Mcadam

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXSM",
  null,
  null,
  "FNDA",
  "ACN",
  null,
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "A",
  null,
  null,
  "VONG",
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BSX",
  null,
  null,
  "PECO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GILD",
  "HD",
  null,
  "MCD",
  null,
  "FNV",
  null,
  "QCOM",
  "FSCO",
  "ISRG",
  null,
  "TKNO",
  "EMXC",
  null,
  "BKNG",
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "STIM",
  null,
  "IVW",
  "IJH",
  "REI",
  null,
  null,
  null,
  null,
  "SES",
  "UNFI",
  null,
  null,
  null,
  null,
  "IWS",
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "MMC",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "TALK",
  "GE",
  null,
  null,
  "OMC",
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "ORCL",
  "OKE",
  "VGIT",
  null,
  null,
  "VHT",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "VGSH",
  "IEMG",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "AMGN",
  "MSTR",
  "FNDX",
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TJX",
  "TRV",
  "TSN",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  "RCL",
  "VOE",
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  null,
  "KOPN",
  "MRVI",
  null,
  null,
  "IWO",
  "IWN",
  "GL",
  null,
  null,
  null,
  "VYM",
  "VRTX",
  "MGC",
  "TT",
  null,
  null,
  "AMD",
  "FI",
  "F",
  "WM",
  "IWP",
  null,
  "GSLC",
  "CMTL",
  "IAUX",
  null,
  null,
  "NOTV",
  "IRWD",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VEA",
  null,
  "MGK",
  "VOOG",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "CART",
  "AEM",
  "SCHD",
  "ET",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LUMN",
  "MNDY",
  null,
  null,
  "TRMB",
  null,
  "PSX",
  "CRM",
  null,
  null,
  null,
  null,
  null,
  "IUSV",
  null,
  "ZM",
  "DGRO",
  null,
  "SPYV",
  "NTAP",
  null,
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BAX",
  "BA",
  "BMY",
  "BR",
  "CHE",
  "CVX",
  "CINF",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "ED",
  "COST",
  "CRWD",
  "DFAC",
  "RSP",
  null,
  null,
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-21
Total Holdings: 342
Total Value: 1613452269
Accession Number: 0001580642-25-003207
Form Type: 13F-HR
CIK: mcadam
Manager Name: Mcadam

Data Enrichment

62% identified

212 identified130 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

342 positions • $1,613,452.269K total value

342 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 4 of 18

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464288513

Shares:47.0K

Value:$3.7M

922908363

VOO|922908363

Shares:7.2K

Value:$3.7M

46434G764

EMXC|46434G764

Shares:62.4K

Value:$3.4M

AbbVie Inc.

ABBV|00287Y109

Shares:15.7K

Value:$3.3M

032108409

Shares:79.0K

Value:$3.2M

45782C813

Shares:80.1K

Value:$3.2M

46436E718

Shares:31.9K

Value:$3.2M

Meta Platforms, Inc.

META|30303M102

Shares:5.6K

Value:$3.2M

032108888

Shares:110.1K

Value:$3.2M

464287101

Shares:11.5K

Value:$3.1M

GILEAD SCIENCES, INC.

GILD|375558103

Shares:26.4K

Value:$3.0M

92204A702

VGT|92204A702

Shares:5.4K

Value:$2.9M

922908744

VTV|922908744

Shares:16.7K

Value:$2.9M

464287465

EFA|464287465

Shares:34.0K

Value:$2.8M

464287432

Shares:29.7K

Value:$2.7M

ELI LILLY & Co

LLY|532457108

Shares:3.3K

Value:$2.7M

808524508

Shares:101.2K

Value:$2.7M

922908769

VTI|922908769

Shares:9.6K

Value:$2.6M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.9K

Value:$2.6M

922908637

VV|922908637

Shares:10.1K

Value:$2.6M

Instrument	Shares		Other Manager	Value
(cusip464288513)✕	47.0K	QoQ -10.64% (-5.6K) YoY -32.34% (-22.5K)	All Managers (Combined)	$3.7M	QoQ -10.37% (-$428.9K) YoY -31.33% (-$1.7M)
(VOOcusip922908363)	7.2K	QoQ -3.64% (-273) YoY +8.93% (+591)	All Managers (Combined)	$3.7M	QoQ -8.10% (-$326.7K) YoY +16.46% (+$523.7K)
(EMXCcusip46434G764)	62.4K	QoQ -54.06% (-73.5K) YoY NEW(+62.4K)	All Managers (Combined)	$3.4M	QoQ -54.36% (-$4.1M) YoY NEW(+$3.4M)
AbbVie Inc.(ABBVcusip00287Y109)	15.7K	QoQ -9.54% (-1.7K) YoY -7.84% (-1.3K)	All Managers (Combined)	$3.3M	QoQ +6.65% (-$205.7K) YoY +6.02% (-$187.5K)
(cusip032108409)✕	79.0K	QoQ +0.50% (+395) YoY +8.43% (+6.1K)	All Managers (Combined)	$3.2M	QoQ +1.22% (+$38.9K) YoY +13.71% (+$388.2K)
(cusip45782C813)✕	80.1K	QoQ -0.77% (-627) YoY -13.86% (-12.9K)	All Managers (Combined)	$3.2M	QoQ -3.13% (-$104.3K) YoY -8.85% (-$312.9K)
(cusip46436E718)✕	31.9K	QoQ -22.43% (-9.2K) YoY +20.77% (+5.5K)	All Managers (Combined)	$3.2M	QoQ -22.16% (-$914.3K) YoY +20.72% (+$551.4K)
Meta Platforms, Inc.(METAcusip30303M102)	5.6K	QoQ -3.42% (-197) YoY +41.37% (+1.6K)	All Managers (Combined)	$3.2M	QoQ -4.93% (-$166.1K) YoY +67.80% (+$1.3M)
(cusip032108888)✕	110.1K	QoQ -0.03% (-39) YoY -6.47% (-7.6K)	All Managers (Combined)	$3.2M	QoQ -2.26% (-$73.3K) YoY -3.84% (-$126.3K)
(cusip464287101)✕	11.5K	QoQ -8.85% (-1.1K) YoY -9.62% (-1.2K)	All Managers (Combined)	$3.1M	QoQ -14.54% (-$528.8K) YoY -1.07% (-$33.7K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	26.4K	QoQ +3.86% (+981) YoY +18.39% (+4.1K)	All Managers (Combined)	$3.0M	QoQ +25.99% (+$609.2K) YoY +81.11% (+$1.3M)
(VGTcusip92204A702)	5.4K	QoQ -15.18% (-959) YoY -15.61% (-991)	All Managers (Combined)	$2.9M	QoQ -26.01% (-$1.0M) YoY -12.71% (-$423.1K)
(VTVcusip922908744)	16.7K	QoQ -5.28% (-930) YoY -0.34% (-58)	All Managers (Combined)	$2.9M	QoQ -3.35% (-$100.0K) YoY +5.70% (-$155.4K)
(EFAcusip464287465)	34.0K	QoQ -32.89% (-16.7K) YoY -28.60% (-13.6K)	All Managers (Combined)	$2.8M	QoQ -27.46% (-$1.1M) YoY -26.93% (-$1.0M)
(cusip464287432)✕	29.7K	QoQ +31.33% (+7.1K) YoY +121.30% (+16.3K)	All Managers (Combined)	$2.7M	QoQ +36.89% (+$728.1K) YoY +112.90% (+$1.4M)
ELI LILLY & Co(LLYcusip532457108)	3.3K	QoQ -3.61% (-122) YoY +33.07% (+809)	All Managers (Combined)	$2.7M	QoQ +3.12% (-$81.5K) YoY +41.27% (+$785.4K)
(cusip808524508)✕	101.2K	QoQ +18.64% (+15.9K) YoY +511.63% (+84.6K)	All Managers (Combined)	$2.7M	QoQ +12.18% (+$287.9K) YoY +96.79% (+$1.3M)
(VTIcusip922908769)	9.6K	QoQ -24.88% (-3.2K) YoY -74.56% (-28.0K)	All Managers (Combined)	$2.6M	QoQ -28.76% (-$1.1M) YoY -73.10% (-$7.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.9K	QoQ -2.80% (-142) YoY +112.40% (+2.6K)	All Managers (Combined)	$2.6M	QoQ +14.19% (-$325.4K) YoY +168.98% (+$1.6M)
(VVcusip922908637)	10.1K	QoQ -1.80% (-185) YoY -35.69% (-5.6K)	All Managers (Combined)	$2.6M	QoQ -6.41% (-$177.5K) YoY -31.06% (-$1.2M)