Adapt Wealth Advisors, LLC Portfolio Holdings by Sector
Adapt Wealth Advisors, LLC
- $203 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV QQQM QUAL IGIB FLQM USTB IAK PAVE 39 stocks |
$153 Million
85.67% of portfolio
|
19
|
15
|
9
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VVR AMP 2 stocks |
$7.13 Million
3.98% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY 2 stocks |
$3.48 Million
1.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK 2 stocks |
$2.27 Million
1.26% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$2.13 Million
1.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.62 Million
0.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.28 Million
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1.2 Million
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$857,949
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$790,149
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$652,579
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$517,116
0.29% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC 1 stocks |
$496,050
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$461,422
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$457,437
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Specialty Industrial Machinery | Industrials
PSN 1 stocks |
$421,029
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$415,572
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$412,794
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$298,976
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$288,668
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$270,164
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$226,419
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|