Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 2106763
LYNCHBURG, VA
Position in ADX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$237,027
+$33,954 QoQ
Shares Held
9,277
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#158
of 216 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies holds $452,909 across 2 Asset Management names. ADX ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
9,277 | $237,027 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
6,272 | $215,882 |
All Filings in ADX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,027 | 9,277 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $203,073 | 9,277 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $216,339 | 9,277 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||