Adams Wealth Management Incresed Positions in Q4 2024

Adams Wealth Management

  • $484 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
15.1K
+ 34.12%
$570.51 - $610.59 $8.6M - $9.21M
59.3K $34.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
53.1K
+ 243.11%
$100.22 - $100.73 $5.32M - $5.35M
74.9K $7.52M
JBBB
Janus Detroit Str Tr Henderson

ETFs
65.4K
+ 27.03%
$48.59 - $49.45 $3.18M - $3.23M
307K $15.1M
TSLA
Tesla, Inc.

Consumer Cyclical
5.96K
+ 181.39%
$213.65 - $479.86 $1.27M - $2.86M
9.24K $3.73M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.97M
+ 205.36%
$22.4 - $68.28 $44.1M - $134M
2.93M $67.9M
SSO
Proshares Ultra S&P 500

ETFs
16.2K
+ 3.12%
$87.92 - $99.73 $1.43M - $1.62M
535K $49.5M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
45K
+ 244.06%
$50.73 - $51.08 $2.28M - $2.3M
63.4K $3.23M
FTSL
First Trust Senior Ln Fund

ETFs
33.6K
+ 27.88%
$45.9 - $46.48 $1.54M - $1.56M
154K $7.12M
ICVT
Ishares Tr Convertible Bond Et

ETFs
15.2K
+ 9.4%
$83.09 - $89.28 $1.26M - $1.35M
176K $15M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
39.8K
+ 18.65%
$39.02 - $39.88 $1.55M - $1.59M
253K $9.91M
EWI
Ishares Inc Msci Italy ETF

ETFs
47K
+ 21.04%
$35.52 - $39.19 $1.67M - $1.84M
270K $9.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.46K
+ 7.2%
$521.84 - $558.82 $762K - $816K
21.7K $11.7M
SOXX
Ishares Semiconductor ETF

ETFs
5.47K
+ 27.67%
$211.27 - $239.8 $1.16M - $1.31M
25.2K $5.44M
VCIT
Vanguard Intermediate Term Cor

ETFs
14K
+ 18.82%
$80.13 - $83.77 $1.12M - $1.18M
88.6K $7.11M
MSFT
Microsoft Corp

Technology
2.32K
+ 14.07%
$406.35 - $454.46 $944K - $1.06M
18.8K $7.94M
VB
Vanguard Small Cap ETF

ETFs
3K
+ 65.7%
$233.76 - $261.58 $701K - $785K
7.57K $1.82M
AMZN
Amazon Com Inc

Consumer Cyclical
786
+ 4.78%
$180.88 - $232.93 $142K - $183K
17.2K $3.78M
XLRE
Select Sector Spdr Tr Real Est

ETFs
27.5K
+ 25.82%
$40.06 - $45.21 $1.1M - $1.24M
134K $5.45M
TFLO
Ishares Treasury Floating Rate

ETFs
13.6K
+ 243.99%
$50.37 - $50.63 $685K - $689K
19.2K $967K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.53K
+ 4.61%
$225.16 - $265.16 $344K - $405K
34.7K $8.62M
SMIN
Ishares Msci India Small Cap I

ETFs
20.9K
+ 20.94%
$75.68 - $86.0 $1.58M - $1.8M
121K $9.24M
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 6.36%
$161.86 - $196.66 $180K - $219K
18.6K $3.52M
PHYL
Pgim ETF Tr

ETFs
17.6K
+ 15.27%
$34.74 - $35.59 $611K - $626K
133K $4.62M
AAPL
Apple Inc.

Technology
1.01K
+ 8.19%
$221.69 - $259.02 $225K - $263K
13.4K $3.35M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.8K
+ 1.11%
$66.77 - $71.52 $120K - $128K
164K $11.3M
ATKR
Atkore Inc.

Industrials
4.54K
+ 17.63%
$82.02 - $104.45 $372K - $474K
30.3K $2.53M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
47.6K
+ 162.71%
$22.02 - $46.16 $1.05M - $2.2M
76.9K $1.7M
ISCB
International Speedway Corp

ETFs
5.49K
+ 12.7%
$57.44 - $64.3 $315K - $353K
48.7K $2.86M
SYY
Sysco Corp

Consumer Defensive
4.81K
+ 16.26%
$73.63 - $81.77 $354K - $393K
34.4K $2.63M
COP
Conocophillips

Energy
4.63K
+ 19.39%
$95.12 - $114.72 $440K - $531K
28.5K $2.83M
SM
Sm Energy CO

Energy
9.71K
+ 15.28%
$36.59 - $46.03 $355K - $447K
73.3K $2.84M
HYG
Ishares Tr

ETFs
2.89K
+ 21.5%
$78.09 - $80.04 $226K - $231K
16.3K $1.28M
HP
Helmerich & Payne, Inc.

Energy
3.98K
+ 20.23%
$30.3 - $36.81 $121K - $146K
23.6K $756K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
58.8K
+ 217.25%
$22.01 - $66.82 $1.29M - $3.93M
85.9K $1.95M
DVN
Devon Energy Corp

Energy
16K
+ 26.6%
$30.52 - $42.96 $488K - $687K
76.1K $2.49M
EMR
Emerson Electric CO

Industrials
250
+ 3.54%
$108.13 - $134.33 $27K - $33.6K
7.31K $906K
ENB
Enbridge Inc

Energy
1.97K
+ 12.91%
$40.4 - $43.92 $79.7K - $86.7K
17.3K $732K
GMS
Gms Inc.

Industrials
3.17K
+ 10.56%
$84.83 - $103.84 $269K - $329K
33.2K $2.81M
LTC
Ltc Properties Inc

Real Estate
3.71K
+ 25.21%
$34.42 - $39.44 $128K - $146K
18.4K $636K
WPC
W. P. Carey Inc.

Real Estate
2.93K
+ 33.5%
$53.44 - $61.33 $157K - $180K
11.7K $636K
D
Dominion Energy, Inc

Utilities
2.35K
+ 23.98%
$52.63 - $60.92 $124K - $143K
12.2K $655K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.51K
+ 19.98%
$36.54 - $37.53 $91.6K - $94.1K
15.1K $554K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
740
+ 21.66%
$113.92 - $127.38 $84.3K - $94.3K
4.16K $478K
PM
Philip Morris International Inc.

Consumer Defensive
666
+ 11.14%
$118.38 - $133.06 $78.8K - $88.6K
6.65K $799K
PKG
Packaging Corp Of America

Consumer Cyclical
143
+ 3.42%
$211.98 - $248.85 $30.3K - $35.6K
4.33K $973K
T
At&T Inc.

Communication Services
2.23K
+ 7.96%
$21.22 - $23.88 $47.3K - $53.3K
30.3K $688K
VZ
Verizon Communications Inc

Communication Services
3.3K
+ 25.28%
$39.6 - $45.21 $131K - $149K
16.3K $653K
FAF
First American Financial Corp

Financial Services
1.61K
+ 17.54%
$61.55 - $70.63 $99K - $114K
10.8K $672K
PFE
Pfizer Inc

Healthcare
4.19K
+ 22.31%
$24.8 - $30.19 $104K - $127K
23K $609K
Activity Summary
Buys All Purchases 87 New Holdings 12 Increased Positions 75 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Adams Wealth Management Portfolio

Follow Adams Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adams Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Adams Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email