Adams Wealth Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationlogan, UT
- CIK0001803084
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
114 | $522.88M | SCHX, SSO, SPUU, IVV | 13F-HR | Feb 13, 2025 | 000180308425000001 | ||
110 | $466.03M | SCHX, SSO, SPUU, IVV | 13F-HR | Oct 28, 2024 | 000180308424000007 | ||
105 | $434.39M | SCHX, SSO, SPUU, IVV | 13F-HR | Jul 16, 2024 | 000196565324000006 | ||
101 | $410.16M | SCHX, SSO, SPUU, IVV | 13F-HR | May 20, 2024 | 000180308424000003 | ||
95 | $338.18M | SCHX, SSO, SPUU, IVV | 13F-HR | Feb 12, 2024 | 000180308424000001 | ||
91 | $294.81M | SCHX, IVV, KRE, VV | 13F-HR | Nov 9, 2023 | 000180308423000004 | ||
103 | $320.32M | SCHX, IVV, KRE, VV | 13F-HR | Aug 14, 2023 | 000180308423000003 | ||
105 | $309.74M | SCHX, IVV, KRE, VV | 13F-HR | May 3, 2023 | 000180308423000001 | ||
96 | $283.14M | SCHX, IVV, KRE, VV | 13F-HR | Feb 17, 2023 | 000196565323000002 | ||
88 | $267.15M | SCHX, TSLA, IVV, SPDR SER TR | 13F-HR | Nov 10, 2022 | 000180308422000005 | ||
69 | $263.87M | SCHX, TSLA, KRE, SPDR SER TR | 13F-HR | Jul 20, 2022 | 000180308422000004 | ||
70 | $305.48M | SCHX, TSLA, SCHA, KRE | 13F-HR | Apr 11, 2022 | 000180308422000002 | ||
78 | $340.50M | SCHX, TSLA, TSLA, SCHA | 13F-HR | Feb 9, 2022 | 000180308422000001 | ||
83 | $264.69M | SCHX, SCHA, KRE, SCHE | 13F-HR | Nov 2, 2021 | 000180308421000005 | ||
76 | $234.51M | SCHX, KRE, SCHA, SCHE | 13F-HR | Aug 3, 2021 | 000180308421000004 | ||
72 | $217.26M | SCHX, KRE, SCHA, SCHE | 13F-HR | May 12, 2021 | 000180308421000003 | ||
63 | $159.10M | SCHX, KRE, SCHA, PHYL | 13F-HR | Feb 8, 2021 | 000180308421000001 | ||
380 | $128.44M | SCHX, KRE, PHYL, SCHA | 13F-HR | Nov 12, 2020 | 000180308420000006 | ||
77 | $97.78M | SCHX, KRE, SCHA, SCHE | 13F-HR | Aug 4, 2020 | 000180308420000005 | ||
70 | $79.58M | SCHX, KRE, SCHA, SCHE | 13F-HR | May 6, 2020 | 000180308420000004 | ||
92 | $118.56M | SSO, FTSM, QLD, FLQL | 13F-HR | Feb 12, 2020 | 000180308420000001 |