Fund HoldingsMcAdam, LLC

Total Portfolio Value
$1.62B
Total Bought
$36.30M
Total Sold
$244.23M
Net Transaction
-$207.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
290,643395,896+105,25313,39018,6231.15%+5,233
FIDELITY COVINGTON TRUST195,119321,746+126,6274,9238,2210.51%+3,298
FIRST TR MORNINGSTAR DIVID L191,975230,244+38,2697,72910,0020.62%+2,273
SPDR SER TR
ST LON TREAS ETF
901,184899,395-1,78923,60224,5181.52%+915
SCHWAB STRATEGIC TR01,373,351+1,373,351049,2763.05%+49,276
SPROTT PHYSICAL GOLD TR(PHYS)034,585+34,58508320.05%+832
ISHARES TR22,59529,675+7,0801,9732,7010.17%+728
GILEAD SCIENCES INC(GILD)25,37226,353+9812,3442,9530.18%+609
PRINCIPAL EXCHANGE TRADED FD
ACTIVE HIGH YL
98,431127,910+29,4791,8882,4370.15%+549
PALANTIR TECHNOLOGIES INC(PLTR)6,81512,159+5,3445151,0260.06%+511
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
69,73296,962+27,2301,3041,8130.11%+509
FIDELITY MERRIMACK STR TR11,69922,610+10,9115251,0320.06%+507
TRANE TECHNOLOGIES PLC(TT)01,500+1,50005050.03%+505
HARTFORD FDS EXCHANGE TRADED
CORE BD ETF
011,549+11,54904060.03%+406
PROSHARES TR
S&P 500 DV ARIST
03,937+3,93704020.02%+402
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
23,22939,611+16,3825649530.06%+390
PHILIP MORRIS INTL INC(PM)3,3824,743+1,3614077530.05%+346
WORLD GOLD TR(GLD)05,511+5,51103410.02%+341
BERKSHIRE HATHAWAY INC DEL04,915+4,91502,6180.16%+2,618
ISHARES TR
MSCI INDIA ETF
011,925+11,92506140.04%+614
ISHARES TR04,952+4,95206800.04%+680
SCHWAB STRATEGIC TR85,284101,189+15,9052,3632,6510.16%+288
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,780+5,78002880.02%+288
UNITED NAT FOODS INC(UNFI)010,244+10,24402810.02%+281
AT&T INC(T)036,118+36,11801,0210.06%+1,021
PROCTER AND GAMBLE CO(PG)06,983+6,98301,1900.07%+1,190
AXSOME THERAPEUTICS INC(AXSM)02,194+2,19402560.02%+256
EXXON MOBIL CORP17,62518,053+4281,8962,1470.13%+251
SPROTT PHYSICAL SILVER TR(PSLV)020,812+20,81202410.01%+241
SPDR SER TR
ST STR BLO 1 ETF
3,7106,294+2,5843395770.04%+238
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,893+2,89302370.01%+237
INTEL CORP(INTC)010,372+10,37202360.01%+236
MAPLEBEAR INC(CART)05,883+5,88302350.01%+235
ISHARES TR03,941+3,94102300.01%+230
PAYPAL HLDGS INC(PYPL)03,479+3,47902270.01%+227
ISHARES U S ETF TR
INT RT HDG C B
2,9725,395+2,4232764980.03%+222
NUSHARES ETF TR
NUVEEN ESG MIDVL
06,448+6,44802210.01%+221
KIMBERLY-CLARK CORP(KMB)01,528+1,52802170.01%+217
ISHARES TR
MSCI USA MIN ETF
02,284+2,28402140.01%+214
PHILLIPS 66(PSX)01,720+1,72002120.01%+212
SSGA ACTIVE ETF TR
ST STR UL BD ETF
6,56011,740+5,1802654770.03%+212
BAXTER INTL INC06,182+6,18202120.01%+212
PALO ALTO NETWORKS INC(PANW)01,235+1,23502110.01%+211
REALTY INCOME CORP(O)03,611+3,61102090.01%+209
TRAVELERS COMPANIES INC(TRV)0784+78402070.01%+207
ABBVIE INC(ABBV)015,746+15,74603,2990.20%+3,299
CROWDSTRIKE HLDGS INC(CRWD)0579+57902040.01%+204
TYSON FOODS INC(TSN)03,191+3,19102040.01%+204
AGNICO EAGLE MINES LTD(AEM)01,852+1,85202010.01%+201
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
4,1937,545+3,3522444430.03%+199
NEURONETICS INC050,791+50,79101870.01%+187
ISHARES INC
CORE MSCI EMKT
15,30918,178+2,8697999810.06%+182
WELLS FARGO CO NEW(WFC)08,467+8,46706080.04%+608
SPDR INDEX SHS FDS
ST STR MSCI EAFE
012,431+12,43109820.06%+982
ENTERPRISE PRODS PARTNERS L(EPD)031,774+31,77401,0850.07%+1,085
SCHWAB STRATEGIC TR0147,173+147,17304,1150.25%+4,115
VANGUARD BD INDEX FDS07,223+7,22305530.03%+553
MARSH & MCLENNAN COS INC(MRSH)03,948+3,94809630.06%+963
FORD MTR CO(F)012,931+12,93101300.01%+130
FS CREDIT OPPORTUNITIES CORP(FSCO)093,076+93,07606560.04%+656
APPLOVIN CORP(APP)1,2551,940+6854065140.03%+108
NUSHARES ETF TR
NUVEEN ESG LRGVL
016,250+16,25006580.04%+658
MONDAY COM LTD
SHS
02,623+2,62306380.04%+638
LUMEN TECHNOLOGIES INC(LUMN)64,966113,350+48,3843454440.03%+99
PEPSICO INC(PEP)03,000+3,00004500.03%+450
BOEING CO(BA)03,129+3,12905340.03%+534
MCDONALDS CORP(MCD)02,319+2,31907240.04%+724
3M CO(MMM)04,722+4,72206930.04%+693
SPDR INDEX SHS FDS
ST S&P INTL ETF
028,815+28,81501,1050.07%+1,105
COCA COLA CO(KO)014,074+14,07401,0080.06%+1,008
FRANCO NEV CORP(FNV)02,279+2,27903590.02%+359
GOLDMAN SACHS GROUP INC(GS)0618+61803380.02%+338
ISHARES TR
ESG AW MSCI EAFE
05,593+5,59304570.03%+457
CHEVRON CORP NEW(CVX)03,803+3,80306360.04%+636
VISA INC(V)3,8923,746-1461,2301,3130.08%+83
SCHWAB STRATEGIC TR0355,075+355,07508,8270.55%+8,827
SELECT SECTOR SPDR TR
ST STR UTIL ETF
08,970+8,97007070.04%+707
ELI LILLY & CO(LLY)03,255+3,25502,6880.17%+2,688
PIMCO EQUITY SER
RAFI DYN MULTI
45,33244,259-1,0731,3391,4150.09%+76
SPDR INDEX SHS FDS
ST STR PO EX ETF
09,383+9,38303420.02%+342
RTX CORPORATION(RTX)04,909+4,90906500.04%+650
SCHWAB STRATEGIC TR0266,094+266,09408,1960.51%+8,196
MARATHON PETE CORP(MPC)08,719+8,71901,2700.08%+1,270
THE CIGNA GROUP(CI)01,399+1,39904600.03%+460
INOTIV INC028,633+28,6330630.00%+63
JPMORGAN CHASE & CO.(JPM)4,7994,934+1351,1501,2100.07%+60
ALPHA TEKNOVA INC011,484+11,4840600.00%+60
GLOBE LIFE INC02,883+2,88303800.02%+380
INTERCONTINENTAL EXCHANGE IN(ICE)01,690+1,69002910.02%+291
CITIGROUP INC(C)04,427+4,42703140.02%+314
WASTE MGMT INC DEL(WM)01,482+1,48203430.02%+343
UBER TECHNOLOGIES INC(UBER)6,1425,806-3363704230.03%+53
VANGUARD BD INDEX FDS09,982+9,98207330.05%+733
KOPIN CORP(Call)0150,000+150,000052+52
SHELL PLC(SHEL)04,642+4,64203400.02%+340
AMGEN INC(AMGN)0865+86502700.02%+270
ISHARES GOLD TR(IAU)07,346+7,34604330.03%+433
ISHARES TR03,304+3,30402990.02%+299
TALKSPACE INC(TALK)017,178+17,1780440.00%+44
COLUMBIA ETF TR II
EM CORE EX ETF
10,92312,423+1,5003233670.02%+44
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