Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 16 | Q3 2023 | 2.6% |
APPLE INC | 16 | Q3 2023 | 1.8% |
QUALCOMM INC | 16 | Q3 2023 | 1.1% |
EXTRA SPACE STORAGE INC | 16 | Q3 2023 | 1.3% |
ABBVIE INC | 16 | Q3 2023 | 1.0% |
PFIZER INC | 16 | Q3 2023 | 1.2% |
EMERSON ELEC CO | 16 | Q3 2023 | 1.0% |
WP CAREY INC | 16 | Q3 2023 | 1.1% |
ENBRIDGE INC | 16 | Q3 2023 | 1.0% |
PRINCIPAL FINL GROUP INC | 16 | Q3 2023 | 0.9% |
View Adams Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-20 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-17 |
13F-HR | 2022-11-10 |
13F-HR | 2022-07-20 |
13F-HR | 2022-04-11 |
13F-HR | 2022-02-09 |
View Adams Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.