Adapt Wealth Advisors, LLC Purchases in Q2 2024

Adapt Wealth Advisors, LLC

  • $160 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
78.9K
New
$62.77 - $72.87 $4.95M - $5.75M
78.9K $5.37B
Alps ETF Tr
166K
New
N/A
166K $4.23B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.24K
+ 12.71%
$170.63 - $199.67 $1.41M - $1.65M
73.1K $14.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.6K
New
$154.56 - $173.19 $2.26M - $2.54M
14.6K $2.5B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
43.5K
New
$49.87 - $53.18 $2.17M - $2.31M
43.5K $2.23B
PAVE
Global X Fds Us Infrastructure

ETFs
57.9K
New
$36.91 - $39.72 $2.14M - $2.3M
57.9K $2.14B
IAK
Ishares Tr

ETFs
18.6K
New
$109.54 - $117.86 $2.03M - $2.19M
18.6K $2.09B
IVV
Ishares Core S&P 500 ETF

ETFs
1.68K
+ 4.37%
$497.53 - $549.64 $837K - $924K
40.2K $22B
TLT
Ishares Barclays 20+ Year Trea

ETFs
17.9K
+ 38.3%
$87.78 - $94.67 $1.57M - $1.69M
64.5K $5.92B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
24.4K
+ 28.53%
$50.02 - $51.62 $1.22M - $1.26M
110K $5.62B
EPI
Wisdomtree Tr India Earnings F

ETFs
10.1K
+ 8.45%
$43.7 - $48.28 $441K - $487K
129K $6.25B
VVR
Invesco Senior Income Trust

Financial Services
219K
+ 18.92%
$4.13 - $4.44 $903K - $971K
1.37M $5.92B
IYW
Ishares Dj Us Tech ETF

ETFs
4.6K
New
$124.75 - $153.46 $573K - $705K
4.6K $692M
NVDA
Nvidia Corp

Technology
9.14K
+ 1523.33%
$118.11 - $1224.4 $1.08M - $11.2M
9.74K $1.2B
AAPL
Apple Inc.

Technology
1.28K
+ 25.21%
$165.0 - $216.67 $211K - $276K
6.34K $1.33B
VNLA
Janus Henderson Short Duration

ETFs
8.85K
New
$48.22 - $48.55 $427K - $430K
8.85K $429M
SO
Southern CO

Utilities
4.99K
+ 144.25%
$67.77 - $80.71 $338K - $403K
8.46K $656M
VONG
Vanguard Russell 1000 Growth E

ETFs
811
+ 1.9%
$81.38 - $94.58 $66K - $76.7K
43.5K $4.08B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.43K
New
$100.13 - $100.67 $343K - $345K
3.43K $345M
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 25.31%
$173.67 - $197.85 $214K - $243K
6.09K $1.18B
GPN
Global Payments Inc

Industrials
2.64K
New
$92.21 - $130.15 $243K - $343K
2.64K $255M
MRK
Merck & Co., Inc.

Healthcare
2K
New
$123.8 - $132.96 $248K - $266K
2K $248M
GOOGL
Alphabet Inc.

Communication Services
1.34K
New
$150.53 - $185.41 $202K - $248K
1.34K $244M
SPY
Spdr S&P 500 ETF Trust

ETFs
416
New
$495.16 - $548.49 $206K - $228K
416 $226M
WPC
W. P. Carey Inc.

Real Estate
3.95K
New
$53.32 - $60.11 $211K - $237K
3.95K $218M
WMT
Walmart Inc.

Consumer Defensive
3.07K
New
$58.85 - $68.9 $180K - $211K
3.07K $208M
IYF
Ishares Tr

ETFs
2.15K
New
$89.39 - $96.85 $192K - $208K
2.15K $203M
MSFT
Microsoft Corp

Technology
398
+ 57.68%
$389.33 - $452.85 $155K - $180K
1.09K $486M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
44
+ 0.59%
$455.1 - $504.28 $20K - $22.2K
7.54K $3.77B
DUK
Duke Energy Corp

Utilities
1.29K
+ 23.58%
$92.87 - $104.6 $119K - $134K
6.74K $675M
AFL
Aflac Inc

Financial Services
1.11K
+ 19.53%
$79.64 - $90.43 $88.2K - $100K
6.78K $606M
PG
Procter & Gamble CO

Consumer Defensive
474
+ 22.72%
$155.33 - $168.56 $73.6K - $79.9K
2.56K $422M
HD
Home Depot, Inc.

Consumer Cyclical
276
+ 43.88%
$325.1 - $368.03 $89.7K - $102K
905 $312M
TFC
Truist Financial Corp

Financial Services
1.7K
+ 26.77%
$35.41 - $40.18 $60.2K - $68.3K
8.05K $313M
CRM
Salesforce, Inc.

Technology
325
+ 34.65%
$218.01 - $304.74 $70.9K - $99K
1.26K $325M
VIG
Vanguard Dividend Appreciation

ETFs
125
+ 3.63%
$173.33 - $185.29 $21.7K - $23.2K
3.57K $651M
META
Meta Platforms, Inc.

Communication Services
13
+ 2.6%
$430.17 - $527.34 $5.59K - $6.86K
513 $259M
HON
Honeywell International Inc

Industrials
25
+ 2.0%
$190.36 - $215.89 $4.76K - $5.4K
1.28K $272M
XOM
Exxon Mobil Corp

Energy
1
+ 0.02%
$108.36 - $122.2 $108 - $122
5.46K $628M
JNJ
Johnson & Johnson

Healthcare
901
+ 5.98%
$144.38 - $157.78 $130K - $142K
16K $2.33B
VO
Vanguard Mid Cap ETF

ETFs
155
+ 1.1%
$234.99 - $248.98 $36.4K - $38.6K
14.3K $3.46B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
380
+ 0.98%
$75.81 - $80.15 $28.8K - $30.5K
39.1K $3.04B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.58K
+ 3.12%
$54.04 - $58.09 $355K - $382K
217K $11.9B
Activity Summary
Buys All Purchases 44 New Holdings 16 Increased Positions 28 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Adapt Wealth Advisors, LLC Portfolio

Follow Adapt Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adapt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adapt Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email