Adams Wealth Management Purchases in Q1 2025

Adams Wealth Management

  • $458 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JBBB
Janus Detroit Str Tr Henderson

ETFs
816K
+ 265.83%
$48.34 - $49.66 $39.5M - $40.5M
1.12M $54.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
190K
New
$57.44 - $59.4 $10.9M - $11.3M
190K $11.3M
XLV
Select Sector Spdr Fund Health

ETFs
56.3K
New
$137.61 - $149.68 $7.75M - $8.43M
56.3K $8.22M
IYH
Ishares Tr

ETFs
129K
New
$58.32 - $62.76 $7.54M - $8.11M
129K $7.87M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
40.5K
New
$161.27 - $192.3 $6.53M - $7.79M
40.5K $6.53M
IYK
Ishares U.S. Consumer Staples

ETFs
88.2K
New
$63.29 - $71.8 $5.58M - $6.33M
88.2K $6.31M
VEU
Vanguard Ftse All World Ex Us

ETFs
103K
New
$56.51 - $62.98 $5.81M - $6.48M
103K $6.24M
IXUS
Ishares Tr

ETFs
80.2K
New
$65.06 - $72.31 $5.22M - $5.8M
80.2K $5.6M
FSTA
Fidelity Covington Tr Msci Con

ETFs
103K
New
$48.3 - $52.85 $4.98M - $5.45M
103K $5.27M
XLK
Technology Sector Spdr

ETFs
24.3K
New
$206.38 - $242.18 $5.01M - $5.88M
24.3K $5.02M
VV
Vanguard Large Cap ETF

ETFs
17.2K
+ 29.49%
$253.32 - $282.66 $4.35M - $4.86M
75.4K $19.4M
XLU
Utilities Sector Spdr

ETFs
37.7K
New
$74.7 - $80.27 $2.82M - $3.03M
37.7K $2.98M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
40.2K
New
$51.39 - $57.43 $2.07M - $2.31M
40.2K $2.23M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
20.6K
+ 27.49%
$100.32 - $100.76 $2.07M - $2.08M
95.5K $9.61M
XLRE
Select Sector Spdr Tr Real Est

ETFs
45.9K
+ 34.25%
$39.18 - $43.52 $1.8M - $2M
180K $7.54M
VHT
Vanguard Health Care ETF

ETFs
3.23K
New
$254.06 - $273.83 $820K - $884K
3.23K $854K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16K
+ 25.23%
$50.87 - $51.09 $814K - $817K
79.4K $4.05M
DVN
Devon Energy Corp

Energy
3.72K
+ 4.89%
$33.15 - $38.55 $123K - $144K
79.9K $2.99M
TTWO
Take Two Interactive Software Inc

Communication Services
1.58K
New
$178.61 - $217.95 $282K - $345K
1.58K $327K
SRLN
Ssga Active Trust

ETFs
8.11K
+ 37.32%
$41.02 - $41.99 $333K - $340K
29.8K $1.23M
IYW
Ishares Dj Us Tech ETF

ETFs
2.23K
New
$140.44 - $166.79 $313K - $372K
2.23K $312K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.46K
+ 60.02%
$40.03 - $46.81 $339K - $396K
22.6K $919K
TGTX
Tg Therapeutics, Inc.

Healthcare
7.11K
New
$27.67 - $42.99 $197K - $306K
7.11K $280K
MPWR
Monolithic Power Systems Inc

Technology
456
New
$565.7 - $720.25 $258K - $328K
456 $264K
HYG
Ishares Tr

ETFs
3.29K
+ 20.15%
$78.51 - $80.11 $258K - $264K
19.6K $1.55M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.97K
New
$115.79 - $154.66 $228K - $305K
1.97K $257K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.17K
New
$80.05 - $137.75 $174K - $299K
2.17K $252K
TFLO
Ishares Treasury Floating Rate

ETFs
4.84K
+ 25.22%
$50.48 - $50.68 $244K - $245K
24K $1.22M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.3K
New
$25.2 - $68.74 $209K - $571K
8.3K $245K
IT
Gartner Inc

Technology
572
New
$418.25 - $548.38 $239K - $314K
572 $240K
ROKU
Roku, Inc

Communication Services
3.38K
New
$67.36 - $99.07 $227K - $334K
3.38K $237K
JXN
Jackson Financial Inc.

Financial Services
2.81K
New
$79.36 - $97.88 $223K - $275K
2.81K $235K
GPOR
Gulfport Energy Corp

Energy
1.28K
New
$159.2 - $196.22 $204K - $251K
1.28K $235K
TRGP
Targa Resources Corp.

Energy
1.16K
New
$178.44 - $217.22 $207K - $252K
1.16K $232K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.1K
+ 21.81%
$20.7 - $21.15 $250K - $255K
67.5K $1.4M
PCOR
Procore Technologies, Inc.

Technology
3.43K
New
$65.21 - $88.33 $223K - $303K
3.43K $226K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.36K
New
$166.63 - $185.86 $227K - $253K
1.36K $226K
COP
Conocophillips

Energy
530
+ 1.86%
$88.6 - $105.85 $47K - $56.1K
29K $3.05M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.59K
+ 10.36%
$162.22 - $206.22 $258K - $328K
17K $2.91M
AMD
Advanced Micro Devices Inc

Technology
6.23K
+ 26.49%
$96.63 - $129.55 $602K - $807K
29.8K $3.06M
MTG
Mgic Investment Corp

Financial Services
3.39K
+ 2.79%
$22.56 - $25.71 $76.6K - $87.3K
125K $3.09M
TPG
Tpg Inc.

Financial Services
4.33K
New
$46.15 - $69.77 $200K - $302K
4.33K $205K
GDDY
Go Daddy Inc.

Technology
1.14K
New
$172.13 - $214.35 $196K - $244K
1.14K $204K
SOFI
So Fi Technologies, Inc.

Financial Services
17.3K
New
$11.18 - $18.03 $194K - $313K
17.3K $201K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
8.42K
+ 26.75%
$23.9 - $24.43 $201K - $206K
39.9K $960K
SYY
Sysco Corp

Consumer Defensive
3.03K
+ 8.8%
$70.0 - $77.13 $212K - $233K
37.4K $2.81M
ELV
Elevance Health, Inc.

Healthcare
207
+ 26.07%
$365.9 - $436.25 $75.7K - $90.3K
1K $435K
META
Meta Platforms, Inc.

Communication Services
259
+ 28.62%
$576.36 - $736.67 $149K - $191K
1.16K $670K
QS
Quantum Scape Corp

Consumer Cyclical
31.3K
New
$4.15 - $6.58 $130K - $206K
31.3K $130K
Activity Summary
Buys All Purchases 104 New Holdings 45 Increased Positions 59 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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