Adamsbrown Wealth Consultants LLC Purchases in Q2 2025

Adamsbrown Wealth Consultants LLC

  • $329 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
112K
+ 12.21%
$30.53 - $40.65 $3.42M - $4.55M
1.03M $41.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.4K
+ 65.91%
$483.48 - $539.8 $6.94M - $7.75M
36.1K $17.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.15K
+ 7.26%
$171.4 - $227.1 $1.4M - $1.85M
120K $27.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
24.4K
+ 12.19%
$82.17 - $99.96 $2M - $2.43M
224K $22M
HEFA
Ishares Currency Hedged Msci E

ETFs
25.5K
+ 5.16%
$32.11 - $38.21 $817K - $973K
518K $19.7M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
21.1K
+ 12.05%
$80.28 - $91.78 $1.69M - $1.93M
196K $17.2M
CGCP
Capital Group Core Plus Income

ETFs
43.9K
+ 3.61%
$21.92 - $22.56 $963K - $991K
1.26M $28.4M
NVDA
Nvidia Corp

Technology
443
+ 2.3%
$94.31 - $157.99 $41.8K - $70K
19.7K $3.11M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
38.7K
+ 4.69%
$17.99 - $18.99 $696K - $735K
863K $16.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17K
+ 37.5%
$50.36 - $50.68 $857K - $863K
62.4K $3.16M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
13.3K
+ 13.53%
$48.5 - $49.35 $647K - $658K
112K $5.51M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
6.36K
+ 12.92%
$39.69 - $51.24 $252K - $326K
55.6K $2.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
292
+ 6.13%
$416.06 - $551.64 $121K - $161K
5.05K $2.79M
AMZN
Amazon Com Inc

Consumer Cyclical
678
+ 7.08%
$167.32 - $223.3 $113K - $151K
10.3K $2.25M
CAT
Caterpillar Inc

Industrials
1.07K
New
$273.94 - $388.21 $293K - $415K
1.07K $414K
WMT
Walmart Inc.

Consumer Defensive
765
+ 3.52%
$81.79 - $99.98 $62.6K - $76.5K
22.5K $2.2M
IBM
International Business Machines Corp

Technology
870
New
$221.03 - $294.78 $192K - $256K
870 $256K
GOOGL
Alphabet Inc.

Communication Services
1.45K
New
$144.7 - $178.6 $210K - $259K
1.45K $255K
TSLA
Tesla, Inc.

Consumer Cyclical
277
+ 9.73%
$221.86 - $362.89 $61.5K - $101K
3.12K $992K
URI
United Rentals, Inc.

Industrials
322
New
$551.94 - $753.4 $178K - $243K
322 $242K
IVV
Ishares Core S&P 500 ETF

ETFs
366
New
$498.8 - $620.9 $183K - $227K
366 $227K
IEFA
Ishares Tr

ETFs
2.63K
New
$67.83 - $84.09 $178K - $221K
2.63K $219K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.13K
New
$23.87 - $29.82 $170K - $213K
7.13K $212K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.14K
New
$17.76 - $22.1 $162K - $202K
9.14K $202K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.84K
+ 10.21%
$89.58 - $95.01 $164K - $174K
19.8K $1.88M
CGGO
Capital Group Global Growth Eq

ETFs
3.84K
+ 46.62%
$25.31 - $32.17 $97.1K - $123K
12.1K $385K
DE
Deere & CO

Industrials
179
+ 14.4%
$412.99 - $531.48 $73.9K - $95.1K
1.42K $723K
VEA
Vanguard Ftse Developed Market

ETFs
704
+ 4.93%
$45.65 - $57.01 $32.1K - $40.1K
15K $854K
VO
Vanguard Mid Cap ETF

ETFs
210
+ 7.65%
$228.54 - $279.83 $48K - $58.8K
2.96K $826K
BA
Boeing CO

Industrials
134
+ 5.87%
$136.59 - $217.51 $18.3K - $29.1K
2.42K $506K
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 32.79%
$908.13 - $1056.85 $73.6K - $85.6K
328 $324K
BAC
Bank Of America Corp

Financial Services
664
+ 6.25%
$34.39 - $47.46 $22.8K - $31.5K
11.3K $533K
DIS
Walt Disney CO

Communication Services
20
+ 0.85%
$81.72 - $124.01 $1.63K - $2.48K
2.37K $293K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.63K
+ 4.32%
$22.68 - $23.28 $59.7K - $61.2K
63.5K $1.47M
ELA
Envela Corp

Consumer Cyclical
10K
New
$5.48 - $6.98 $54.8K - $69.8K
10K $61K
GPRE
Green Plains Inc.

Basic Materials
10K
New
$3.3 - $6.03 $33K - $60.3K
10K $60K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15
+ 0.14%
$22.27 - $29.21 $334 - $438
10.8K $316K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
58
+ 0.35%
$35.35 - $42.68 $2.05K - $2.48K
16.6K $707K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
12
+ 0.15%
$70.7 - $82.14 $848 - $986
7.86K $645K
KO
Coca Cola CO

Consumer Defensive
412
+ 8.83%
$68.37 - $73.9 $28.2K - $30.4K
5.08K $359K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3
+ 0.16%
$152.42 - $182.82 $457 - $548
1.87K $342K
VBR
Vanguard Small Cap Value ETF

ETFs
21
+ 1.08%
$162.76 - $195.77 $3.42K - $4.11K
1.96K $381K
AVLV
American Centy ETF Tr Avantis
19
+ 0.44%
$56.85 - $68.21 $1.08K - $1.3K
4.36K $297K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1
+ 0.03%
$89.28 - $103.8 $89.3 - $104
3.96K $410K
PG
Procter & Gamble CO

Consumer Defensive
152
+ 9.38%
$157.66 - $172.39 $24K - $26.2K
1.77K $282K
ONB
Old National Bancorp

Financial Services
73
+ 0.67%
$17.95 - $22.57 $1.31K - $1.65K
11K $234K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
987
+ 11.79%
$23.94 - $30.54 $23.6K - $30.1K
9.36K $254K
Bitwise Bitcoin ETF Tr
1.88K
+ 33.45%
N/A
7.52K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
72.1K
+ 15.37%
N/A
541K $0
Activity Summary
Buys All Purchases 63 New Holdings 12 Increased Positions 51 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Adamsbrown Wealth Consultants LLC Portfolio

Follow Adamsbrown Wealth Consultants LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adamsbrown Wealth Consultants LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adamsbrown Wealth Consultants LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email