Adams Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$466M
Signature - Title
Chris Marks - Compliance Consultant
Location
Logan, UT
Summary
This page shows a list of all the recent 13F filings made by Adams Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Adams Wealth Management reported 110 stock holdings with total value $466M as of Q3 2024. Top holdings included SCHX, SSO, SPUU, IVV, and VV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 110 $466M +$35.9M -$22.2M +$13.7M SCHX, SSO, SPUU, IVV, VV 13F-HR 10/28/2024, 02:41 PM
Q2 2024 104 $434M +$27.4M -$7.04M +$20.4M SCHX, SSO, SPUU, IVV, VV 13F-HR 7/16/2024, 12:37 PM
Q1 2024 101 $410M +$59.2M -$17.8M +$41.3M SCHX, SSO, SPUU, IVV, VV 13F-HR 5/20/2024, 04:52 PM
Q4 2023 94 $338M +$84.6M -$72.3M +$12.3M SCHX, SSO, SPUU, IVV, VV 13F-HR 2/12/2024, 03:41 PM
Q3 2023 89 $295M +$36.5M -$52.9M -$16.4M SCHX, IVV, SPLG, VV, VOO 13F-HR 11/9/2023, 12:06 PM
Q2 2023 97 $320M +$18.6M -$28.8M -$10.2M SCHX, IVV, SPLG, VV, XSD 13F-HR 8/14/2023, 01:39 PM
Q1 2023 100 $310M +$70.4M -$71M -$598K SCHX, IVV, SPLG, VV, GOOG 13F-HR 5/3/2023, 05:01 PM
Q4 2022 91 $283M +$68.7M -$56.3M +$12.4M SCHX, IVV, SPLG, VV, VOO 13F-HR 2/17/2023, 01:17 PM
Q3 2022 84 $267M +$66.7M -$27.3M +$39.4M SCHX, TSLA, IVV, XSD, SPIB 13F-HR 11/10/2022, 02:36 PM
Q2 2022 67 $264M +$49.5M -$36.4M +$13.1M SCHX, TSLA, SPIB, XSD, GOOGL 13F-HR 7/19/2022, 06:10 PM
Q1 2022 69 $305M +$89.7M -$8.21M +$81.5M SCHX, TSLA, SCHA, SPIB, SCHE 13F-HR 4/11/2022, 04:06 PM
Q4 2021 74 $312M +$44.3M -$6.47M +$37.8M SCHX, TSLA, SCHA, SPIB, SCHE 13F-HR 2/9/2022, 11:17 AM
Q3 2021 70 $255M $0 $0 SCHX, SCHA, SPIB, SCHE, GSLC 13F-HR 11/2/2021, 05:13 PM
Q2 2021 69 $233M +$8.59M -$5.73M +$2.86M SCHX, SPIB, SCHA, SCHE, PHYL 13F-HR 8/3/2021, 04:12 PM
Q1 2021 72 $217M +$52.6M -$2.75M +$49.8M SCHX, SPIB, SCHA, SCHE, PHYL 13F-HR 5/11/2021, 06:29 PM
Q4 2020 63 $159M +$24.6M -$8.55M +$16M SCHX, SPIB, SCHA, PHYL, SCHE 13F-HR 2/8/2021, 04:53 PM
Q3 2020 327 $128M +$30.1M -$4.23M +$25.8M SCHX, SPIB, PHYL, SCHA, SCHE 13F-HR 11/10/2020, 06:27 PM
Q2 2020 77 $97.8M +$16.7M -$11.3M +$5.35M SCHX, SPIB, SCHA, SCHE, GSLC 13F-HR 8/4/2020, 05:14 PM
Q1 2020 70 $79.6M +$48.9M -$75.4M -$26.6M SCHX, SPIB, SCHA, SCHE, MSFT 13F-HR 5/6/2020, 04:09 PM
Q4 2019 92 $119M $0 $0 SSO, FTSM, QLD, FLQL, BSJK 13F-HR 2/12/2020, 04:13 PM