Adapt Wealth Advisors, LLC Reduced Holdings in Q3 2024

Adapt Wealth Advisors, LLC

  • $187 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-53.9K
- 41.66%
$44.83 - $47.42 $2.42M - $2.56M
75.5K $3.56B
MBB
Ishares Tr

ETFs
-18.2K
- 42.1%
$90.85 - $96.66 $1.66M - $1.76M
25.1K $2.4B
JHMM
John Hancock Multifactor Mid C

ETFs
-31.6K
- 35.23%
$54.25 - $60.2 $1.71M - $1.9M
58K $3.49B
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-19K
- 21.97%
$74.82 - $74.82 $1.42M - $1.42M
67.5K $5.43B
IFRA
Ishares Tr

ETFs
-18K
- 37.69%
$41.55 - $46.97 $747K - $845K
29.7K $1.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.88K
- 50.65%
$96.25 - $101.98 $373K - $396K
3.78K $383M
IEF
Ishares Barclays

ETFs
-3.89K
- 36.42%
$92.67 - $99.14 $360K - $385K
6.79K $666M
VB
Vanguard Small Cap ETF

ETFs
-1.48K
- 31.52%
$214.77 - $237.72 $317K - $351K
3.21K $760M
VGLT
Vanguard Long Term Treasury Et

ETFs
-3.96K
- 42.12%
$56.52 - $63.23 $224K - $250K
5.44K $335M
AMZN
Amazon Com Inc

Consumer Cyclical
-410
- 6.73%
$161.02 - $200.0 $66K - $82K
5.68K $1.06B
NVDA
Nvidia Corp

Technology
-200
- 2.05%
$98.91 - $134.91 $19.8K - $27K
9.54K $1.16B
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.55K
- 3.56%
$85.48 - $98.39 $132K - $152K
41.9K $4.05B
PEP
Pepsico Inc

Consumer Defensive
-74
- 2.38%
$161.9 - $179.3 $12K - $13.3K
3.03K $516M
VUG
Vanguard Growth ETF

ETFs
-4
- 0.5%
$341.08 - $391.94 $1.36K - $1.57K
801 $308M
WPC
W. P. Carey Inc.

Real Estate
-241
- 6.1%
$54.63 - $63.96 $13.2K - $15.4K
3.71K $231M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-7
- 0.21%
$116.79 - $133.54 $818 - $935
3.33K $439M
IWM
Ishares Russell 2000 ETF

ETFs
-581
- 6.99%
$200.87 - $224.6 $117K - $130K
7.73K $1.71B
VIG
Vanguard Dividend Appreciation

ETFs
-146
- 4.09%
$182.15 - $182.15 $26.6K - $26.6K
3.42K $677M
META
Meta Platforms, Inc.

Communication Services
-10
- 1.95%
$453.41 - $572.44 $4.53K - $5.72K
503 $288M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-261
- 3.46%
$475.2 - $527.7 $124K - $138K
7.28K $3.84B
VO
Vanguard Mid Cap ETF

ETFs
-495
- 3.47%
$237.84 - $263.83 $118K - $131K
13.8K $3.64B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-968
- 2.48%
$77.02 - $85.06 $74.6K - $82.3K
38.1K $3.22B
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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