HoldingsChannel.com
Adams Wealth Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 443,687 +443,687 $27,176
     SCHX443,687+443,687$27,176
SPDR SER TR (SPIB) 186,255 +186,255 $6,335
     SPIB186,255+186,255$6,335
SCHWAB STRATEGIC TR 73,427 +73,427 $3,783
     SCHA73,427+73,427$3,783
SCHWAB STRATEGIC TR 135,241 +135,241 $2,798
     SCHE135,241+135,241$2,798
MICROSOFT CORP 13,107 -3,947 $2,067
     MSFT13,107-3,947$2,067
FIRST TR EXCHANGE TRADED FD (FTSM) 34,888 -102,085 $2,059
     FTSM34,888-102,085$2,059
PGIM ETF TR (PHYL) 56,143 +56,143 $1,966
     PHYL56,143+56,143$1,966
GOLDMAN SACHS ETF TR (GSLC) 36,945 +36,945 $1,928
     GSLC36,945+36,945$1,928
SCHWAB STRATEGIC TR 30,010 +30,010 $1,726
     SCHP30,010+30,010$1,726
APPLE INC 5,691 -827 $1,447
     AAPL5,691-827$1,447
SPDR SER TR (XSD) 15,689 +15,689 $1,317
     XSD15,689+15,689$1,317
INTEL CORP 19,765 -3,976 $1,070
     INTC19,765-3,976$1,070
SCHWAB STRATEGIC TR 22,781 +22,781 $1,025
     SCHD22,781+22,781$1,025
EXTRA SPACE STORAGE INC 10,460 -1,705 $1,002
     EXR10,460-1,705$1,002
PFIZER INC 28,538 -1,611 $931
     PFE28,538-1,611$931
BLACKSTONE MTG TR INC 46,116 +9,916 $859
     BXMT46,116+9,916$859
WP CAREY INC 14,289 -1,837 $830
     WPC14,289-1,837$830
QUALCOMM INC 12,207 -3,177 $826
     QCOM12,207-3,177$826
REALTY INCOME CORP 15,865 -2,543 $791
     O15,865-2,543$791
VERIZON COMMUNICATIONS INC 14,641 -645 $787
     VZ14,641-645$787
ABBVIE INC 10,141 -569 $773
     ABBV10,141-569$773
ENBRIDGE INC 26,229 -1,163 $763
     ENB26,229-1,163$763
SEAGATE TECHNOLOGY PLC 15,514 -1,453 $757
     STX15,514-1,453$757
DOMINION ENERGY INC 10,103 -1,844 $729
     D10,103-1,844$729
PACKAGING CORP AMER 8,213 -797 $713
     PKG8,213-797$713
COCA COLA CO 15,945 +1,810 $706
     KO15,945+1,810$706
LTC PPTYS INC 22,431 +67 $693
     LTC22,431+67$693
EMERSON ELEC CO 14,157 -739 $675
     EMR14,157-739$675
PHILIP MORRIS INTL INC 8,882 -28 $648
     PM8,882-28$648
AT&T INC 21,853 +4,210 $637
     T21,853+4,210$637
FIRST AMERN FINL CORP 14,587 -231 $619
     FAF14,587-231$619
ALPHABET INC 452 -111 $525
     GOOGL452-111$525
ALIBABA GROUP HLDG LTD 2,633 -593 $512
     BABA2,633-593$512
FACEBOOK INC 3,059 -248 $510
     FB3,059-248$510
MCDONALDS CORP 2,998 -4,627 $496
     MCD2,998-4,627$496
VISA INC 3,071 -908 $495
     V3,071-908$495
PRINCIPAL FINL GROUP INC 15,687 +2,229 $492
     PFG15,687+2,229$492
PROCTER & GAMBLE CO 4,216 +10 $464
     PG4,216+10$464
FIRST TR EXCHANGE TRADED FD (LMBS) 9,000 -16,000 $459
     LMBS9,000-16,000$459
HELMERICH & PAYNE INC 25,573 +9,886 $400
     HP25,573+9,886$400
BROOKFIELD REAL ASSETS INCOM 27,037 +12,032 $397
     RA27,037+12,032$397
PIMCO ETF TR (MINT) 3,295 -603 $326
     MINT3,295-603$326
UNITED RENTALS INC 3,172 -473 $326
     URI3,172-473$326
EATON VANCE ENH EQTY INC FD 23,157 -3,312 $321
     EOS23,157-3,312$321
NUVEEN NASDAQ 100 DYNAMIC OV 16,437 -3,004 $312
     QQQX16,437-3,004$312
INVESCO EXCH TRD SLF IDX FD 13,453 -221,555 $309
     BSJK13,453-221,555$309
JAZZ PHARMACEUTICALS PLC 3,006 -635 $300
     JAZZ3,006-635$300
CHUBB LIMITED 2,673 -244 $299
     CB2,673-244$299
NUVEEN CORE EQUITY ALPHA FD 25,830 -3,665 $277
     JCE25,830-3,665$277
HANCOCK JOHN PREM DIVID FD 21,937 -3,316 $267
     PDT21,937-3,316$267

See Full List: All Stocks Held By Adams Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Adams Wealth Management

Size ($ in 1000's)
At 03/31/2020: $79,576
At 12/31/2019: $118,561

Adams Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Adams Wealth Management 13F filings. Link to 13F filings: SEC filings

Adams Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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