ADAPT WEALTH ADVISORS, LLC

Q4 2024 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    70

  • Value ($000)

    $203,117

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0002013937
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$25.16 M
12 %

42,732

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$18.29 M
9 %

86,911

VFLO
VFLO

VICTORY PORTFOLIOS II

SHARES FREE CASH
$11.30 M
6 %

331,427

SMTH
SMTH

ALPS ETF TR

SMITH CORE PLUS
$10.58 M
5 %

414,451

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$8.97 M
4 %

50,347

IGIB
IGIB

ISHARES TR

ISHS 5-10YR INVT
$8.64 M
4 %

167,744

FLQM
FLQM

FRANKLIN TEMPLETON ETF TR

US MID CP MLTFCT
$8.33 M
4 %

153,325

USTB
USTB

VICTORY PORTFOLIOS II

SHORT TRM BD ETF
$7.30 M
4 %

145,322

IAK
IAK

ISHARES TR

U.S. INSRNCE ETF
$7.26 M
4 %

57,384

PAVE
PAVE

GLOBAL X FDS

US INFR DEV ETF
$7.22 M
4 %

178,674

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