$335 Million is the total value of McAdam, LLC's 74 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AON | New | AON PLC | $553,000 | – | 2,868 | +100.0% | 0.16% | – |
| DIS | New | DISNEY WALT CO | $241,000 | – | 1,722 | +100.0% | 0.07% | – |
| MSFT | New | MICROSOFT CORP | $239,000 | – | 1,783 | +100.0% | 0.07% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $216,000 | – | 4,285 | +100.0% | 0.06% | – |
| ABBV | New | ABBVIE INC | $216,000 | – | 2,966 | +100.0% | 0.06% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $203,000 | – | 1,833 | +100.0% | 0.06% | – |
| CTAS | New | CINTAS CORP | $204,000 | – | 858 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 13.7% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 13.8% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 10.4% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 11.3% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 7.5% |
| SPDR SER TR | 28 | Q3 2023 | 5.6% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 3.5% |
| SPDR SER TR | 28 | Q3 2023 | 3.7% |
| SPDR SER TR | 28 | Q3 2023 | 2.6% |
| PIMCO ETF TR | 28 | Q3 2023 | 3.5% |
View McAdam, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-07 |
| 13F-HR | 2022-01-07 |
View McAdam, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.