Mc Adam, LLC Purchases in Q4 2024

Mc Adam, LLC

  • $1.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.97K
New
$92.58 - $93.71 $275K - $279K
2.97K $275K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.16K
New
$173.13 - $258.09 $200K - $299K
1.16K $266K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
6.56K
New
$40.34 - $40.62 $265K - $266K
6.56K $265K
VGT
Vanguard Information Technolog

ETFs
52
+ 0.83%
$571.78 - $647.97 $29.7K - $33.7K
6.32K $3.93M
JPM
Jpmorgan Chase & CO

Financial Services
540
+ 12.68%
$205.18 - $250.29 $111K - $135K
4.8K $1.15M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
20.8K
+ 14.69%
$31.83 - $34.97 $662K - $728K
162K $5.24M
COIN
Coinbase Global, Inc.

Technology
1.01K
New
$163.17 - $343.62 $165K - $347K
1.01K $250K
VGSH
Vanguard

ETFs
4.19K
New
$58.02 - $58.88 $243K - $247K
4.19K $243K
META
Meta Platforms, Inc.

Communication Services
236
+ 4.28%
$554.08 - $632.68 $131K - $149K
5.75K $3.39M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.09K
+ 1.0%
$76.21 - $82.24 $82.7K - $89.2K
110K $8.55M
HDV
Ishares Core High Dividend ETF

ETFs
1.93K
New
$110.82 - $121.28 $214K - $234K
1.93K $216K
BR
Broadridge Financial Solutions, Inc.

Technology
951
New
$209.64 - $236.44 $199K - $225K
951 $215K
CSCO
Cisco Systems, Inc.

Technology
2.31K
+ 17.76%
$52.45 - $60.02 $121K - $139K
15.3K $907K
MS
Morgan Stanley

Financial Services
1.69K
New
$104.42 - $134.99 $177K - $228K
1.69K $212K
OEF
Ishares S&P 100 ETF

ETFs
797
+ 6.76%
N/A
12.6K $3.35M
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.83K
New
$41.74 - $46.2 $202K - $223K
4.83K $202K
DINO
Hf Sinclair Corp

Energy
5.73K
New
$33.69 - $47.67 $193K - $273K
5.73K $201K
FDX
Fedex Corp

Industrials
713
New
$260.5 - $305.15 $186K - $218K
713 $200K
EFG
Msci Eafe Growth ETF

ETFs
10.8K
+ 13.77%
$96.83 - $106.88 $1.05M - $1.16M
89.4K $8.66M
MA
Mastercard Inc

Financial Services
300
+ 25.55%
$491.3 - $536.15 $147K - $161K
1.47K $776K
STT
State Street Corp

Financial Services
1.34K
+ 20.9%
$85.96 - $100.78 $115K - $135K
7.77K $762K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.32K
+ 2.99%
$113.92 - $127.38 $378K - $423K
114K $13.2M
AMCR
Amcor PLC

Consumer Cyclical
19.7K
New
$9.34 - $11.37 $184K - $224K
19.7K $185K
KOPN
Kopin Corp

Technology
106K
+ 166.37%
$0.69 - $1.53 $72.9K - $162K
169K $230K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.3K
+ 23.48%
$87.1 - $98.49 $374K - $423K
22.6K $1.97M
VO
Vanguard Mid Cap ETF

ETFs
601
+ 1.19%
$261.5 - $284.63 $157K - $171K
51.1K $13.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.68K
+ 76.98%
$55.73 - $66.16 $149K - $177K
6.16K $371K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
7.2K
+ 3.67%
$22.28 - $22.66 $160K - $163K
203K $4.57M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
8.98K
+ 27.54%
$17.93 - $18.8 $161K - $169K
41.6K $757K
PM
Philip Morris International Inc.

Consumer Defensive
1.36K
+ 66.85%
$118.38 - $133.06 $160K - $180K
3.38K $407K
ISRG
Intuitive Surgical Inc

Healthcare
270
+ 58.95%
$471.27 - $550.62 $127K - $149K
728 $379K
COST
Costco Wholesale Corp

Consumer Defensive
144
+ 19.15%
$873.59 - $994.69 $126K - $143K
896 $820K
BAC
Bank Of America Corp

Financial Services
2.28K
+ 19.23%
$39.22 - $47.77 $89.3K - $109K
14.1K $620K
BA
Boeing CO

Industrials
583
+ 30.96%
$138.14 - $180.72 $80.5K - $105K
2.47K $436K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.6K
+ 4.29%
$51.09 - $55.27 $694K - $751K
330K $16.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.63K
+ 11.73%
$51.58 - $52.91 $187K - $192K
34.5K $1.79M
SPYG
Spdr Portfolio

ETFs
415
+ 1.94%
$81.74 - $91.38 $33.9K - $37.9K
21.8K $1.92M
SCHR
Schwab Intermediate Term Us Tr

ETFs
190K
+ 111.72%
$24.19 - $50.58 $4.6M - $9.61M
360K $8.74M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.01K
+ 40.06%
$38.96 - $43.28 $156K - $174K
14K $552K
CB
Chubb LTD

Financial Services
529
+ 43.65%
$271.57 - $301.89 $144K - $160K
1.74K $481K
VONG
Vanguard Russell 1000 Growth E

ETFs
532
+ 4.72%
$95.27 - $107.82 $50.7K - $57.4K
11.8K $1.22M
T
At&T Inc.

Communication Services
4.6K
+ 16.41%
$21.22 - $23.88 $97.5K - $110K
32.6K $742K
TRMB
Trimble Inc.

Technology
920
+ 13.4%
$60.21 - $75.4 $55.4K - $69.4K
7.79K $550K
WFC
Wells Fargo & Company

Financial Services
596
+ 10.59%
$54.98 - $77.35 $32.8K - $46.1K
6.22K $437K
ORCL
Oracle Corp

Technology
852
+ 12.61%
$165.41 - $192.43 $141K - $164K
7.61K $1.27M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.82K
+ 30.81%
$53.94 - $58.15 $98K - $106K
7.71K $434K
TJX
Tjx Companies Inc

Consumer Cyclical
635
+ 8.53%
$112.15 - $127.2 $71.2K - $80.8K
8.08K $976K
ADP
Automatic Data Processing Inc

Industrials
242
+ 13.49%
$280.08 - $307.97 $67.8K - $74.5K
2.04K $595K
CRM
Salesforce, Inc.

Technology
137
+ 17.47%
$270.87 - $367.87 $37.1K - $50.4K
921 $307K
Activity Summary
Buys All Purchases 243 New Holdings 42 Increased Positions 201 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 1 Puts 0
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