Adams Wealth Management Reduced Holdings in Q2 2025

Adams Wealth Management

  • $474 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-50.1K
- 66.38%
$228.25 - $285.3 $11.4M - $14.3M
25.4K $7.24M
IYK
Ishares U.S. Consumer Staples

ETFs
-70.5K
- 79.97%
$67.29 - $72.42 $4.75M - $5.11M
17.7K $1.25M
IXUS
Ishares Tr

ETFs
-71.8K
- 89.49%
$62.37 - $77.63 $4.48M - $5.57M
8.44K $652K
IYH
Ishares Tr

ETFs
-77.4K
- 59.85%
$53.97 - $60.17 $4.18M - $4.66M
51.9K $2.93M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-73K
- 6.49%
$46.79 - $48.56 $3.41M - $3.54M
1.05M $50.6M
IDU
Ishares Tr U S Utils ETF

ETFs
-34.8K
- 91.64%
$93.98 - $106.11 $3.27M - $3.7M
3.18K $332K
VGIT
Vanguard Intermediate Term Tre

ETFs
-45K
- 23.71%
$58.63 - $59.9 $2.64M - $2.69M
145K $8.65M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-22.3K
- 23.33%
$100.04 - $100.54 $2.23M - $2.24M
73.2K $7.36M
ISCB
International Speedway Corp

ETFs
-31.9K
- 65.19%
$47.12 - $58.28 $1.5M - $1.86M
17.1K $993K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-24.6K
- 13.64%
$37.08 - $42.26 $911K - $1.04M
155K $6.44M
XLV
Select Sector Spdr Fund Health

ETFs
-1.66K
- 2.95%
$128.77 - $144.3 $214K - $240K
54.6K $7.36M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-25.3K
- 76.06%
$24.32 - $27.87 $616K - $706K
7.97K $211K
AAPL
Apple Inc.

Technology
-2.34K
- 17.56%
$172.42 - $223.89 $403K - $523K
11K $2.25M
SRLN
Ssga Active Trust

ETFs
-15K
- 50.37%
$39.47 - $41.59 $593K - $625K
14.8K $615K
PKG
Packaging Corp Of America

Consumer Cyclical
-2.98K
- 63.56%
$175.97 - $201.36 $524K - $600K
1.71K $321K
VB
Vanguard Small Cap ETF

ETFs
-2.83K
- 54.64%
$193.73 - $237.37 $547K - $671K
2.35K $555K
PFG
Principal Financial Group Inc

Financial Services
-6.76K
- 63.23%
$69.56 - $86.19 $470K - $582K
3.93K $312K
EXR
Extra Space Storage Inc.

Real Estate
-3.83K
- 66.57%
$126.61 - $152.99 $485K - $586K
1.92K $283K
HYG
Ishares Tr

ETFs
-7.33K
- 37.34%
$75.75 - $80.65 $555K - $591K
12.3K $991K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-23.3K
- 58.3%
$23.13 - $24.23 $538K - $564K
16.6K $403K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-25.9K
- 38.33%
$20.12 - $21.0 $520K - $543K
41.6K $870K
QCOM
Qualcomm Inc

Technology
-3.48K
- 56.24%
$124.66 - $159.48 $434K - $555K
2.71K $431K
ABBV
Abb Vie Inc.

Healthcare
-1.61K
- 32.66%
$170.16 - $206.27 $274K - $333K
3.33K $617K
PFE
Pfizer Inc

Healthcare
-14.2K
- 55.8%
$21.59 - $24.84 $306K - $352K
11.2K $272K
VZ
Verizon Communications Inc

Communication Services
-6.87K
- 43.34%
$41.67 - $45.62 $286K - $313K
8.98K $388K
KO
Coca Cola CO

Consumer Defensive
-4.44K
- 38.31%
$68.37 - $73.9 $303K - $328K
7.15K $505K
T
At&T Inc.

Communication Services
-11.5K
- 40.52%
$26.33 - $28.94 $304K - $334K
17K $490K
ENB
Enbridge Inc

Energy
-7.29K
- 42.18%
$41.09 - $47.16 $299K - $344K
9.99K $452K
PM
Philip Morris International Inc.

Consumer Defensive
-2.44K
- 40.87%
$149.23 - $184.95 $364K - $451K
3.53K $642K
TFLO
Ishares Treasury Floating Rate

ETFs
-5.89K
- 24.54%
$50.47 - $50.66 $297K - $298K
18.1K $917K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-34.7K
- 6.87%
$18.54 - $19.95 $643K - $692K
470K $9.19M
STX
Seagate Technology Holdings PLC

Technology
-6.07K
- 53.77%
$66.54 - $144.33 $404K - $876K
5.22K $752K
EMR
Emerson Electric CO

Industrials
-2.75K
- 34.7%
$94.15 - $133.33 $258K - $366K
5.17K $688K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-4.5K
- 33.74%
$35.3 - $37.51 $159K - $169K
8.83K $331K
RWR
Spdr Dow Jones Reit ETF

ETFs
-838
- 3.29%
$86.33 - $99.71 $72.3K - $83.6K
24.6K $2.37M
D
Dominion Energy, Inc

Utilities
-2.45K
- 20.0%
$49.66 - $58.0 $122K - $142K
9.81K $554K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
-9.3K
- 3.9%
$34.58 - $38.82 $321K - $361K
229K $8.9M
SYY
Sysco Corp

Consumer Defensive
-1.88K
- 5.02%
$68.0 - $75.91 $128K - $143K
35.5K $2.69M
MTG
Mgic Investment Corp

Financial Services
-16.9K
- 13.56%
$22.43 - $28.1 $380K - $476K
108K $3.01M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-985
- 7.07%
$51.1 - $53.29 $50.3K - $52.5K
12.9K $689K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-352
- 9.35%
$102.02 - $103.5 $35.9K - $36.4K
3.41K $351K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.13K
- 12.79%
$108.12 - $135.04 $122K - $153K
7.73K $1.04M
CVNA
Carvana Co.

Consumer Cyclical
-580
- 45.03%
$162.57 - $345.64 $94.3K - $200K
708 $238K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-198
- 7.62%
$116.93 - $119.39 $23.2K - $23.6K
2.4K $285K
IEMG
Ishares Inc

ETFs
-227
- 6.0%
N/A
3.56K $190K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-248
- 0.24%
$47.94 - $52.5 $11.9K - $13K
103K $5.26M
IEFA
Ishares Tr

ETFs
-523
- 12.04%
$67.83 - $84.09 $35.5K - $44K
3.82K $318K
GM
General Motors CO

Consumer Cyclical
-2.67K
- 4.46%
$42.48 - $50.46 $113K - $135K
57.1K $2.81M
Spinnaker ETF Series
-50.4K
- 10.66%
N/A
423K $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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