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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001695490
Total reported value
$2.6B
$2.6B
302 檔
27.7%
In Q1 2024, McAdam, LLC's U.S. equity holdings reached a combined market value of $2.6B, distributed across 302 disclosed stock positions.
During Q1 2024, McAdam, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, FNDX, SCHG) accounted for 27.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.13% | +0.68% | +5.74% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 11.17% | +1.37% | +6.25% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.44% | +1.43% | +4.69% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.50% | +0.59% | +6.37% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 4.80% | +0.25% | +6.37% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.30% | -0.29% | +7.09% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.80% | -1.98% | +7.96% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.65% | -0.02% | +11.55% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.54% | +0.37% | +9.72% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.03% | -1.05% | +12.44% | |
| 11 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.61% | -0.52% | -1.85% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.57% | -0.57% | +6.48% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.35% | -0.22% | +11.83% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | -0.13% | -0.93% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.21% | -0.20% | +14.79% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.17% | -0.34% | -1.82% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.16% | -0.47% | +10.49% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.00% | -0.16% | -1.22% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | -0.15% | -3.24% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.77% | -0.05% | -4.33% | |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.76% | -0.35% | -1.95% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.01% | +4.90% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | -0.01% | +5.56% | |
| 24 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.64% | +0.04% | +5.38% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.01% | -1.81% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.62% | +0.16% | +5.07% | |
| 27 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.60% | -0.19% | -1.38% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.59% | -0.51% | +11.46% | |
| 29 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.59% | -0.17% | +16.11% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.57% | -0.39% | +10.07% | |
| 31 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.03% | — | |
| 32 | PGX | Invesco Preferred ETF | ETF-Other | 0.51% | -0.21% | +7.90% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.04% | +143.59% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.46% | -0.17% | -1.98% | |
| 35 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.45% | -0.03% | -5.32% | |
| 36 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.44% | -0.13% | +7.08% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.43% | -0.06% | -3.67% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.41% | -0.11% | -1.87% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | +0.02% | -1.79% | |
| 40 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.39% | -0.01% | -3.36% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.03% | +2.70% | |
| 42 | RVNU | Xtrackers Municipal Infrastr | ETF-Other | 0.38% | -0.02% | +6.64% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.12% | +10.92% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.37% | -0.08% | -3.66% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.03% | -17.87% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | -0.02% | -5.77% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.35% | -0.11% | +8.69% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.33% | -0.04% | +1.22% | |
| 49 | ISCF | Ishares International Small | ETF-Other | 0.30% | -0.05% | +0.29% | |
| 50 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.29% | +0.25% | +15.70% |
According to official SEC Form 13F filings, McAdam, LLC reported a total U.S. public equity portfolio value of $2.6B across 302 disclosed positions in Q1 2024.
During Q1 2024, McAdam, LLC's top holdings by market value included SCHX (12.1%)、FNDX (11.2%)、SCHG (10.4%). The largest single position, SCHX, represented 12.1% of total portfolio value.
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In Q1 2024, McAdam, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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