Adapt Wealth Advisors, LLC Purchases in Q3 2025

Adapt Wealth Advisors, LLC

  • $271 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
360
+ 57.42%
$546.99 - $602.2 $197K - $217K
987 $593M
PSIX
Power Solutions International, Inc.

Industrials
2.51K
New
$63.95 - $115.78 $160K - $290K
2.51K $246M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.07K
New
$107.27 - $113.94 $222K - $236K
2.07K $236M
APP
App Lovin Corp

Technology
325
New
$335.1 - $718.54 $109K - $234K
325 $234M
ENB
Enbridge Inc

Energy
4.37K
New
$43.79 - $50.46 $191K - $220K
4.37K $220M
First Tr Exchng Traded Fd Vi
7K
New
N/A
7K $215M
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.8K
New
$10.78 - $19.82 $116K - $214K
10.8K $210M
LNT
Alliant Energy Corp

Utilities
3.04K
New
$60.76 - $67.41 $184K - $205K
3.04K $205M
WPC
W. P. Carey Inc.

Real Estate
2.99K
New
$61.29 - $68.7 $184K - $206K
2.99K $202M
USTB
Victory Portfolios Ii Victorys

ETFs
3.2K
+ 1.89%
$50.54 - $51.1 $161K - $163K
172K $8.78B
JQC
Nuveen Credit Strategies Income Fund

Financial Services
28.9K
New
$5.21 - $5.57 $151K - $161K
28.9K $152M
HD
Home Depot, Inc.

Consumer Cyclical
248
+ 23.48%
$357.4 - $423.42 $88.6K - $105K
1.3K $528M
GLW
Corning Inc

Technology
1
+ 0.02%
$51.6 - $82.03 $51.6 - $82
4.62K $379M
LLY
Eli Lilly & CO

Healthcare
207
+ 14.36%
$625.65 - $812.69 $130K - $168K
1.65K $1.26B
IYW
Ishares Dj Us Tech ETF

ETFs
160
+ 3.64%
$171.38 - $197.01 $27.4K - $31.5K
4.56K $892M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
14.9K
New
$8.41 - $8.94 $125K - $133K
14.9K $129M
IMMR
Immersion Corp

Technology
16.3K
New
$6.78 - $8.09 $111K - $132K
16.3K $120M
ORCL
Oracle Corp

Technology
7
+ 0.38%
$218.96 - $328.33 $1.53K - $2.3K
1.87K $525M
SPY
Spdr S&P 500 ETF Trust

ETFs
124
+ 33.6%
$617.65 - $666.84 $76.6K - $82.7K
493 $328M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
15.3K
New
$4.97 - $5.68 $76K - $86.9K
15.3K $82.3M
SO
Southern CO

Utilities
20
+ 0.1%
$90.83 - $96.0 $1.82K - $1.92K
19.7K $1.87B
BX
Blackstone Inc.

Financial Services
122
+ 8.41%
$152.77 - $188.68 $18.6K - $23K
1.57K $269M
XOM
Exxon Mobil Corp

Energy
218
+ 4.03%
$105.83 - $117.22 $23.1K - $25.6K
5.62K $634M
DUK
Duke Energy Corp

Utilities
103
+ 1.55%
$116.31 - $125.93 $12K - $13K
6.75K $836M
WMT
Walmart Inc.

Consumer Defensive
257
+ 9.02%
$94.4 - $104.27 $24.3K - $26.8K
3.11K $320M
PEP
Pepsico Inc

Consumer Defensive
104
+ 3.43%
$133.81 - $152.16 $13.9K - $15.8K
3.14K $441M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
15K
New
$2.08 - $2.15 $31.2K - $32.3K
15K $30.9M
GPN
Global Payments Inc

Industrials
10
+ 0.37%
$77.61 - $90.01 $776 - $900
2.68K $223M
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.29%
$150.47 - $161.22 $1.2K - $1.29K
2.74K $421M
HON
Honeywell International Inc

Industrials
33
+ 3.08%
$207.7 - $240.4 $6.85K - $7.93K
1.11K $233M
WM
Waste Management Inc

Industrials
5
+ 0.05%
$213.88 - $237.1 $1.07K - $1.19K
10.6K $2.33B
Activity Summary
Buys All Purchases 82 New Holdings 50 Increased Positions 32 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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