Adams Wealth Management Portfolio Holdings
Adams Wealth Management
- $458 Million
- Q1 2025
Adams Wealth Management has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $458 Million distributed in 146 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 $59.7M, Janus Detroit Str Tr Henderson with a value of $54.7M, Ishares Core S&P 500 ETF with a value of $25.5M, Vanguard Large Cap ETF with a value of $19.4M, and Ishares Tr Convertible Bond Et with a value of $14.4M.
Examining the 13F form we can see an decrease of $25.7M in the current position value, from $484M to 458M.
Below you can find more details about Adams Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$458 Million
ETFs: $369 Million
Technology: $29.6 Million
Consumer Cyclical: $14.1 Million
Energy: $11.1 Million
Communication Services: $6.74 Million
Industrials: $6.7 Million
Healthcare: $6.24 Million
Financial Services: $6.03 Million
Other: $8.71 Million