Adapt Wealth Advisors, LLC Incresed Positions in Q4 2024

Adapt Wealth Advisors, LLC

  • $203 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USTB
Victory Portfolios Ii Victorys

ETFs
127K
+ 702.09%
$50.06 - $50.85 $6.37M - $6.47M
145K $7.3B
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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.27K
+ 5.17%
$198.04 - $221.51 $846K - $946K
86.9K $18.3B
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
IVV
Ishares Core S&P 500 ETF

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