Adapt Wealth Advisors, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.2B, Pacer Fds Tr Us Cash Cows 100 with a value of $12.3B, Invesco Exchange Traded Fd Tr with a value of $11.8B, Ishares Core Total Usd Bond Ma with a value of $8.46B, and Spdr Index Shs Fds Msci Eafe S with a value of $7.78B.

Examining the 13F form we can see an increase of $140B in the current position value.

Adapt Wealth Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Adapt Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $122 Billion
Financial Services: $6.53 Billion
Healthcare: $3.52 Billion
Industrials: $2.98 Billion
Technology: $2.3 Billion
Consumer Cyclical: $1.12 Billion
Consumer Defensive: $882 Million
Utilities: $775 Million
Other: $877 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $140 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 49 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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