Adams Wealth Management Reduced Holdings in Q1 2025

Adams Wealth Management

  • $458 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-13.9K
- 23.39%
$554.06 - $615.85 $7.68M - $8.54M
45.4K $25.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-226K
- 7.73%
$21.75 - $24.28 $4.92M - $5.5M
2.7M $59.7M
RWR
Spdr Dow Jones Reit ETF

ETFs
-24K
- 48.55%
$95.15 - $104.06 $2.28M - $2.5M
25.4K $2.52M
CPSI
Computer Programs & Systems Inc

Healthcare
-169K
- 95.26%
N/A
8.4K $71K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.7K
- 7.82%
$507.05 - $563.67 $862K - $959K
20K $10.3M
SOXX
Ishares Semiconductor ETF

ETFs
-1.43K
- 5.66%
$188.17 - $235.81 $269K - $337K
23.8K $4.48M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
-14.5K
- 5.74%
$37.84 - $39.74 $550K - $577K
239K $9.03M
FTSL
First Trust Senior Ln Fund

ETFs
-15.7K
- 10.17%
$45.65 - $46.48 $715K - $728K
138K $6.32M
VB
Vanguard Small Cap ETF

ETFs
-2.4K
- 31.67%
$217.89 - $252.64 $522K - $605K
5.17K $1.15M
EWI
Ishares Inc Msci Italy ETF

ETFs
-55.8K
- 20.62%
$35.58 - $43.99 $1.98M - $2.45M
215K $9.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-43
- 0.03%
$64.88 - $72.1 $2.79K - $3.1K
164K $10.8M
AAPL
Apple Inc.

Technology
-100
- 0.75%
$209.68 - $247.1 $21K - $24.7K
13.3K $2.95M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-36.3K
- 6.7%
$17.61 - $18.7 $639K - $678K
505K $9.43M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.74K
- 11.53%
$36.63 - $37.45 $63.6K - $65K
13.3K $490K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-14
- 0.16%
$120.29 - $134.6 $1.68K - $1.88K
8.86K $1.08M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-923
- 6.21%
$50.82 - $52.7 $46.9K - $48.6K
13.9K $731K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-212
- 3.82%
$94.86 - $97.12 $20.1K - $20.6K
5.34K $509K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-220
- 7.81%
$114.57 - $118.14 $25.2K - $26K
2.6K $306K
CVNA
Carvana Co.

Consumer Cyclical
-100
- 7.2%
$166.52 - $285.33 $16.7K - $28.5K
1.29K $269K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-288
- 4.25%
$35.96 - $36.72 $10.4K - $10.6K
6.49K $234K
IEMG
Ishares Inc

ETFs
-176
- 4.44%
N/A
3.79K $203K
PG
Procter & Gamble CO

Consumer Defensive
-57
- 4.42%
$158.56 - $176.26 $9.04K - $10K
1.23K $209K
QCOM
Qualcomm Inc

Technology
-7
- 0.11%
$151.94 - $175.86 $1.06K - $1.23K
6.19K $950K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-50
- 0.34%
$91.45 - $91.75 $4.57K - $4.59K
14.6K $1.34M
IEFA
Ishares Tr

ETFs
-264
- 5.73%
$69.57 - $78.65 $18.4K - $20.8K
4.34K $328K
LLY
Eli Lilly & CO

Healthcare
-15
- 4.29%
$725.72 - $929.72 $10.9K - $13.9K
335 $276K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-303
- 0.9%
$27.01 - $28.54 $8.18K - $8.65K
33.3K $930K
V
Visa Inc.

Financial Services
-14
- 2.2%
$306.92 - $362.71 $4.3K - $5.08K
621 $217K
WPC
W. P. Carey Inc.

Real Estate
-719
- 6.16%
$53.5 - $65.05 $38.5K - $46.8K
11K $691K
PFG
Principal Financial Group Inc

Financial Services
-196
- 1.8%
$76.34 - $89.04 $15K - $17.5K
10.7K $901K
PLTR
Palantir Technologies Inc.

Technology
-99
- 1.28%
$64.98 - $124.62 $6.43K - $12.3K
7.64K $644K
VZ
Verizon Communications Inc

Communication Services
-479
- 2.93%
$37.81 - $46.49 $18.1K - $22.3K
15.9K $719K
KO
Coca Cola CO

Consumer Defensive
-488
- 4.04%
$60.81 - $72.32 $29.7K - $35.3K
11.6K $829K
ABBV
Abb Vie Inc.

Healthcare
-339
- 6.42%
$169.2 - $216.66 $57.4K - $73.4K
4.94K $1.03M
T
At&T Inc.

Communication Services
-1.75K
- 5.79%
$21.56 - $28.28 $37.8K - $49.5K
28.5K $806K
PM
Philip Morris International Inc.

Consumer Defensive
-675
- 10.16%
$117.15 - $158.79 $79.1K - $107K
5.97K $947K
CI
Cigna Corp

Healthcare
-634
- 6.34%
$274.49 - $329.0 $174K - $209K
9.37K $3.08M
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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