Adams Wealth Management Purchases and Sells in Q4 2024

Adams Wealth Management

$484 Million
Q4 2024

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	15.1K + 34.12%	$570.51 - $610.59 $8.6M - $9.21M	59.3K $34.9M
MINT	53.1K + 243.11%	$100.22 - $100.73 $5.32M - $5.35M	74.9K $7.52M
JBBB	65.4K + 27.03%	$48.59 - $49.45 $3.18M - $3.23M	307K $15.1M
TSLA	5.96K + 181.39%	$213.65 - $479.86 $1.27M - $2.86M	9.24K $3.73M
SCHX	1.97M + 205.36%	$22.4 - $68.28 $44.1M - $134M	2.93M $67.9M
SSO	16.2K + 3.12%	$87.92 - $99.73 $1.43M - $1.62M	535K $49.5M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVOL	541K New	$17.44 - $19.38 $9.43M - $10.5M	541K $9.6M
KRE	108K New	$54.6 - $68.9 $5.88M - $7.43M	108K $6.5M
IAT	104K New	$46.07 - $56.9 $4.77M - $5.89M	104K $5.22M
GM	53.4K New	$44.82 - $60.2 $2.39M - $3.21M	53.4K $2.84M
VTIP	12.3K New	$48.33 - $49.08 $593K - $602K	12.3K $593K
STIP	3.66K New	$100.24 - $101.35 $367K - $371K	3.66K $368K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPUU	-12.6K - 4.78%	$140.45 - $159.25 $1.77M - $2M	250K $37.1M
CPSI	-63.4K - 26.36%	N/A	177K $1.51M
BIL	-2.4K - 14.01%	$91.29 - $91.8 $219K - $220K	14.7K $1.34M
ELV	-132 - 14.25%	$365.96 - $514.62 $48.3K - $67.9K	794 $293K
IGIB	-2.77K - 15.73%	$51.33 - $53.74 $142K - $149K	14.9K $765K
SRLN	-3.18K - 12.76%	$41.48 - $42.08 $132K - $134K	21.7K $906K

Activity Summary All Purchases 87 New Holdings 12 Increased Positions 75 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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