Adams Wealth Management Purchases in Q3 2024

Adams Wealth Management

  • $433 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
77.2K
New
$89.91 - $101.33 $6.94M - $7.83M
77.2K $7.58M
XLRE
Select Sector Spdr Tr Real Est

ETFs
107K
New
$38.04 - $45.36 $4.05M - $4.84M
107K $4.76M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.8K
+ 1.14%
$61.11 - $67.85 $663K - $736K
959K $65.1M
RWR
Spdr Dow Jones Reit ETF

ETFs
35.4K
New
$92.36 - $108.47 $3.27M - $3.84M
35.4K $3.78M
ILF
Ishares Latin America 40 ETF

ETFs
61K
+ 16.25%
$23.4 - $26.7 $1.43M - $1.63M
436K $11.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
17.1K
New
$91.42 - $91.82 $1.56M - $1.57M
17.1K $1.57M
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.6K
+ 4.94%
$77.24 - $83.67 $587K - $635K
161K $13.5M
EWI
Ishares Inc Msci Italy ETF

ETFs
17.9K
+ 8.73%
$34.96 - $39.44 $627K - $707K
223K $8.7M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
15.6K
+ 7.91%
$36.95 - $39.81 $578K - $623K
213K $8.49M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.1K
+ 3.91%
$60.84 - $67.51 $371K - $412K
162K $10.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
515
+ 2.61%
$475.2 - $527.7 $245K - $272K
20.3K $10.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.48K
+ 52.11%
$100.09 - $100.69 $749K - $753K
21.8K $2.2M
FTSL
First Trust Senior Ln Fund

ETFs
15.4K
+ 14.6%
$45.51 - $46.26 $699K - $710K
120K $5.53M
JBBB
Janus Detroit Str Tr Henderson

ETFs
15.5K
+ 6.84%
$48.27 - $49.33 $747K - $763K
242K $11.8M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
3.36K
+ 11.26%
$201.42 - $273.98 $676K - $920K
33.2K $7.97M
IBP
Installed Building Products, Inc.

Consumer Cyclical
455
+ 3.98%
$198.8 - $270.35 $90.5K - $123K
11.9K $2.93M
TSLA
Tesla, Inc.

Consumer Cyclical
1.65K
+ 100.55%
$191.76 - $263.26 $316K - $433K
3.28K $859K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.5K
+ 6.51%
$46.9 - $51.96 $211K - $234K
73.6K $3.79M
GMS
Gms Inc.

Industrials
2.23K
+ 8.02%
$78.17 - $96.23 $174K - $214K
30K $2.72M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
17.6K
+ 114.91%
$24.05 - $24.42 $424K - $430K
33K $799K
PHYL
Pgim ETF Tr

ETFs
7.9K
+ 7.36%
$34.24 - $35.8 $271K - $283K
115K $4.13M
VB
Vanguard Small Cap ETF

ETFs
1.41K
+ 44.86%
$214.77 - $237.72 $304K - $336K
4.57K $1.08M
PLTR
Palantir Technologies Inc.

Technology
9.34K
New
$24.09 - $37.95 $225K - $354K
9.34K $347K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.33K
+ 52.36%
$50.63 - $51.11 $321K - $324K
18.4K $940K
AMD
Advanced Micro Devices Inc

Technology
1.61K
+ 9.84%
$128.67 - $183.96 $207K - $296K
18K $2.95M
TFLO
Ishares Treasury Floating Rate

ETFs
5.57K
New
$50.42 - $50.66 $281K - $282K
5.57K $282K
SYY
Sysco Corp

Consumer Defensive
749
+ 2.6%
$69.16 - $78.98 $51.8K - $59.2K
29.6K $2.31M
CI
Cigna Corp

Healthcare
362
+ 4.86%
$319.12 - $367.1 $116K - $133K
7.8K $2.7M
CVNA
Carvana Co.

Consumer Cyclical
1.29K
New
$122.32 - $175.15 $158K - $226K
1.29K $224K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.58K
+ 6.18%
$59.93 - $66.52 $94.4K - $105K
27.1K $1.8M
CLOI
Vaneck ETF Tr

ETFs
2.49K
+ 10.9%
$52.65 - $53.04 $131K - $132K
25.3K $1.34M
SM
Sm Energy CO

Energy
7.8K
+ 13.98%
$38.07 - $47.26 $297K - $369K
63.6K $2.54M
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
+ 7.82%
$161.02 - $200.0 $192K - $238K
16.4K $3.06M
COP
Conocophillips

Energy
2.75K
+ 13.01%
$102.3 - $116.61 $281K - $320K
23.9K $2.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
312
+ 10.05%
$105.53 - $118.34 $32.9K - $36.9K
3.42K $399K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
17
+ 0.06%
$43.73 - $46.29 $743 - $787
29.3K $1.35M
SCHO
Schwab Short Term Us Treasury

ETFs
868
+ 6.92%
$47.93 - $49.06 $41.6K - $42.6K
13.4K $656K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
418
+ 8.6%
$63.28 - $70.06 $26.5K - $29.3K
5.28K $369K
LLY
Eli Lilly & CO

Healthcare
45
+ 11.0%
$772.14 - $960.02 $34.7K - $43.2K
454 $402K
NFLX
Netflix Inc

Communication Services
6
+ 1.41%
$598.55 - $722.26 $3.59K - $4.33K
432 $306K
Blackrock ETF Trust Ii
15.6K
+ 7.3%
N/A
229K $0
Bondbloxx ETF Trust
10K
New
N/A
10K $0
Arm Holdings PLC
208
+ 0.9%
N/A
23.2K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
22.1K
+ 8.48%
N/A
283K $0
DDOG
Datadog, Inc.

Technology
2.57K
+ 12.7%
$104.97 - $134.56 $270K - $346K
22.8K $2.63M
PINS
Pinterest, Inc.

Communication Services
1.68K
+ 21.71%
$28.66 - $43.51 $48.2K - $73.2K
9.43K $305K
ATKR
Atkore Inc.

Industrials
9.31K
+ 56.59%
$82.81 - $152.57 $771K - $1.42M
25.8K $2.18M
HP
Helmerich & Payne, Inc.

Energy
1.01K
+ 5.39%
$29.65 - $41.17 $29.8K - $41.4K
19.7K $598K
DVN
Devon Energy Corp

Energy
8.32K
+ 16.05%
$37.87 - $48.65 $315K - $405K
60.1K $2.35M
Activity Summary
Buys All Purchases 54 New Holdings 8 Increased Positions 46 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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