 | SCHD | 55,206 | +131 | $4,451 | ISHARES TR (IWF) |
13,140 |
-573 |
$4,429 | IWF | 13,140 | -573 | $4,429 | SPDR S&P 500 ETF TR (SPY) |
7,669 |
+526 |
$4,011 | SPY | 7,669 | +526 | $4,011 | AMAZON COM INC |
21,919 |
+200 |
$3,954 | AMZN | 21,919 | +200 | $3,954 | ISHARES TR (EFA) |
47,596 |
+295 |
$3,801 | EFA | 47,596 | +295 | $3,801 | VANGUARD INDEX FDS (VV) |
15,659 |
-371 |
$3,754 | VV | 15,659 | -371 | $3,754 | INNOVATOR ETFS TRUST (PJUL) |
93,010 |
-1,270 |
$3,533 | PJUL | 93,010 | -1,270 | $3,533 | VANGUARD WORLD FD (VGT) |
6,348 |
+449 |
$3,329 | VGT | 6,348 | +449 | $3,329 | GOLDMAN SACHS ETF TR (GSLC) |
32,042 |
+150 |
$3,326 | GSLC | 32,042 | +150 | $3,326 | AMPLIFY ETF TR (SWAN) |
117,729 |
+3,827 |
$3,287 | SWAN | 117,729 | +3,827 | $3,287 | SPDR SER TR (SHM) |
69,241 |
+11,002 |
$3,285 | SHM | 69,241 | +11,002 | $3,285 | INVESCO EXCHANGE TRADED FD T (RSPH) |
101,102 |
-1,808 |
$3,214 | RSPH | 101,102 | -1,808 | $3,214 | VANGUARD INDEX FDS (VOO) |
6,616 |
+1,154 |
$3,180 | VOO | 6,616 | +1,154 | $3,180 | ISHARES TR (OEF) |
12,693 |
-403 |
$3,140 | OEF | 12,693 | -403 | $3,140 | ABBVIE INC |
17,087 |
-6 |
$3,112 | ABBV | 17,087 | -6 | $3,112 | INVESCO EXCHANGE TRADED FD T (XLG) |
68,912 |
+428 |
$2,903 | XLG | 68,912 | +428 | $2,903 | AMPLIFY ETF TR (DIVO) |
72,831 |
+9,074 |
$2,832 | DIVO | 72,831 | +9,074 | $2,832 | SPDR INDEX SHS FDS (SPEM) |
77,840 |
+2,943 |
$2,817 | SPEM | 77,840 | +2,943 | $2,817 | VANGUARD INDEX FDS (VTV) |
16,737 |
+537 |
$2,726 | VTV | 16,737 | +537 | $2,726 | ISHARES TR (SUB) |
25,588 |
-2,001 |
$2,680 | SUB | 25,588 | -2,001 | $2,680 | ISHARES TR (SGOV) |
26,413 |
+20,574 |
$2,660 | SGOV | 26,413 | +20,574 | $2,660 | REGENERON PHARMACEUTICALS |
2,689 |
+4 |
$2,588 | REGN | 2,689 | +4 | $2,588 | SPDR SER TR (SPAB) |
100,593 |
-878 |
$2,543 | SPAB | 100,593 | -878 | $2,543 | SPDR INDEX SHS FDS (GWX) |
78,028 |
-3,075 |
$2,534 | GWX | 78,028 | -3,075 | $2,534 | SCHWAB STRATEGIC TR |
50,196 |
-2,718 |
$2,472 | SCHA | 50,196 | -2,718 | $2,472 | VANGUARD INDEX FDS (VUG) |
6,634 |
+1,136 |
$2,283 | VUG | 6,634 | +1,136 | $2,283 | SPDR SER TR (HYMB) |
87,997 |
+6,291 |
$2,261 | HYMB | 87,997 | +6,291 | $2,261 | ISHARES TR (VLUE) |
20,809 |
-809 |
$2,254 | VLUE | 20,809 | -809 | $2,254 | MERCK & CO INC |
16,155 |
+7 |
$2,132 | MRK | 16,155 | +7 | $2,132 | SELECT SECTOR SPDR TR (XLV) |
14,366 |
+2,860 |
$2,122 | XLV | 14,366 | +2,860 | $2,122 | SPDR SER TR (QUS) |
13,877 |
-642 |
$2,021 | QUS | 13,877 | -642 | $2,021 | PIMCO ETF TR (MUNI) |
37,388 |
+144 |
$1,962 | MUNI | 37,388 | +144 | $1,962 | META PLATFORMS INC |
3,930 |
+372 |
$1,908 | META | 3,930 | +372 | $1,908 | ELI LILLY & CO |
2,446 |
+856 |
$1,903 | LLY | 2,446 | +856 | $1,903 | ISHARES TR (IWD) |
10,187 |
-99 |
$1,825 | IWD | 10,187 | -99 | $1,825 | VANECK ETF TRUST (MLN) |
100,008 |
-4,279 |
$1,801 | MLN | 100,008 | -4,279 | $1,801 | INVESCO QQQ TR |
4,048 |
+299 |
$1,798 | QQQ | 4,048 | +299 | $1,798 | ISHARES TR (SCZ) |
26,956 |
-203 |
$1,707 | SCZ | 26,956 | -203 | $1,707 | WISDOMTREE TR |
77,431 |
-2,183 |
$1,706 | HYZD | 77,431 | -2,183 | $1,706 | GILEAD SCIENCES INC |
22,258 |
+12,690 |
$1,630 | GILD | 22,258 | +12,690 | $1,630 | AMERICAN EXPRESS CO |
7,080 |
+29 |
$1,612 | AXP | 7,080 | +29 | $1,612 | ISHARES TR (IWO) |
5,819 |
-246 |
$1,576 | IWO | 5,819 | -246 | $1,576 | ISHARES TR (IXUS) |
21,540 |
-376 |
$1,462 | IXUS | 21,540 | -376 | $1,462 | EXXON MOBIL CORP |
12,555 |
+2,666 |
$1,459 | XOM | 12,555 | +2,466 | $1,459 | SCHWAB STRATEGIC TR |
16,544 |
+62 |
$1,347 | SCHM | 16,544 | +62 | $1,347 | ALPHABET INC |
8,887 |
+331 |
$1,341 | GOOGL | 8,887 | +331 | $1,341 | SPDR SER TR (SPYD) |
32,664 |
+2,743 |
$1,330 | SPYD | 32,664 | +2,743 | $1,330 | INVESCO EXCH TRADED FD TR II (PHB) |
73,138 |
-1,910 |
$1,326 | PHB | 73,138 | -1,910 | $1,326 | ISHARES TR (IWN) |
8,288 |
-222 |
$1,316 | IWN | 8,288 | -222 | $1,316 | ISHARES TR (TLT) |
13,409 |
+4,751 |
$1,269 | TLT | 13,409 | +4,751 | $1,269 | SPDR SER TR (SPYG) |
17,250 |
+1,525 |
$1,262 | SPYG | 17,250 | +1,525 | $1,262 | ENERGY TRANSFER L P |
77,996 |
-55 |
$1,227 | ET | 77,996 | -55 | $1,227 | SPDR SER TR (PSK) |
34,445 |
-902 |
$1,201 | PSK | 34,445 | -902 | $1,201 | HOME DEPOT INC |
3,117 |
-13 |
$1,195 | HD | 3,117 | -13 | $1,195 | TESLA INC |
6,763 |
+185 |
$1,189 | TSLA | 6,763 | +185 | $1,189 | MODERNA INC |
10,958 |
-39 |
$1,168 | MRNA | 10,958 | -39 | $1,168 | VANECK ETF TRUST (HYD) |
21,697 |
-1,178 |
$1,134 | HYD | 21,697 | -1,178 | $1,134 | GLOBAL X FDS |
27,030 |
+494 |
$1,103 | XYLD | 27,030 | +494 | $1,103 | ALPHABET INC |
7,136 |
+243 |
$1,087 | GOOG | 7,136 | +243 | $1,087 | VANGUARD WORLD FD (MGC) |
5,757 |
+185 |
$1,076 | MGC | 5,757 | +185 | $1,076 | SCHWAB CHARLES FAMILY FD |
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|
$1,066 | AMT TAX FREE MNY | 1,066,081 | UNCH | $1,066 | SPDR SER TR (XBI) |
11,168 |
+2,956 |
$1,060 | XBI | 11,168 | +2,956 | $1,060 | VANGUARD SPECIALIZED FUNDS (VIG) |
5,724 |
-155 |
$1,045 | VIG | 5,724 | -155 | $1,045 | SELECT SECTOR SPDR TR (XLP) |
13,627 |
-3,104 |
$1,041 | XLP | 13,627 | -3,104 | $1,041 | SELECT SECTOR SPDR TR (XLE) |
10,805 |
-1,751 |
$1,020 | XLE | 10,805 | -1,751 | $1,020 | SCHWAB STRATEGIC TR |
16,627 |
+3,454 |
$1,015 | SCHB | 16,627 | +3,454 | $1,015 | VANGUARD SCOTTSDALE FDS (VONG) |
11,674 |
-525 |
$1,012 | VONG | 11,674 | -525 | $1,012 | J P MORGAN EXCHANGE TRADED F (JPST) |
20,001 |
+20,001 |
$1,009 | JPST | 20,001 | +20,001 | $1,009 | VANECK ETF TRUST (SHYD) |
44,385 |
-2,268 |
$995 | SHYD | 44,385 | -2,268 | $995 | ISHARES TR (PFF) |
30,809 |
-2 |
$993 | PFF | 30,809 | -2 | $993 | SELECT SECTOR SPDR TR (XLK) |
4,728 |
+1,857 |
$985 | XLK | 4,728 | +1,857 | $985 | JOHNSON & JOHNSON |
6,166 |
+194 |
$975 | JNJ | 6,166 | +194 | $975 | BERKSHIRE HATHAWAY INC DEL |
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|
$973 | BRK.B | 2,314 | -180 | $973 | HUBSPOT INC |
1,509 |
-104 |
$945 | HUBS | 1,509 | -104 | $945 | AON PLC |
2,732 |
-38 |
$912 | AON | 2,732 | -38 | $912 | VERTEX PHARMACEUTICALS INC |
2,032 |
+35 |
$849 | VRTX | 2,032 | +35 | $849 | ENTERPRISE PRODS PARTNERS L |
28,298 |
-11,467 |
$826 | EPD | 28,298 | -11,467 | $826 | VISA INC |
2,908 |
-962 |
$812 | V | 2,908 | -962 | $812 | INNOVATOR ETFS TRUST (BOCT) |
19,052 |
+19,052 |
$771 | BOCT | 19,052 | +19,052 | $771 | MARSH & MCLENNAN COS INC |
3,728 |
-16 |
$768 | MMC | 3,728 | -16 | $768 | ORACLE CORP |
5,992 |
-169 |
$753 | ORCL | 5,992 | -13,969 | $753 | ISHARES TR (AIA) |
12,255 |
-601 |
$744 | AIA | 12,255 | -601 | $744 | NETFLIX INC |
1,224 |
+33 |
$743 | NFLX | 1,224 | +33 | $743 | ISHARES TR (SOXX) |
3,279 |
+2,435 |
$741 | SOXX | 3,279 | +2,435 | $741 | ISHARES TR (LQD) |
6,730 |
+38 |
$733 | LQD | 6,730 | +38 | $733 | VERIZON COMMUNICATIONS INC |
17,455 |
+2,441 |
$732 | VZ | 17,455 | +2,441 | $732 | SPDR INDEX SHS FDS (QEFA) |
9,612 |
+3,527 |
$731 | QEFA | 9,612 | +3,527 | $731 | DOW INC |
12,412 |
+2,082 |
$719 | DOW | 12,412 | +2,082 | $719 | SSGA ACTIVE ETF TR (SRLN) |
16,860 |
+1,872 |
$710 | SRLN | 16,860 | +1,872 | $710 | CINTAS CORP |
1,031 |
+5 |
$708 | CTAS | 1,031 | +5 | $708 | UNITED PARCEL SERVICE INC |
4,731 |
+19 |
$703 | UPS | 4,731 | +19 | $703 | SPDR INDEX SHS FDS (DWX) |
19,889 |
+1,988 |
$699 | DWX | 19,889 | +1,988 | $699 | JPMORGAN CHASE & CO |
3,483 |
+250 |
$698 | JPM | 3,483 | +250 | $698 | TJX COS INC NEW |
6,810 |
-57 |
$691 | TJX | 6,810 | -57 | $691 | VANGUARD WORLD FD (MGK) |
2,333 |
+411 |
$669 | MGK | 2,333 | +411 | $669 | COCA COLA CO |
10,834 |
+417 |
$663 | KO | 10,834 | +417 | $663 | SPDR SER TR (SPIP) |
25,361 |
-2,214 |
$650 | SPIP | 25,361 | -2,214 | $650 | INTERNATIONAL BUSINESS MACHS |
3,364 |
-326 |
$642 | IBM | 3,364 | -326 | $642 | ISHARES TR (TIP) |
5,980 |
-834 |
$642 | TIP | 5,980 | -834 | $642 | DISNEY WALT CO |
5,216 |
+1,520 |
$638 | DIS | 5,216 | +1,520 | $638 | VANGUARD SCOTTSDALE FDS (VGIT) |
10,794 |
+148 |
$632 | VGIT | 10,794 | +148 | $632 | MCDONALDS CORP |
2,123 |
+96 |
$599 | MCD | 2,123 | +96 | $599 | SPDR DOW JONES INDL AVERAGE (DIA) |
1,503 |
-37 |
$598 | DIA | 1,503 | -37 | $598 | VANGUARD WORLD FD (VPU) |
4,198 |
-769 |
$598 | VPU | 4,198 | -769 | $598 | DYNATRACE INC |
12,818 |
+243 |
$595 | DT | 12,818 | +243 | $595 | CISCO SYS INC |
11,772 |
+764 |
$588 | CSCO | 11,772 | +764 | $588 | ISHARES TR (IWM) |
2,755 |
+42 |
$579 | IWM | 2,755 | +42 | $579 | AT&T INC |
32,810 |
+7,473 |
$577 | T | 32,810 | +7,473 | $577 | SELECT SECTOR SPDR TR (XLY) |
3,115 |
+108 |
$573 | XLY | 3,115 | +108 | $573 | ISHARES TR (SHYG) |
13,337 |
-28 |
$567 | SHYG | 13,337 | -28 | $567 | VANGUARD WHITEHALL FDS (VYM) |
4,586 |
+182 |
$555 | VYM | 4,586 | +182 | $555 | CHEVRON CORP NEW |
3,497 |
+57 |
$552 | CVX | 3,497 | +57 | $552 | VANGUARD BD INDEX FDS (BND) |
7,495 |
-62 |
$544 | BND | 7,495 | -62 | $544 | ISHARES TR (DGRO) |
9,086 |
-107 |
$528 | DGRO | 9,086 | -107 | $528 | ISHARES TR (IUSB) |
11,570 |
+1,595 |
$527 | IUSB | 11,570 | +1,595 | $527 | SELECT SECTOR SPDR TR (XLU) |
7,942 |
-1,045 |
$521 | XLU | 7,942 | -1,045 | $521 | ISHARES INC (IEMG) |
9,992 |
-51 |
$516 | IEMG | 9,992 | -51 | $516 | PROCTER AND GAMBLE CO |
3,136 |
+240 |
$509 | PG | 3,136 | +240 | $509 | WALMART INC |
8,384 |
+5,755 |
$504 | WMT | 8,384 | +5,755 | $504 | STATE STR CORP |
6,509 |
+57 |
$503 | STT | 6,509 | +57 | $503 | SCHWAB STRATEGIC TR |
9,745 |
+60 |
$494 | SCHK | 9,745 | +60 | $494 | ISHARES TR (IMCG) |
6,699 |
-57 |
$473 | IMCG | 6,699 | -57 | $473 | GLOBAL X FDS |
26,112 |
+2,268 |
$468 | QYLD | 26,112 | +2,268 | $468 | THE CIGNA GROUP |
1,283 |
+44 |
$466 | CI | 1,283 | +44 | $466 | ISHARES TR (SHV) |
4,208 |
-1,322 |
$465 | SHV | 4,208 | -1,322 | $465 | INNOVATOR ETFS TRUST (BNOV) |
12,359 |
UNCH |
$451 | BNOV | 12,359 | UNCH | $451 | TRIMBLE INC |
6,965 |
-21 |
$448 | TRMB | 6,965 | -21 | $448 | ABBOTT LABS |
3,923 |
-1,383 |
$446 | ABT | 3,923 | -1,383 | $446 | ADVANCED MICRO DEVICES INC |
2,428 |
+581 |
$438 | AMD | 2,428 | +581 | $438 | ISHARES TR (INDA) |
8,456 |
+163 |
$436 | INDA | 8,456 | +163 | $436 | ISHARES TR (IVW) |
5,161 |
+218 |
$436 | IVW | 5,161 | +218 | $436 | ACCENTURE PLC IRELAND |
1,248 |
+30 |
$433 | ACN | 1,248 | +30 | $433 | PFIZER INC |
15,487 |
+468 |
$430 | PFE | 15,487 | +468 | $430 | COMCAST CORP NEW |
9,882 |
-81 |
$428 | CMCSA | 9,882 | -81 | $428 | ISHARES GOLD TR (IAU) |
10,195 |
-2,410 |
$428 | IAU | 10,195 | -2,410 | $428 | BANK AMERICA CORP |
11,196 |
+1,371 |
$425 | BAC | 11,196 | +1,371 | $425 | ISHARES TR (ICVT) |
5,224 |
-4 |
$417 | ICVT | 5,224 | -4 | $417 | ISHARES TR (SUSA) |
3,766 |
+337 |
$411 | SUSA | 3,766 | +337 | $411 | COSTCO WHSL CORP NEW |
558 |
+21 |
$409 | COST | 558 | +21 | $409 | GENERAL ELECTRIC CO |
2,306 |
+25 |
$405 | GE | 2,306 | +25 | $405 | MASTERCARD INCORPORATED |
835 |
+66 |
$402 | MA | 835 | +66 | $402 | BOEING CO |
2,033 |
-53 |
$392 | BA | 2,033 | -53 | $392 | CHEMED CORP NEW |
599 |
+4 |
$385 | CHE | 599 | +4 | $385 | US BANCORP DEL |
8,604 |
+370 |
$385 | USB | 8,604 | +370 | $385 | INVESCO EXCHANGE TRADED FD T (RSPN) |
7,910 |
UNCH |
$377 | RSPN | 7,910 | UNCH | $377 | ISHARES U S ETF TR (MEAR) |
7,511 |
-3 |
$376 | MEAR | 7,511 | -3 | $376 | VANGUARD INDEX FDS (VO) |
1,502 |
+1 |
$375 | VO | 1,502 | +1 | $375 | INNOVATOR ETFS TRUST (IAPR) |
13,768 |
UNCH |
$374 | IAPR | 13,768 | UNCH | $374 | MARRIOTT INTL INC NEW |
1,457 |
+38 |
$368 | MAR | 1,457 | +38 | $368 | VANGUARD WORLD FD (VHT) |
1,355 |
+48 |
$367 | VHT | 1,355 | +48 | $367 | VANGUARD INTL EQUITY INDEX F (VSS) |
3,129 |
+1,179 |
$366 | VSS | 3,129 | +1,179 | $366 | ISHARES TR (IWL) |
2,856 |
-14 |
$363 | IWL | 2,856 | -14 | $363 | FS CREDIT OPPORTUNITIES CORP |
60,938 |
+330 |
$361 | FSCO | 60,938 | +330 | $361 | AGILENT TECHNOLOGIES INC |
2,443 |
-7 |
$355 | A | 2,443 | -7 | $355 | AUTOMATIC DATA PROCESSING IN |
1,420 |
+54 |
$355 | ADP | 1,420 | +54 | $355 | LOWES COS INC |
1,363 |
+46 |
$347 | LOW | 1,363 | +46 | $347 | RTX CORPORATION |
3,507 |
+16 |
$342 | RTX | 3,507 | +16 | $342 | STARBUCKS CORP |
3,740 |
-86 |
$342 | SBUX | 3,740 | -86 | $342 | INTEL CORP |
7,682 |
+646 |
$339 | INTC | 7,682 | +646 | $339 | GLOBE LIFE INC |
2,870 |
UNCH |
$334 | GL | 2,870 | UNCH | $334 | NUSHARES ETF TR (NULV) |
8,481 |
+1,094 |
$330 | NULV | 8,481 | +1,094 | $330 | DIREXION SHS ETF TR (FAS) |
2,935 |
UNCH |
$329 | FAS | 2,935 | UNCH | $329 | SPDR SER TR (XME) |
5,448 |
-1,648 |
$328 | XME | 5,448 | -1,648 | $328 | INNOVATOR ETFS TRUST (BJUN) |
8,672 |
UNCH |
$326 | BJUN | 8,672 | UNCH | $326 | ISHARES TR (QUAL) |
1,947 |
+1,947 |
$320 | QUAL | 1,947 | +1,947 | $320 | NUSHARES ETF TR (NULG) |
4,171 |
+363 |
$318 | NULG | 4,171 | +363 | $318 | VANGUARD BD INDEX FDS (BIV) |
4,173 |
+4,173 |
$315 | BIV | 4,173 | +4,173 | $315 | WELLS FARGO CO NEW |
5,431 |
+463 |
$315 | WFC | 5,431 | +463 | $315 | INNOVATOR ETFS TRUST (UAPR) |
11,112 |
UNCH |
$313 | UAPR | 11,112 | UNCH | $313 | CINCINNATI FINL CORP |
2,509 |
+13 |
$312 | CINF | 2,509 | +13 | $312 | SHELL PLC |
4,650 |
UNCH |
$312 | SHEL | 4,650 | UNCH | $312 | VANGUARD WORLD FD (VOX) |
2,371 |
-15 |
$311 | VOX | 2,371 | -15 | $311 | GALLAGHER ARTHUR J & CO |
1,234 |
+1,234 |
$309 | AJG | 1,234 | +1,234 | $309 | DRAFTKINGS INC NEW |
6,773 |
-73 |
$308 | DKNG | 6,773 | -73 | $308 | ISHARES TR (REZ) |
4,279 |
-2,372 |
$308 | REZ | 4,279 | -2,372 | $308 | SPDR SER TR (SPTI) |
10,725 |
-432 |
$302 | SPTI | 10,725 | -432 | $302 | BROADCOM INC |
224 |
-29 |
$297 | AVGO | 224 | -29 | $297 | NEWMARK GROUP INC |
26,714 |
+26,714 |
$296 | NMRK | 26,714 | +26,714 | $296 | INNOVATOR ETFS TRUST (POCT) |
7,867 |
UNCH |
$295 | POCT | 7,867 | UNCH | $295 | ISHARES TR (IWB) |
1,019 |
+189 |
$294 | IWB | 1,019 | +189 | $294 | OMNICOM GROUP INC |
3,018 |
+48 |
$292 | OMC | 3,018 | +48 | $292 | PEPSICO INC |
1,670 |
+32 |
$292 | PEP | 1,670 | +32 | $292 | ISHARES TR (ESGD) |
3,562 |
+324 |
$285 | ESGD | 3,562 | +324 | $285 | ISHARES TR (IGSB) |
5,560 |
+881 |
$285 | IGSB | 5,560 | +881 | $285 | VANGUARD INDEX FDS (VNQ) |
3,297 |
-98 |
$285 | VNQ | 3,297 | -98 | $285 | AMERICAN AIRLS GROUP INC |
18,421 |
+18,421 |
$283 | AAL | 18,421 | +18,421 | $283 | FIRST TR EXCHNG TRADED FD VI (UCON) |
11,412 |
-955 |
$281 | UCON | 11,412 | -955 | $281 | WASTE MGMT INC DEL |
1,317 |
+51 |
$281 | WM | 1,317 | +51 | $281 | INVESCO EXCHANGE TRADED FD T (RPG) |
7,628 |
UNCH |
$280 | RPG | 7,628 | UNCH | $280 | CORNING INC |
8,379 |
+8,379 |
$276 | GLW | 8,379 | +8,379 | $276 | FRANCO NEV CORP |
2,279 |
UNCH |
$272 | FNV | 2,279 | UNCH | $272 | INDEXIQ ETF TR (MNA) |
8,598 |
+722 |
$271 | MNA | 8,598 | +722 | $271 | DIMENSIONAL ETF TRUST (DFAC) |
8,437 |
UNCH |
$270 | DFAC | 8,437 | UNCH | $270 | QUALCOMM INC |
1,595 |
+1,595 |
$270 | QCOM | 1,595 | +1,595 | $270 | ISHARES INC (EMHY) |
7,186 |
-489 |
$269 | EMHY | 7,186 | -489 | $269 | BITWISE BITCOIN ETF TR (BITB) |
6,912 |
+6,912 |
$268 | BITB | 6,912 | +6,912 | $268 | WORLD GOLD TR |
6,039 |
-108 |
$266 | GLDM | 6,039 | -108 | $266 | LOCKHEED MARTIN CORP |
582 |
+27 |
$265 | LMT | 582 | +27 | $265 | VANGUARD WORLD FD (VIS) |
1,063 |
+1 |
$260 | VIS | 1,063 | +1 | $260 | SPDR INDEX SHS FDS (SPDW) |
7,222 |
UNCH |
$259 | SPDW | 7,222 | UNCH | $259 | BRISTOL MYERS SQUIBB CO |
4,722 |
-169 |
$256 | BMY | 4,722 | -169 | $256 | NEXTERA ENERGY INC |
3,985 |
+337 |
$255 | NEE | 3,985 | +337 | $255 | NETAPP INC |
2,412 |
-60 |
$253 | NTAP | 2,412 | -60 | $253 | UNITEDHEALTH GROUP INC |
503 |
+503 |
$249 | UNH | 503 | +503 | $249 | SELECT SECTOR SPDR TR (XLC) |
3,033 |
+5 |
$248 | XLC | 3,033 | +5 | $248 | FISERV INC |
1,541 |
+1,541 |
$246 | FI | 1,541 | +1,541 | $246 | STRYKER CORPORATION |
687 |
-37 |
$246 | SYK | 687 | -37 | $246 | NIKE INC |
2,573 |
+222 |
$242 | NKE | 2,573 | +222 | $242 | PHILLIPS 66 |
1,475 |
+1,475 |
$241 | PSX | 1,475 | +1,475 | $241 | FEDEX CORP |
825 |
+825 |
$239 | FDX | 825 | +825 | $239 | J P MORGAN EXCHANGE TRADED F (JEPI) |
4,122 |
-383 |
$239 | JEPI | 4,122 | -383 | $239 | SPDR SER TR (SMLV) |
2,118 |
+2,118 |
$237 | SMLV | 2,118 | +2,118 | $237 | GRAYSCALE BITCOIN TR BTC |
3,732 |
+3,732 |
$236 | GBTC | 3,732 | +3,732 | $236 | CATERPILLAR INC |
633 |
+633 |
$232 | CAT | 633 | +633 | $232 | ISHARES TR (EMB) |
2,575 |
+2,575 |
$231 | EMB | 2,575 | +2,575 | $231 | CHARLES RIV LABS INTL INC |
850 |
-72 |
$230 | CRL | 850 | -72 | $230 | BAXTER INTL INC |
5,361 |
+5,361 |
$229 | BAX | 5,361 | +5,361 | $229 | FS KKR CAP CORP |
11,997 |
-1,127 |
$229 | FSK | 11,997 | -1,127 | $229 | ISHARES TR (IVE) |
1,217 |
UNCH |
$227 | IVE | 1,217 | UNCH | $227 | AMERICAN CENTY ETF TR (TAXF) |
4,494 |
-227 |
$227 | TAXF | 4,494 | -227 | $227 | SPDR SER TR (ONEY) |
2,079 |
+2,079 |
$226 | ONEY | 2,079 | +2,079 | $226 | SALESFORCE INC |
747 |
+747 |
$225 | CRM | 747 | +747 | $225 | CONSOLIDATED EDISON INC |
2,427 |
+176 |
$220 | ED | 2,427 | +176 | $220 | SPDR SER TR (SDY) |
1,656 |
-43 |
$217 | SDY | 1,656 | -43 | $217 | ISHARES TR (IBB) |
1,576 |
-13 |
$216 | IBB | 1,576 | -13 | $216 | MONDELEZ INTL INC |
3,089 |
+3,089 |
$216 | MDLZ | 3,089 | +3,089 | $216 | ANNALY CAPITAL MANAGEMENT IN |
10,966 |
+91 |
$216 | NLY | 10,966 | +91 | $216 | ISHARES TR (IUSV) |
2,366 |
+2,366 |
$214 | IUSV | 2,366 | +2,366 | $214 | AMGEN INC |
750 |
+28 |
$213 | AMGN | 750 | +28 | $213 | BLACKSTONE INC |
1,600 |
-133 |
$210 | BX | 1,600 | -133 | $210 | ISHARES TR (IJH) |
3,418 |
+2,695 |
$208 | IJH | 3,418 | +2,695 | $208 | ISHARES TR (IWR) |
2,469 |
+2,469 |
$208 | IWR | 2,469 | +2,469 | $208 | DANAHER CORPORATION |
823 |
+823 |
$206 | DHR | 823 | +823 | $206 | ISHARES TR (FLOT) |
4,028 |
-1,566 |
$206 | FLOT | 4,028 | -1,566 | $206 | 3M CO |
1,930 |
+1,930 |
$205 | MMM | 1,930 | +1,930 | $205 | WISDOMTREE TR |
3,095 |
+3,095 |
$202 | DLS | 3,095 | +3,095 | $202 | AIRBNB INC |
1,217 |
+1,217 |
$201 | ABNB | 1,217 | +1,217 | $201 | LIQUIDIA CORPORATION |
13,491 |
-753 |
$199 | LQDA | 13,491 | -753 | $199 | TILRAY BRANDS INC |
48,261 |
+19,207 |
$119 | TLRY | 48,261 | +19,207 | $119 | UWM HOLDINGS CORPORATION |
10,963 |
+10,963 |
$80 | UWMC | 10,963 | +10,963 | $80 | VAXXINITY INC |
78,281 |
UNCH |
$56 | VAXX | 78,281 | UNCH | $56 | KOPIN CORP |
30,152 |
+30,152 |
$54 | KOPN | 30,152 | +30,152 | $54 | CUTERA INC |
30,573 |
+30,573 |
$45 | CUTR | 30,573 | +30,573 | $45 | SENESTECH INC |
64,348 |
+64,348 |
$44 | SNES | 64,348 | +64,348 | $44 | RING ENERGY INC |
15,424 |
+15,424 |
$30 | REI | 15,424 | +15,424 | $30 | I 80 GOLD CORP |
16,028 |
+16,028 |
$21 | IAUX | 16,028 | +16,028 | $21 | QUANTUM CORP |
28,003 |
+11,852 |
$17 | QMCO | 28,003 | +11,852 | $17 | WM TECHNOLOGY INC |
10,202 |
UNCH |
$14 | MAPS | 10,202 | UNCH | $14 | SENSEONICS HLDGS INC |
25,001 |
UNCH |
$13 | SENS | 25,001 | UNCH | $13 | BENSON HILL INC |
20,528 |
+20,528 |
$4 | BHIL | 20,528 | +20,528 | $4 | GAMIDA CELL LTD |
25,629 |
+0 |
$1 | GMDA | 25,629 | UNCH | $1 | ARK ETF TR |
|
|
$0 (exited) | ARKK | 0 | -4,945 | $0 | ASPEN AEROGELS INC |
|
|
$0 (exited) | ASPN | 0 | -12,123 | $0 | ALGOMA STL GROUP INC |
|
|
$0 (exited) | ASTL | 0 | -16,073 | $0 | CHOICE HOTELS INTL INC |
|
|
$0 (exited) | CHH | 0 | -2,618 | $0 | ESGL HLDGS LTD |
|
|
$0 (exited) | ESGL | 0 | -12,000 | $0 | SPDR GOLD TR |
|
|
$0 (exited) | GLD | 0 | -1,061 | $0 | JETBLUE AWYS CORP |
|
|
$0 (exited) | JBLU | 0 | -34,652 | $0 | UNIVERSAL DISPLAY CORP |
|
|
$0 (exited) | OLED | 0 | -1,221 | $0 | THERMO FISHER SCIENTIFIC INC |
|
|
$0 (exited) | TMO | 0 | -395 | $0 | UNION PAC CORP |
0 |
-1,515 |
$0 (exited) | UNP | 0 | -1,515 | $0 |
See Summary: McAdam LLC Top Holdings
See Details: Top 10 Stocks Held By McAdam LLC
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