Adams Wealth Management Buys PGIM Active High Yield Bond ETF, VanEck Vectors Mortgage REIT Income ETF, S&P 500 ETF TRUST ETF, Sells Sunrun Inc, Quadratic Interest Rate Volatility And Inflation H, PGIM Ultra Short Bond ETF

Investment company Adams Wealth Management (Current Portfolio) buys PGIM Active High Yield Bond ETF, VanEck Vectors Mortgage REIT Income ETF, S&P 500 ETF TRUST ETF, iShares MSCI USA Multifactor ETF, Adobe Inc, sells Sunrun Inc, Quadratic Interest Rate Volatility And Inflation H, PGIM Ultra Short Bond ETF, Caterpillar Inc, Johnson & Johnson during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Adams Wealth Management. As of 2021Q2, Adams Wealth Management owns 76 stocks with a total value of $235 million. These are the details of the buys and sells.

For the details of Adams Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/adams+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Adams Wealth Management
  1. Schwab U.S. Large-Cap ETF (SCHX) - 1,015,770 shares, 45.03% of the total portfolio. Shares added by 1.13%
  2. SPDR Portfolio Intermediate Term Corporate Bond ET (SPIB) - 489,622 shares, 7.66% of the total portfolio. Shares added by 0.49%
  3. Schwab U.S. Small-Cap ETF (SCHA) - 150,269 shares, 6.68% of the total portfolio. Shares added by 11.61%
  4. Schwab Emerging Markets Equity ETF (SCHE) - 357,028 shares, 5.01% of the total portfolio. Shares added by 7.71%
  5. PGIM Active High Yield Bond ETF (PHYL) - 221,459 shares, 3.91% of the total portfolio. New Position
New Purchase: PGIM Active High Yield Bond ETF (PHYL)

Adams Wealth Management initiated holding in PGIM Active High Yield Bond ETF. The purchase prices were between $40.19 and $41.22, with an estimated average price of $40.8. The stock is now traded at around $41.195000. The impact to a portfolio due to this purchase was 3.91%. The holding were 221,459 shares as of 2021-06-30.

New Purchase: VanEck Vectors Mortgage REIT Income ETF (MORT)

Adams Wealth Management initiated holding in VanEck Vectors Mortgage REIT Income ETF. The purchase prices were between $17.94 and $20.25, with an estimated average price of $19.11. The stock is now traded at around $18.850000. The impact to a portfolio due to this purchase was 0.95%. The holding were 112,767 shares as of 2021-06-30.

New Purchase: S&P 500 ETF TRUST ETF (SPY)

Adams Wealth Management initiated holding in S&P 500 ETF TRUST ETF. The purchase prices were between $395.04 and $428.06, with an estimated average price of $415.91. The stock is now traded at around $441.150000. The impact to a portfolio due to this purchase was 0.73%. The holding were 4,000 shares as of 2021-06-30.

New Purchase: iShares MSCI USA Multifactor ETF (LRGF)

Adams Wealth Management initiated holding in iShares MSCI USA Multifactor ETF. The purchase prices were between $40.55 and $43.05, with an estimated average price of $42.2. The stock is now traded at around $44.060000. The impact to a portfolio due to this purchase was 0.11%. The holding were 5,891 shares as of 2021-06-30.

New Purchase: Adobe Inc (ADBE)

Adams Wealth Management initiated holding in Adobe Inc. The purchase prices were between $472.09 and $590.75, with an estimated average price of $514.21. The stock is now traded at around $621.280000. The impact to a portfolio due to this purchase was 0.1%. The holding were 391 shares as of 2021-06-30.

Added: iShares Broad USD High Yield Corporate Bond ETF (USHY)

Adams Wealth Management added to a holding in iShares Broad USD High Yield Corporate Bond ETF by 21.62%. The purchase prices were between $40.32 and $41.38, with an estimated average price of $40.78. The stock is now traded at around $41.450000. The impact to a portfolio due to this purchase was 0.04%. The holding were 12,556 shares as of 2021-06-30.

Sold Out: Sunrun Inc (RUN)

Adams Wealth Management sold out a holding in Sunrun Inc. The sale prices were between $39.45 and $60.48, with an estimated average price of $48.58.

Sold Out: PGIM Ultra Short Bond ETF (PULS)

Adams Wealth Management sold out a holding in PGIM Ultra Short Bond ETF. The sale prices were between $49.64 and $49.73, with an estimated average price of $49.68.

Sold Out: Johnson & Johnson (JNJ)

Adams Wealth Management sold out a holding in Johnson & Johnson. The sale prices were between $159.48 and $171.07, with an estimated average price of $165.55.

Sold Out: Caterpillar Inc (CAT)

Adams Wealth Management sold out a holding in Caterpillar Inc. The sale prices were between $208.86 and $244.79, with an estimated average price of $231.15.

Sold Out: Senseonics Holdings Inc (SENS)

Adams Wealth Management sold out a holding in Senseonics Holdings Inc. The sale prices were between $1.71 and $4.14, with an estimated average price of $2.53.



Here is the complete portfolio of Adams Wealth Management. Also check out:

1. Adams Wealth Management's Undervalued Stocks
2. Adams Wealth Management's Top Growth Companies, and
3. Adams Wealth Management's High Yield stocks
4. Stocks that Adams Wealth Management keeps buying