Adams Wealth Management Purchases and Sells in Q1 2024

Adams Wealth Management

$383 Million
Q1 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SSO	39.7K + 7.73%	$62.79 - $77.58 $2.49M - $3.08M	554K $42.9M
SCHX	70.4K + 7.98%	$55.41 - $62.08 $3.9M - $4.37M	953K $59.2M
SPUU	26.6K + 10.35%	$99.67 - $123.3 $2.65M - $3.28M	284K $35M
NVDA	2.58K + 67.2%	$475.69 - $950.02 $1.23M - $2.45M	6.43K $5.81M
MSFT	5.84K + 49.92%	$367.75 - $429.37 $2.15M - $2.51M	17.5K $7.37M
IVV	37 + 0.08%	$469.56 - $525.73 $17.4K - $19.5K	44.3K $23.3M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EWI	199K New	$33.06 - $37.95 $6.59M - $7.57M	199K $7.52M
XCCC	185K New	$37.88 - $39.22 $7.01M - $7.26M	185K $7.21M
SMCI	3.08K New	$280.64 - $1188.07 $865K - $3.66M	3.08K $3.11M
ISCB	41.9K New	$50.97 - $56.21 $2.14M - $2.36M	41.9K $2.36M
SPSM	12.1K New	$39.85 - $43.04 $483K - $522K	12.1K $521K
JPST	7.07K New	$50.23 - $50.49 $355K - $357K	7.07K $356K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XSD	-16.9K - 36.4%	$207.87 - $240.14 $3.51M - $4.05M	29.5K $6.84M
VB	-9.49K - 70.48%	$204.0 - $228.59 $1.93M - $2.17M	3.97K $908K
ITOT	-5.92K - 30.47%	$103.16 - $115.3 $611K - $682K	13.5K $1.56M
AAPL	-23 - 0.16%	$169.0 - $195.18 $3.89K - $4.49K	14.5K $2.49M
EXR	-122 - 1.88%	$138.07 - $164.4 $16.8K - $20.1K	6.38K $938K
BXP	-120 - 1.11%	$61.07 - $72.21 $7.33K - $8.67K	10.7K $698K

Activity Summary All Purchases 56 New Holdings 10 Increased Positions 46 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Adams Wealth Management with notifications on news.