Adams Wealth Management Purchases and Sells in Q1 2025

Adams Wealth Management

$458 Million
Q1 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JBBB	816K + 265.83%	$48.34 - $49.66 $39.5M - $40.5M	1.12M $54.7M
VV	17.2K + 29.49%	$253.32 - $282.66 $4.35M - $4.86M	75.4K $19.4M
MINT	20.6K + 27.49%	$100.32 - $100.76 $2.07M - $2.08M	95.5K $9.61M
XLRE	45.9K + 34.25%	$39.18 - $43.52 $1.8M - $2M	180K $7.54M
FLOT	16K + 25.23%	$50.87 - $51.09 $814K - $817K	79.4K $4.05M
DVN	3.72K + 4.89%	$33.15 - $38.55 $123K - $144K	79.9K $2.99M

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	190K New	$57.44 - $59.4 $10.9M - $11.3M	190K $11.3M
XLV	56.3K New	$137.61 - $149.68 $7.75M - $8.43M	56.3K $8.22M
IYH	129K New	$58.32 - $62.76 $7.54M - $8.11M	129K $7.87M
FTEC	40.5K New	$161.27 - $192.3 $6.53M - $7.79M	40.5K $6.53M
IYK	88.2K New	$63.29 - $71.8 $5.58M - $6.33M	88.2K $6.31M
VEU	103K New	$56.51 - $62.98 $5.81M - $6.48M	103K $6.24M

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-13.9K - 23.39%	$554.06 - $615.85 $7.68M - $8.54M	45.4K $25.5M
SCHX	-226K - 7.73%	$21.75 - $24.28 $4.92M - $5.5M	2.7M $59.7M
RWR	-24K - 48.55%	$95.15 - $104.06 $2.28M - $2.5M	25.4K $2.52M
CPSI	-169K - 95.26%	N/A	8.4K $71K
VOO	-1.7K - 7.82%	$507.05 - $563.67 $862K - $959K	20K $10.3M
SOXX	-1.43K - 5.66%	$188.17 - $235.81 $269K - $337K	23.8K $4.48M

Activity Summary All Purchases 104 New Holdings 45 Increased Positions 59 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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