Adams Wealth Management Incresed Positions 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
CLOI
Vaneck ETF Tr

ETFs
54.6K
+ 207.77%
$51.16 - $53.02 $2.79M - $2.89M
80.9K $4.28M
SOXX
Ishares Semiconductor ETF

ETFs
3.32K
+ 13.94%
$154.86 - $239.07 $514K - $793K
27.1K $6.47M
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
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
PHYL
Pgim ETF Tr

ETFs
13.7K
+ 10.15%
$33.41 - $35.49 $458K - $486K
149K $5.28M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.4K
+ 54.78%
$35.35 - $42.68 $437K - $528K
34.9K $1.49M
PLTR
Palantir Technologies Inc.

Technology
787
+ 10.3%
$74.01 - $144.25 $58.2K - $114K
8.43K $1.15M
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
XLU
Utilities Sector Spdr

ETFs
871
+ 2.31%
$73.09 - $82.77 $63.7K - $72.1K
38.6K $3.15M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.96K
+ 15.5%
$49.57 - $50.27 $97K - $98.3K
14.6K $732K
GOOG
Alphabet Inc.

Communication Services
50
+ 2.19%
$146.58 - $180.01 $7.33K - $9K
2.33K $413K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
107
+ 1.85%
$60.34 - $74.89 $6.46K - $8.01K
5.89K $441K
MBB
Ishares Tr

ETFs
140
+ 2.88%
$91.41 - $94.22 $12.8K - $13.2K
5K $469K
Tidal Tr Ii
7.9K
+ 41.53%
N/A
26.9K $0
Bondbloxx ETF Trust
112K
+ 916.63%
N/A
124K $0
SM
Sm Energy CO

Energy
18.7K
+ 19.32%
$20.39 - $30.52 $381K - $571K
116K $2.85M
COP
Conocophillips

Energy
1.77K
+ 6.11%
$82.66 - $106.1 $146K - $188K
30.8K $2.76M
DVN
Devon Energy Corp

Energy
4.74K
+ 5.94%
$26.8 - $37.92 $127K - $180K
84.6K $2.69M
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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