- New Purchases: BA, CVS, CHE, MUB, BIIB, VZ, XOM, CSCO, A, UPL,
- Added Positions: SCHX, FNDX, SCHG, SCHF, SCHZ, MDYG, VTI, RSP, FNDA, SCHC, IXUS, SCHR, TFI, PHB, PGX, SLYV, CORP, CWB, SHM, AGG, SCHP, SLYG, SCHM, T, SCHD, HYMB, BKLN, CLNC, AAPL, PCY, IEMG, PFE, AMZN, ACB, JNJ, BRK.B,
- Reduced Positions: SCHE, RWO, GOOG, VRTX, INTC, TSLA, FSK, SPY, VUG,
- Sold Out: MAR, ABBV,
For the details of McAdam, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mcadam%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of McAdam, LLC- Schwab U.S. Large-Cap (SCHX) - 528,651 shares, 13.79% of the total portfolio. Shares added by 6.52%
- Schwab Fundamental U.S. Large Company Index (FNDX) - 918,899 shares, 13.45% of the total portfolio. Shares added by 5.92%
- Schwab U.S. Large-Cap Growth (SCHG) - 318,671 shares, 9.76% of the total portfolio. Shares added by 7.46%
- Schwab US Aggregate Bond (SCHZ) - 443,721 shares, 8.88% of the total portfolio. Shares added by 6.99%
- Schwab International Equity (SCHF) - 645,292 shares, 7.79% of the total portfolio. Shares added by 9.29%
McAdam, LLC initiated holding in Boeing Co. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $377.97. The impact to a portfolio due to this purchase was 0.13%. The holding were 853 shares as of .
New Purchase: CVS Health Corp (CVS)McAdam, LLC initiated holding in CVS Health Corp. The purchase prices were between $52.36 and $69.88, with an estimated average price of $61.96. The stock is now traded at around $52.45. The impact to a portfolio due to this purchase was 0.11%. The holding were 5,342 shares as of .
New Purchase: Chemed Corp (CHE)McAdam, LLC initiated holding in Chemed Corp. The purchase prices were between $265.79 and $331.76, with an estimated average price of $306.44. The stock is now traded at around $318.39. The impact to a portfolio due to this purchase was 0.1%. The holding were 789 shares as of .
New Purchase: Verizon Communications Inc (VZ)McAdam, LLC initiated holding in Verizon Communications Inc. The purchase prices were between $53.28 and $60.88, with an estimated average price of $56.61. The stock is now traded at around $58.22. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,954 shares as of .
New Purchase: iShares National Muni Bond (MUB)McAdam, LLC initiated holding in iShares National Muni Bond. The purchase prices were between $108.82 and $111.36, with an estimated average price of $109.64. The stock is now traded at around $110.89. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,050 shares as of .
New Purchase: Biogen Inc (BIIB)McAdam, LLC initiated holding in Biogen Inc. The purchase prices were between $216.71 and $338.96, with an estimated average price of $315.3. The stock is now traded at around $229.16. The impact to a portfolio due to this purchase was 0.09%. The holding were 989 shares as of .
Added: Schwab U.S. Mid Cap (SCHM)McAdam, LLC added to a holding in Schwab U.S. Mid Cap by 41.97%. The purchase prices were between $46.99 and $55.98, with an estimated average price of $53.53. The stock is now traded at around $56.57. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,527 shares as of .
Added: AT&T Inc (T)McAdam, LLC added to a holding in AT&T Inc by 36.02%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $32.15. The impact to a portfolio due to this purchase was 0.05%. The holding were 14,896 shares as of .
Added: Colony Credit Real Estate Inc (CLNC)McAdam, LLC added to a holding in Colony Credit Real Estate Inc by 22.35%. The purchase prices were between $15.51 and $17.85, with an estimated average price of $16.45. The stock is now traded at around $15.30. The impact to a portfolio due to this purchase was 0.03%. The holding were 24,264 shares as of .
Sold Out: Marriott International Inc (MAR)McAdam, LLC sold out a holding in Marriott International Inc. The sale prices were between $101.74 and $128.84, with an estimated average price of $117.45.
Sold Out: AbbVie Inc (ABBV)McAdam, LLC sold out a holding in AbbVie Inc. The sale prices were between $77.14 and $92.19, with an estimated average price of $82.08.
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