Adams Wealth Management Closed Holding Positions

Adams Wealth Management

  • $484 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GD
General Dynamics Corp

Industrials
Q4 2020 Filed on Feb 08, 2021
66
$131.32 - $156.04 $8.67K - $10.3K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2020 Filed on Feb 08, 2021
50
$8.37 - $12.34 $418 - $617
IWP
Ishares Russell Mid Cap Growth

ETFs
Q4 2020 Filed on Feb 08, 2021
20
$86.54 - $104.78 $1.73K - $2.1K
A
Agilent Technologies, Inc.

Healthcare
Q4 2020 Filed on Feb 08, 2021
56
$100.01 - $119.3 $5.6K - $6.68K
AZN
Astrazeneca PLC

Healthcare
Q4 2020 Filed on Feb 08, 2021
552
$48.52 - $58.02 $26.8K - $32K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2020 Filed on Feb 08, 2021
20
$101.44 - $120.09 $2.03K - $2.4K
MS
Morgan Stanley

Financial Services
Q4 2020 Filed on Feb 08, 2021
98
$47.26 - $68.53 $4.63K - $6.72K
INTU
Intuit Inc

Technology
Q4 2020 Filed on Feb 08, 2021
99
$314.68 - $381.16 $31.2K - $37.7K
FRC
First Republic Bank

Financial Services
Q4 2020 Filed on Feb 08, 2021
49
$110.37 - $146.93 $5.41K - $7.2K
BIIB
Biogen Inc.

Healthcare
Q4 2020 Filed on Feb 08, 2021
68
$236.26 - $355.63 $16.1K - $24.2K
SRE
Sempra Energy

Utilities
Q4 2020 Filed on Feb 08, 2021
191
$119.13 - $135.96 $22.8K - $26K
LRCX
Lam Research Corp

Technology
Q4 2020 Filed on Feb 08, 2021
19
$328.71 - $511.66 $6.25K - $9.72K
Washington Prime Group New
Q4 2020 Filed on Feb 08, 2021
4
N/A
NI
Nisource Inc.

Utilities
Q4 2020 Filed on Feb 08, 2021
475
$21.53 - $25.07 $10.2K - $11.9K
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2020 Filed on Feb 08, 2021
55
$64.29 - $97.13 $3.54K - $5.34K
BLK
Black Rock Inc.

Financial Services
Q4 2020 Filed on Feb 08, 2021
6
$567.91 - $721.54 $3.41K - $4.33K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
300
$100.01 - $162.76 $30K - $48.8K
Micro Focus Intl PLC
Q4 2020 Filed on Feb 08, 2021
4
N/A
EME
Emcor Group, Inc.

Industrials
Q4 2020 Filed on Feb 08, 2021
21
$63.97 - $92.22 $1.34K - $1.94K
CHKP
Check Point Software Technologies LTD

Technology
Q4 2020 Filed on Feb 08, 2021
122
$113.56 - $137.59 $13.9K - $16.8K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2020 Filed on Feb 08, 2021
4
$51.24 - $57.75 $205 - $231
LFVN
Lifevantage Corp

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
142
$9.32 - $13.4 $1.32K - $1.9K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
Q4 2020 Filed on Feb 08, 2021
30
$13.22 - $14.42 $397 - $433
DE
Deere & CO

Industrials
Q4 2020 Filed on Feb 08, 2021
14
$219.04 - $270.7 $3.07K - $3.79K
DIS
Walt Disney CO

Communication Services
Q4 2020 Filed on Feb 08, 2021
664
$118.47 - $181.18 $78.7K - $120K
SNAP
Snap Inc

Communication Services
Q4 2020 Filed on Feb 08, 2021
200
$26.64 - $53.33 $5.33K - $10.7K
DDD
3 D Systems Corp

Technology
Q4 2020 Filed on Feb 08, 2021
1,889
$4.87 - $12.22 $9.2K - $23.1K
ITT
Itt Inc.

Industrials
Q4 2020 Filed on Feb 08, 2021
150
$58.54 - $78.61 $8.78K - $11.8K
MU
Micron Technology Inc

Technology
Q4 2020 Filed on Feb 08, 2021
125
$46.55 - $75.18 $5.82K - $9.4K
AMT
American Tower Corp

Real Estate
Q4 2020 Filed on Feb 08, 2021
22
$216.72 - $246.38 $4.77K - $5.42K
ALV
Autoliv Inc

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
613
$75.23 - $94.22 $46.1K - $57.8K
General Electric CO
Q4 2020 Filed on Feb 08, 2021
50
N/A
Proshares Tr Ii
Q4 2020 Filed on Feb 08, 2021
265
N/A
DHR
Danaher Corp

Healthcare
Q4 2020 Filed on Feb 08, 2021
40
$212.5 - $245.46 $8.5K - $9.82K
HI
Hillenbrand, Inc.

Industrials
Q4 2020 Filed on Feb 08, 2021
17
$28.62 - $39.8 $487 - $677
LKQ
Lkq Corp

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
384
$28.01 - $37.25 $10.8K - $14.3K
SLV
I Shares Silver Trust

ETFs
Q4 2020 Filed on Feb 08, 2021
412
$21.05 - $24.76 $8.67K - $10.2K
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q4 2020 Filed on Feb 08, 2021
24,362
$4.0 - $6.03 $97.4K - $147K
Bristol Myers Squibb CO
Q4 2020 Filed on Feb 08, 2021
30
N/A
BEPC
Brookfield Renewable Corp

Utilities
Q4 2020 Filed on Feb 08, 2021
2
$39.76 - $58.83 $79.5 - $118
NVS
Novartis Ag

Healthcare
Q4 2020 Filed on Feb 08, 2021
18
$78.07 - $94.43 $1.41K - $1.7K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q4 2020 Filed on Feb 08, 2021
280
$29.36 - $45.45 $8.22K - $12.7K
DEO
Diageo PLC

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
172
$130.18 - $163.22 $22.4K - $28.1K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
52
$85.17 - $122.81 $4.43K - $6.39K
INVH
Invitation Homes Inc.

Real Estate
Q4 2020 Filed on Feb 08, 2021
350
$27.26 - $30.24 $9.54K - $10.6K
COST
Costco Wholesale Corp

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
133
$355.01 - $391.77 $47.2K - $52.1K
PEP
Pepsico Inc

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
315
$133.29 - $148.3 $42K - $46.7K
CTSH
Cognizant Technology Solutions Corp

Technology
Q4 2020 Filed on Feb 08, 2021
856
$68.86 - $81.95 $58.9K - $70.1K
KRC
Kilroy Realty Corp

Real Estate
Q4 2020 Filed on Feb 08, 2021
18
$46.46 - $64.31 $836 - $1.16K
Track This Portfolio

Track Adams Wealth Management Portfolio

Follow Adams Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adams Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Adams Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email