Adams Wealth Management Portfolio Holdings
Adams Wealth Management
- $433 Million
- Q3 2024
Adams Wealth Management has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $433 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $65.1M, Proshares Ultra S&P 500 with a value of $46.8M, Direxion Daily S&P 500 Bull 2 X with a value of $37.8M, Ishares Core S&P 500 ETF with a value of $25.5M, and Vanguard Large Cap ETF with a value of $15.7M.
Examining the 13F form we can see an increase of $29M in the current position value, from $404M to 433M.
Below you can find more details about Adams Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$433 Million
ETFs: $352 Million
Technology: $30.7 Million
Healthcare: $9.59 Million
Energy: $8.62 Million
Consumer Cyclical: $8.22 Million
Industrials: $6.01 Million
Communication Services: $5.63 Million
Financial Services: $4.63 Million
Other: $7.04 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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