Adams Wealth Management Closed Holding Positions

Adams Wealth Management

  • $474 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q4 2020 Filed on Feb 08, 2021
154
N/A
LSXMA
Liberty Media Corp

Communication Services
Q4 2020 Filed on Feb 08, 2021
57
$34.03 - $43.47 $1.94K - $2.48K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2020 Filed on Feb 08, 2021
210
$50.97 - $60.55 $10.7K - $12.7K
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2020 Filed on Feb 08, 2021
2
$38.76 - $44.82 $77.5 - $89.6
WELL
Welltower Inc.

Real Estate
Q4 2020 Filed on Feb 08, 2021
47
$52.26 - $67.84 $2.46K - $3.19K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
39
$53.12 - $59.03 $2.07K - $2.3K
ACGL
Arch Capital Group Ltd.

Financial Services
Q4 2020 Filed on Feb 08, 2021
129
$29.21 - $36.07 $3.77K - $4.65K
Cree Inc
Q4 2020 Filed on Feb 08, 2021
18
N/A
LIT
Global X Fds Global X Lithium

ETFs
Q4 2020 Filed on Feb 08, 2021
13
$40.07 - $62.31 $521 - $810
AMCX
Amc Networks Inc.

Communication Services
Q4 2020 Filed on Feb 08, 2021
2
$20.97 - $35.77 $41.9 - $71.5
TXT
Textron Inc

Industrials
Q4 2020 Filed on Feb 08, 2021
86
$32.09 - $48.49 $2.76K - $4.17K
KFY
Korn Ferry

Industrials
Q4 2020 Filed on Feb 08, 2021
14
$28.99 - $44.98 $406 - $630
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
500
$11.69 - $17.67 $5.85K - $8.84K
CCL
Carnival Corp

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
500
$12.3 - $23.57 $6.15K - $11.8K
CE
Celanese Corp

Basic Materials
Q4 2020 Filed on Feb 08, 2021
36
$106.04 - $137.44 $3.82K - $4.95K
Royal Dutch Shell PLC
Q4 2020 Filed on Feb 08, 2021
100
N/A
COO
Cooper Companies, Inc.

Healthcare
Q4 2020 Filed on Feb 08, 2021
27
$319.05 - $363.32 $8.61K - $9.81K
WMB
Williams Companies, Inc.

Energy
Q4 2020 Filed on Feb 08, 2021
403
$18.26 - $22.49 $7.36K - $9.06K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
100
$10.2 - $15.45 $1.02K - $1.55K
LSXMK
Liberty Media Corp

Communication Services
Q4 2020 Filed on Feb 08, 2021
114
$34.14 - $43.58 $3.89K - $4.97K
IDV
Ishares Tr

ETFs
Q4 2020 Filed on Feb 08, 2021
121
$24.08 - $29.73 $2.91K - $3.6K
MRK
Merck & Co., Inc.

Healthcare
Q4 2020 Filed on Feb 08, 2021
1,271
$71.77 - $79.65 $91.2K - $101K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
Q4 2020 Filed on Feb 08, 2021
25
$33.51 - $51.23 $838 - $1.28K
MAT
Mattel Inc

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
45
$11.92 - $18.12 $536 - $815
NVO
Novo Nordisk A S

Healthcare
Q4 2020 Filed on Feb 08, 2021
290
$63.89 - $73.8 $18.5K - $21.4K
JCI
Johnson Controls International PLC

Industrials
Q4 2020 Filed on Feb 08, 2021
80
$40.68 - $46.66 $3.25K - $3.73K
TXN
Texas Instruments Inc

Technology
Q4 2020 Filed on Feb 08, 2021
70
$141.09 - $166.68 $9.88K - $11.7K
TGT
Target Corp

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
10
$152.22 - $179.82 $1.52K - $1.8K
NVT
N Vent Electric PLC

Industrials
Q4 2020 Filed on Feb 08, 2021
16
$17.6 - $24.1 $282 - $386
PICK
Ishares Inc Msci Global Select

ETFs
Q4 2020 Filed on Feb 08, 2021
240
$26.28 - $37.1 $6.31K - $8.9K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2020 Filed on Feb 08, 2021
173
$107.81 - $140.37 $18.7K - $24.3K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q4 2020 Filed on Feb 08, 2021
1,060
$20.44 - $21.94 $21.7K - $23.3K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q4 2020 Filed on Feb 08, 2021
1,988
$12.32 - $13.27 $24.5K - $26.4K
ACN
Accenture PLC

Technology
Q4 2020 Filed on Feb 08, 2021
158
$213.94 - $266.25 $33.8K - $42.1K
Direxion Shs ETF Tr
Q4 2020 Filed on Feb 08, 2021
10
N/A
ATI
Allegheny Technologies Inc

Industrials
Q4 2020 Filed on Feb 08, 2021
120
$8.27 - $17.32 $992 - $2.08K
EFX
Equifax Inc

Industrials
Q4 2020 Filed on Feb 08, 2021
74
$136.6 - $195.17 $10.1K - $14.4K
ORCL
Oracle Corp

Technology
Q4 2020 Filed on Feb 08, 2021
41
$55.59 - $65.3 $2.28K - $2.68K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
20
$76.67 - $86.26 $1.53K - $1.73K
DAL
Delta Air Lines, Inc.

Industrials
Q4 2020 Filed on Feb 08, 2021
1,222
$29.65 - $42.95 $36.2K - $52.5K
BCE
Bce Inc

Communication Services
Q4 2020 Filed on Feb 08, 2021
195
$40.22 - $45.95 $7.84K - $8.96K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2020 Filed on Feb 08, 2021
936
$15.67 - $21.61 $14.7K - $20.2K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q4 2020 Filed on Feb 08, 2021
800
$48.1 - $59.64 $38.5K - $47.7K
AMP
Ameriprise Financial Inc

Financial Services
Q4 2020 Filed on Feb 08, 2021
65
$155.31 - $196.28 $10.1K - $12.8K
EBIX
Ebix Inc

Technology
Q4 2020 Filed on Feb 08, 2021
20
$18.06 - $37.97 $361 - $759
SYK
Stryker Corp

Healthcare
Q4 2020 Filed on Feb 08, 2021
39
$202.01 - $245.04 $7.88K - $9.56K
CMI
Cummins Inc

Industrials
Q4 2020 Filed on Feb 08, 2021
48
$207.04 - $236.55 $9.94K - $11.4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2020 Filed on Feb 08, 2021
26
$82.67 - $82.96 $2.15K - $2.16K
BA
Boeing CO

Industrials
Q4 2020 Filed on Feb 08, 2021
74
$144.39 - $238.17 $10.7K - $17.6K
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