Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADAMS WEALTH MANAGEMENT | 07-16-2024 | 06-30-2024 | 107 | 434,386,923 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P600 | 101 | $562,482 | 13,544 | 0.00 | 13,544 | +Inf | 06-30-2024 | |
| VERIZON COMMUNICATIONS INC | COM | 102 | $562,060 | 13,629 | 0.00 | 0.00 | -5,928 | -30.31 | 06-30-2024 |
| ISHARES TR | MBS ETF | 103 | $543,240 | 5,917 | 0.00 | 0.00 | -356 | -5.68 | 06-30-2024 |
| DOMINION ENERGY INC | COM | 104 | $535,972 | 10,938 | 0.00 | 0.00 | -4,085 | -27.19 | 06-30-2024 |
