Adams Wealth Management Portfolio Holdings
Adams Wealth Management
- $484 Million
- Q4 2024
Adams Wealth Management has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $484 Million distributed in 114 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 $67.9M, Proshares Ultra S&P 500 with a value of $49.5M, Direxion Daily S&P 500 Bull 2 X with a value of $37.1M, Ishares Core S&P 500 ETF with a value of $34.9M, and Vanguard Large Cap ETF with a value of $15.7M.
Examining the 13F form we can see an increase of $50.9M in the current position value, from $433M to 484M.
Below you can find more details about Adams Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$484 Million
ETFs: $394 Million
Technology: $30.7 Million
Consumer Cyclical: $14.5 Million
Energy: $9.65 Million
Healthcare: $8.85 Million
Industrials: $6.57 Million
Communication Services: $6.11 Million
Financial Services: $5.04 Million
Other: $7.81 Million