Focus Partners Wealth
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Focus Partners Wealth’s Adams Diversified Equity Fund ADX Stock Holding History

Focus Partners Wealth’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Hold
48,562
– – ﹤0.01% 1109
2025
Q1 		$922K Buy
48,562
+459
+1% +$8.72K ﹤0.01% 1086
2024
Q4 		$972K Buy
+48,103
New +$972K ﹤0.01% 1059