McAdam, LLC — Q4 2025 13F Holdings

Name: McAdam, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001695490

Total reported value

$2.2B

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Full holdings list this quarter

Showing top 200 holdings (of 428 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	PANW	Palo Alto Networks INC	Stock-Tech	0.03%	—	+29.88%
2	ANET	Arista Networks INC	Stock-Tech	0.03%	—	-6.77%
3	BIV	Vanguard Intermediate-term B	ETF-Other	0.03%	—	+10.45%
4	DIS	Walt Disney Co/the	Stock-Comm Services	0.03%	—	+11.12%
5	XLF	Ss Financial Select Sector	ETF-Other	0.03%	—	+50.52%
6	LRCX	Lam Research CORP	Stock-Tech	0.03%	—	+17.16%
7	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.03%	—	+14.83%
8	BKNG	Booking Holdings INC	Stock-Consumer Disc	0.03%	—	+16.13%
9	MU	Micron Technology INC	Stock-Tech	0.03%	—	+33.62%
10	XLC	Ss Comm Select Sector Spdr	ETF-Other	0.03%	—	+14.32%
11	NULG	Nuveen Esg Lrg-cap Grw ETF	ETF-Other	0.03%	—	+0.74%
12	POCT	Innovator U.s. Equity Power	ETF-Other	0.03%	—	+55.89%
13	PFE	Pfizer INC	Stock-Healthcare	0.03%	—	+56.93%
14	MAR	Marriott International -cl A	Stock-Consumer Disc	0.03%	—	+2.59%
15	BNOV	Innovator U.s. Equity Buffer	ETF-Other	0.03%	—	—
16	PM	Philip Morris International	Stock-Consumer Staples	0.03%	—	-8.58%
17	FSCO	Fs Credit Opportunities CORP	Stock-Other	0.03%	—	-35.02%
18	UNH	Unitedhealth Group INC	Stock-Healthcare	0.03%	—	+20.20%
19	IWB	Ishares Russell 1000 ETF	ETF-Other	0.03%	—	+59.77%
20	SBUX	Starbucks CORP	Stock-Consumer Disc	0.03%	—	+3.46%
21	XLI	Ss Industrial Select Sector	ETF-Other	0.03%	—	+78.72%
22	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.03%	—	-4.75%
23	RDDT	Reddit Inc-cl A	Stock-Comm Services	0.03%	—	—
24	MEAR	Ishrs Short Mat Muni Act ETF	ETF-Other	0.02%	—	—
25	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.02%	—	+0.03%
26	GEV	GE Vernova INC	Stock-Industrials	0.02%	—	-5.50%
27	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.02%	—	+19.64%
28	ADP	Automatic Data Processing	Stock-Tech	0.02%	—	—
29	USB	US Bancorp	Stock-Financials	0.02%	—	+2.47%
30	PSK	Ss Spdr Ice Pref Sec ETF	ETF-Other	0.02%	—	-3.70%
31	GS	Goldman Sachs Group INC	Stock-Financials	0.02%	—	+12.84%
32	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.02%	—	-7.91%
33	HOOD	Robinhood Markets INC - A	Stock-Financials	0.02%	—	—
34	AMAT	Applied Materials INC	Stock-Tech	0.02%	—	+14.49%
35	ADBE	Adobe INC	Stock-Tech	0.02%	—	+32.55%
36	PEP	Pepsico INC	Stock-Consumer Staples	0.02%	—	+8.27%
37	LQDH	Ishares Int Hedg CORP Bd ETF	ETF-Other	0.02%	—	-4.86%
38	BND	Vanguard Total Bond Market	ETF-Other	0.02%	—	+1.59%
39	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	0.02%	—	-0.09%
40	QCOM	Qualcomm INC	Stock-Tech	0.02%	—	+19.24%
41	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.02%	—	+9.32%
42	PNOV	Innovator U.s. Equity Power	ETF-Other	0.02%	—	+81.11%
43	FNV	Franco-nevada CORP	Stock-Materials	0.02%	—	—
44	C	Citigroup INC	Stock-Financials	0.02%	—	+13.54%
45	MGC	Vanguard Mega Cap ETF	ETF-Other	0.02%	—	-5.27%
46	INTC	Intel CORP	Stock-Tech	0.02%	—	+13.98%
47	NEE	Nextera Energy INC	Stock-Utilities	0.02%	—	+5.78%
48	ULST	Ss Ultra Short Tm Bond ETF	ETF-Other	0.02%	—	-3.70%
49	CRM	Salesforce INC	Stock-Tech	0.02%	—	+8.33%
50	TMUS	T-mobile US INC	Stock-Comm Services	0.02%	—	—

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