Adams Wealth Management

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 16, 2024
Value $
$434M
Signature - Title
Chris Marks - Compliance Consultant
Location
701 South Main St, Suite 400, Logan, UT
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 104 $434M +$26.7M -$7.04M +$19.7M SCHX, SSO, SPUU, IVV, VV 13F-HR 7/16/2024, 12:37 PM
Q1 2024 100 $398M +$57.8M -$17.8M +$39.9M SCHX, SSO, SPUU, IVV, VV 13F-HR 5/20/2024, 04:52 PM
Q4 2023 95 $338M +$84.6M -$72.3M +$12.3M SCHX, SSO, SPUU, IVV, VV 13F-HR 2/12/2024, 03:41 PM
Q3 2023 109 $295M +$36.5M -$52.9M -$16.4M SCHX, IVV, SPLG, VV, VOO 13F-HR 11/9/2023, 12:06 PM
Q2 2023 108 $320M +$18.8M -$28.8M -$10.1M SCHX, IVV, SPLG, VV, XSD 13F-HR 8/14/2023, 02:39 PM
Q1 2023 99 $306M SCHX, IVV, SPLG, VV, GOOG 13F-HR 5/3/2023, 05:01 PM
Q4 2022 91 $283M SCHX, IVV, SPLG, VV, VOO 13F-HR 2/17/2023, 12:17 PM
Q3 2022 84 $267M SCHX, TSLA, IVV, XSD, SPIB 13F-HR 11/10/2022, 01:36 PM
Q2 2022 67 $264M SCHX, TSLA, SPIB, XSD, GOOGL 13F-HR 7/19/2022, 06:10 PM
Q1 2022 69 $305M +$89.7M -$5.38M +$84.3M SCHX, TSLA, SCHA, SPIB, SCHE 13F-HR 4/11/2022, 04:06 PM
Q4 2021 74 $312M +$44.3M -$6.7M +$37.6M SCHX, TSLA, SCHA, SPIB, SCHE 13F-HR 2/9/2022, 10:17 AM
Q3 2021 70 $256M $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 -$1.55M +$23M SCHX, SPIB, SCHA, PHYL, SCHE 13F-HR 2/8/2021, 03:53 PM
Q3 2020 310 $128M +$30.1M -$4.01M +$26.1M SCHX, SPIB, PHYL, SCHA, SCHE 13F-HR 11/10/2020, 05:27 PM
Q2 2020 77 $97.8M +$16.7M -$5.33M +$11.4M SCHX, SPIB, SCHA, SCHE, GSLC 13F-HR 8/4/2020, 05:14 PM
Q1 2020 70 $79.6M +$48.9M -$25.7M +$23.2M SCHX, SPIB, SCHA, SCHE, MSFT 13F-HR 5/6/2020, 04:09 PM
Q4 2019 92 $111M SSO, FTSM, FLQL, BSJK, MTUM 13F-HR 2/12/2020, 03:13 PM