McAdam, LLC Q4 2024 Filing
Filed January 24, 2025
Portfolio Value
$1.8B
Holdings
353
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (353 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 10,339,604 | $239.7T | 13076837.55% | |
| 2 | FNDXSCHWAB STRATEGIC TR | 9,110,044 | $215.7T | 11770301.36% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 7,620,902 | $212.4T | 11588539.76% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 7,018,602 | $129.8T | 7084476.47% | |
| 5 | SCHZSCHWAB STRATEGIC TR | 2,768,143 | $62.8T | 3428464.84% | |
| 6 | SCHCSCHWAB STRATEGIC TR | 1,409,450 | $48.4T | 2640029.18% | |
| 7 | VOEVANGUARD INDEX FDS | 296,955 | $48.0T | 2621039.31% | |
| 8 | VOTVANGUARD INDEX FDS | 184,657 | $46.9T | 2556572.19% | |
| 9 | RSPINVESCO EXCHANGE TRADED FD T | 266,225 | $46.7T | 2545321.03% | |
| 10 | SCHESCHWAB STRATEGIC TR | 1,217,631 | $32.4T | 1769181.16% | |
| 11 | VBRVANGUARD INDEX FDS | 128,011 | $25.4T | 1384175.18% | |
| 12 | IVVISHARES TR | 41,619 | $24.5T | 1336783.92% | |
| 13 | SPTLSPDR SER TR | 901,184 | $23.6T | 1287758.66% | |
| 14 | VBKVANGUARD INDEX FDS | 81,051 | $22.7T | 1238503.37% | |
| 15 | AAPLAPPLE INC | 81,595 | $20.4T | 1114853.63% | |
| 16 | MDYGSPDR SER TR | 210,970 | $18.3T | 1000176.07% | |
| 17 | SPYVSPDR SER TR | 330,459 | $16.9T | 922068.99% | |
| 18 | BSVVANGUARD BD INDEX FDS | 194,995 | $15.1T | 822091.96% | |
| 19 | AQLTISHARES TR | 203,064 | $14.3T | 778664.37% | |
| 20 | IWYISHARES TR | 58,925 | $13.9T | 756400.16% | |
| 21 | VBVANGUARD INDEX FDS | 57,082 | $13.7T | 748351.21% | |
| 22 | VOVANGUARD INDEX FDS | 51,102 | $13.5T | 736452.03% | |
| 23 | JCPBJ P MORGAN EXCHANGE TRADED F | 290,643 | $13.4T | 730572.22% | |
| 24 | MDYVSPDR SER TR | 165,888 | $13.3T | 725895.76% | |
| 25 | IJRISHARES TR | 114,175 | $13.2T | 717771.46% | |
| 26 | NVDANVIDIA CORPORATION | 90,998 | $12.2T | 666749.91% | |
| 27 | TFISPDR SER TR | 232,448 | $10.6T | 578584.60% | |
| 28 | PMBSPIMCO ETF TR | 91,981 | $8.7T | 477269.67% | |
| 29 | SCHRSCHWAB STRATEGIC TR | 359,996 | $8.7T | 477100.75% | |
| 30 | EFGISHARES TR | 89,386 | $8.7T | 472242.22% | |
| 31 | CWBSPDR SER TR | 109,740 | $8.5T | 466372.89% | |
| 32 | FNDESCHWAB STRATEGIC TR | 279,661 | $8.1T | 443265.22% | |
| 33 | PZAINVESCO EXCH TRADED FD TR II | 329,882 | $7.8T | 424952.12% | |
| 34 | FDLFIRST TR MORNINGSTAR DIVID L | 191,975 | $7.7T | 421700.26% | |
| 35 | PJUNINNOVATOR ETFS TRUST | 205,620 | $7.7T | 420926.86% | |
| 36 | MSFTMICROSOFT CORP | 17,898 | $7.5T | 411611.48% | |
| 37 | EMXCISHARES INC | 135,894 | $7.5T | 411137.62% | |
| 38 | SCHPSCHWAB STRATEGIC TR | 284,532 | $7.3T | 400997.49% | |
| 39 | MUBISHARES TR | 65,825 | $7.0T | 382676.05% | |
| 40 | FNDASCHWAB STRATEGIC TR | 235,791 | $7.0T | 382093.17% | |
| 41 | IWSISHARES TR | 53,205 | $6.9T | 375467.89% | |
| 42 | PGXINVESCO EXCH TRADED FD TR II | 582,099 | $6.7T | 366194.42% | |
| 43 | IWPISHARES TR | 52,194 | $6.6T | 360957.07% | |
| 44 | RVNUDBX ETF TR | 250,104 | $6.3T | 344698.71% | |
| 45 | VEAVANGUARD TAX-MANAGED FDS | 129,091 | $6.2T | 336814.37% | |
| 46 | VTEBVANGUARD MUN BD FDS | 120,471 | $6.0T | 329508.98% | |
| 47 | AMZNAMAZON COM INC | 27,351 | $6.0T | 327393.58% | |
| 48 | SPYSPDR S&P 500 ETF TR | 10,019 | $5.9T | 320373.00% | |
| 49 | 4IUINVESCO INDIA EXCHANGE-TRADE | 213,362 | $5.5T | 299997.60% | |
| 50 | PECOPHILLIPS EDISON & CO INC | 145,696 | $5.5T | 297783.61% | |
| 51 | ISCFISHARES TR | 162,424 | $5.2T | 286068.30% | |
| 52 | SLYVSPDR SER TR | 60,075 | $5.2T | 285987.16% | |
| 53 | IWFISHARES TR | 12,549 | $5.0T | 274953.70% | |
| 54 | VWOVANGUARD INTL EQUITY INDEX F | 113,419 | $5.0T | 272533.80% | |
| 55 | FDEMFIDELITY COVINGTON TRUST | 195,119 | $4.9T | 268598.18% | |
| 56 | BKLNINVESCO EXCH TRADED FD TR II | 232,697 | $4.9T | 267510.22% | |
| 57 | SLYGSPDR SER TR | 54,265 | $4.9T | 267507.44% | |
| 58 | AGGISHARES TR | 50,159 | $4.9T | 265190.82% | |
| 59 | AGZDWISDOMTREE TR | 203,374 | $4.6T | 249224.74% | |
| 60 | HYGISHARES TR | 52,562 | $4.1T | 225556.06% | |
| 61 | SGOVISHARES TR | 41,126 | $4.1T | 225107.19% | |
| 62 | VOOVANGUARD INDEX FDS | 7,480 | $4.0T | 219912.67% | |
| 63 | GSLCGOLDMAN SACHS ETF TR | 34,640 | $4.0T | 217688.15% | |
| 64 | SCHDSCHWAB STRATEGIC TR | 145,070 | $4.0T | 216243.31% | |
| 65 | VGTVANGUARD WORLD FD | 6,316 | $3.9T | 214264.64% | |
| 66 | SHMSPDR SER TR | 82,101 | $3.9T | 212284.61% | |
| 67 | EFAISHARES TR | 50,634 | $3.8T | 208884.18% | |
| 68 | VTIVANGUARD INDEX FDS | 12,733 | $3.7T | 201340.63% | |
| 69 | OEFISHARES TR | 12,586 | $3.6T | 198356.72% | |
| 70 | METAMETA PLATFORMS INC | 5,753 | $3.4T | 183792.81% | |
| 71 | PJULINNOVATOR ETFS TRUST | 80,737 | $3.3T | 181358.88% | |
| 72 | SWANAMPLIFY ETF TR | 110,146 | $3.2T | 176478.70% | |
| 73 | DIVOAMPLIFY ETF TR | 78,582 | $3.2T | 173558.90% | |
| 74 | ABBVABBVIE INC | 17,408 | $3.1T | 168781.39% | |
| 75 | VTVVANGUARD INDEX FDS | 17,609 | $3.0T | 162657.97% | |
| 76 | SPEMSPDR INDEX SHS FDS | 74,173 | $2.8T | 155282.69% | |
| 77 | VVVANGUARD INDEX FDS | 10,254 | $2.8T | 150896.23% | |
| 78 | XLGINVESCO EXCHANGE TRADED FD T | 53,684 | $2.7T | 146335.66% | |
| 79 | TSLATESLA INC | 6,578 | $2.7T | 144931.90% | |
| 80 | VUGVANGUARD INDEX FDS | 6,451 | $2.6T | 144474.19% | |
| 81 | LLYELI LILLY & CO | 3,377 | $2.6T | 142223.64% | |
| 82 | SCHASCHWAB STRATEGIC TR | 99,711 | $2.6T | 140687.84% | |
| 83 | GWXSPDR INDEX SHS FDS | 79,296 | $2.5T | 134056.62% | |
| 84 | NDQINVESCO QQQ TR | 4,729 | $2.4T | 131906.90% | |
| 85 | HYMBSPDR SER TR | 92,595 | $2.4T | 129232.95% | |
| 86 | SUBISHARES TR | 22,433 | $2.4T | 129103.86% | |
| 87 | SCHMSCHWAB STRATEGIC TR | 85,284 | $2.4T | 128940.83% | |
| 88 | GILDGILEAD SCIENCES INC | 25,372 | $2.3T | 127871.37% | |
| 89 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,057 | $2.3T | 125074.56% | |
| 90 | GOOGLALPHABET INC | 11,576 | $2.2T | 119560.48% | |
| 91 | SPABSPDR SER TR | 86,732 | $2.2T | 118257.66% | |
| 92 | SHYISHARES TR | 25,836 | $2.1T | 115562.93% | |
| 93 | GOOGALPHABET INC | 11,039 | $2.1T | 114701.67% | |
| 94 | IWOISHARES TR | 7,148 | $2.1T | 112255.63% | |
| 95 | TLTISHARES TR | 22,595 | $2.0T | 107661.67% | |
| 96 | AXPAMERICAN EXPRESS CO | 6,555 | $1.9T | 106142.63% | |
| 97 | SPYGSPDR SER TR | 21,817 | $1.9T | 104631.12% | |
| 98 | VLUEISHARES TR | 18,072 | $1.9T | 104134.99% | |
| 99 | XOMEXXON MOBIL CORP | 17,625 | $1.9T | 103441.73% | |
| 100 | SPYDSPDR SER TR | 43,826 | $1.9T | 103395.25% |
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