Adams Wealth Management Purchases in Q2 2025

Adams Wealth Management

  • $474 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
71.7K
+ 178.18%
$49.48 - $61.22 $3.55M - $4.39M
112K $6.82M
IVV
Ishares Core S&P 500 ETF

ETFs
2.72K
+ 5.99%
$498.8 - $620.9 $1.36M - $1.69M
48.1K $29.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
39.3K
+ 24.03%
$58.41 - $72.69 $2.3M - $2.86M
203K $14.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
40.5K
+ 276.81%
$91.43 - $91.74 $3.71M - $3.72M
55.2K $5.06M
VHT
Vanguard Health Care ETF

ETFs
14.1K
+ 436.09%
$236.71 - $261.92 $3.33M - $3.69M
17.3K $4.3M
VPU
Vanguard Utilities ETF

ETFs
17.2K
New
$158.36 - $178.82 $2.72M - $3.07M
17.2K $3.03M
SCHR
Schwab Intermediate Term Us Tr

ETFs
120K
New
$24.54 - $25.07 $2.95M - $3.02M
120K $3.01M
CLOI
Vaneck ETF Tr

ETFs
54.6K
+ 207.77%
$51.16 - $53.02 $2.79M - $2.89M
80.9K $4.28M
SAN
Banco Santander, S.A.

Financial Services
344K
New
$5.72 - $8.32 $1.97M - $2.87M
344K $2.86M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
53.2K
New
$45.2 - $46.6 $2.4M - $2.48M
53.2K $2.46M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
89.7K
New
$21.55 - $22.2 $1.93M - $1.99M
89.7K $1.98M
VDC
Vanguard Consumer Staples ETF

ETFs
8.35K
New
$204.89 - $224.73 $1.71M - $1.88M
8.35K $1.83M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
263
+ 1.31%
$456.74 - $568.03 $120K - $149K
20.3K $11.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.13K
+ 201.01%
$90.56 - $109.49 $827K - $1M
13.7K $1.49M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.85K
+ 4.72%
$54.19 - $67.22 $263K - $326K
108K $7.24M
XLP
Consumer Staples Sector Spdr

ETFs
12.9K
New
N/A
12.9K $979K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.8K
+ 26.47%
$19.1 - $23.83 $454K - $566K
114K $2.7M
META
Meta Platforms, Inc.

Communication Services
759
+ 65.21%
$484.66 - $738.09 $368K - $560K
1.92K $1.42M
HYLB
Xtrackers Usd High Yield Corp

ETFs
19.7K
+ 304.36%
$34.72 - $36.92 $685K - $729K
26.2K $968K
GILD
Gilead Sciences, Inc.

Healthcare
5.89K
New
$96.91 - $113.0 $571K - $666K
5.89K $653K
TFC
Truist Financial Corp

Financial Services
13.8K
New
$34.79 - $42.99 $481K - $594K
13.8K $593K
IBM
International Business Machines Corp

Technology
1.97K
New
$221.03 - $294.78 $434K - $579K
1.97K $579K
PHYL
Pgim ETF Tr

ETFs
13.7K
+ 10.15%
$33.41 - $35.49 $458K - $486K
149K $5.28M
CME
Cme Group Inc.

Financial Services
2.07K
New
$252.37 - $290.71 $522K - $602K
2.07K $570K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.4K
+ 54.78%
$35.35 - $42.68 $437K - $528K
34.9K $1.49M
SPG
Simon Property Group Inc

Real Estate
3.48K
New
$140.37 - $171.44 $489K - $597K
3.48K $559K
BMY
Bristol Myers Squibb CO

Healthcare
11.9K
New
$44.12 - $59.6 $526K - $710K
11.9K $551K
CSCO
Cisco Systems, Inc.

Technology
7.59K
New
$53.19 - $69.38 $404K - $527K
7.59K $526K
HAS
Hasbro, Inc.

Consumer Cyclical
7.01K
New
$50.71 - $73.82 $355K - $517K
7.01K $517K
PLTR
Palantir Technologies Inc.

Technology
787
+ 10.3%
$74.01 - $144.25 $58.2K - $114K
8.43K $1.15M
AVGO
Broadcom Inc.

Technology
1.74K
New
$146.29 - $275.65 $255K - $480K
1.74K $479K
FTSL
First Trust Senior Ln Fund

ETFs
8.35K
+ 6.03%
$44.58 - $46.07 $372K - $384K
147K $6.73M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4K
+ 2.47%
$20.42 - $25.3 $81.7K - $101K
166K $4.2M
DUK
Duke Energy Corp

Utilities
3.32K
New
$112.46 - $124.05 $374K - $412K
3.32K $392K
UPS
United Parcel Service Inc

Industrials
3.86K
New
$91.92 - $110.2 $355K - $425K
3.86K $389K
VST
Vistra Corp.

Utilities
2K
New
$98.07 - $195.04 $196K - $389K
2K $387K
FAST
Fastenal CO

Industrials
8.98K
New
$40.65 - $83.16 $365K - $746K
8.98K $376K
ALL
Allstate Corp

Financial Services
1.87K
New
$180.53 - $212.64 $337K - $397K
1.87K $376K
WMT
Walmart Inc.

Consumer Defensive
3.73K
New
$81.79 - $99.98 $305K - $373K
3.73K $365K
TPR
Tapestry, Inc.

Consumer Cyclical
3.4K
New
$60.6 - $87.81 $206K - $298K
3.4K $298K
IVZ
Invesco Ltd.

Financial Services
18.6K
New
$12.14 - $15.77 $226K - $293K
18.6K $293K
XOM
Exxon Mobil Corp

Energy
2.68K
New
$99.93 - $119.04 $268K - $320K
2.68K $289K
HST
Host Hotels & Resorts, Inc.

Real Estate
18.2K
New
$12.7 - $16.07 $231K - $292K
18.2K $279K
CVX
Chevron Corp

Energy
1.91K
New
$133.73 - $168.51 $256K - $322K
1.91K $273K
MO
Altria Group, Inc.

Consumer Defensive
4.66K
New
$55.56 - $60.91 $259K - $284K
4.66K $273K
BBY
Best Buy CO Inc

Consumer Cyclical
3.94K
New
$56.17 - $75.73 $222K - $299K
3.94K $264K
HPQ
Hp Inc

Technology
10.7K
New
$21.88 - $29.32 $233K - $312K
10.7K $260K
HOOD
Robinhood Markets, Inc.

Technology
2.62K
New
$34.17 - $93.63 $89.6K - $245K
2.62K $245K
PEAK
Healthpeak Properties, Inc.

Real Estate
12.8K
New
N/A
12.8K $242K
Activity Summary
Buys All Purchases 73 New Holdings 45 Increased Positions 28 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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