Number of Shares
363,672
Previous 331,427 9.73%
Holding current value
$12.5 Billion
Previous $11.3 Billion 10.34%
% of portfolio
6.08%
Previous 5.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

BUY
N/A
32,245 Added 9.73%
363,672 $12.5 Billion
Q4 2024

Feb 14, 2025

BUY
N/A
331,427 New
331,427 $11.3 Billion
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.