Adams Wealth Management Purchases and Sells in Q2 2025

Adams Wealth Management

$474 Million
Q2 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWX	71.7K + 178.18%	$49.48 - $61.22 $3.55M - $4.39M	112K $6.82M
IVV	2.72K + 5.99%	$498.8 - $620.9 $1.36M - $1.69M	48.1K $29.9M
SPLG	39.3K + 24.03%	$58.41 - $72.69 $2.3M - $2.86M	203K $14.8M
BIL	40.5K + 276.81%	$91.43 - $91.74 $3.71M - $3.72M	55.2K $5.06M
VHT	14.1K + 436.09%	$236.71 - $261.92 $3.33M - $3.69M	17.3K $4.3M
CLOI	54.6K + 207.77%	$51.16 - $53.02 $2.79M - $2.89M	80.9K $4.28M

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VPU	17.2K New	$158.36 - $178.82 $2.72M - $3.07M	17.2K $3.03M
SCHR	120K New	$24.54 - $25.07 $2.95M - $3.02M	120K $3.01M
SAN	344K New	$5.72 - $8.32 $1.97M - $2.87M	344K $2.86M
VMBS	53.2K New	$45.2 - $46.6 $2.4M - $2.48M	53.2K $2.46M
SPMB	89.7K New	$21.55 - $22.2 $1.93M - $1.99M	89.7K $1.98M
VDC	8.35K New	$204.89 - $224.73 $1.71M - $1.88M	8.35K $1.83M

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	-50.1K - 66.38%	$228.25 - $285.3 $11.4M - $14.3M	25.4K $7.24M
IYK	-70.5K - 79.97%	$67.29 - $72.42 $4.75M - $5.11M	17.7K $1.25M
IXUS	-71.8K - 89.49%	$62.37 - $77.63 $4.48M - $5.57M	8.44K $652K
IYH	-77.4K - 59.85%	$53.97 - $60.17 $4.18M - $4.66M	51.9K $2.93M
JBBB	-73K - 6.49%	$46.79 - $48.56 $3.41M - $3.54M	1.05M $50.6M
IDU	-34.8K - 91.64%	$93.98 - $106.11 $3.27M - $3.7M	3.18K $332K

Activity Summary All Purchases 73 New Holdings 45 Increased Positions 28 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

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