Mc Adam, LLC Reduced Holdings in Q3 2025

Mc Adam, LLC

  • $1.99 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-701
- 0.89%
$48.5 - $50.19 $34K - $35.2K
77.9K $3.9M
VPU
Vanguard Utilities ETF

ETFs
-2
- 0.06%
$175.25 - $189.41 $351 - $379
3.58K $677K
STT
State Street Corp

Financial Services
-70
- 1.05%
$102.01 - $117.25 $7.14K - $8.21K
6.58K $763K
GLD
Spdr Gold Trust

ETFs
-2
- 0.14%
$300.96 - $355.47 $602 - $711
1.38K $491K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-11
- 0.04%
$29.8 - $32.29 $328 - $355
31.1K $997K
IAU
Ishares Gold Trust

ETFs
-127
- 1.65%
$61.62 - $72.77 $7.83K - $9.24K
7.56K $550K
IWM
Ishares Russell 2000 ETF

ETFs
-73
- 2.14%
$214.92 - $244.84 $15.7K - $17.9K
3.35K $809K
VTI
Vanguard Total Stock Market Et

ETFs
-384
- 4.33%
$303.93 - $329.86 $117K - $127K
8.48K $2.78M
AEM
Agnico Eagle Mines LTD

Basic Materials
-2
- 0.11%
$116.14 - $168.56 $232 - $337
1.85K $311K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-80
- 2.0%
$67.16 - $93.48 $5.37K - $7.48K
3.92K $365K
SPYG
Spdr Portfolio

ETFs
-558
- 3.07%
$94.33 - $105.31 $52.6K - $58.8K
17.6K $1.84M
INTC
Intel Corp

Technology
-608
- 5.21%
$19.31 - $35.5 $11.7K - $21.6K
11.1K $371K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.15K
- 4.92%
$51.78 - $57.89 $112K - $125K
41.6K $2.39M
PHYS
Sprott Physical Gold Trust

Financial Services
-1.65K
- 4.2%
$25.02 - $29.62 $41.3K - $48.9K
37.6K $1.12M
VO
Vanguard Mid Cap ETF

ETFs
-509
- 2.47%
$279.83 - $293.74 $142K - $150K
20.1K $5.9M
IWS
Ishares Russell Midcap Value E

ETFs
-1.65K
- 3.35%
$132.83 - $140.61 $219K - $232K
47.5K $6.63M
JNJ
Johnson & Johnson

Healthcare
-663
- 8.14%
$155.17 - $185.42 $103K - $123K
7.48K $1.39M
IWN
Ishares Russell2000 Val ETF

ETFs
-532
- 3.99%
$157.1 - $178.94 $83.6K - $95.2K
12.8K $2.26M
FNDA
Schwab Fundamental U S Small C

ETFs
-11.4K
- 5.44%
$28.75 - $31.93 $326K - $362K
197K $6.15M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-4.15K
- 0.88%
$11.15 - $11.87 $46.2K - $49.2K
467K $5.42M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.95K
- 2.17%
$25.29 - $28.33 $49.3K - $55.3K
87.8K $2.45M
VLUE
Ishares Msci Usa Value Factor

ETFs
-123
- 0.7%
$111.55 - $125.05 $13.7K - $15.4K
17.4K $2.17M
APP
App Lovin Corp

Technology
-603
- 32.47%
$335.1 - $718.54 $202K - $433K
1.25K $901K
VV
Vanguard Large Cap ETF

ETFs
-824
- 3.66%
$285.05 - $309.14 $235K - $255K
21.7K $6.68M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-409
- 0.2%
$39.79 - $41.15 $16.3K - $16.8K
202K $8.29M
VTV
Vanguard Value ETF

ETFs
-108
- 0.33%
$175.51 - $186.57 $19K - $20.1K
32.7K $6.1M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-1.01K
- 0.64%
$38.52 - $41.26 $38.9K - $41.6K
158K $6.49M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.05K
- 2.07%
$108.46 - $120.63 $114K - $126K
49.6K $5.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.86K
- 1.86%
$78.88 - $85.2 $225K - $243K
151K $12.6M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.69K
- 2.65%
$79.39 - $90.39 $134K - $153K
62.1K $5.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-721
- 3.79%
$420.11 - $472.68 $303K - $341K
18.3K $8.56M
ORCL
Oracle Corp

Technology
-163
- 1.71%
$218.96 - $328.33 $35.7K - $53.5K
9.37K $2.63M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.98K
- 1.59%
$87.07 - $93.06 $260K - $277K
185K $16.9M
GOOG
Alphabet Inc.

Communication Services
-988
- 7.64%
$175.16 - $255.24 $173K - $252K
12K $2.91M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-5.86K
- 1.83%
$33.13 - $36.31 $194K - $213K
315K $11.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.39K
- 0.42%
$52.12 - $55.33 $72.6K - $77.1K
330K $18.2M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.54K
- 2.92%
$243.93 - $275.62 $374K - $423K
51K $14M
IVV
Ishares Core S&P 500 ETF

ETFs
-435
- 1.12%
$620.67 - $670.08 $270K - $291K
38.3K $25.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-18.1K
- 1.78%
$30.13 - $33.37 $547K - $605K
1M $33.4M
Activity Summary
Buys All Purchases 241 New Holdings 37 Increased Positions 204 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 1 Puts 0
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