Portfolio (Quarterly)
Guide ↗
Adams Wealth Management
· CIK 0001803084| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DVN | DEVON ENERGY CORP NEW | Energy | 65,365 | $3.3M | 0.72% | SOLD |
| 2 | MTG | MGIC INVT CORP WIS | Financial Services | 110,665 | $2.9M | 0.64% | SOLD |
| 3 | SCHA | SCHWAB STRATEGIC TR | — | 12,705 | $369K | 0.08% | SOLD |
| 4 | SPSM | SPDR SERIES TRUST | — | 6,132 | $296K | 0.07% | SOLD |
| 5 | HP | HELMERICH & PAYNE INC | Energy | 5,912 | $213K | 0.05% | SOLD |
| 6 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 213 | $212K | 0.05% | SOLD |
Sector Allocation
Technology
44.8%
Financial Services
14.9%
Consumer Cyclical
11.4%
Energy
6.1%
Communication Services
5.3%
Healthcare
5.3%
Industrials
4.9%
Consumer Defensive
4.4%
Real Estate
1.5%
Utilities
1.3%