Adapt Wealth Advisors, LLC Purchases and Sells in Q2 2025

Adapt Wealth Advisors, LLC

$224 Billion
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
THORNBURG ETF TR	185K + 2179.58%	N/A	194K $5.73B
QQQM	1.3K + 1.45%	$171.4 - $227.1 $223K - $296K	91.2K $20.7B
IVV	726 + 1.65%	$498.8 - $620.9 $362K - $451K	44.7K $27.8B
PPA	2.3K + 3.21%	$105.2 - $141.69 $242K - $326K	74.1K $10.5B
PAVE	5.27K + 2.72%	$33.78 - $43.68 $178K - $230K	199K $8.67B
VICTORY PORTFOLIOS II	20.3K + 5.58%	N/A	384K $13.6B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	369 New	$496.48 - $617.85 $183K - $228K	369 $228M
BX	1.45K New	$120.07 - $151.11 $174K - $219K	1.45K $217M
TAFI	8.59K New	N/A	8.59K $216M
BLUE OWL TECHNOLOGY FIN CORP	14.1K New	N/A	14.1K $215M
FIRST TR EXCHNG TRADED FD VI	6K New	N/A	6K $211M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-5.86K - 27.89%	$47.46 - $55.3 $278K - $324K	15.1K $834M
SCHD	-3.08K - 2.83%	$24.32 - $27.87 $74.8K - $85.7K	106K $2.8B
XLU	-1.56K - 11.17%	$73.09 - $82.77 $114K - $129K	12.4K $1.01B
DUK	-86 - 1.28%	$112.46 - $124.05 $9.67K - $10.7K	6.65K $785M
VB	-282 - 12.14%	$193.73 - $237.37 $54.6K - $66.9K	2.04K $484M
HD	-37 - 3.39%	$335.24 - $380.78 $12.4K - $14.1K	1.06K $387M

Activity Summary All Purchases 31 New Holdings 5 Increased Positions 26 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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