Adams Wealth Management New Holdings in Q1 2025

Adams Wealth Management

  • $458 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
190K
New
$57.44 - $59.4 $10.9M - $11.3M
190K $11.3M
XLV
Select Sector Spdr Fund Health

ETFs
56.3K
New
$137.61 - $149.68 $7.75M - $8.43M
56.3K $8.22M
IYH
Ishares Tr

ETFs
129K
New
$58.32 - $62.76 $7.54M - $8.11M
129K $7.87M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
40.5K
New
$161.27 - $192.3 $6.53M - $7.79M
40.5K $6.53M
IYK
Ishares U.S. Consumer Staples

ETFs
88.2K
New
$63.29 - $71.8 $5.58M - $6.33M
88.2K $6.31M
VEU
Vanguard Ftse All World Ex Us

ETFs
103K
New
$56.51 - $62.98 $5.81M - $6.48M
103K $6.24M
IXUS
Ishares Tr

ETFs
80.2K
New
$65.06 - $72.31 $5.22M - $5.8M
80.2K $5.6M
FSTA
Fidelity Covington Tr Msci Con

ETFs
103K
New
$48.3 - $52.85 $4.98M - $5.45M
103K $5.27M
XLK
Technology Sector Spdr

ETFs
24.3K
New
$206.38 - $242.18 $5.01M - $5.88M
24.3K $5.02M
IDU
Ishares Tr U S Utils ETF

ETFs
38K
New
$95.33 - $102.77 $3.62M - $3.91M
38K $3.85M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
40.2K
New
$51.39 - $57.43 $2.07M - $2.31M
40.2K $2.23M
VHT
Vanguard Health Care ETF

ETFs
3.23K
New
$254.06 - $273.83 $820K - $884K
3.23K $854K
TTWO
Take Two Interactive Software Inc

Communication Services
1.58K
New
$178.61 - $217.95 $282K - $345K
1.58K $327K
IYW
Ishares Dj Us Tech ETF

ETFs
2.23K
New
$140.44 - $166.79 $313K - $372K
2.23K $312K
TGTX
Tg Therapeutics, Inc.

Healthcare
7.11K
New
$27.67 - $42.99 $197K - $306K
7.11K $280K
MPWR
Monolithic Power Systems Inc

Technology
456
New
$565.7 - $720.25 $258K - $328K
456 $264K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.97K
New
$115.79 - $154.66 $228K - $305K
1.97K $257K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.17K
New
$80.05 - $137.75 $174K - $299K
2.17K $252K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.3K
New
$25.2 - $68.74 $209K - $571K
8.3K $245K
IT
Gartner Inc

Technology
572
New
$418.25 - $548.38 $239K - $314K
572 $240K
ROKU
Roku, Inc

Communication Services
3.38K
New
$67.36 - $99.07 $227K - $334K
3.38K $237K
JXN
Jackson Financial Inc.

Financial Services
2.81K
New
$79.36 - $97.88 $223K - $275K
2.81K $235K
GPOR
Gulfport Energy Corp

Energy
1.28K
New
$159.2 - $196.22 $204K - $251K
1.28K $235K
TRGP
Targa Resources Corp.

Energy
1.16K
New
$178.44 - $217.22 $207K - $252K
1.16K $232K
PCOR
Procore Technologies, Inc.

Technology
3.43K
New
$65.21 - $88.33 $223K - $303K
3.43K $226K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.36K
New
$166.63 - $185.86 $227K - $253K
1.36K $226K
TPG
Tpg Inc.

Financial Services
4.33K
New
$46.15 - $69.77 $200K - $302K
4.33K $205K
GDDY
Go Daddy Inc.

Technology
1.14K
New
$172.13 - $214.35 $196K - $244K
1.14K $204K
SOFI
So Fi Technologies, Inc.

Financial Services
17.3K
New
$11.18 - $18.03 $194K - $313K
17.3K $201K
QS
Quantum Scape Corp

Consumer Cyclical
31.3K
New
$4.15 - $6.58 $130K - $206K
31.3K $130K
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
CLOV
Clover Health Investments, Corp.

Healthcare
24.9K
New
$3.13 - $4.82 $77.9K - $120K
24.9K $89K
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
EVGO
E Vgo Inc.

Consumer Cyclical
17.2K
New
$2.37 - $4.46 $40.8K - $76.8K
17.2K $45K
UUUU
Energy Fuels Inc

Energy
10K
New
$3.73 - $5.88 $37.3K - $58.8K
10K $37K
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
TSLL
Direxion Shs ETF Tr Daily Tsla
10K
New
N/A
10K $0
Schwab Strategic Tr
495K
New
N/A
495K $0
Spinnaker ETF Series
473K
New
N/A
473K $0
Rubrik Inc.
3.57K
New
N/A
3.57K $0
Tidal Tr Ii
19K
New
N/A
19K $0
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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