ADAPT WEALTH ADVISORS, LLC
CIK
2013937
City
ATLANTA
State / Country
GA
Top Portfolio Positions
56 positions ·
$48,175,334 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
25,901 | $4,517,134 | 9.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
16,422 | $4,014,193 | 8.33% | |
| CHW |
Calamos Global Dynamic Income Fund
Financial Services
|
402,639 | $2,923,159 | 6.07% | |
| AAPL |
Apple Inc.
Technology
|
11,474 | $2,911,986 | 6.04% | |
| WM |
Waste Management Inc
Industrials
|
10,565 | $2,427,731 | 5.04% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
214,846 | $2,187,132 | 4.54% | |
| BGX |
Blackstone Long-Short Credit Income Fund
Financial Services
|
191,163 | $2,083,676 | 4.33% | |
| SO |
Southern Co
Utilities
|
18,833 | $1,817,761 | 3.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,895 | $1,695,166 | 3.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,856 | $1,634,003 | 3.39% |
Portfolio Trend
9 quarters · across all stocks
Holdings in NML
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,630 | 13,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $110,500 | 13,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $129,492 | 14,850 | Shares | Sole | 2025-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||