Adams Wealth Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Logan, UT
CIK
0001803084
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 95 338,176 SCHX, SSO, SPUU, IVV 13F-HR 2/12/2024 000180308424000001
Q3 2023 91 294,804 SCHX, IVV, SPLG, VV 13F-HR 11/9/2023 000180308423000004
Q2 2023 103 320,323 SCHX, IVV, SPLG, VV 13F-HR 8/14/2023 000180308423000003
Q1 2023 105 309,735 SCHX, IVV, SPLG, VV 13F-HR 5/3/2023 000180308423000001
Q4 2022 96 283,139 SCHX, IVV, SPLG, VV 13F-HR 2/17/2023 000196565323000002
Q3 2022 88 267,147 SCHX, TSLA, IVV, XSD 13F-HR 11/10/2022 000180308422000005
Q2 2022 69 263,874 SCHX, TSLA, SPIB, XSD 13F-HR 7/19/2022 000180308422000004
Q1 2022 70 305,476 SCHX, TSLA, SCHA, SPIB 13F-HR 4/11/2022 000180308422000002
Q4 2021 78 340,499 SCHX, TSLA, TSLA puts, SCHA 13F-HR 2/9/2022 000180308422000001
Q3 2021 83 264,687 SCHX, SCHA, SPIB, SCHE 13F-HR 11/2/2021 000180308421000005
Q2 2021 76 234,508 SCHX, SPIB, SCHA, SCHE 13F-HR 8/3/2021 000180308421000004
Q1 2021 72 217,258 SCHX, SPIB, SCHA, SCHE 13F-HR 5/11/2021 000180308421000003
Q4 2020 63 159,104 SCHX, SPIB, SCHA, PHYL 13F-HR 2/8/2021 000180308421000001
Q3 2020 380 128,435 SCHX, SPIB, PHYL, SCHA 13F-HR 11/12/2020 000180308420000006
Q2 2020 77 97,778 SCHX, SPIB, SCHA, SCHE 13F-HR 8/4/2020 000180308420000005
Q1 2020 70 79,576 SCHX, SPIB, SCHA, SCHE 13F-HR 5/6/2020 000180308420000004
Q4 2019 92 118,561 SSO, FTSM, QLD, FLQL 13F-HR 2/12/2020 000180308420000001