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  Name: Adams Wealth Management
  City: Logan
  State: UT
  Zip: 84321
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $410,160,000
  Total Value Change : $72,098,000
  Securities Held Change : 7
   
All Securities Held : 101
  New Positions : 10
  Closed Positions : 3
  Increased Positions : 46
  Unchanged Positions : 5
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 86 - $199.50 $374,000 1,869 0.09% 56,000 0 0    Domestic Money Center...
   (ANTM)1 Year Chart         ANTM Anthem Inc 87 - $519.19 $360,000 695 0.09% 32,000 0 0    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 91 - $346.47 $321,000 876 0.08% 62,000 0 0    Farm & Construction M...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 94 - $807.86 $272,000 349 0.07% 68,000 0 0    Drug Manufacturers - ...
   (MCD)1 Year Chart         MCD McDonalds Corp 97 - $253.54 $226,000 800 0.06% -11,000 0 0    Restaurants

      5 Records Found
  1    
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