Adapt Wealth Advisors, LLC Incresed Positions in Q2 2024

Adapt Wealth Advisors, LLC

  • $160 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.24K
+ 12.71%
$170.63 - $199.67 $1.41M - $1.65M
73.1K $14.4B
IVV
Ishares Core S&P 500 ETF

ETFs
1.68K
+ 4.37%
$497.53 - $549.64 $837K - $924K
40.2K $22B
TLT
Ishares Barclays 20+ Year Trea

ETFs
17.9K
+ 38.3%
$87.78 - $94.67 $1.57M - $1.69M
64.5K $5.92B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
24.4K
+ 28.53%
$50.02 - $51.62 $1.22M - $1.26M
110K $5.62B
IXC
Ishares Tr Global Energy ETF

ETFs
29.7K
+ 43.31%
$39.86 - $44.76 $1.18M - $1.33M
98.2K $4.07B
EPI
Wisdomtree Tr India Earnings F

ETFs
10.1K
+ 8.45%
$43.7 - $48.28 $441K - $487K
129K $6.25B
VVR
Invesco Senior Income Trust

Financial Services
219K
+ 18.92%
$4.13 - $4.44 $903K - $971K
1.37M $5.92B
NVDA
Nvidia Corp

Technology
9.14K
+ 1523.33%
$118.11 - $1224.4 $1.08M - $11.2M
9.74K $1.2B
AAPL
Apple Inc.

Technology
1.28K
+ 25.21%
$165.0 - $216.67 $211K - $276K
6.34K $1.33B
SO
Southern CO

Utilities
4.99K
+ 144.25%
$67.77 - $80.71 $338K - $403K
8.46K $656M
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 25.31%
$173.67 - $197.85 $214K - $243K
6.09K $1.18B
MSFT
Microsoft Corp

Technology
398
+ 57.68%
$389.33 - $452.85 $155K - $180K
1.09K $486M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
44
+ 0.59%
$455.1 - $504.28 $20K - $22.2K
7.54K $3.77B
DUK
Duke Energy Corp

Utilities
1.29K
+ 23.58%
$92.87 - $104.6 $119K - $134K
6.74K $675M
AFL
Aflac Inc

Financial Services
1.11K
+ 19.53%
$79.64 - $90.43 $88.2K - $100K
6.78K $606M
PG
Procter & Gamble CO

Consumer Defensive
474
+ 22.72%
$155.33 - $168.56 $73.6K - $79.9K
2.56K $422M
HD
Home Depot, Inc.

Consumer Cyclical
276
+ 43.88%
$325.1 - $368.03 $89.7K - $102K
905 $312M
TFC
Truist Financial Corp

Financial Services
1.7K
+ 26.77%
$35.41 - $40.18 $60.2K - $68.3K
8.05K $313M
CRM
Salesforce, Inc.

Technology
325
+ 34.65%
$218.01 - $304.74 $70.9K - $99K
1.26K $325M
VIG
Vanguard Dividend Appreciation

ETFs
125
+ 3.63%
$173.33 - $185.29 $21.7K - $23.2K
3.57K $651M
META
Meta Platforms, Inc.

Communication Services
13
+ 2.6%
$430.17 - $527.34 $5.59K - $6.86K
513 $259M
HON
Honeywell International Inc

Industrials
25
+ 2.0%
$190.36 - $215.89 $4.76K - $5.4K
1.28K $272M
XOM
Exxon Mobil Corp

Energy
1
+ 0.02%
$108.36 - $122.2 $108 - $122
5.46K $628M
JNJ
Johnson & Johnson

Healthcare
901
+ 5.98%
$144.38 - $157.78 $130K - $142K
16K $2.33B
VO
Vanguard Mid Cap ETF

ETFs
155
+ 1.1%
$234.99 - $248.98 $36.4K - $38.6K
14.3K $3.46B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
380
+ 0.98%
$75.81 - $80.15 $28.8K - $30.5K
39.1K $3.04B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.58K
+ 3.12%
$54.04 - $58.09 $355K - $382K
217K $11.9B
Activity Summary
Buys All Purchases 44 New Holdings 16 Increased Positions 28 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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