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,
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  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 5 of 18

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78468R739

Shares:54.0K

Value:$2.6M

74255Y102

Shares:127.9K

Value:$2.4M

46137V233

Shares:50.9K

Value:$2.3M

922908736

VUG|922908736

Shares:6.2K

Value:$2.3M

EXXON MOBIL CORP

XOM|30231G102

Shares:18.1K

Value:$2.1M

808524607

SCHA|808524607

Shares:85.7K

Value:$2.0M

78463X509

Shares:50.4K

Value:$2.0M

78463X871

Shares:60.3K

Value:$1.9M

78468R788

Shares:42.9K

Value:$1.9M

46432F388

Shares:17.7K

Value:$1.9M

78464A649

Shares:73.6K

Value:$1.9M

78468R812

Shares:11.8K

Value:$1.9M

33739P855

Shares:97.0K

Value:$1.8M

46137V332

Shares:60.0K

Value:$1.8M

AMERICAN EXPRESS CO

AXP|025816109

Shares:6.5K

Value:$1.8M

Alphabet Inc.

GOOG|02079K107

Shares:11.2K

Value:$1.8M

464287648

IWO|464287648

Shares:6.8K

Value:$1.7M

Alphabet Inc.

GOOGL|02079K305

Shares:11.2K

Value:$1.7M

Merck & Co., Inc.

MRK|58933Y105

Shares:18.6K

Value:$1.7M

464288158

Shares:15.1K

Value:$1.6M

Instrument	Shares		Other Manager	Value
(cusip78468R739)✕	54.0K	QoQ -34.21% (-28.1K) YoY -21.99% (-15.2K)	All Managers (Combined)	$2.6M	QoQ -33.91% (-$1.3M) YoY -21.72% (-$713.7K)
(cusip74255Y102)✕	127.9K	QoQ +29.94% (+29.5K) YoY NEW(+127.9K)	All Managers (Combined)	$2.4M	QoQ +29.06% (+$548.8K) YoY NEW(+$2.4M)
(cusip46137V233)✕	50.9K	QoQ -5.25% (-2.8K) YoY -26.19% (-18.0K)	All Managers (Combined)	$2.3M	QoQ -12.72% (-$341.3K) YoY -19.37% (-$562.6K)
(VUGcusip922908736)	6.2K	QoQ -4.04% (-261) YoY -6.69% (-444)	All Managers (Combined)	$2.3M	QoQ -13.31% (-$352.5K) YoY +0.53% (-$12.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	18.1K	QoQ +2.42% (+428) YoY +43.79% (+5.5K)	All Managers (Combined)	$2.1M	QoQ +13.24% (+$251.2K) YoY +47.11% (+$687.6K)
(SCHAcusip808524607)	85.7K	QoQ -14.04% (-14.0K) YoY +70.74% (-35.5K)	All Managers (Combined)	$2.0M	QoQ -22.12% (-$570.4K) YoY -18.75% (-$463.6K)
(cusip78463X509)✕	50.4K	QoQ -32.04% (-23.8K) YoY -35.24% (-27.4K)	All Managers (Combined)	$2.0M	QoQ -30.27% (-$861.7K) YoY -29.55% (-$832.7K)
(cusip78463X871)✕	60.3K	QoQ -23.96% (-19.0K) YoY -22.73% (-17.7K)	All Managers (Combined)	$1.9M	QoQ -21.57% (-$530.1K) YoY -23.96% (-$607.4K)
(cusip78468R788)✕	42.9K	QoQ -2.18% (-956) YoY +31.24% (+10.2K)	All Managers (Combined)	$1.9M	QoQ +0.12% (-$2.4K) YoY +42.68% (+$567.7K)
(cusip46432F388)✕	17.7K	QoQ -2.06% (-373) YoY -14.94% (-3.1K)	All Managers (Combined)	$1.9M	QoQ -1.09% (-$21.0K) YoY -16.24% (-$366.2K)
(cusip78464A649)✕	73.6K	QoQ -15.11% (-13.1K) YoY -26.81% (-27.0K)	All Managers (Combined)	$1.9M	QoQ -13.24% (-$287.1K) YoY -26.05% (-$662.7K)
(cusip78468R812)✕	11.8K	QoQ -2.21% (-268) YoY -14.90% (-2.1K)	All Managers (Combined)	$1.9M	QoQ -1.05% (-$19.8K) YoY -8.44% (-$170.6K)
(cusip33739P855)✕	97.0K	QoQ +39.04% (+27.2K) YoY NEW(+97.0K)	All Managers (Combined)	$1.8M	QoQ +39.04% (+$509.2K) YoY NEW(+$1.8M)
(cusip46137V332)✕	60.0K	QoQ -5.43% (-3.4K) YoY -40.69% (-41.1K)	All Managers (Combined)	$1.8M	QoQ -3.98% (-$74.1K) YoY -44.50% (-$1.4M)
AMERICAN EXPRESS CO(AXPcusip025816109)	6.5K	QoQ -0.32% (-21) YoY -7.71% (-546)	All Managers (Combined)	$1.8M	QoQ -9.63% (-$187.5K) YoY +9.05% (-$146.0K)
Alphabet Inc.(GOOGcusip02079K107)	11.2K	QoQ +1.63% (-181) YoY +57.23% (+4.1K)	All Managers (Combined)	$1.8M	QoQ -16.61% (-$349.3K) YoY +61.33% (+$666.4K)
(IWOcusip464287648)	6.8K	QoQ -4.75% (-340) YoY +16.99% (+989)	All Managers (Combined)	$1.7M	QoQ -15.44% (-$317.9K) YoY +10.39% (+$163.8K)
Alphabet Inc.(GOOGLcusip02079K305)	11.2K	QoQ -3.20% (-371) YoY +26.08% (+2.3K)	All Managers (Combined)	$1.7M	QoQ -20.92% (-$458.6K) YoY +29.17% (+$391.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	18.6K	QoQ -0.47% (-88) YoY +14.98% (-2.4K)	All Managers (Combined)	$1.7M	QoQ -10.19% (-$189.3K) YoY -21.78% (-$464.3K)
(cusip464288158)✕	15.1K	QoQ -32.71% (-7.3K) YoY -41.00% (-10.5K)	All Managers (Combined)	$1.6M	QoQ -32.63% (-$772.2K) YoY -40.51% (-$1.1M)