Adapt Wealth Advisors, LLC Incresed Positions in Q2 2025

Adapt Wealth Advisors, LLC

  • $224 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Thornburg ETF Tr
185K
+ 2179.58%
N/A
194K $5.73B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.3K
+ 1.45%
$171.4 - $227.1 $223K - $296K
91.2K $20.7B
IVV
Ishares Core S&P 500 ETF

ETFs
726
+ 1.65%
$498.8 - $620.9 $362K - $451K
44.7K $27.8B
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.3K
+ 3.21%
$105.2 - $141.69 $242K - $326K
74.1K $10.5B
PAVE
Global X Fds Us Infrastructure

ETFs
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.27K
+ 2.43%
$152.42 - $182.82 $193K - $232K
53.6K $9.79B
EPI
Wisdomtree Tr India Earnings F

ETFs
1.93K
+ 1.13%
$41.3 - $47.52 $79.5K - $91.5K
172K $8.16B
VVR
Invesco Senior Income Trust

Financial Services
129K
+ 6.37%
$3.31 - $3.8 $428K - $491K
2.16M $8.21B
USTB
Victory Portfolios Ii Victorys

ETFs
9.98K
+ 6.28%
$50.21 - $50.82 $501K - $507K
169K $8.59B
Alps ETF Tr
17.7K
+ 2.98%
N/A
611K $15.8B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.79K
+ 2.59%
$51.1 - $53.29 $245K - $255K
190K $10.1B
AMZN
Amazon Com Inc

Consumer Cyclical
80
+ 1.36%
$167.32 - $223.3 $13.4K - $17.9K
5.98K $1.31B
MSFT
Microsoft Corp

Technology
26
+ 2.5%
$354.56 - $497.45 $9.22K - $12.9K
1.07K $531M
AMP
Ameriprise Financial Inc

Financial Services
50
+ 2.51%
$422.19 - $533.73 $21.1K - $26.7K
2.05K $1.09B
SO
Southern CO

Utilities
1.23K
+ 6.67%
$84.91 - $92.56 $104K - $114K
19.7K $1.81B
IAK
Ishares Tr

ETFs
2.06K
+ 3.32%
$122.44 - $138.47 $252K - $285K
64.2K $8.63B
GLW
Corning Inc

Technology
1
+ 0.02%
$39.07 - $52.59 $39.1 - $52.6
4.61K $243M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.88K
+ 3.25%
$83.97 - $92.85 $326K - $360K
123K $10.9B
CRM
Salesforce, Inc.

Technology
10
+ 0.81%
$236.26 - $291.15 $2.36K - $2.91K
1.25K $340M
LLY
Eli Lilly & CO

Healthcare
30
+ 2.12%
$713.71 - $898.95 $21.4K - $27K
1.44K $1.12B
AFL
Aflac Inc

Financial Services
32
+ 0.38%
$99.77 - $112.45 $3.19K - $3.6K
8.36K $881M
XOM
Exxon Mobil Corp

Energy
1
+ 0.02%
$99.93 - $119.04 $99.9 - $119
5.4K $583M
AAPL
Apple Inc.

Technology
30
+ 0.48%
$172.42 - $223.89 $5.17K - $6.72K
6.26K $1.28B
JNJ
Johnson & Johnson

Healthcare
9
+ 0.05%
$146.36 - $159.82 $1.32K - $1.44K
16.5K $2.52B
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Adapt Wealth Advisors, LLC Portfolio

Follow Adapt Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adapt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adapt Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email