Adams Wealth Management has filed its 13F form on May 20, 2024 for Q1 2024 where it was disclosed a total value porftolio of $383 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $59.2M, Proshares Ultra S&P 500 with a value of $42.9M, Direxion Daily S&P 500 Bull 2 X with a value of $35M, Ishares Core S&P 500 ETF with a value of $23.3M, and Vanguard Large Cap ETF with a value of $13.4M.

Examining the 13F form we can see an increase of $59.9M in the current position value, from $323M to 383M.

Below you can find more details about Adams Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $383 Million
ETFs: $307 Million
Technology: $27.6 Million
Energy: $9.21 Million
Healthcare: $9.03 Million
Consumer Cyclical: $6.76 Million
Industrials: $6.51 Million
Financial Services: $4.58 Million
Communication Services: $4.29 Million
Other: $7.53 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 102
  • Current Value $383 Million
  • Prior Value $323 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 20, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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