• 13F History

McAdam, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$1.83B
Signature - Title
Edward O'Brien - Chief Compliance Officer
Location
Philadelphia, PA
Summary
This page shows a list of all the recent 13F filings made by McAdam, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McAdam, LLC reported 353 stock holdings with total value $1.83B as of Q4 2024. Top holdings included SCHX, FNDX, SCHG, SCHF, and SCHZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 353 $1.83B +$659M -$33.1M +$626M SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 1/24/2025, 01:40 PM
Q3 2024 330 $1.78B +$104M -$83M +$20.6M SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 10/22/2024, 05:29 PM
Q2 2024 318 $1.66B +$105M -$11.1M +$93.4M SCHX, SCHG, FNDX, SCHF, SCHZ 13F-HR 7/24/2024, 12:41 PM
Q1 2024 301 $1.56B +$99.5M -$14M +$85.6M SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 4/23/2024, 09:36 AM
Q4 2023 276 $1.39B +$67.1M -$18.9M +$48.2M SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 2/5/2024, 11:24 AM
Q3 2023 270 $1.22B +$75.3M -$13.1M +$62.2M SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 10/31/2023, 05:00 PM
Q2 2023 262 $1.21B +$74.4M -$24.1M +$50.3M SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 8/2/2023, 12:29 PM
Q1 2023 256 $1.11B SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 4/24/2023, 12:59 PM
Q4 2022 82 $397M FNDX, SCHZ, RSP, MDYV, VOE 13F-HR 1/27/2023, 01:39 PM
Q3 2022 216 $920M +$45.8M -$9.83M +$35.9M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 10/24/2022, 02:30 PM
Q2 2022 219 $943M +$94.1M -$50.5M +$43.7M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 7/15/2022, 04:19 PM
Q1 2022 211 $1.05B +$226M -$13.6M +$212M SCHX, FNDX, SCHG, SCHF, SCHZ 13F-HR 4/7/2022, 12:52 PM
Q4 2021 193 $1.01B +$76.2M -$5.26M +$71M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 1/7/2022, 03:14 PM
Q3 2021 179 $900M +$47.2M -$10.9M +$36.4M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 10/5/2021, 02:41 PM
Q2 2021 174 $880M +$126M -$4.83M +$122M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 8/2/2021, 03:17 PM
Q1 2021 160 $709M +$51.9M -$16.6M +$35.3M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 4/26/2021, 01:34 PM
Q4 2020 160 $652M +$87.4M -$35.7M +$51.7M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 1/12/2021, 12:39 PM
Q3 2020 143 $526M +$32.6M -$1.75M +$30.9M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 11/13/2020, 11:52 AM
Q2 2020 124 $471M +$40.7M -$2.25M +$38.5M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 7/31/2020, 04:50 PM
Q1 2020 106 $372M +$41.6M -$3.26M +$38.3M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 5/8/2020, 10:02 AM
Q4 2019 86 $407M +$28.9M -$2.35M +$26.5M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 1/23/2020, 08:39 AM
Q3 2019 82 $365M +$42.8M -$9.04M +$33.7M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 10/15/2019, 10:17 AM
Q2 2019 74 $332M +$26.4M -$162K +$26.2M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 7/30/2019, 12:04 PM
Q1 2019 72 $301M +$23.9M -$472K +$23.4M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 4/22/2019, 11:40 AM
Q4 2018 64 $253M +$50.3M -$22.7M +$27.6M SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 1/30/2019, 10:33 AM
Q3 2018 588 $272M +$20.8M -$1.47M +$19.4M SCHX, FNDX, SCHG, SCHZ, SCHF 13F-HR 10/10/2018, 02:34 PM
Q2 2018 556 $246M +$64M -$1.73M +$62.2M SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 8/22/2018, 10:49 AM
Q1 2018 645 $218M +$75.7M -$684K +$75.1M SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 4/24/2018, 10:41 AM
Q4 2017 44 $138M SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 1/12/2018, 10:15 AM
Q3 2017 45 $142M +$15.5M -$198K +$15.3M SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 10/12/2017, 04:49 PM
Q2 2017 45 $123M +$15.6M -$167K +$15.4M SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 8/23/2017, 04:07 PM
Q1 2017 45 $107M +$4.74M -$963K +$3.77M SCHX, FNDX, SCHZ, SCHG, SCHF 13F-HR 5/4/2017, 12:57 PM
Q4 2016 49 $101M FNDX, SCHX, SCHZ, SCHG, SCHF 13F-HR 2/10/2017, 08:46 AM