Adapt Wealth Advisors, LLC Portfolio Holdings

Adapt Wealth Advisors, LLC

  • $160 Billion
  • Q2 2024

Adapt Wealth Advisors, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 64 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 $22B, Invesco Exchange Traded Fd Tr with a value of $14.4B, Pacer Fds Tr Us Cash Cows 100 with a value of $11.9B, Spdr Index Shs Fds Msci Eafe S with a value of $6.46B, and Wisdomtree Tr India Earnings F with a value of $6.25B.

Examining the 13F form we can see an increase of $19.1B in the current position value, from $140B to 160B.

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 $160 Billion
ETFs: $132 Billion
Financial Services: $7.67 Billion
Healthcare: $3.86 Billion
Technology: $3.61 Billion
Industrials: $3.25 Billion
Consumer Cyclical: $1.49 Billion
Utilities: $1.33 Billion
Consumer Defensive: $1.14 Billion
Other: $1.35 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.92 Billion 3.71% of portfolio
1,374,090
Q2 2024 Added 18.92%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $160 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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