Adamsbrown Wealth Consultants LLC Purchases in Q3 2024

Adamsbrown Wealth Consultants LLC

  • $288 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
74K
New
$90.59 - $99.43 $6.7M - $7.36M
74K $7.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24K
+ 5.01%
$77.02 - $85.06 $1.85M - $2.04M
503K $42.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.23K
+ 124.32%
$405.19 - $478.57 $3.74M - $4.42M
16.7K $7.67M
CGCP
Capital Group Core Plus Income

ETFs
72.8K
+ 7.29%
$22.12 - $23.31 $1.61M - $1.7M
1.07M $24.8M
AAPL
Apple Inc.

Technology
5.6K
+ 23.92%
$207.23 - $234.82 $1.16M - $1.31M
29K $6.76M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
35.7K
+ 331.7%
$50.61 - $50.96 $1.8M - $1.82M
46.4K $2.36M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.84K
+ 0.47%
$30.71 - $34.79 $118K - $133K
824K $28.7M
JPIB
Jpmorgan International Bond Op

ETFs
19K
+ 5.91%
$46.96 - $48.73 $893K - $927K
341K $16.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.98K
+ 4.19%
$94.31 - $103.26 $564K - $618K
149K $15.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10.8K
+ 3.12%
$25.45 - $29.53 $275K - $319K
358K $10.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
716
+ 15.74%
$434.77 - $502.96 $311K - $360K
5.27K $2.57M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.97K
+ 4.72%
$37.37 - $41.82 $148K - $166K
88.2K $3.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.79K
+ 127.98%
$50.25 - $50.74 $341K - $345K
12.1K $614K
NFLX
Netflix Inc

Communication Services
465
New
$598.55 - $722.26 $278K - $336K
465 $329K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.97K
+ 26.99%
$92.1 - $95.52 $273K - $283K
14K $1.33M
WMT
Walmart Inc.

Consumer Defensive
525
+ 2.68%
$66.91 - $81.4 $35.1K - $42.7K
20.1K $1.62M
AVLV
American Centy ETF Tr Avantis
4.44K
New
$60.05 - $65.83 $267K - $292K
4.44K $292K
NVDA
Nvidia Corp

Technology
2.43K
+ 15.05%
$98.91 - $134.91 $240K - $328K
18.6K $2.26M
URI
United Rentals, Inc.

Industrials
289
New
$627.41 - $814.1 $181K - $235K
289 $234K
UNH
Unitedhealth Group Inc

Healthcare
390
New
$488.01 - $604.18 $190K - $236K
390 $228K
LLY
Eli Lilly & CO

Healthcare
251
New
$772.14 - $960.02 $194K - $241K
251 $222K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.33K
New
$28.1 - $29.89 $206K - $219K
7.33K $219K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
7.46K
New
$28.19 - $31.47 $210K - $235K
7.46K $215K
IVV
Ishares Core S&P 500 ETF

ETFs
367
New
$520.18 - $576.82 $191K - $212K
367 $211K
CGXU
Capital Group Intl Focus Equit

ETFs
7.56K
New
$24.27 - $27.46 $184K - $208K
7.56K $203K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.79K
+ 10.6%
$45.2 - $47.87 $126K - $134K
29.2K $1.39M
LOW
Lowes Companies Inc

Consumer Cyclical
330
+ 17.54%
$213.3 - $270.78 $70.4K - $89.4K
2.21K $598K
MMM
3 M CO

Industrials
4
+ 0.08%
$99.69 - $139.42 $399 - $558
4.94K $674K
OKE
Oneok Inc

Energy
264
+ 1.78%
$78.62 - $95.27 $20.8K - $25.2K
15.1K $1.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
160
+ 6.65%
$475.2 - $527.7 $76K - $84.4K
2.57K $1.35M
META
Meta Platforms, Inc.

Communication Services
20
+ 1.17%
$453.41 - $572.44 $9.07K - $11.4K
1.73K $991K
XOM
Exxon Mobil Corp

Energy
379
+ 1.88%
$109.72 - $119.0 $41.6K - $45.1K
20.6K $2.41M
VO
Vanguard Mid Cap ETF

ETFs
102
+ 3.96%
$237.84 - $263.83 $24.3K - $26.9K
2.68K $707K
LMT
Lockheed Martin Corp

Industrials
6
+ 1.03%
$460.3 - $584.56 $2.76K - $3.51K
587 $343K
KO
Coca Cola CO

Consumer Defensive
317
+ 6.83%
$62.69 - $73.01 $19.9K - $23.1K
4.96K $356K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
10
+ 0.11%
$71.86 - $78.56 $719 - $786
8.89K $698K
ABBV
Abb Vie Inc.

Healthcare
41
+ 2.78%
$163.84 - $199.33 $6.72K - $8.17K
1.51K $298K
ORCL
Oracle Corp

Technology
15
+ 1.0%
$125.9 - $170.35 $1.89K - $2.56K
1.51K $257K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
230
+ 7.43%
$83.76 - $91.82 $19.3K - $21.1K
3.33K $303K
PEP
Pepsico Inc

Consumer Defensive
36
+ 0.49%
$161.9 - $179.3 $5.83K - $6.45K
7.39K $1.26M
VZ
Verizon Communications Inc

Communication Services
268
+ 3.98%
$38.89 - $45.0 $10.4K - $12.1K
7.01K $314K
QUAL
Ishares Msci Usa Quality Facto

ETFs
52
+ 2.73%
$162.64 - $179.3 $8.46K - $9.32K
1.96K $351K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.24%
$517.38 - $573.86 $1.03K - $1.15K
822 $471K
AMD
Advanced Micro Devices Inc

Technology
81
+ 1.55%
$128.67 - $183.96 $10.4K - $14.9K
5.3K $870K
AMZN
Amazon Com Inc

Consumer Cyclical
479
+ 5.02%
$161.02 - $200.0 $77.1K - $95.8K
10K $1.87M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
30
+ 0.63%
$59.93 - $66.52 $1.8K - $2K
4.76K $316K
PG
Procter & Gamble CO

Consumer Defensive
28
+ 1.61%
$160.76 - $177.82 $4.5K - $4.98K
1.77K $305K
ONB
Old National Bancorp

Financial Services
87
+ 0.75%
$16.67 - $20.22 $1.45K - $1.76K
11.8K $219K
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 1.84%
$194.9 - $224.8 $4.87K - $5.62K
1.38K $291K
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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