ML

McAdam, LLC

13F
McAdam, LLC
Last update 2024-10-23 330 Stocks (33 new)
Value $1.78 Bil Turnover 36 %
Countries:
Top Holdings: SCHX(12.69%)FNDX(11.75%)SCHG(10.81%)SCHF(7.58%)SCHZ(3.80%)
Summary Stock Picks Current Portfolio
McAdam, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX 		Schwab U.S. Large-Cap ETF
9,990,759
225,957.7
+210.38%
12.690
+8.60%
0.150
+8.28%
+28.34%
52,833.3
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
8,750,463
209,311.1
+218.10%
11.750
+8.06%
0.410
+6.01%
+21.91%
17,689.9
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
7,394,108
192,579.6
+303.21%
10.810
+8.13%
0.150
+13.01%
+38.96%
37,714.4
 
SCHF 		Schwab International Equity ETF
6,564,742
134,971.1
+106.26%
7.580
+3.91%
0.160
-5.03%
+4.11%
40,121.3
 
SCHZ 		Schwab US Aggregate Bond ETF
2,847,856
67,665.1
+66.77%
3.800
+1.52%
0.390
-2.84%
+2.76%
8,467.6
 
SCHC 		Schwab International Small-Cap Equity ETF
1,367,778
52,700.5
-11.05%
2.960
-0.36%
1.230
-6.17%
+1.02%
3,904.1
 
VOE 		Vanguard Mid-Cap Value ETF
286,081
47,967.1
-2.88%
2.690
-0.08%
0.290
+2.99%
+17.81%
17,370.9
 
RSP 		Invesco S&P 500 Equal Weight ETF
262,222
46,979.7
-6.31%
2.640
-0.17%
0.070
+4.49%
+16.84%
73,550.7
 
VOT 		Vanguard Mid-Cap Growth ETF
178,989
43,578.4
-2.68%
2.450
-0.07%
0.330
+13.79%
+22.69%
13,988.5
 
SCHE 		Schwab Emerging Markets Equity ETF
1,304,505
38,065.5
-5.68%
2.140
-0.13%
0.390
+1.55%
+10.87%
9,162.8
 

McAdam, LLC's Historical Top Holdings Breakdowns

McAdam, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+8.60%
●
20.37 ($21.79) 22.62
$23.90
9.68%
Add 210.38%
9,990,759
2,257,296
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+8.13%
●
23.16 ($25.16) 26.42
$28.76
14.31%
Add 303.21%
7,394,108
1,390,071
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+8.06%
●
21.79 ($23.01) 23.92
$24.42
6.13%
Add 218.1%
8,750,463
1,999,860
SCHX 		Schwab U.S. Large-Cap ETF2023-03-31Add
+6.01%
●
44.61 ($47.05) 49.22
$23.90
-49.20%
Add 117.46%
2,553,772
1,379,414
SCHX 		Schwab U.S. Large-Cap ETF2022-12-31Reduce
-5.79%
●
42.06 ($45.26) 47.94
$23.90
-47.19%
Reduce -51.77%
1,174,358
-1,260,671
SCHG 		Schwab U.S. Large-Cap Growth ETF2023-03-31Add
+4.99%
●
54.12 ($60.64) 65.17
$28.76
-52.57%
Add 131.48%
1,495,345
849,362
SCHG 		Schwab U.S. Large-Cap Growth ETF2022-12-31Reduce
-4.57%
●
54.31 ($57.44) 60.67
$28.76
-49.93%
Reduce -53.88%
645,983
-754,727
SCHF 		Schwab International Equity ETF2024-09-30Add
+3.91%
●
18.49 ($19.77) 20.77
$19.06
-3.59%
Add 106.26%
6,564,742
1,690,997
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+1.52%
●
22.6 ($23.41) 23.93
$22.96
-1.92%
Add 66.77%
2,847,856
570,097
SCHF 		Schwab International Equity ETF2023-03-31Add
+1.43%
●
32.42 ($34.24) 35.44
$19.06
-44.33%
Add 24.92%
2,291,861
457,166

McAdam, LLC Total Holding History ($B)

To

McAdam, LLC's Asset Allocation

To

McAdam, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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McAdam, LLC's Hypothetical Growth since 2024-09-30

McAdam, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

McAdam, LLC's Holdings Heat Map

Size field:

McAdam, LLC's Holdings Bubble Chart

McAdam, LLC News

  • 1

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