Adams Wealth Management

Q4 2024 13F Holdings

  • Location
    logan, UT
  • Num holdings

    114

  • Value ($000)

    $522,876

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001803084
  • 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
SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$67.88M
13 %

2,928,601

SSO
SSO

PROSHARES TR

PSHS ULT S&P 500
$49.52M
10 %

535,377

SPUU
SPUU

DIREXION SHS ETF TR

DLY S&P500 2XS
$37.07M
7 %

250,457

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$34.89M
7 %

59,266

RSPD
RSPD

INVESCO EXCHANGE TRADED FD T

S&P500 EQL DIS
$16.07M
3 %

300,698

CLOA
CLOA

BLACKROCK ETF TRUST II

ISHARES AAA CLO
$15.91M
3 %

307,386

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
$15.71M
3 %

58,258

JBBB
JBBB

JANUS DETROIT STR TR

B-BBB CLO ETF
$15.10M
3 %

307,102

ICVT
ICVT

ISHARES TR

CONV BD ETF
$14.99M
3 %

176,378

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$11.72M
2 %

21,744

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