0001580642-20-002825.txt : 20200731 0001580642-20-002825.hdr.sgml : 20200731 20200731165045 ACCESSION NUMBER: 0001580642-20-002825 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200731 DATE AS OF CHANGE: 20200731 EFFECTIVENESS DATE: 20200731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: McAdam, LLC CENTRAL INDEX KEY: 0001695490 IRS NUMBER: 471994636 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17679 FILM NUMBER: 201066621 BUSINESS ADDRESS: STREET 1: 1880 JOHN F. KENNEDY BLVD STREET 2: SUITE 1600 CITY: PHILADELPHIA STATE: PA ZIP: 19103 BUSINESS PHONE: 888-614-5323 MAIL ADDRESS: STREET 1: 1880 JOHN F. KENNEDY BLVD STREET 2: SUITE 1600 CITY: PHILADELPHIA STATE: PA ZIP: 19103 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001695490 XXXXXXXX 06-30-2020 06-30-2020 false McAdam, LLC

1880 John F. Kennedy Blvd Suite 1600 Philadelphia PA 19103

13F HOLDINGS REPORT 028-17679 N Edward O'Brien 215-399-9371 /s/ Edward O'Brien Philadelphia PA 07-31-2020 0 126 470698 INFORMATION TABLE 2 infotable.xml DISNEY WALT CO COM DISNEY 254687106 258 2316 SH SOLE 0 0 2316 PFIZER INC COM 717081103 283 8643 SH SOLE 0 0 8643 SPDR SER TR BLMBRG BRC CNVRT 78464A359 6302 104166 SH SOLE 0 0 104166 ISHARES TR SHRT NAT MUN ETF 464288158 214 1985 SH SOLE 0 0 1985 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 17686 173797 SH SOLE 0 0 173797 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 206 8446 SH SOLE 0 0 8446 ISHARES TR NATIONAL MUN ETF 464288414 2909 25204 SH SOLE 0 0 25204 FORUM MERGER II CORP *W EXP 09/30/202 34986F111 76 16100 SH SOLE 0 0 16100 FORUM MERGER II CORP CL A 34986F103 210 12750 SH SOLE 0 0 12750 SPDR S&P 500 ETF TR TR UNIT 78462F103 449 1458 SH SOLE 0 0 1458 CHOICE HOTELS INTL INC COM 169905106 207 2618 SH SOLE 0 0 2618 AON PLC SHS CL A G0403H108 552 2867 SH SOLE 0 0 2867 BK OF AMERICA CORP COM 060505104 219 9208 SH SOLE 0 0 9208 AMERICAN EXPRESS CO COM 025816109 664 6970 SH SOLE 0 0 6970 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 744 3773 SH SOLE 0 0 3773 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 436 13820 SH SOLE 0 0 13820 ITERUM THERAPEUTICS PLC SHS G6333L101 14 12000 SH SOLE 0 0 12000 STATE STR CORP COM 857477103 398 6265 SH SOLE 0 0 6265 FS KKR CAP CORP II COM 35952V303 424 32882 SH SOLE 0 0 32882 AT&T INC COM 00206R102 595 19677 SH SOLE 0 0 19677 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 10475 330244 SH SOLE 0 0 330244 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 380 1473 SH SOLE 0 0 1473 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 15691 670288 SH SOLE 0 0 670288 INVESCO EXCHANGE-TRADED FD T SR LN ETF 46138G508 990 46355 SH SOLE 0 0 46355 APPLE INC COM 037833100 3085 8458 SH SOLE 0 0 8458 AMAZON COM INC COM 023135106 1128 409 SH SOLE 0 0 409 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 397 14814 SH SOLE 0 0 14814 ISHARES TR EAFE SML CP ETF 464288273 1531 28556 SH SOLE 0 0 28556 PROCTER AND GAMBLE CO COM 742718109 221 1844 SH SOLE 0 0 1844 BOEING CO COM 097023105 214 1168 SH SOLE 0 0 1168 PIMCO ETF TR INV GRD CRP BD 72201R817 7446 65163 SH SOLE 0 0 65163 ORACLE CORP COM 68389X105 303 5491 SH SOLE 0 0 5491 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1428 21854 SH SOLE 0 0 21854 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 5304 90233 SH SOLE 0 0 90233 VANGUARD INDEX FDS GROWTH ETF 922908736 590 2920 SH SOLE 0 0 2920 NIKE INC CL B 654106103 243 2480 SH SOLE 0 0 2480 ISHARES TR JPMORGAN USD EMG 464288281 228 2083 SH SOLE 0 0 2083 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 37199 661440 SH SOLE 0 0 661440 INTEL CORP COM 458140100 438 7329 SH SOLE 0 0 7329 US BANCORP DEL COM NEW 902973304 286 7774 SH SOLE 0 0 7774 CINTAS CORP COM 172908105 231 866 SH SOLE 0 0 866 ISHARES TR CORE MSCI TOTAL 46432F834 1461 26790 SH SOLE 0 0 26790 DOW INC COM 260557103 281 6905 SH SOLE 0 0 6905 COMCAST CORP NEW CL A 20030N101 268 6882 SH SOLE 0 0 6882 SPDR SER TR S&P 600 SMCP VAL 78464A300 6450 131321 SH SOLE 0 0 131321 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 880 11981 SH SOLE 0 0 11981 CISCO SYS INC COM 17275R102 551 11824 SH SOLE 0 0 11824 SPDR SER TR S&P 600 SMCP GRW 78464A201 4723 83185 SH SOLE 0 0 83185 BRISTOL-MYERS SQUIBB CO COM 110122108 321 5452 SH SOLE 0 0 5452 EXXON MOBIL CORP COM 30231G102 309 6917 SH SOLE 0 0 6917 VANECK VECTORS ETF TR SHORT HIGH YIELD 92189F387 1053 44199 SH SOLE 0 0 44199 ABBVIE INC COM 00287Y109 790 8046 SH SOLE 0 0 8046 COLONY CR REAL ESTATE INC COM CL A 19625T101 177 25253 SH SOLE 0 0 25253 ISHARES TR BARCLAYS 7 10 YR 464287440 285 2335 SH SOLE 0 0 2335 SPDR SER TR NUVEEN BBG BRCLY 78464A284 2012 35700 SH SOLE 0 0 35700 ISHARES INC CORE MSCI EMKT 46434G103 343 7198 SH SOLE 0 0 7198 INVESCO INDIA EXCHG TRED FD INDIA ETF 46137R109 217 12707 SH SOLE 0 0 12707 SPDR SER TR PORTFOLIO LN TSR 78464A664 9357 199473 SH SOLE 0 0 199473 SENSEONICS HLDGS INC COM 81727U105 4 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 222 2827 SH SOLE 0 0 2827 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 5193 367741 SH SOLE 0 0 367741 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 43539 428784 SH SOLE 0 0 428784 SPDR SER TR S&P 400 MDCP VAL 78464A839 15740 369232 SH SOLE 0 0 369232 VANGUARD INDEX FDS SML CP GRW ETF 922908595 452 2264 SH SOLE 0 0 2264 SPDR SER TR NUVEEN BRC MUNIC 78468R721 7212 139602 SH SOLE 0 0 139602 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 29358 986827 SH SOLE 0 0 986827 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 47624 1292714 SH SOLE 0 0 1292714 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 4117 18527 SH SOLE 0 0 18527 TJX COS INC NEW COM 872540109 274 5426 SH SOLE 0 0 5426 ISHARES TR RUS MDCP VAL ETF 464287473 1887 24663 SH SOLE 0 0 24663 GLOBE LIFE INC COM 37959E102 213 2869 SH SOLE 0 0 2869 VANGUARD INDEX FDS SMALL CP ETF 922908751 1259 8643 SH SOLE 0 0 8643 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1819 35144 SH SOLE 0 0 35144 INSULET CORP COM 45784P101 204 1052 SH SOLE 0 0 1052 FACEBOOK INC CL A 30303M102 216 952 SH SOLE 0 0 952 VIACOMCBS INC CL B 92556H206 272 11661 SH SOLE 0 0 11661 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5698 36403 SH SOLE 0 0 36403 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 3852 212805 SH SOLE 0 0 212805 SILK RD MED INC COM 82710M100 493 11771 SH SOLE 0 0 11771 ISHARES TR IBOXX HI YD ETF 464288513 439 5378 SH SOLE 0 0 5378 SPDR SER TR WELLS FG PFD ETF 78464A292 293 7001 SH SOLE 0 0 7001 VANGUARD WORLD FD MEGA CAP INDEX 921910873 1308 11954 SH SOLE 0 0 11954 HOME DEPOT INC COM 437076102 216 861 SH SOLE 0 0 861 ISHARES TR CORE US AGGBD ET 464287226 1729 14623 SH SOLE 0 0 14623 PROSHARES TR HGH YLD INT RATE 74348A541 475 8169 SH SOLE 0 0 8169 INTERNATIONAL BUSINESS MACHS COM 459200101 325 2694 SH SOLE 0 0 2694 3M CO COM 88579Y101 246 1578 SH SOLE 0 0 1578 VERIZON COMMUNICATIONS INC COM 92343V104 735 13326 SH SOLE 0 0 13326 LOCKHEED MARTIN CORP COM 539830109 243 667 SH SOLE 0 0 667 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3272 54522 SH SOLE 0 0 54522 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 336 1187 SH SOLE 0 0 1187 T2 BIOSYSTEMS INC COM 89853L104 32 25550 SH SOLE 0 0 25550 DYNATRACE INC COM 268150109 793 19531 SH SOLE 0 0 19531 MICROSOFT CORP COM 594918104 766 3766 SH SOLE 0 0 3766 WISDOMTREE TR HEDGED HI YLD BD 97717W430 8062 400409 SH SOLE 0 0 400409 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 57551 776661 SH SOLE 0 0 776661 ISHARES TR RUS 1000 GRW ETF 464287614 313 1632 SH SOLE 0 0 1632 WISDOMTREE TR CBOE S&P 500 97717X560 3101 123841 SH SOLE 0 0 123841 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1535 45887 SH SOLE 0 0 45887 FRANCO NEV CORP COM 351858105 318 2278 SH SOLE 0 0 2278 DISNEY WALT CO COM DISNEY 254687106 2 200 SH Call SOLE 0 0 200 VERTEX PHARMACEUTICALS INC COM 92532F100 296 1021 SH SOLE 0 0 1021 ALPHABET INC CAP STK CL C 02079K107 303 214 SH SOLE 0 0 214 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 218 8200 SH SOLE 0 0 8200 AGILENT TECHNOLOGIES INC COM 00846U101 239 2706 SH SOLE 0 0 2706 ISHARES TR MSCI EAFE ETF 464287465 3050 50103 SH SOLE 0 0 50103 SPDR SER TR NUVEEN BLMBRG SR 78468R739 2649 53119 SH SOLE 0 0 53119 GLOBAL X FDS S&P 500 COVERED 37954Y475 4688 110350 SH SOLE 0 0 110350 ISHARES TR RUS MD CP GR ETF 464287481 1758 11121 SH SOLE 0 0 11121 CHEMED CORP NEW COM 16359R103 312 691 SH SOLE 0 0 691 CLOVIS ONCOLOGY INC COM 189464100 118 17532 SH SOLE 0 0 17532 QUIDEL CORP COM 74838J101 660 2950 SH SOLE 0 0 2950 BIOGEN INC COM 09062X103 262 979 SH SOLE 0 0 979 ISHARES TR CORE S&P500 ETF 464287200 3206 10352 SH SOLE 0 0 10352 SPDR SER TR PRTFLO S&P500 VL 78464A508 3743 129145 SH SOLE 0 0 129145 UNITED PARCEL SERVICE INC CL B 911312106 393 3538 SH SOLE 0 0 3538 DBX ETF TR XTRACK MUN INFRA 233051705 2338 82575 SH SOLE 0 0 82575 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 869 16052 SH SOLE 0 0 16052 SPDR SER TR S&P 400 MDCP GRW 78464A821 23254 432302 SH SOLE 0 0 432302 SPDR SER TR MSCI USA STRTGIC 78468R812 2972 33654 SH SOLE 0 0 33654 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 990 18818 SH SOLE 0 0 18818 JOHNSON & JOHNSON COM 478160104 948 6741 SH SOLE 0 0 6741 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 263 2028 SH SOLE 0 0 2028 VANGUARD INDEX FDS SM CP VAL ETF 922908611 419 3919 SH SOLE 0 0 3919 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 14539 491676 SH SOLE 0 0 491676 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 341 2673 SH SOLE 0 0 2673