Hedge Fund Database

MCADAM LLC

Adviser information for MCADAM LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 180
Investment Advisory/Research 156
Registered Broker-Dealer Representatives 45
Registered State Investment Advisers 156
Licensed Agents of an Insurance Company 180
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 8,959 $1.7B
Non-Discretionary 5 $1.3M
Total 8,964 $1.7B

Clients

Type Number RAUM
Individuals 4,661 $1.0B
HNW Individuals 346 $670.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $1.9M
Charitable organizations <5 $11.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 12 $6.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 737
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-79583
SEC ERA File Number 801-79583
SEC CIK Numbers 1695490
SEC CRD Numbers 170914
Legal Entity Identifier None

Principal Office

1880 JOHN F KENNEDY BOULEVARD
16TH FLOOR
PHILADELPHIA
PA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (888) 614-5323, Fax: (215) 399-9351

Websites

www.myadvisorteam.com www.lrvsadvisory.com www.birchfp.com www.alexanderfp.com www.facebook.com/patchirchirillofa/ www.facebook.com/lrvsadvisory/ www.shanesweigart.com www.cmwealth.com www.linkedin.com/company/lrvs-advisory-group/ www.ccp.group www.retire.us www.cooneymcadamfa.com www.linkedin.com/company/cornerstone-capital-planning-group/ www.chuckrushfa.com www.linkedin.com/company/mcadam-financial-group www.mcadamfa.com www.facebook.com/mcadamfinancialgroup

Chief Compliance Officer

EDWARD O'BRIEN
1880 JOHN F KENNEDY BOULEVARD
16TH FLOOR
PHILADELPHIA
PA
United States
Tel: (888) 614-5323
Fax: (215) 399-9351
(Full email address available in API data)

Regulatory Contact

CINDY BREGMAN
COMPLIANCE MANAGER
1880 JOHN F KENNEDY BOULEVARD
SUITE 1600
PHILADELPHIA
PA
United States
Tel: (215) 399-9326
Fax: (215) 399-9351
(Full email address available in API data)

Industry Affiliates

MCADAM FINANCIAL GROUP Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MCADAM, MICHAEL, JOSEPH Individual – MANAGING MEMBER 10/2014 > 75%
O'BRIEN, EDWARD, THOMAS Individual – CHIEF COMPLIANCE OFFICER 11/2019 < 5%

No. Employees, Historic

30015002019202020212022202320242025145 on 6/17/2019145 on 7/31/2019145 on 9/4/2019145 on 10/17/2019145 on 12/19/2019145 on 2/10/2020145 on 2/12/2020140 on 3/17/2020140 on 6/17/2020140 on 7/2/2020140 on 10/16/2020260 on 3/24/2021260 on 3/25/2021260 on 5/5/2021260 on 6/4/2021260 on 9/15/2021260 on 10/24/2021260 on 10/25/2021260 on 11/10/2021260 on 1/14/2022268 on 2/20/2022268 on 2/21/2022268 on 3/14/2022268 on 7/6/2022268 on 8/2/2022268 on 8/24/2022268 on 8/25/2022268 on 10/14/2022268 on 10/28/2022268 on 11/4/2022268 on 12/22/2022268 on 1/5/2023268 on 1/13/2023268 on 1/18/2023240 on 2/25/2023240 on 2/26/2023240 on 4/20/2023240 on 4/25/2023240 on 4/27/2023240 on 5/2/2023240 on 5/11/2023240 on 8/10/2023240 on 10/12/2023240 on 12/15/2023240 on 1/3/2024180 on 3/29/2024

RAUM, Historic

2B1B02019202020212022202320242025406943009 on 6/17/2019406943009 on 7/31/2019406943009 on 9/4/2019406943009 on 10/17/2019406943009 on 12/19/2019406943009 on 2/10/2020406943009 on 2/12/2020600043647 on 3/17/2020600043647 on 6/17/2020600043647 on 7/2/2020600043647 on 10/16/2020829743892 on 3/24/2021829743892 on 3/25/2021829743892 on 5/5/2021829743892 on 6/4/2021829743892 on 9/15/2021829743892 on 10/24/2021829743892 on 10/25/2021829743892 on 11/10/2021829743892 on 1/14/20221236481240 on 2/20/20221236481240 on 2/21/20221236481240 on 3/14/20221236481240 on 7/6/20221236481240 on 8/2/20221236481240 on 8/24/20221236481240 on 8/25/20221236481240 on 10/14/20221236481240 on 10/28/20221236481240 on 11/4/20221236481240 on 12/22/20221236481240 on 1/5/20231236481240 on 1/13/20231236481240 on 1/18/20231255471408 on 2/25/20231255471408 on 2/26/20231255471408 on 4/20/20231255471408 on 4/25/20231255471408 on 4/27/20231255471408 on 5/2/20231255471408 on 5/11/20231255471408 on 8/10/20231255471408 on 10/12/20231255471408 on 12/15/20231255471408 on 1/3/20241739052473 on 3/29/2024

No. Clients, Historic

6,0003,000020192020202120222023202420252436 on 6/17/20192436 on 7/31/20192436 on 9/4/20192436 on 10/17/20192436 on 12/19/20192436 on 2/10/20202436 on 2/12/20202783 on 3/17/20202783 on 6/17/20202783 on 7/2/20202783 on 10/16/20203249 on 3/24/20213249 on 3/25/20213249 on 5/5/20213249 on 6/4/20213249 on 9/15/20213249 on 10/24/20213249 on 10/25/20213249 on 11/10/20213249 on 1/14/20223837 on 2/20/20223837 on 2/21/20223837 on 3/14/20223837 on 7/6/20223837 on 8/2/20223837 on 8/24/20223837 on 8/25/20223837 on 10/14/20223837 on 10/28/20223837 on 11/4/20223837 on 12/22/20223837 on 1/5/20233837 on 1/13/20233837 on 1/18/20234436 on 2/25/20234436 on 2/26/20234436 on 4/20/20234436 on 4/25/20234436 on 4/27/20234436 on 5/2/20234436 on 5/11/20234436 on 8/10/20234436 on 10/12/20234436 on 12/15/20234436 on 1/3/20245019 on 3/29/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 789K 16K –
AMERICAN EXPRESS CO COM 2M 7K –
ORACLE CORP COM 909K 6K –
WALMART INC COM 616K 9K –
CISCO SYS INC COM 571K 12K –
VANECK ETF TRUST HIGH YLD MUNIETF 1M 20K –
VANECK ETF TRUST SHRT HGH YLD MUN 793K 35K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 5K –
SELECT SECTOR SPDR TR SBI INT-UTILS 533K 8K –
SPDR SER TR NUVEEN BLMBRG MU 9M 200K –
ADVANCED MICRO DEVICES INC COM 587K 4K –
OMNICOM GROUP INC COM 278K 3K –
ABBVIE INC COM 3M 17K –
ISHARES TR CORE TOTAL USD 533K 12K –
VANGUARD INDEX FDS REAL ESTATE ETF 278K 3K –
SPDR SER TR PRTFLO S&P500 VL 15M 309K –
AMPLIFY ETF TR CWP ENHANCED DIV 3M 79K –
INNOVATOR ETFS TRUST US EQTY BUFR JUN 339K 9K –
PFIZER INC COM 529K 19K –
MERCK & CO INC COM 2M 17K –
SPDR DOW JONES INDL AVERAGE UT SER 1 587K 2K –
INNOVATOR ETFS TRUST US EQTY BUF NOV 462K 12K –
ENTERPRISE PRODS PARTNERS L COM 831K 29K –
AT&T INC COM 582K 30K –
ISHARES TR RUS MDCP VAL ETF 6M 52K –
SCHWAB STRATEGIC TR US SML CAP ETF 2M 50K –
DISNEY WALT CO COM 365K 4K –
SPDR INDEX SHS FDS S&P INTL SMLCP 2M 75K –
ANNALY CAPITAL MANAGEMENT IN COM NEW 211K 11K –
SPDR SER TR PORTFOLIO LN TSR 25M 911K –
BOEING CO COM 342K 2K –
SENESTECH INC COM NEW 25K 44K –
KOPIN CORP COM 14K 64K –
ISHARES U S ETF TR BLACKROCK SHORT 377K 8K –
ISHARES TR IBOXX HI YD ETF 6M 74K –
ISHARES TR 20 YR TR BD ETF 2M 19K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 281K 11K –
ISHARES TR CORE US AGGBD ET 6M 64K –
ISHARES TR NATIONAL MUN ETF 6M 58K –
GLOBAL X FDS NASDAQ 100 COVER 520K 29K –
VANGUARD WORLD FD MEGA CAP INDEX 1M 6K –
ISHARES TR MSCI EAFE ETF 4M 47K –
ISHARES TR RUS 2000 VAL ETF 1M 8K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 290K 8K –
NETAPP INC COM 317K 2K –
WM TECHNOLOGY INC COM 11K 10K –
INTERCONTINENTAL EXCHANGE IN COM 203K 1K –
TILRAY BRANDS INC COM 80K 48K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 3M 76K –
THERMO FISHER SCIENTIFIC INC COM 231K 417 –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 386K 61K –
CHEVRON CORP NEW COM 564K 4K –
VANGUARD INDEX FDS MCAP VL IDXVIP 44M 295K –
ISHARES TR SHORT TREAS BD 465K 4K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 586K 8K –
RING ENERGY INC COM 24K 14K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 272K 8K –
ISHARES TR TIPS BD ETF 617K 6K –
VANGUARD INDEX FDS MCAP GR IDXVIP 42M 184K –
SELECT SECTOR SPDR TR SBI CONS DISCR 548K 3K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 8M 211K –
ISHARES TR ISHS 1-5YR INVS 307K 6K –
INVESCO QQQ TR UNIT SER 1 2M 5K –
FISERV INC COM 231K 2K –
SPDR GOLD TR GOLD SHS 419K 2K –
ISHARES TR S&P 500 VAL ETF 238K 1K –
ISHARES TR MSCI USA ESG SLC 444K 4K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 258K 5K –
AGILENT TECHNOLOGIES INC COM 318K 2K –
ZOOM VIDEO COMMUNICATIONS IN CL A 272K 5K –
HOME DEPOT INC COM 1M 3K –
NETFLIX INC COM 863K 1K –
NVIDIA CORPORATION COM 10M 85K –
ISHARES TR RUS TP200 GR ETF 13M 60K –
ABBOTT LABS COM 417K 4K –
MICROSOFT CORP COM 7M 15K –
ISHARES TR ESG AW MSCI EAFE 296K 4K –
SELECT SECTOR SPDR TR FINANCIAL 312K 8K –
SCHWAB STRATEGIC TR US MID-CAP ETF 1M 15K –
ISHARES TR CORE MSCI EAFE 13M 180K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 323K 11K –
SPDR INDEX SHS FDS S&P INTL ETF 817K 24K –
SELECT SECTOR SPDR TR COMMUNICATION 263K 3K –
SCHWAB STRATEGIC TR US LCAP GR ETF 185M 2M –
ISHARES TR CORE DIV GRWTH 516K 9K –
ISHARES TR RUSSELL 2000 ETF 517K 3K –
SELECT SECTOR SPDR TR INDL 578K 5K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 37M 1M –
CATERPILLAR INC COM 223K 670 –
ENERGY TRANSFER L P COM UT LTD PTN 1M 78K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 3M 99K –
LUMEN TECHNOLOGIES INC COM 113K 103K –
WISDOMTREE TR EMER MKT HIGH FD 212K 5K –
ISHARES TR S&P 500 GRWT ETF 461K 5K –
ISHARES TR MSCI USA QLT FCT 483K 3K –
ISHARES TR FLTG RATE NT ETF 206K 4K –
NOVO-NORDISK A S ADR 206K 1K –
SPDR SER TR PORTFLI INTRMDIT 330K 12K –
HERSHEY CO COM 204K 1K –
ISHARES TR MSCI USA VALUE 2M 19K –
STATE STR CORP COM 483K 7K –
ISHARES TR PFD AND INCM SEC 971K 31K –
ISHARES TR CORE MSCI TOTAL 1M 21K –
SCHWAB STRATEGIC TR INTL EQTY ETF 122M 3M –
COMCAST CORP NEW CL A 386K 10K –
3M CO COM 268K 3K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 1M 11K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 543K 5K –
ISHARES INC JP MRGN EM HI BD 266K 7K –
QUALCOMM INC COM 339K 2K –
DOW INC COM 639K 12K –
THE TRADE DESK INC COM CL A 239K 2K –
MASTERCARD INCORPORATED CL A 433K 982 –
ARISTA NETWORKS INC COM 258K 737 –
REGENERON PHARMACEUTICALS COM 3M 3K –
ELI LILLY & CO COM 3M 3K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 10M 202K –
LOWES COS INC COM 310K 1K –
ISHARES TR MRGSTR MD CP GRW 458K 7K –
INNOVATOR ETFS TRUST US EQTY BUF OCT 792K 19K –
VANGUARD INDEX FDS TOTAL STK MKT 10M 38K –
STRYKER CORPORATION COM 233K 685 –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 6M 117K –
UWM HOLDINGS CORPORATION COM CL A 88K 13K –
ISHARES TR 0-3 MNTH TREASRY 3M 33K –
GE AEROSPACE COM NEW 388K 2K –
AMPLIFY ETF TR BLACKSWAN GRWT 3M 121K –
INTERNATIONAL BUSINESS MACHS COM 608K 4K –
WELLS FARGO CO NEW COM 333K 6K –
EXXON MOBIL CORP COM 2M 14K –
SPDR SER TR SSGA US SMAL ETF 271K 2K –
SPDR SER TR BBG CONV SEC ETF 9M 127K –
AMERICAN CENTY ETF TR DIVERSIFIED MU 225K 4K –
MARRIOTT INTL INC NEW CL A 361K 1K –
INTEL CORP COM 233K 8K –
INVESCO INDIA EXCHANGE-TRADE INDIA ETF 5M 179K –
PHILLIPS 66 COM 211K 1K –
SPDR SER TR S&P 600 SMCP VAL 7M 84K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 9M 162K –
MONDAY COM LTD SHS 611K 3K –
SELECT SECTOR SPDR TR ENERGY 919K 10K –
GLOBAL X FDS S&P 500 COVERED 1M 27K –
SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 1M 1M –
WORLD GOLD TR SPDR GLD MINIS 278K 6K –
ISHARES TR RUS 1000 ETF 342K 1K –
VANGUARD INDEX FDS MID CAP ETF 395K 2K –
VANGUARD BD INDEX FDS INTERMED TERM 396K 5K –
ISHARES TR JPMORGAN USD EMG 230K 3K –
TRIMBLE INC COM 397K 7K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 246K 7K –
INNOVATOR ETFS TRUST INTRNL DEV APRL 372K 14K –
US BANCORP DEL COM NEW 329K 8K –
SPDR SER TR PORTFOLIO AGRGTE 2M 100K –
AUTOMATIC DATA PROCESSING IN COM 401K 2K –
SCHWAB STRATEGIC TR 1000 INDEX ETF 500K 10K –
ISHARES TR S&P 100 ETF 3M 12K –
DANAHER CORPORATION COM 211K 845 –
LIQUIDIA CORPORATION COM NEW 144K 12K –
I-80 GOLD CORP COM 20K 19K –
DBX ETF TR XTRACK MUN INFRA 6M 234K –
INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 1M 71K –
NUSHARES ETF TR NUVEEN ESG LRGCP 354K 4K –
CITIGROUP INC COM NEW 338K 5K –
AMGEN INC COM 253K 810 –
SCHWAB STRATEGIC TR INTL SCEQT ETF 55M 2M –
INNOVATOR ETFS TRUST US EQTY PWR BUF 301K 8K –
ISHARES TR IBOXX INV CP ETF 665K 6K –
PALANTIR TECHNOLOGIES INC CL A 274K 11K –
SPDR SER TR PRTFLO S&P500 HI 2M 38K –
UNITEDHEALTH GROUP INC COM 308K 605 –
SPDR SER TR PORTFLI TIPS ETF 587K 23K –
FRANCO NEV CORP COM 270K 2K –
ISHARES TR RUS TOP 200 ETF 365K 3K –
SENSEONICS HLDGS INC COM 10K 25K –
STARBUCKS CORP COM 454K 6K –
WASTE MGMT INC DEL COM 282K 1K –
LUMEN TECHNOLOGIES INC COM 80 500 –
FS KKR CAP CORP COM 237K 12K –
BANK AMERICA CORP COM 455K 11K –
BITWISE BITCOIN ETF TR SHS BEN INT 229K 7K –
GENERAL MTRS CO COM 366K 8K –
ACCENTURE PLC IRELAND SHS CLASS A 349K 1K –
COCA COLA CO COM 735K 12K –
ISHARES TR RESIDENTIAL MULT 306K 4K –
VERTEX PHARMACEUTICALS INC COM 1M 3K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 414K 4K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 4M 56K –
VANGUARD WORLD FD MEGA GRWTH IND 1M 3K –
SPDR SER TR RUSSELL YIELD 264K 3K –
ISHARES TR CORE S&P US VLU 215K 2K –
VANGUARD INDEX FDS GROWTH ETF 3M 7K –
SPDR SER TR S&P 400 MDCP GRW 24M 286K –
MARSH & MCLENNAN COS INC COM 776K 4K –
ALPHABET INC CAP STK CL A 2M 10K –
SPDR S&P 500 ETF TR TR UNIT 5M 9K –
ISHARES TR 0-5YR HI YL CP 599K 14K –
VANGUARD WORLD FD UTILITIES ETF 608K 4K –
SPDR SER TR S&P 400 MDCP VAL 17M 237K –
ISHARES TR RUS 2000 GRW ETF 2M 6K –
ISHARES TR INTERNATIONAL SL 4M 139K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 848K 5K –
PIMCO ETF TR INTER MUN BD ACT 2M 30K –
CELSIUS HLDGS INC COM NEW 247K 4K –
VANGUARD INDEX FDS VALUE ETF 3M 17K –
PHILLIPS EDISON & CO INC COMMON STOCK 5M 166K –
MCDONALDS CORP COM 545K 2K –
ISHARES TR MSCI INDIA ETF 477K 9K –
WISDOMTREE TR INTRST RATE HDGE 5M 229K –
SPDR SER TR NUVEEN BLOOMBERG 2M 92K –
GILEAD SCIENCES INC COM 1M 22K –
NIKE INC CL B 202K 3K –
THE CIGNA GROUP COM 482K 1K –
VANGUARD MUN BD FDS TAX EXEMPT BD 6M 124K –
PEPSICO INC COM 281K 2K –
CONSOLIDATED EDISON INC COM 231K 3K –
DRAFTKINGS INC NEW COM CL A 285K 7K –
ISHARES TR ISHARES BIOTECH 212K 2K –
JOHNSON & JOHNSON COM 926K 6K –
ISHARES TR RUS 1000 VAL ETF 2M 10K –
ISHARES GOLD TR ISHARES NEW 389K 9K –
ISHARES TR CORE S&P SCP ETF 233K 2K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 4M 92K –
NEXTERA ENERGY INC COM 293K 4K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 3M 67K –
SPDR SER TR S&P BIOTECH 748K 8K –
ISHARES TR CORE S&P500 ETF 21M 39K –
VANGUARD INDEX FDS SML CP GRW ETF 19M 78K –
SELECT SECTOR SPDR TR SBI CONS STPLS 1M 13K –
META PLATFORMS INC CL A 3M 5K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46M 280K –
ISHARES TR ISHARES SEMICDTR 1M 5K –
HUBSPOT INC COM 986K 2K –
CHEMED CORP NEW COM 318K 587 –
SCHWAB STRATEGIC TR US BRD MKT ETF 984K 16K –
MODERNA INC COM 1M 11K –
COSTCO WHSL CORP NEW COM 544K 640 –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 284K 8K –
OLAPLEX HLDGS INC COM 20K 13K –
DYNATRACE INC COM NEW 573K 13K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 4M 37K –
ANALOG DEVICES INC COM 200K 877 –
CAMPBELL SOUP CO COM 235K 5K –
SPDR SER TR ICE PFD SEC ETF 1M 36K –
WISDOMTREE TR INTL SMCAP DIV 235K 4K –
APPLE INC COM 15M 74K –
MARATHON OIL CORP COM 215K 7K –
VANGUARD WORLD FD INF TECH ETF 4M 7K –
ALPHABET INC CAP STK CL C 1M 8K –
GLOBAL X FDS GB MSCI AR ETF 228K 4K –
SALESFORCE INC COM 204K 792 –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 657K 11K –
SCHWAB STRATEGIC TR US AGGREGATE B 78M 2M –
VANGUARD INDEX FDS SM CP VAL ETF 22M 122K –
ISHARES TR ASIA 50 ETF 791K 12K –
ISHARES INC CORE MSCI EMKT 605K 11K –
ISHARES INC MSCI HONG KG ETF 196K 13K –
GLOBE LIFE INC COM 236K 3K –
VANGUARD WORLD FD INDUSTRIAL ETF 254K 1K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 12M 418K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 2M 11K –
DIREXION SHS ETF TR DLY FIN BULL NEW 236K 2K –
VANGUARD WORLD FD COMM SRVC ETF 333K 2K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 359K 8K –
ISHARES TR CONV BD ETF 371K 5K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 346K 6K –
ADOBE INC COM 211K 379 –
ISHARES TR EAFE SML CP ETF 2M 26K –
KOPIN CORP COM 16K 19K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 5M 123K –
VERIZON COMMUNICATIONS INC COM 752K 18K –
VANECK ETF TRUST LONG MUNI ETF 1M 75K –
SPDR SER TR S&P METALS MNG 304K 5K –
AON PLC SHS CL A 804K 3K –
ISHARES TR CORE S&P TTL STK 433K 4K –
VANGUARD INDEX FDS S&P 500 ETF SHS 3M 7K –
BENSON HILL INC COMMON STOCK 2K 10K –
SPDR SER TR S&P 600 SMCP GRW 6M 73K –
SPDR SER TR NUVEEN BLMBRG SH 4M 75K –
VISA INC COM CL A 853K 3K –
TESLA INC COM 1M 7K –
PIMCO ETF TR INV GRD CRP BD 10M 108K –
EMCOR GROUP INC COM 964K 3K –
INDEXIQ ETF TR IQ MRGR ARB ETF 268K 8K –
VANGUARD INDEX FDS LARGE CAP ETF 4M 15K –
LOCKHEED MARTIN CORP COM 273K 584 –
DELL TECHNOLOGIES INC CL C 241K 2K –
VANGUARD INDEX FDS SMALL CP ETF 11M 50K –
SAMSARA INC COM CL A 205K 6K –
SPDR SER TR MSCI USA STRTGIC 2M 13K –
SCHWAB STRATEGIC TR US LRG CAP ETF 207M 3M –
SPDR SER TR S&P DIVID ETF 212K 2K –
ISHARES TR RUS 1000 GRW ETF 5M 13K –
WISDOMTREE TR HEDGED HI YLD BD 2M 76K –
SPDR SER TR PORTFOLIO S&P400 323K 6K –
NUSHARES ETF TR NUVEEN ESG LRGVL 341K 9K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 769K 18K –
CORNING INC COM 299K 8K –
SELECT SECTOR SPDR TR TECHNOLOGY 1M 5K –
BROADCOM INC COM 574K 358 –
VANGUARD BD INDEX FDS SHORT TRM BOND 20M 257K –
CINCINNATI FINL CORP COM 302K 3K –
PROCTER AND GAMBLE CO COM 776K 5K –
SPDR INDEX SHS FDS MSCI EAFE STRTGC 801K 11K –
ISHARES TR RUS MD CP GR ETF 6M 50K –
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 8M 318K –
INVESCO EXCH TRADED FD TR II SR LN ETF 7M 336K –
INVESCO EXCH TRADED FD TR II PFD ETF 8M 700K –
SPDR SER TR PRTFLO S&P500 GW 2M 19K –
ISHARES TR SHRT NAT MUN ETF 3M 25K –
TJX COS INC NEW COM 761K 7K –
JPMORGAN CHASE & CO. COM 797K 4K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 184M 3M –
UNITED PARCEL SERVICE INC CL B 647K 5K –
RTX CORPORATION COM 364K 4K –
SHELL PLC SPON ADS 336K 5K –
CINTAS CORP COM 760K 1K –
AMAZON COM INC COM 5M 24K –
SCHWAB STRATEGIC TR US TIPS ETF 10M 194K –
ONEOK INC NEW COM 212K 3K –
VANGUARD WORLD FD HEALTH CAR ETF 418K 2K –