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McAdam, LLC Buys SPDR Nuveen Bloomberg Barclays Municipal Bond, Johnson & Johnson, Guggenheim S&P 500 Equal Weight Healthcare, Sells Vanguard Tax-Exempt Bond, Monogram Residential Trust Inc, Walgreens Boots Alliance Inc

Investment company McAdam, LLC buys SPDR Nuveen Bloomberg Barclays Municipal Bond, Johnson & Johnson, Guggenheim S&P 500 Equal Weight Healthcare, SPDR Nuveen Bloomberg Barclays Short Term Municipa, sells Vanguard Tax-Exempt Bond, Monogram Residential Trust Inc, Walgreens Boots Alliance Inc during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, McAdam, LLC. As of 2017-09-30, McAdam, LLC owns 36 stocks with a total value of $110 million. These are the details of the buys and sells.

For the details of McAdam, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=McAdam%2C+LLC

These are the top 5 holdings of McAdam, LLC
  1. Schwab U.S. Large-Cap (SCHX) - 321,953 shares, 17.61% of the total portfolio. Shares added by 10.74%
  2. Schwab US Aggregate Bond (SCHZ) - 275,738 shares, 13.15% of the total portfolio. Shares added by 11.38%
  3. Schwab U.S. Large-Cap Growth (SCHG) - 178,584 shares, 10.75% of the total portfolio. Shares added by 12.73%
  4. Schwab International Equity (SCHF) - 259,986 shares, 7.93% of the total portfolio. Shares added by 14.94%
  5. SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC (MDYG) - 46,151 shares, 6.2% of the total portfolio. Shares added by 14.85%
New Purchase: Johnson & Johnson (JNJ)

McAdam, LLC initiated holdings in Johnson & Johnson. The purchase prices were between $129.47 and $136.57, with an estimated average price of $132.54. The stock is now traded at around $136.83. The impact to the portfolio due to this purchase was 0.22%. The holdings were 1,852 shares as of 2017-09-30.

Added: SPDR Nuveen Bloomberg Barclays Municipal Bond (TFI)

McAdam, LLC added to the holdings in SPDR Nuveen Bloomberg Barclays Municipal Bond by 38.34%. The purchase prices were between $48.52 and $49.42, with an estimated average price of $49.05. The stock is now traded at around $49.01. The impact to the portfolio due to this purchase was 0.45%. The holdings were 36,572 shares as of 2017-09-30.

Added: Guggenheim S&P 500 Equal Weight Healthcare (RYH)

McAdam, LLC added to the holdings in Guggenheim S&P 500 Equal Weight Healthcare by 20.02%. The purchase prices were between $168.28 and $179.56, with an estimated average price of $173.9. The stock is now traded at around $176.18. The impact to the portfolio due to this purchase was 0.14%. The holdings were 5,275 shares as of 2017-09-30.

Added: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

McAdam, LLC added to the holdings in SPDR Nuveen Bloomberg Barclays Short Term Municipa by 38.29%. The purchase prices were between $48.47 and $48.92, with an estimated average price of $48.76. The stock is now traded at around $48.58. The impact to the portfolio due to this purchase was 0.14%. The holdings were 11,030 shares as of 2017-09-30.

Sold Out: Vanguard Tax-Exempt Bond (VTEB)

McAdam, LLC sold out the holdings in Vanguard Tax-Exempt Bond. The sale prices were between $51.13 and $52.04, with an estimated average price of $51.68.

Sold Out: Monogram Residential Trust Inc (MORE)

McAdam, LLC sold out the holdings in Monogram Residential Trust Inc. The sale prices were between $9.8 and $12.01, with an estimated average price of $11.87.

Reduced: Walgreens Boots Alliance Inc (WBA)

McAdam, LLC reduced to the holdings in Walgreens Boots Alliance Inc by 24.55%. The sale prices were between $77.16 and $82.74, with an estimated average price of $80.15. The stock is now traded at around $69.00. The impact to the portfolio due to this sale was -0.08%. McAdam, LLC still held 3,073 shares as of 2017-09-30.



Here is the complete portfolio of McAdam, LLC. Also check out:

1. McAdam, LLC's Undervalued Stocks
2. McAdam, LLC's Top Growth Companies, and
3. McAdam, LLC's High Yield stocks
4. Stocks that McAdam, LLC keeps buying

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