Adams Wealth Management Closed Holding Positions

Adams Wealth Management

  • $474 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NKE
Nike, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
221
$120.08 - $144.02 $26.5K - $31.8K
SCHW
Schwab Charles Corp

Financial Services
Q4 2020 Filed on Feb 08, 2021
210
$36.75 - $53.04 $7.72K - $11.1K
DOV
Dover Corp

Industrials
Q4 2020 Filed on Feb 08, 2021
15
$107.14 - $126.34 $1.61K - $1.9K
CB
Chubb LTD

Financial Services
Q2 2020 Filed on Aug 04, 2020
2,673
$95.25 - $140.7 $255K - $376K
ZTR
Virtus Total Return Fund Inc.

Financial
Q2 2020 Filed on Aug 04, 2020
25,273
$6.61 - $9.08 $167K - $229K
NHI
National Health Investors Inc

Real Estate
Q2 2020 Filed on Aug 04, 2020
4,977
$37.6 - $68.11 $187K - $339K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2020 Filed on Aug 04, 2020
9,000
$51.33 - $51.83 $462K - $466K
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 04, 2020
13,453
N/A
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on May 06, 2020
13,922
$29.7 - $55.41 $413K - $771K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on May 06, 2020
37,838
$30.61 - $46.3 $1.16M - $1.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2020 Filed on May 06, 2020
15,474
$169.3 - $236.98 $2.62M - $3.67M
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 06, 2020
18,755
$45.89 - $70.38 $861K - $1.32M
Brookfield Globl Listed Infr
Q1 2020 Filed on May 06, 2020
25,645
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2020 Filed on May 06, 2020
12,755
$60.97 - $94.78 $778K - $1.21M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2020 Filed on May 06, 2020
11,856
$30.46 - $45.91 $361K - $544K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q1 2020 Filed on May 06, 2020
8,814
N/A
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q1 2020 Filed on May 06, 2020
5,217
$26.62 - $38.25 $139K - $200K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2020 Filed on May 06, 2020
5,167
$78.75 - $100.3 $407K - $518K
QLD
Proshares Ultra Qqq

ETFs
Q1 2020 Filed on May 06, 2020
58,924
$18.16 - $37.6 $1.07M - $2.22M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q1 2020 Filed on May 06, 2020
13,544
$24.82 - $36.88 $336K - $500K
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