Chief Compliance Officer

0001580642-21-001848.txt : 20210426 0001580642-21-001848.hdr.sgml : 20210426 20210426133434 ACCESSION NUMBER: 0001580642-21-001848 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210426 DATE AS OF CHANGE: 20210426 EFFECTIVENESS DATE: 20210426 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: 21853130 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 03-31-2021 03-31-2021 false McAdam, LLC

1880 John F. Kennedy Blvd Suite 1600 Philadelphia PA 19103

13F HOLDINGS REPORT 028-17679 N Edward O'Brien Chief Compliance Officer 215-399-9371 /s/ Edward O'Brien Philadelphia PA 04-26-2021 0 161 709287 INFORMATION TABLE 2 infotable.xml SPDR SER TR BLMBRG BRC CNVRT 78464A359 8826 105895 SH SOLE 0 0 105895 ISHARES TR SHRT NAT MUN ETF 464288158 216 2007 SH SOLE 0 0 2007 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 16727 118080 SH SOLE 0 0 118080 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3739 117657 SH SOLE 0 0 117657 ISHARES TR NATIONAL MUN ETF 464288414 5529 47641 SH SOLE 0 0 47641 DRAFTKINGS INC COM CL A 26142R104 268 4374 SH SOLE 0 0 4374 DISNEY WALT CO COM 254687106 491 2663 SH SOLE 0 0 2663 SPDR S&P 500 ETF TR TR UNIT 78462F103 618 1560 SH SOLE 0 0 1560 CHOICE HOTELS INTL INC COM 169905106 281 2618 SH SOLE 0 0 2618 AON PLC SHS CL A G0403H108 660 2867 SH SOLE 0 0 2867 ANNALY CAPITAL MANAGEMENT IN COM 035710409 359 41750 SH SOLE 0 0 41750 BK OF AMERICA CORP COM 060505104 362 9366 SH SOLE 0 0 9366 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 903 3612 SH SOLE 0 0 3612 AMERICAN EXPRESS CO COM 025816109 998 7059 SH SOLE 0 0 7059 INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324 281 1582 SH SOLE 0 0 1582 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 592 17955 SH SOLE 0 0 17955 STATE STR CORP COM 857477103 526 6265 SH SOLE 0 0 6265 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1798 22725 SH SOLE 0 0 22725 FS KKR CAP CORP II COM 35952V303 565 28925 SH SOLE 0 0 28925 NEXTERA ENERGY INC COM 65339F101 302 3995 SH SOLE 0 0 3995 UNION PAC CORP COM 907818108 267 1210 SH SOLE 0 0 1210 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 670 19444 SH SOLE 0 0 19444 AT&T INC COM 00206R102 654 21598 SH SOLE 0 0 21598 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 12418 245129 SH SOLE 0 0 245129 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 485 1470 SH SOLE 0 0 1470 LOWES COS INC COM 548661107 252 1327 SH SOLE 0 0 1327 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 19661 639375 SH SOLE 0 0 639375 APPLE INC COM 037833100 4898 40101 SH SOLE 0 0 40101 DISNEY WALT CO COM 254687106 12 200 SH Call SOLE 0 0 200 AMAZON COM INC COM 023135106 1417 458 SH SOLE 0 0 458 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 406 15166 SH SOLE 0 0 15166 MERCK & CO. INC COM 58933Y105 248 3215 SH SOLE 0 0 3215 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 562 6836 SH SOLE 0 0 6836 PROCTER AND GAMBLE CO COM 742718109 290 2140 SH SOLE 0 0 2140 BOEING CO COM 097023105 368 1445 SH SOLE 0 0 1445 ISHARES TR EAFE SML CP ETF 464288273 2124 29560 SH SOLE 0 0 29560 CINCINNATI FINL CORP COM 172062101 256 2483 SH SOLE 0 0 2483 HEPION PHARMACEUTICALS INC COM 426897104 67 36641 SH SOLE 0 0 36641 PIMCO ETF TR INV GRD CRP BD 72201R817 8932 80169 SH SOLE 0 0 80169 ORACLE CORP COM 68389X105 383 5462 SH SOLE 0 0 5462 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2038 20449 SH SOLE 0 0 20449 LEAP THERAPEUTICS INC COM 52187K101 35 18387 SH SOLE 0 0 18387 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 8262 146464 SH SOLE 0 0 146464 WORLD GOLD TR SPDR GLD MINIS 98149E204 175 10310 SH SOLE 0 0 10310 MODERNA INC COM 60770K107 301 2300 SH SOLE 0 0 2300 VANGUARD INDEX FDS GROWTH ETF 922908736 464 1805 SH SOLE 0 0 1805 NIKE INC CL B 654106103 342 2573 SH SOLE 0 0 2573 ISHARES TR JPMORGAN USD EMG 464288281 233 2139 SH SOLE 0 0 2139 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 57701 1069528 SH SOLE 0 0 1069528 INTEL CORP COM 458140100 335 5236 SH SOLE 0 0 5236 US BANCORP DEL COM NEW 902973304 430 7774 SH SOLE 0 0 7774 CINTAS CORP COM 172908105 299 877 SH SOLE 0 0 877 ISHARES TR CORE MSCI TOTAL 46432F834 1767 25138 SH SOLE 0 0 25138 DOW INC COM 260557103 460 7199 SH SOLE 0 0 7199 COMCAST CORP NEW CL A 20030N101 406 7494 SH SOLE 0 0 7494 SPDR SER TR S&P 600 SMCP VAL 78464A300 8970 109408 SH SOLE 0 0 109408 INVESCO INDIA EXCHANGE-TRADE INDIA ETF 46137R109 1678 68139 SH SOLE 0 0 68139 CISCO SYS INC COM 17275R102 653 12619 SH SOLE 0 0 12619 SPDR SER TR S&P 600 SMCP GRW 78464A201 6741 78519 SH SOLE 0 0 78519 BRISTOL-MYERS SQUIBB CO COM 110122108 420 6652 SH SOLE 0 0 6652 EXXON MOBIL CORP COM 30231G102 391 7003 SH SOLE 0 0 7003 ABBVIE INC COM 00287Y109 958 8857 SH SOLE 0 0 8857 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 307 1200 SH SOLE 0 0 1200 SPDR SER TR NUVEEN BBG BRCLY 78464A284 2464 41535 SH SOLE 0 0 41535 ISHARES INC CORE MSCI EMKT 46434G103 477 7415 SH SOLE 0 0 7415 AMPLIFY ETF TR BLACKSWAN GRWT 032108888 4147 129766 SH SOLE 0 0 129766 SPDR SER TR PORTFOLIO LN TSR 78464A664 13796 353937 SH SOLE 0 0 353937 SENSEONICS HLDGS INC COM 81727U105 66 25000 SH SOLE 0 0 25000 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 7309 487289 SH SOLE 0 0 487289 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 243 1650 SH SOLE 0 0 1650 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 67069 516794 SH SOLE 0 0 516794 VISA INC COM CL A 92826C839 235 1110 SH SOLE 0 0 1110 PPL CORP COM 69351T106 215 7470 SH SOLE 0 0 7470 SPDR SER TR S&P 400 MDCP VAL 78464A839 22491 343747 SH SOLE 0 0 343747 TRIMBLE INC COM 896239100 531 6830 SH SOLE 0 0 6830 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2031 7394 SH SOLE 0 0 7394 SPDR SER TR NUVEEN BRC MUNIC 78468R721 9364 181262 SH SOLE 0 0 181262 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 48339 1284928 SH SOLE 0 0 1284928 ISHARES TR CONV BD ETF 46435G102 226 2299 SH SOLE 0 0 2299 SPDR SER TR S&P BIOTECH 78464A870 1116 8229 SH SOLE 0 0 8229 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 76218 1475100 SH SOLE 0 0 1475100 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 4339 16174 SH SOLE 0 0 16174 TJX COS INC NEW COM 872540109 353 5342 SH SOLE 0 0 5342 GLOBE LIFE INC COM 37959E102 277 2869 SH SOLE 0 0 2869 VANGUARD INDEX FDS SMALL CP ETF 922908751 3047 14233 SH SOLE 0 0 14233 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3142 43090 SH SOLE 0 0 43090 ISHARES TR RUS MDCP VAL ETF 464287473 2577 23581 SH SOLE 0 0 23581 PENN NATL GAMING INC COM 707569109 265 2530 SH SOLE 0 0 2530 INSULET CORP COM 45784P101 273 1046 SH SOLE 0 0 1046 WISDOMTREE TR INTRST RATE HDGE 97717W380 1194 25394 SH SOLE 0 0 25394 VIACOMCBS INC CL B 92556H206 379 8396 SH SOLE 0 0 8396 FACEBOOK INC CL A 30303M102 431 1464 SH SOLE 0 0 1464 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7183 34753 SH SOLE 0 0 34753 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 3101 160252 SH SOLE 0 0 160252 SILK RD MED INC COM 82710M100 208 4115 SH SOLE 0 0 4115 ISHARES TR IBOXX HI YD ETF 464288513 3810 43701 SH SOLE 0 0 43701 SPDR SER TR WELLS FG PFD ETF 78464A292 288 6628 SH SOLE 0 0 6628 VANGUARD WORLD FD MEGA CAP INDEX 921910873 1012 7214 SH SOLE 0 0 7214 DYNATRACE INC COM NEW 268150109 689 14291 SH SOLE 0 0 14291 HOME DEPOT INC COM 437076102 270 883 SH SOLE 0 0 883 ISHARES TR CORE US AGGBD ET 464287226 1800 15812 SH SOLE 0 0 15812 COCA COLA CO COM 191216100 297 5632 SH SOLE 0 0 5632 INVESCO QQQ TR UNIT SER 1 46090E103 504 1580 SH SOLE 0 0 1580 TESLA INC COM 88160R101 1033 1546 SH SOLE 0 0 1546 INTERNATIONAL BUSINESS MACHS COM 459200101 430 3230 SH SOLE 0 0 3230 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5549 41143 SH SOLE 0 0 41143 3M CO COM 88579Y101 340 1765 SH SOLE 0 0 1765 VERIZON COMMUNICATIONS INC COM 92343V104 984 16929 SH SOLE 0 0 16929 NVIDIA CORPORATION COM 67066G104 255 478 SH SOLE 0 0 478 SCHWAB STRATEGIC TR US TIPS ETF 808524870 10677 174582 SH SOLE 0 0 174582 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 4220 14231 SH SOLE 0 0 14231 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 701 1924 SH SOLE 0 0 1924 T2 BIOSYSTEMS INC COM 89853L104 126 77526 SH SOLE 0 0 77526 MICROSOFT CORP COM 594918104 1059 4492 SH SOLE 0 0 4492 TYSON FOODS INC CL A 902494103 262 3524 SH SOLE 0 0 3524 VERASTEM INC COM 92337C104 77 31054 SH SOLE 0 0 31054 WISDOMTREE TR HEDGED HI YLD BD 97717W430 4037 182494 SH SOLE 0 0 182494 STARBUCKS CORP COM 855244109 358 3276 SH SOLE 0 0 3276 CASSAVA SCIENCES INC COM 14817C107 241 5358 SH SOLE 0 0 5358 VANGUARD WORLD FDS INF TECH ETF 92204A702 1858 5183 SH SOLE 0 0 5183 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 87492 911091 SH SOLE 0 0 911091 TATTOOED CHEF INC COM CL A 87663X102 274 14113 SH SOLE 0 0 14113 ISHARES TR RUS 1000 GRW ETF 464287614 201 828 SH SOLE 0 0 828 VANECK VECTORS ETF TR SHRT HGH YLD MUN 92189F387 820 32749 SH SOLE 0 0 32749 MCDONALDS CORP COM 580135101 368 1640 SH SOLE 0 0 1640 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 252 2158 SH SOLE 0 0 2158 MARRIOTT INTL INC NEW CL A 571903202 204 1376 SH SOLE 0 0 1376 ISHARES TR ASIA 50 ETF 464288430 2221 24099 SH SOLE 0 0 24099 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1965 44879 SH SOLE 0 0 44879 ALPHABET INC CAP STK CL A 02079K305 732 355 SH SOLE 0 0 355 FRANCO NEV CORP COM 351858105 285 2278 SH SOLE 0 0 2278 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 4586 207233 SH SOLE 0 0 207233 VERTEX PHARMACEUTICALS INC COM 92532F100 367 1710 SH SOLE 0 0 1710 ALPHABET INC CAP STK CL C 02079K107 484 234 SH SOLE 0 0 234 AGILENT TECHNOLOGIES INC COM 00846U101 345 2711 SH SOLE 0 0 2711 ISHARES TR MSCI EAFE ETF 464287465 3752 49455 SH SOLE 0 0 49455 SPDR SER TR NUVEEN BLMBRG SR 78468R739 3404 68679 SH SOLE 0 0 68679 ISHARES TR 20 YR TR BD ETF 464287432 213 1576 SH SOLE 0 0 1576 GLOBAL X FDS S&P 500 COVERED 37954Y475 2806 58677 SH SOLE 0 0 58677 ISHARES TR RUS MD CP GR ETF 464287481 2030 19886 SH SOLE 0 0 19886 CHEMED CORP NEW COM 16359R103 318 691 SH SOLE 0 0 691 GAMIDA CELL LTD SHS M47364100 198 24429 SH SOLE 0 0 24429 PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 624 25999 SH SOLE 0 0 25999 BIOGEN INC COM 09062X103 318 1137 SH SOLE 0 0 1137 ISHARES TR CORE S&P500 ETF 464287200 4063 10212 SH SOLE 0 0 10212 SPDR SER TR PRTFLO S&P500 VL 78464A508 4801 126676 SH SOLE 0 0 126676 UNITED PARCEL SERVICE INC CL B 911312106 622 3659 SH SOLE 0 0 3659 DBX ETF TR XTRACK MUN INFRA 233051705 3143 108832 SH SOLE 0 0 108832 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1271 23269 SH SOLE 0 0 23269 SPDR SER TR S&P 400 MDCP GRW 78464A821 27961 372271 SH SOLE 0 0 372271 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4279 19941 SH SOLE 0 0 19941 PAYPAL HLDGS INC COM 70450Y103 303 1249 SH SOLE 0 0 1249 SPDR SER TR MSCI USA STRTGIC 78468R812 2758 24831 SH SOLE 0 0 24831 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1714 23023 SH SOLE 0 0 23023 JOHNSON & JOHNSON COM 478160104 923 5618 SH SOLE 0 0 5618 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 296 1801 SH SOLE 0 0 1801 ISHARES TR 0-5YR HI YL CP 46434V407 564 12310 SH SOLE 0 0 12310 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 23713 601537 SH SOLE 0 0 601537 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2160 13046 SH SOLE 0 0 13046 CHURCHILL CAPITAL CORP IV *W EXP 08/04/202 171439110 134 12000 SH SOLE 0 0 12000 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 563 3352 SH SOLE 0 0 3352