ML
| |
McAdam, LLC13F | |
| McAdam, LLC | |
| Last update 2025-05-21 | 345 Stocks (33 new) |
| Value $1.62 Bil | Turnover 2 % |
McAdam, LLC Top Holdings of 2025-03-31
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| 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 | 9,181,848 | 202,735.2 | -11.20% | 12.540 | -1.46% | 0.400 | +17.52% | +7.19% | 56,482.7 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 8,085,589 | 190,900.8 | -11.25% | 11.810 | -1.32% | 1.080 | +13.37% | +6.13% | 18,861.9 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 6,685,573 | 167,406.8 | -12.27% | 10.360 | -1.42% | 0.450 | +20.60% | +5.52% | 44,469.7 | ||
SCHF | Schwab International Equity ETF | 6,492,281 | 128,417.3 | -7.50% | 7.950 | -0.53% | 0.300 | +15.43% | +19.92% | 48,818.6 | ||
SCHZ | Schwab US Aggregate Bond ETF | 2,653,953 | 61,465.6 | -4.13% | 3.800 | -0.14% | 0.710 | +2.19% | +3.34% | 8,511.8 | ||
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 1,373,351 | 49,275.8 | -2.56% | 3.050 | -0.07% | 1.270 | +21.06% | +24.86% | 4,610.6 | ||
VOE | Vanguard Mid-Cap Value ETF | 295,373 | 47,419.2 | -0.53% | 2.930 | -0.01% | 0.280 | +12.21% | +4.54% | 17,472.3 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 265,607 | 46,011.1 | -0.23% | 2.850 | -0.01% | 0.060 | +14.29% | +6.18% | 73,004.5 | ||
VOT | Vanguard Mid-Cap Growth ETF | 181,127 | 44,311.0 | -1.91% | 2.740 | -0.05% | 0.330 | +21.73% | +12.01% | 16,001.7 | ||
SCHE | Schwab Emerging Markets Equity ETF | 1,096,378 | 30,227.1 | -9.96% | 1.870 | -0.18% | 0.320 | +14.66% | +13.50% | 10,294.8 |
McAdam, LLC's Historical Top Holdings Breakdowns
McAdam, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -1.46% | 21.75 ($23.28) 24.28 | $24.70 | 6.10% | Reduce -11.2% | 9,181,848 | -1,157,756 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -1.42% | 24.91 ($27.39) 29.02 | $29.35 | 7.16% | Reduce -12.27% | 6,685,573 | -935,329 | |
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2025-03-31 | Reduce Reduce | -1.32% | 23.03 ($24.17) 25.01 | $24.91 | 3.06% | Reduce -11.25% | 8,085,589 | -1,024,455 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -0.53% | 18.36 ($19.62) 20.51 | $22.04 | 12.33% | Reduce -7.5% | 6,492,281 | -526,321 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.45% | 251.87 ($268.43) 277.95 | $282.23 | 5.14% | Reduce -61.01% | 19,923 | -31,179 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.44% | 102.49 ($112.84) 119.96 | $112.82 | -0.02% | Reduce -60.67% | 44,910 | -69,265 | |
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | Add Add | +0.31% | 45.56 ($46.5) 47.23 | $46.51 | 0.02% | Add 36.21% | 395,896 | 105,253 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -0.27% | 96.1 ($101.94) 106.32 | $110.58 | 8.47% | Reduce -57.34% | 38,128 | -51,258 | |
TFI |
SPDR Nuveen Bloomberg Municipal Bond ETF
SPDR Nuveen Bloomberg Municipal Bond ETF
| 2025-03-31 | Reduce Reduce | -0.22% | 44.81 ($45.6) 46.22 | $44.51 | -2.39% | Reduce -38.7% | 142,491 | -89,957 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-03-31 | Reduce Reduce | -0.22% | 54.25 ($56.1) 57.64 | $63.27 | 12.78% | Reduce -54.07% | 62,420 | -73,474 |
McAdam, LLC Total Holding History ($B)
McAdam, LLC's Asset Allocation
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 2025-03-31
McAdam, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
McAdam, LLC's Holdings Heat Map
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McAdam, LLC's Holdings Bubble Chart
McAdam, LLC News
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