Sponsored

The Analysis of Adams Wealth Management's Holdings & P&L

Currently, Adams Wealth Management holds 145 types of securities in its portfolio with a total value $455.4M. In the most recent quarter, they have increased their positions in VV (+11.1K shares, valued at $3.3M), FSLR (+14.0K shares, valued at $2.8M), MSFT (+3.7K shares, valued at $1.4M); decreased their positions in EWY (-19.2K shares, valued at $2.4M), EUAD (-23.7K shares, valued at $967.5K), FTEC (-4.6K shares, valued at $947.9K); initiated new positions in FSLR (+14.0K shares, valued at $2.8M), HP (+5.9K shares, valued at $213.0K), COST (+213 shares, valued at $212.2K).

1M P&L

+33.0M+6.88%

3M P&L

+47.1M+10.11%

HY P&L

+69.4M+15.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A354.5M

80.9%

2Semiconductors17.1M

3.9%

3Software - Infrastructure7.9M

1.8%

Top Industries by Stock Count

1N/A69 stocks

50.7%

2Drug Manufacturers - General5 stocks

3.7%

3Semiconductors5 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR2.1M shares-0.32%2026-03-312026-05-12

IVV ISHARES TR41.7K shares1.12%2026-03-312026-05-12

EWY ISHARES INC144.2K shares-11.77%2026-03-312026-05-12

GRID FIRST TR EXCHANGE-TRADED FD92.6K shares-2.77%2026-03-312026-05-12

EUAD SPINNAKER ETF SERIES334.8K shares-6.62%2026-03-312026-05-12

VNM VANECK ETF TRUST783.9K shares5.99%2026-03-312026-05-12

ICVT ISHARES TR132.6K shares0.43%2026-03-312026-05-12

CLOA BLACKROCK ETF TRUST II195.4K shares1.06%2026-03-312026-05-12

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS15.9K shares-1.76%2026-03-312026-05-12

SMBS SCHWAB STRATEGIC TR349.7K shares-1.44%2026-03-312026-05-12

VGIT VANGUARD SCOTTSDALE FDS141.2K shares0.61%2026-03-312026-05-12

IVOL KRANESHARES TRUST443.5K shares5.72%2026-03-312026-05-12

SPYM SPDR SERIES TRUST104.5K shares-1.69%2026-03-312026-05-12

EWP ISHARES INC146.7K shares-0.57%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR59.9K shares1.18%2026-03-312026-05-12

EWI ISHARES INC148.8K shares1.39%2026-03-312026-05-12

Sponsored

XCCC BONDBLOXX ETF TRUST216.5K shares6.09%2026-03-312026-05-12

XSD SPDR SERIES TRUST22.7K shares-2.85%2026-03-312026-05-12

VV VANGUARD INDEX FDS24.4K shares83.00%2026-03-312026-05-12

NVDA NVIDIA CORPORATION38.9K shares1.81%2026-03-312026-05-12

JBBB JANUS DETROIT STR TR144.4K shares-0.16%2026-03-312026-05-12

MSFT MICROSOFT CORP17.6K shares26.89%2026-03-312026-05-12

ACWX ISHARES TR93.8K shares0.57%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F85.0K shares-2.51%2026-03-312026-05-12

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD141.3K shares11.29%2026-03-312026-05-12

FTEC FIDELITY COVINGTON TRUST29.9K shares-13.22%2026-03-312026-05-12

SOXX ISHARES TR18.3K shares-2.59%2026-03-312026-05-12

PHYL PGIM ETF TR149.1K shares1.37%2026-03-312026-05-12

FSTA FIDELITY COVINGTON TRUST93.8K shares-15.17%2026-03-312026-05-12

XLRE SELECT SECTOR SPDR TR114.2K shares-7.69%2026-03-312026-05-12

RWR SPDR SERIES TRUST37.5K shares2.36%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR25.7K shares1.33%2026-03-312026-05-12

Sponsored

TSLA TESLA INC10.0K shares-5.85%2026-03-312026-05-12

ARM ARM HOLDINGS PLC23.9K shares6.59%2026-03-312026-05-12

ALPHABET INC ALPHABET INC12.2K shares6.02%2026-03-312026-05-12

MINT PIMCO ETF TR34.5K shares-19.34%2026-03-312026-05-12

COP CONOCOPHILLIPS25.9K shares-13.07%2026-03-312026-05-12

AMZN AMAZON COM INC16.1K shares13.53%2026-03-312026-05-12

DVN DEVON ENERGY CORP NEW65.4K shares-12.22%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR70.5K shares3.49%2026-03-312026-05-12

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC9.5K shares-8.56%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC15.5K shares1.76%2026-03-312026-05-12

DDOG DATADOG INC25.1K shares35.72%2026-03-312026-05-12

MTG MGIC INVT CORP WIS110.7K shares15.16%2026-03-312026-05-12

GM GENERAL MTRS CO38.4K shares-0.11%2026-03-312026-05-12

VPU VANGUARD WORLD FD14.3K shares-0.96%2026-03-312026-05-12

IYW ISHARES TR15.6K shares8.84%2026-03-312026-05-12

SCHR SCHWAB STRATEGIC TR111.3K shares8.58%2026-03-312026-05-12

Sponsored

XLP SELECT SECTOR SPDR TR33.8K shares7.22%2026-03-312026-05-12

FSLR FIRST SOLAR INC14.0K sharesnew addition2026-03-312026-05-12

SAN BANCO SANTANDER SA244.5K shares0.10%2026-03-312026-05-12

IBP INSTALLED BLDG PRODS INC10.3K shares-2.02%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP3.9K shares-9.38%2026-03-312026-05-12

CLOI VANECK ETF TRUST50.2K shares-6.53%2026-03-312026-05-12

PGR PROGRESSIVE CORP13.0K shares23.08%2026-03-312026-05-12

SYY SYSCO CORP34.0K shares1.27%2026-03-312026-05-12

Sponsored

AAPL APPLE INC9.4K shares-1.82%2026-03-312026-05-12

VHT VANGUARD WORLD FD8.4K shares-0.60%2026-03-312026-05-12

BIL SPDR SERIES TRUST24.6K shares-19.90%2026-03-312026-05-12

SPMB SPDR SERIES TRUST96.1K shares32.56%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR82.7K shares2.90%2026-03-312026-05-12

VMBS VANGUARD SCOTTSDALE FDS44.0K shares-11.76%2026-03-312026-05-12

FTXL FIRST TR EXCHANGE TRADED FD10.7K shares-12.32%2026-03-312026-05-12

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.8K shares-25.05%2026-03-312026-05-12

Sponsored

FLOT ISHARES TR27.8K shares-20.10%2026-03-312026-05-12

IYH ISHARES TR20.2K shares17.43%2026-03-312026-05-12

VDC VANGUARD WORLD FD5.3K shares64.86%2026-03-312026-05-12

IYK ISHARES TR13.8K shares-15.26%2026-03-312026-05-12

HYSA BONDBLOXX ETF TRUST64.0K shares-27.47%2026-03-312026-05-12

META META PLATFORMS INC1.5K shares-9.82%2026-03-312026-05-12

IXUS ISHARES TR9.6K shares0.36%2026-03-312026-05-12

HYLB DBX ETF TR22.5K shares-4.86%2026-03-312026-05-12

Sponsored

HYG ISHARES TR9.9K shares-10.53%2026-03-312026-05-12

ITOT ISHARES TR5.2K shares-19.29%2026-03-312026-05-12

GILD GILEAD SCIENCES INC5.3K shares6.34%2026-03-312026-05-12

IJR ISHARES TR5.7K shares-0.04%2026-03-312026-05-12

VTIP VANGUARD MALVERN FDS14.0K shares7.63%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO11.1K shares5.12%2026-03-312026-05-12

ABBV ABBVIE INC3.0K shares7.04%2026-03-312026-05-12

CME CME GROUP INC2.2K shares13.49%2026-03-312026-05-12

Sponsored

SPG SIMON PPTY GROUP INC NEW3.4K shares17.62%2026-03-312026-05-12

ALPHABET INC ALPHABET INC2.1K shares0.00%2026-03-312026-05-12

CAT CATERPILLAR INC866 shares0.00%2026-03-312026-05-12

D DOMINION ENERGY INC9.9K shares15.46%2026-03-312026-05-12

TFC TRUIST FINL CORP13.3K shares18.76%2026-03-312026-05-12

EMR EMERSON ELEC CO4.6K shares5.28%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC3.4K shares3.74%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS2.3K shares37.84%2026-03-312026-05-12

Sponsored

CSCO CISCO SYS INC7.0K shares16.86%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC3.7K shares0.00%2026-03-312026-05-12

FTNT FORTINET INC6.5K shares23.14%2026-03-312026-05-12

KO COCA COLA CO6.7K shares8.23%2026-03-312026-05-12

ENB ENBRIDGE INC9.2K shares9.48%2026-03-312026-05-12

T AT&T INC17.0K shares6.51%2026-03-312026-05-12

BKLN INVESCO EXCH TRADED FD TR II23.5K shares-14.28%2026-03-312026-05-12

SPDR SERIES TRUST SPDR SERIES TRUST5.0K shares7.19%2026-03-312026-05-12

Sponsored

BE BLOOM ENERGY CORP3.5K shares0.00%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.6K shares19.55%2026-03-312026-05-12

SPTM SPDR SERIES TRUST5.7K shares22.80%2026-03-312026-05-12

USHY ISHARES TR12.0K shares39.66%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC8.8K shares5.96%2026-03-312026-05-12

IDU ISHARES TR3.7K shares5.50%2026-03-312026-05-12

ALL ALLSTATE CORP2.1K shares25.36%2026-03-312026-05-12

TSLL DIREXION SHARES ETF TRUST35.0K shares0.00%2026-03-312026-05-12

Sponsored

TFLO ISHARES TR8.4K shares-20.27%2026-03-312026-05-12

BROADCOM INC BROADCOM INC1.3K shares17.55%2026-03-312026-05-12

WMT WALMART INC3.3K shares3.79%2026-03-312026-05-12

XOM EXXON MOBIL CORP2.2K shares-1.18%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR12.7K shares0.00%2026-03-312026-05-12

IGIB ISHARES TR6.9K shares-21.98%2026-03-312026-05-12

HAS HASBRO INC3.8K shares-37.40%2026-03-312026-05-12

SRLN SSGA ACTIVE ETF TR8.8K shares-17.14%2026-03-312026-05-12

Sponsored

CVX CHEVRON CORPORATION1.7K shares2.95%2026-03-312026-05-12

STIP ISHARES TR3.3K shares-3.88%2026-03-312026-05-12

VRSN VERISIGN INC1.4K shares-3.48%2026-03-312026-05-12

PKG PACKAGING CORP AMER1.6K shares-0.63%2026-03-312026-05-12

MBB ISHARES TR3.5K shares-1.17%2026-03-312026-05-12

TPR TAPESTRY INC2.3K shares-1.69%2026-03-312026-05-12

QCOM QUALCOMM INC2.5K shares-0.43%2026-03-312026-05-12

HST HOST HOTELS & RESORTS INC16.8K shares13.90%2026-03-312026-05-12

Sponsored

IVZ INVESCO LTD13.3K shares18.05%2026-03-312026-05-12

MO ALTRIA GROUP INC4.8K shares12.29%2026-03-312026-05-12

HP INC HP INC16.1K shares55.32%2026-03-312026-05-12

BBY BEST BUY INC4.7K shares39.85%2026-03-312026-05-12

LLY ELI LILLY & CO329 shares0.00%2026-03-312026-05-12

ARKK ARK ETF TR4.4K shares0.00%2026-03-312026-05-12

IEFA ISHARES TR3.3K shares1.86%2026-03-312026-05-12

SPSM SPDR SERIES TRUST6.1K shares0.00%2026-03-312026-05-12

Sponsored

UPS UNITED PARCEL SVCS INC2.9K shares-20.24%2026-03-312026-05-12

PFE PFIZER INC10.1K shares9.44%2026-03-312026-05-12

PFG PRINCIPAL FINANCIAL GROUP IN3.1K shares-0.03%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO890 shares0.00%2026-03-312026-05-12

FAST FASTENAL CO5.5K shares-35.82%2026-03-312026-05-12

MCD MCDONALDS CORP803 shares0.00%2026-03-312026-05-12

DOC HEALTHPEAK PROPERTIES INC14.9K shares26.43%2026-03-312026-05-12

VST VISTRA CORP1.5K shares-18.66%2026-03-312026-05-12

Sponsored

HP HELMERICH & PAYNE INC5.9K sharesnew addition2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION213 sharesnew addition2026-03-312026-05-12

EXR EXTRA SPACE STORAGE INC1.6K shares-2.18%2026-03-312026-05-12

VBIL VANGUARD INSTL INDEX FD2.8K sharesnew addition2026-03-312026-05-12

CVNA CARVANA CO655 shares0.00%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-05-12

ELV ELEVANCE HEALTH INC FORMERLY695 shares-30.57%2026-03-312026-05-12

NVDY TIDAL TRUST II14.6K shares8.62%2026-03-312026-05-12

Sponsored

ANGX ANGEL STUDIOS INC22.8K shares-3.75%2026-03-312026-05-12

SCHX

SCHWAB STRATEGIC TR

-0.32%

Shares2.1M

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

1.12%

Shares41.7K

Event2026-03-31

Filed2026-05-12

EWY

ISHARES INC

-11.77%

Shares144.2K

Event2026-03-31

Filed2026-05-12

GRID

FIRST TR EXCHANGE-TRADED FD

-2.77%

Shares92.6K

Event2026-03-31

Filed2026-05-12

EUAD

SPINNAKER ETF SERIES

-6.62%

Shares334.8K

Event2026-03-31

Filed2026-05-12

VNM

VANECK ETF TRUST

5.99%

Shares783.9K

Event2026-03-31

Filed2026-05-12

ICVT

ISHARES TR

0.43%

Shares132.6K

Event2026-03-31

Filed2026-05-12

CLOA

BLACKROCK ETF TRUST II

1.06%

Shares195.4K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-1.76%

Shares15.9K

Event2026-03-31

Filed2026-05-12

SMBS

SCHWAB STRATEGIC TR

-1.44%

Shares349.7K

Event2026-03-31

Filed2026-05-12

VGIT

VANGUARD SCOTTSDALE FDS

0.61%

Shares141.2K

Event2026-03-31

Filed2026-05-12

IVOL

KRANESHARES TRUST

5.72%

Shares443.5K

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

-1.69%

Shares104.5K

Event2026-03-31

Filed2026-05-12

EWP

ISHARES INC

-0.57%

Shares146.7K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

1.18%

Shares59.9K

Event2026-03-31

Filed2026-05-12

EWI

ISHARES INC

1.39%

Shares148.8K

Event2026-03-31

Filed2026-05-12

XCCC

BONDBLOXX ETF TRUST

6.09%

Shares216.5K

Event2026-03-31

Filed2026-05-12

XSD

SPDR SERIES TRUST

-2.85%

Shares22.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

83.00%

Shares24.4K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

1.81%

Shares38.9K

Event2026-03-31

Filed2026-05-12

JBBB

JANUS DETROIT STR TR

-0.16%

Shares144.4K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

26.89%

Shares17.6K

Event2026-03-31

Filed2026-05-12

ACWX

ISHARES TR

0.57%

Shares93.8K

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

-2.51%

Shares85.0K

Event2026-03-31

Filed2026-05-12

FTSL

FIRST TR EXCHANGE-TRADED FD

11.29%

Shares141.3K

Event2026-03-31

Filed2026-05-12

FTEC

FIDELITY COVINGTON TRUST

-13.22%

Shares29.9K

Event2026-03-31

Filed2026-05-12

SOXX

ISHARES TR

-2.59%

Shares18.3K

Event2026-03-31

Filed2026-05-12

PHYL

PGIM ETF TR

1.37%

Shares149.1K

Event2026-03-31

Filed2026-05-12

FSTA

FIDELITY COVINGTON TRUST

-15.17%

Shares93.8K

Event2026-03-31

Filed2026-05-12

XLRE

SELECT SECTOR SPDR TR

-7.69%

Shares114.2K

Event2026-03-31

Filed2026-05-12

RWR

SPDR SERIES TRUST

2.36%

Shares37.5K

Event2026-03-31

Filed2026-05-12

XLV

SELECT SECTOR SPDR TR

1.33%

Shares25.7K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

-5.85%

Shares10.0K

Event2026-03-31

Filed2026-05-12

ARM

ARM HOLDINGS PLC

6.59%

Shares23.9K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

6.02%

Shares12.2K

Event2026-03-31

Filed2026-05-12

MINT

PIMCO ETF TR

-19.34%

Shares34.5K

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS

-13.07%

Shares25.9K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

13.53%

Shares16.1K

Event2026-03-31

Filed2026-05-12

DVN

DEVON ENERGY CORP NEW

-12.22%

Shares65.4K

Event2026-03-31

Filed2026-05-12

XLU

SELECT SECTOR SPDR TR

3.49%

Shares70.5K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-8.56%

Shares9.5K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

1.76%

Shares15.5K

Event2026-03-31

Filed2026-05-12

DDOG

DATADOG INC

35.72%

Shares25.1K

Event2026-03-31

Filed2026-05-12

MTG

MGIC INVT CORP WIS

15.16%

Shares110.7K

Event2026-03-31

Filed2026-05-12

GENERAL MTRS CO

-0.11%

Shares38.4K

Event2026-03-31

Filed2026-05-12

VPU

VANGUARD WORLD FD

-0.96%

Shares14.3K

Event2026-03-31

Filed2026-05-12

IYW

ISHARES TR

8.84%

Shares15.6K

Event2026-03-31

Filed2026-05-12

SCHR

SCHWAB STRATEGIC TR

8.58%

Shares111.3K

Event2026-03-31

Filed2026-05-12

XLP

SELECT SECTOR SPDR TR

7.22%

Shares33.8K

Event2026-03-31

Filed2026-05-12

FSLR

FIRST SOLAR INC

New

Shares14.0K

Event2026-03-31

Filed2026-05-12

SAN

BANCO SANTANDER SA

0.10%

Shares244.5K

Event2026-03-31

Filed2026-05-12

IBP

INSTALLED BLDG PRODS INC

-2.02%

Shares10.3K

Event2026-03-31

Filed2026-05-12

NOC

NORTHROP GRUMMAN CORP

-9.38%

Shares3.9K

Event2026-03-31

Filed2026-05-12

CLOI

VANECK ETF TRUST

-6.53%

Shares50.2K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

23.08%

Shares13.0K

Event2026-03-31

Filed2026-05-12

SYY

SYSCO CORP

1.27%

Shares34.0K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-1.82%

Shares9.4K

Event2026-03-31

Filed2026-05-12

VHT

VANGUARD WORLD FD

-0.60%

Shares8.4K

Event2026-03-31

Filed2026-05-12

BIL

SPDR SERIES TRUST

-19.90%

Shares24.6K

Event2026-03-31

Filed2026-05-12

SPMB

SPDR SERIES TRUST

32.56%

Shares96.1K

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB STRATEGIC TR

2.90%

Shares82.7K

Event2026-03-31

Filed2026-05-12

VMBS

VANGUARD SCOTTSDALE FDS

-11.76%

Shares44.0K

Event2026-03-31

Filed2026-05-12

FTXL

FIRST TR EXCHANGE TRADED FD

-12.32%

Shares10.7K

Event2026-03-31

Filed2026-05-12

SEAGATE TECHNOLOGY HLDNGS PL

-25.05%

Shares3.8K

Event2026-03-31

Filed2026-05-12

FLOT

ISHARES TR

-20.10%

Shares27.8K

Event2026-03-31

Filed2026-05-12

IYH

ISHARES TR

17.43%

Shares20.2K

Event2026-03-31

Filed2026-05-12

VDC

VANGUARD WORLD FD

64.86%

Shares5.3K

Event2026-03-31

Filed2026-05-12

IYK

ISHARES TR

-15.26%

Shares13.8K

Event2026-03-31

Filed2026-05-12

HYSA

BONDBLOXX ETF TRUST

-27.47%

Shares64.0K

Event2026-03-31

Filed2026-05-12