ADAPT WEALTH ADVISORS, LLC Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$205.0B

Holdings

58

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (58 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
44,008$24.7B12.06%
2
QQQMINVESCO EXCH TRADED FD TR II
89,937$17.4B8.47%
3
SMTHALPS ETF TR
593,317$15.4B7.49%
4
VFLOVICTORY PORTFOLIOS II
363,672$12.5B6.08%
5
TLTISHARES TR
119,216$10.9B5.29%
6
IGIBISHARES TR
185,007$9.7B4.74%
7
QUALISHARES TR
52,288$8.9B4.36%
8
FLQMFRANKLIN TEMPLETON ETF TR
161,811$8.6B4.18%
9
IAKISHARES TR
62,104$8.6B4.17%
10
PPAINVESCO EXCHANGE TRADED FD T
71,828$8.4B4.08%
11
USTBVICTORY PORTFOLIOS II
158,965$8.1B3.93%
12
VVRINVESCO SR INCOME TR
2,030,245$7.6B3.71%
13
EPIWISDOMTREE TR
170,074$7.4B3.63%
14
BCCCGLOBAL X FDS
193,669$7.3B3.56%
15
XSMOINVESCO EXCHANGE TRADED FD T
75,982$4.8B2.33%
16
VONGVANGUARD SCOTTSDALE FDS
40,218$3.7B1.82%
17
VOOVANGUARD INDEX FDS
7,113$3.7B1.78%
18
VOVANGUARD INDEX FDS
13,604$3.5B1.72%
19
QEFASPDR INDEX SHS FDS
42,558$3.4B1.64%
20
SCHDSCHWAB STRATEGIC TR
108,848$3.0B1.48%
21
JNJJOHNSON & JOHNSON
16,499$2.7B1.33%
22
WMWASTE MGMT INC DEL
10,560$2.4B1.19%
23
SOSOUTHERN CO
18,435$1.7B0.83%
24
IWMISHARES TR
7,519$1.5B0.73%
25
AAPLAPPLE INC
6,227$1.4B0.67%
26
LLYELI LILLY & CO
1,412$1.2B0.57%
27
COWZPACER FDS TR
20,996$1.1B0.56%
28
AMZNAMAZON COM INC
5,897$1.1B0.55%
29
XLUSELECT SECTOR SPDR TR
13,969$1.1B0.54%
30
A4SAMERIPRISE FINL INC
1,995$965.8M0.47%
31
AFLAFLAC INC
8,324$925.5M0.45%
32
NVDANVIDIA CORPORATION
7,865$852.4M0.42%
33
TFCTRUIST FINL CORP
20,456$841.8M0.41%
34
DUKDUKE ENERGY CORP NEW
6,736$821.5M0.40%
35
VIGVANGUARD SPECIALIZED FUNDS
3,415$662.5M0.32%
36
XOMEXXON MOBIL CORP
5,403$642.6M0.31%
37
IYWISHARES TR
4,396$617.4M0.30%
38
JHMMJOHN HANCOCK EXCHANGE TRADED
9,268$531.1M0.26%
39
VBVANGUARD INDEX FDS
2,323$515.1M0.25%
40
PGPROCTER AND GAMBLE CO
2,729$465.0M0.23%
41
PEPPEPSICO INC
3,035$455.1M0.22%
42
IUSGISHARES TR
3,328$422.9M0.21%
43
HDHOME DEPOT INC
1,093$400.6M0.20%
44
MSFTMICROSOFT CORP
1,041$390.8M0.19%
45
GBILGOLDMAN SACHS ETF TR
3,662$366.9M0.18%
46
CRMSALESFORCE INC
1,238$332.2M0.16%
47
METAMETA PLATFORMS INC
549$316.4M0.15%
48
VUGVANGUARD INDEX FDS
801$297.0M0.14%
49
NDQINVESCO QQQ TR
627$294.0M0.14%
50
PSNPARSONS CORP DEL
4,564$270.2M0.13%
51
WMTWALMART INC
3,015$264.7M0.13%
52
GPNGLOBAL PMTS INC
2,668$261.3M0.13%
53
ORCLORACLE CORP
1,861$260.2M0.13%
54
IYFISHARES TR
2,150$242.6M0.12%
55
HONHONEYWELL INTL INC
1,083$229.3M0.11%
56
TXUETHORNBURG ETF TR
8,510$224.7M0.11%
57
AQLTISHARES TR
1,590$213.5M0.10%
58
GLWCORNING INC
4,613$211.2M0.10%