Mc Adam, LLC Portfolio Holdings
Mc Adam, LLC
- $1.81 Billion
- Q4 2024
Mc Adam, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.81 Billion distributed in 354 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $240M, Schwab Fundamental U S Large C with a value of $216M, Schwab Strategic Tr Us Large C with a value of $212M, Schwab Strategic Tr Intl Eqty with a value of $130M, and Schwab Us Aggregate Bond ETF with a value of $62.8M.
Examining the 13F form we can see an increase of $45M in the current position value, from $1.77B to 1.81B.
Below you can find more details about Mc Adam, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.81 Billion
ETFs: $1.67 Billion
Technology: $54.1 Million
Healthcare: $19.4 Million
Consumer Cyclical: $15.1 Million
Financial Services: $13.9 Million
Communication Services: $12.2 Million
Energy: $7.28 Million
Industrials: $6.97 Million
Other: $11.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 354
- Current Value $1.81 Billion
- Prior Value $1.77 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 42 stocks
- Additional Purchases 201 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks