| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Adams Wealth Management | $523M | Logan, UT | 028-19910 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 125 | $533M | +$140M | -$27.7M | +$113M | SCHX, SSO, SPUU, IVV, CLOA | 13F-HR | 2/13/2025, 04:28 PM |
| Q3 2024 | 110 | $466M | +$35.9M | -$22.2M | +$13.7M | SCHX, SSO, SPUU, IVV, VV | 13F-HR | 10/28/2024, 02:49 PM |
| Q2 2024 | 104 | $434M | $0 | $0 | SCHX, SSO, SPUU, IVV, VV | 13F-HR | 8/1/2024, 01:09 PM |