Adapt Wealth Advisors, LLC Top Holdings and 13F Report (2024) → get a piece of the profit from this land (From True Market Insiders) (Ad) About Adapt Wealth Advisors, LLCInvestment ActivityAdapt Wealth Advisors, LLC has $140.49 million in total holdings as of March 31, 2024.Adapt Wealth Advisors, LLC owns shares of 49 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $20,233,140Pacer US Cash Cows 100 ETF $12,255,761Invesco NASDAQ 100 ETF $11,845,620iShares Core Total USD Bond Market ETF $8,463,920SPDR MSCI EAFE StrategicFactors ETF $7,778,715 Sector AllocationMap of 500 Largest Holdings ofAdapt Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$20,233,14038,48614.4%ETFCOWZPacer US Cash Cows 100 ETF$12,255,761210,9068.7%ETFQQQMInvesco NASDAQ 100 ETF$11,845,62064,8408.4%ETFIUSBiShares Core Total USD Bond Market ETF$8,463,920185,6536.0%ManufacturingQEFASPDR MSCI EAFE StrategicFactors ETF$7,778,715102,2305.5%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$6,733,658117,3524.8%ETFCALFPacer US Small Cap Cash Cows 100 ETF$6,024,866122,5564.3%ETFMBBiShares MBS ETF$5,683,55361,4974.0%ETFEPIWisdomTree India Earnings Fund$5,195,706119,2773.7%FinanceVVRInvesco Senior Income Trust$4,945,5311,155,4983.5%Financial ServicesTLTiShares 20+ Year Treasury Bond ETF$4,415,91546,6703.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$4,404,78285,3643.1%ManufacturingVONGVanguard Russell 1000 Growth ETF$3,698,67542,6752.6%ETFVOOVanguard S&P 500 ETF$3,602,8477,4952.6%ETFVOVanguard Mid-Cap ETF$3,529,04014,1242.5%ETFSCHDSchwab US Dividend Equity ETF$3,122,60238,7282.2%ETFIXCiShares Global Energy ETF$2,941,51768,4872.1%ETFIFRAiShares U.S. Infrastructure ETF$2,883,44266,5002.1%ETFWMWaste Management$2,720,43312,7631.9%Business ServicesJNJJohnson & Johnson$2,381,55015,0551.7%MedicalIWMiShares Russell 2000 ETF$1,861,1378,8501.3%FinanceIEFiShares 7-10 Year Treasury Bond ETF$1,172,08012,3820.8%ETFVBVanguard Small-Cap ETF$1,161,5015,0810.8%ETFLLYEli Lilly and Company$1,142,0451,4680.8%MedicalGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$1,006,2779,9740.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$885,0859,0370.6%FinanceAMZNAmazon.com$876,4664,8590.6%Retail/WholesaleAAPLApple$867,8605,0610.6%Computer and TechnologyAMPAmeriprise Financial$848,3811,9350.6%FinanceXOMExxon Mobil$634,0895,4550.5%Oils/EnergyVIGVanguard Dividend Appreciation ETF$628,3613,4410.4%ETFVGLTVanguard Long-Term Treasury Index ETF$560,5889,4630.4%ETFPEPPepsiCo$543,9313,1080.4%Consumer StaplesNVDANVIDIA$542,1366000.4%Computer and TechnologyDUKDuke Energy$527,0705,4500.4%UtilitiesAFLAflac$487,0845,6730.3%FinanceTBLLInvesco Short Term Treasury ETF$469,7634,4540.3%ETFIUSGiShares Core S&P U.S. Growth ETF$391,2473,3380.3%ManufacturingPGProcter & Gamble$338,4542,0860.2%Consumer StaplesORCLOracle$321,0592,5560.2%Computer and TechnologyMSFTMicrosoft$290,2976900.2%Computer and TechnologyCRMSalesforce$282,5079380.2%Computer and TechnologyQQQInvesco QQQ$278,3946270.2%FinanceVUGVanguard Growth ETF$277,0818050.2%ETFHONHoneywell International$256,7681,2510.2%Multi-Sector ConglomeratesSOSouthern$248,3643,4620.2%UtilitiesTFCTruist Financial$247,5236,3500.2%FinanceMETAMeta Platforms$242,7905000.2%Computer and TechnologyHDHome Depot$241,2846290.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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