Adams Wealth Management Purchases and Sells in Q3 2024

Adams Wealth Management

$433 Million
Q3 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	10.8K + 1.14%	$61.11 - $67.85 $663K - $736K	959K $65.1M
ILF	61K + 16.25%	$23.4 - $26.7 $1.43M - $1.63M	436K $11.3M
ICVT	7.6K + 4.94%	$77.24 - $83.67 $587K - $635K	161K $13.5M
EWI	17.9K + 8.73%	$34.96 - $39.44 $627K - $707K	223K $8.7M
XCCC	15.6K + 7.91%	$36.95 - $39.81 $578K - $623K	213K $8.49M
SPLG	6.1K + 3.91%	$60.84 - $67.51 $371K - $412K	162K $10.9M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	77.2K New	$89.91 - $101.33 $6.94M - $7.83M	77.2K $7.58M
XLRE	107K New	$38.04 - $45.36 $4.05M - $4.84M	107K $4.76M
RWR	35.4K New	$92.36 - $108.47 $3.27M - $3.84M	35.4K $3.78M
BIL	17.1K New	$91.42 - $91.82 $1.56M - $1.57M	17.1K $1.57M
PLTR	9.34K New	$24.09 - $37.95 $225K - $354K	9.34K $347K
TFLO	5.57K New	$50.42 - $50.66 $281K - $282K	5.57K $282K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SSO	-60.4K - 10.43%	$73.92 - $90.17 $4.47M - $5.45M	519K $46.8M
NVDA	-5.02K - 7.95%	$98.91 - $134.91 $496K - $677K	58.1K $7.06M
MSFT	-549 - 3.22%	$395.15 - $467.56 $217K - $257K	16.5K $7.1M
SRLN	-9.75K - 28.13%	$40.93 - $41.85 $399K - $408K	24.9K $1.04M
BKLN	-9.55K - 14.84%	$20.69 - $21.17 $198K - $202K	54.8K $1.15M
CPSI	-20.8K - 7.95%	N/A	240K $2.05M

Activity Summary All Purchases 54 New Holdings 8 Increased Positions 46 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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