Adams Wealth Management Purchases in Q1 2025

Adams Wealth Management

  • $458 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
111
+ 37.25%
$828.4 - $1058.6 $92K - $118K
409 $381K
GMS
Gms Inc.

Industrials
6.78K
+ 20.45%
$70.36 - $86.13 $477K - $584K
40K $2.92M
PTEN
Patterson Uti Energy Inc

Energy
12.6K
New
$7.15 - $9.45 $90.1K - $119K
12.6K $103K
RDFN
Redfin Corp

Real Estate
10.7K
New
$5.82 - $11.39 $62.4K - $122K
10.7K $98K
ATKR
Atkore Inc.

Industrials
13.5K
+ 44.43%
$58.89 - $88.18 $793K - $1.19M
43.8K $2.63M
STX
Seagate Technology Holdings PLC

Technology
1.23K
+ 12.2%
$84.92 - $108.42 $104K - $133K
11.3K $958K
CLOV
Clover Health Investments, Corp.

Healthcare
24.9K
New
$3.13 - $4.82 $77.9K - $120K
24.9K $89K
PHYL
Pgim ETF Tr

ETFs
2.21K
+ 1.66%
$34.67 - $35.44 $76.6K - $78.3K
135K $4.7M
UEC
Uranium Energy Corp

Energy
16.4K
New
$4.77 - $8.2 $78.1K - $134K
16.4K $78K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
19.2K
New
$3.33 - $7.79 $64K - $150K
19.2K $64K
CLOI
Vaneck ETF Tr

ETFs
893
+ 3.52%
$52.68 - $53.16 $47K - $47.5K
26.3K $1.39M
FAF
First American Financial Corp

Financial Services
207
+ 1.92%
$57.7 - $66.47 $11.9K - $13.8K
11K $720K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
931
+ 19.18%
$67.03 - $74.61 $62.4K - $69.5K
5.79K $393K
EVGO
E Vgo Inc.

Consumer Cyclical
17.2K
New
$2.37 - $4.46 $40.8K - $76.8K
17.2K $45K
LTC
Ltc Properties Inc

Real Estate
647
+ 3.51%
$33.46 - $36.14 $21.6K - $23.4K
19.1K $676K
UUUU
Energy Fuels Inc

Energy
10K
New
$3.73 - $5.88 $37.3K - $58.8K
10K $37K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
358
+ 2.92%
$48.43 - $49.9 $17.3K - $17.9K
12.6K $629K
PFE
Pfizer Inc

Healthcare
2.43K
+ 10.56%
$25.01 - $27.13 $60.7K - $65.8K
25.4K $643K
ENB
Enbridge Inc

Energy
16
+ 0.09%
$41.54 - $45.45 $665 - $727
17.3K $765K
D
Dominion Energy, Inc

Utilities
101
+ 0.83%
$52.85 - $57.43 $5.34K - $5.8K
12.3K $687K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
102
+ 2.78%
$100.59 - $103.47 $10.3K - $10.6K
3.77K $389K
EXR
Extra Space Storage Inc.

Real Estate
175
+ 3.14%
$143.8 - $161.28 $25.2K - $28.2K
5.76K $854K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.5%
$279.74 - $321.29 $1.12K - $1.29K
806 $251K
MBB
Ishares Tr

ETFs
91
+ 1.91%
$90.37 - $94.08 $8.22K - $8.56K
4.86K $455K
APLT
Applied Therapeutics Inc.

Healthcare
28.4K
+ 276.84%
$0.46 - $0.94 $13.1K - $26.7K
38.6K $18K
BXP
Boston Properties Inc

Real Estate
1.09K
+ 12.41%
$63.97 - $74.91 $69.8K - $81.7K
9.88K $663K
NOVA
Sunnova Energy International Inc.

Technology
20.8K
New
$0.3 - $4.51 $6.25K - $94K
20.8K $7K
Bondbloxx ETF Trust
12.2K
New
N/A
12.2K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
9.5K
+ 37.18%
N/A
35.1K $0
Arm Holdings PLC
3.21K
+ 13.84%
N/A
26.4K $0
Tidal Tr Ii
19K
New
N/A
19K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
10K
New
N/A
10K $0
Blackrock ETF Trust Ii
15.4K
+ 5.02%
N/A
323K $0
HP
Helmerich & Payne, Inc.

Energy
5.34K
+ 22.58%
$24.69 - $36.7 $132K - $196K
29K $756K
Spinnaker ETF Series
473K
New
N/A
473K $0
Schwab Strategic Tr
495K
New
N/A
495K $0
Rubrik Inc.
3.57K
New
N/A
3.57K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
386
+ 9.29%
$102.49 - $119.96 $39.6K - $46.3K
4.54K $475K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.87K
+ 4.5%
$21.23 - $23.75 $82.1K - $91.8K
89.8K $1.93M
GM
General Motors CO

Consumer Cyclical
6.43K
+ 12.04%
$45.22 - $54.92 $291K - $353K
59.8K $2.81M
EMR
Emerson Electric CO

Industrials
597
+ 8.16%
$108.64 - $131.17 $64.9K - $78.3K
7.91K $867K
PKG
Packaging Corp Of America

Consumer Cyclical
362
+ 8.37%
$192.03 - $242.13 $69.5K - $87.7K
4.69K $928K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.2K
+ 8.86%
$23.16 - $27.04 $305K - $356K
162K $3.8M
GOOG
Alphabet Inc.

Communication Services
14
+ 0.62%
$156.06 - $207.71 $2.18K - $2.91K
2.28K $356K
DDOG
Datadog, Inc.

Technology
7.78K
+ 37.55%
$98.68 - $151.89 $768K - $1.18M
28.5K $2.83M
ISCB
International Speedway Corp

ETFs
283
+ 0.58%
$53.73 - $61.7 $15.2K - $17.5K
49K $2.65M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.71K
+ 10.56%
$165.25 - $224.62 $283K - $384K
17.9K $2.97M
AMZN
Amazon Com Inc

Consumer Cyclical
879
+ 5.11%
$190.26 - $242.06 $167K - $213K
18.1K $3.44M
GOOGL
Alphabet Inc.

Communication Services
726
+ 3.9%
$154.33 - $206.19 $112K - $150K
19.3K $2.99M
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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