$1.01 Billion is the total value of McAdam, LLC's 195 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -10,024 | -100.0% | -0.02% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -434 | -100.0% | -0.02% | – |
| PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -8,108 | -100.0% | -0.02% | – |
| NTAP | Exit | NETAPP INC | $0 | – | -2,375 | -100.0% | -0.02% | – |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -1,096 | -100.0% | -0.02% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -3,620 | -100.0% | -0.03% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -16,406 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-07
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.