Adams Wealth Management Incresed Positions 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
VV
Vanguard Large Cap ETF

ETFs
17.2K
+ 29.49%
$253.32 - $282.66 $4.35M - $4.86M
75.4K $19.4M
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
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
SRLN
Ssga Active Trust

ETFs
8.11K
+ 37.32%
$41.02 - $41.99 $333K - $340K
29.8K $1.23M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.46K
+ 60.02%
$40.03 - $46.81 $339K - $396K
22.6K $919K
HYG
Ishares Tr

ETFs
3.29K
+ 20.15%
$78.51 - $80.11 $258K - $264K
19.6K $1.55M
TFLO
Ishares Treasury Floating Rate

ETFs
4.84K
+ 25.22%
$50.48 - $50.68 $244K - $245K
24K $1.22M
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
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
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
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
PHYL
Pgim ETF Tr

ETFs
2.21K
+ 1.66%
$34.67 - $35.44 $76.6K - $78.3K
135K $4.7M
SM
Sm Energy CO

Energy
23.5K
+ 32.12%
$27.15 - $44.69 $639K - $1.05M
96.8K $2.9M
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
LTC
Ltc Properties Inc

Real Estate
647
+ 3.51%
$33.46 - $36.14 $21.6K - $23.4K
19.1K $676K
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
Arm Holdings PLC
3.21K
+ 13.84%
N/A
26.4K $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
FTXL
First Tr ETF Vi Nasdaq Semicon
9.5K
+ 37.18%
N/A
35.1K $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
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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