Adapt Wealth Advisors, LLC Purchases in Q4 2024

Adapt Wealth Advisors, LLC

  • $203 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Victory Portfolios Ii
331K
New
N/A
331K $11.3B
PPA
Invesco Exchange Traded Fd Tr

ETFs
62.7K
New
$113.79 - $124.5 $7.13M - $7.8M
62.7K $7.19B
USTB
Victory Portfolios Ii Victorys

ETFs
127K
+ 702.09%
$50.06 - $50.85 $6.37M - $6.47M
145K $7.3B
XSMO
Invesco S&P Smallcap Momentum

ETFs
70.5K
New
$65.08 - $73.72 $4.59M - $5.2M
70.5K $4.66B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
90.1K
New
$44.87 - $46.86 $4.04M - $4.22M
90.1K $4.04B
QUAL
Ishares Msci Usa Quality Facto

ETFs
19.2K
+ 61.39%
$176.42 - $186.91 $3.38M - $3.58M
50.3K $8.97B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
61.3K
+ 66.61%
$54.15 - $58.81 $3.32M - $3.6M
153K $8.33B
VGLT
Vanguard Long Term Treasury Et

ETFs
49K
+ 900.5%
$55.1 - $61.74 $2.7M - $3.02M
54.4K $3.01B
IAK
Ishares Tr

ETFs
18.4K
+ 47.2%
$123.78 - $138.16 $2.28M - $2.54M
57.4K $7.26B
PAVE
Global X Fds Us Infrastructure

ETFs
56.4K
+ 46.18%
$40.41 - $45.95 $2.28M - $2.59M
179K $7.22B
BRLN
Blackrock ETF Tr Ii Fltg Rate
31.5K
New
N/A
31.5K $1.64B
Alps ETF Tr
69.3K
+ 20.07%
N/A
414K $10.6B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
32.1K
+ 23.66%
$51.33 - $53.74 $1.65M - $1.72M
168K $8.64B
INDA
Ishares Msci India Index Fund

ETFs
16.6K
New
$52.64 - $58.16 $871K - $963K
16.6K $871M
IVV
Ishares Core S&P 500 ETF

ETFs
202
+ 0.47%
$570.51 - $610.59 $115K - $123K
42.7K $25.2B
ITA
Ishares Tr

ETFs
3.76K
New
$144.31 - $157.31 $543K - $592K
3.76K $547M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
10.2K
New
$50.14 - $52.56 $511K - $535K
10.2K $512M
AVDE
American Centy ETF Tr Avantis

ETFs
7.47K
New
$60.9 - $66.69 $455K - $498K
7.47K $459M
PSN
Parsons Corp

Industrials
4.56K
New
$92.25 - $113.31 $421K - $517K
4.56K $421M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.97K
New
$111.94 - $126.4 $332K - $375K
2.97K $344M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
4.8K
New
$49.63 - $50.41 $238K - $242K
4.8K $238M
AVLV
American Centy ETF Tr Avantis
3.38K
New
$65.51 - $71.22 $221K - $241K
3.38K $226M
AMZN
Amazon Com Inc

Consumer Cyclical
140
+ 2.47%
$180.88 - $232.93 $25.3K - $32.6K
5.82K $1.28B
GOOGL
Alphabet Inc.

Communication Services
1.15K
New
$161.86 - $196.66 $185K - $225K
1.15K $217M
First Tr Exchng Traded Fd Vi
6K
New
N/A
6K $202M
AMP
Ameriprise Financial Inc

Financial Services
60
+ 3.1%
$473.15 - $574.01 $28.4K - $34.4K
2K $1.06B
TFC
Truist Financial Corp

Financial Services
3.39K
+ 42.05%
$41.51 - $48.1 $141K - $163K
11.4K $496M
AAPL
Apple Inc.

Technology
57
+ 0.89%
$221.69 - $259.02 $12.6K - $14.8K
6.48K $1.62B
GPN
Global Payments Inc

Industrials
30
+ 1.14%
$97.57 - $119.38 $2.93K - $3.58K
2.67K $299M
GLW
Corning Inc

Technology
154
+ 3.34%
$44.11 - $49.76 $6.79K - $7.66K
4.77K $226M
PG
Procter & Gamble CO

Consumer Defensive
169
+ 6.6%
$161.05 - $179.7 $27.2K - $30.4K
2.73K $457M
XOM
Exxon Mobil Corp

Energy
611
+ 11.2%
$105.51 - $125.37 $64.5K - $76.6K
6.07K $653M
META
Meta Platforms, Inc.

Communication Services
10
+ 1.99%
$554.08 - $632.68 $5.54K - $6.33K
513 $300M
MSFT
Microsoft Corp

Technology
36
+ 3.26%
$406.35 - $454.46 $14.6K - $16.4K
1.14K $480M
DUK
Duke Energy Corp

Utilities
210
+ 3.12%
$105.76 - $120.76 $22.2K - $25.4K
6.95K $748M
SO
Southern CO

Utilities
4
+ 0.02%
$81.5 - $94.15 $326 - $377
18.4K $1.52B
JNJ
Johnson & Johnson

Healthcare
581
+ 3.64%
$143.34 - $165.86 $83.3K - $96.4K
16.5K $2.39B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
71.5K
+ 187.49%
$26.93 - $84.95 $1.93M - $6.07M
110K $3B
Activity Summary
Buys All Purchases 39 New Holdings 15 Increased Positions 24 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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