Adams Wealth Management
Q4 2024 13F Holdings
- Locationlogan, UT
- Num holdings
114
- Value ($000)
$522,876
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001803084
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $67.88M | 13 % | 2,928,601 | ||
SSO PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | $49.52M | 10 % | 535,377 | ||
SPUU DIREXION SHS ETF TR | DLY S&P500 2XS | 25459Y165 | $37.07M | 7 % | 250,457 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $34.89M | 7 % | 59,266 | ||
RSPD INVESCO EXCHANGE TRADED FD T | S&P500 EQL DIS | 46137V381 | $16.07M | 3 % | 300,698 | ||
CLOA BLACKROCK ETF TRUST II | ISHARES AAA CLO | 092528504 | $15.91M | 3 % | 307,386 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $15.71M | 3 % | 58,258 | ||
JBBB JANUS DETROIT STR TR | B-BBB CLO ETF | 47103U753 | $15.10M | 3 % | 307,102 | ||
ICVT ISHARES TR | CONV BD ETF | 46435G102 | $14.99M | 3 % | 176,378 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $11.72M | 2 % | 21,744 |
Rows Per Page
1 - 10 of 11410
- 10
- 50
- 100