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McAdam LLC’s Broadridge BR Stock Holding History

McAdam LLC’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$200K Buy
1,233
+211
+21% +$40.1K 0.01% 415
2025
Q4 		$228K Sell
1,022
-41
-4% -$9.35K 0.01% 382
2025
Q3 		$253K Buy
1,063
+117
+12% +$29.1K 0.01% 338
2025
Q2 		$230K Buy
946
+65
+7% +$15.4K 0.01% 339
2025
Q1 		$214K Sell
881
-70
-7% -$16.5K 0.01% 316
2024
Q4 		$215K Buy
+951
New +$213K 0.01% 329
2018
Q2 		– Sell
-11
Closed -$1K – 654
2018
Q1 		$1K Buy
+11
New +$1.09K ﹤0.01% 611

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return