Adams Wealth Management New Holdings in Q2 2025

Adams Wealth Management

  • $474 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
XLP
Consumer Staples Sector Spdr

ETFs
12.9K
New
N/A
12.9K $979K
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
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
AVGO
Broadcom Inc.

Technology
1.74K
New
$146.29 - $275.65 $255K - $480K
1.74K $479K
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
MO
Altria Group, Inc.

Consumer Defensive
4.66K
New
$55.56 - $60.91 $259K - $284K
4.66K $273K
CVX
Chevron Corp

Energy
1.91K
New
$133.73 - $168.51 $256K - $322K
1.91K $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
ZS
Zscaler, Inc.

Technology
753
New
$174.67 - $315.32 $132K - $237K
753 $236K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.81K
New
$41.55 - $46.04 $200K - $221K
4.81K $221K
CNX
Cnx Resources Corp

Energy
6.26K
New
$28.13 - $34.85 $176K - $218K
6.26K $210K
MANH
Manhattan Associates Inc

Technology
1.04K
New
$143.9 - $197.47 $150K - $206K
1.04K $206K
PINS
Pinterest, Inc.

Communication Services
5.74K
New
$24.21 - $35.95 $139K - $206K
5.74K $205K
NET
Cloudflare, Inc.

Technology
1.04K
New
$97.08 - $195.83 $101K - $204K
1.04K $204K
GVA
Granite Construction Inc

Industrials
2.16K
New
$71.89 - $93.51 $155K - $202K
2.16K $201K
Invesco Qqq Tr
377
New
N/A
377 $0
ALCC
Alt C Acquisition Corp.

Financial Services
7.8K
New
N/A
7.8K $0
Verisign Inc
1.42K
New
N/A
1.42K $0
Ge Vernova Inc
559
New
N/A
559 $0
Fortinet Inc
4.55K
New
N/A
4.55K $0
Argan Inc
966
New
N/A
966 $0
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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