Adamsbrown Wealth Consultants LLC Incresed Positions in Q1 2025

Adamsbrown Wealth Consultants LLC

  • $305 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
25.3K
+ 16.89%
$85.24 - $94.86 $2.15M - $2.4M
175K $15.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
42.6K
+ 27.08%
$89.18 - $104.04 $3.8M - $4.43M
200K $18.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.61K
+ 13.61%
$442.66 - $534.52 $1.15M - $1.39M
21.8K $11.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
73.9K
+ 4.82%
$27.01 - $28.54 $2M - $2.11M
1.61M $44.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
53.6K
+ 14.27%
$25.81 - $28.52 $1.38M - $1.53M
429K $11.8M
CGCP
Capital Group Core Plus Income

ETFs
43.1K
+ 3.67%
$21.94 - $22.64 $946K - $976K
1.22M $27.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
23.2K
+ 104.25%
$50.39 - $50.66 $1.17M - $1.17M
45.4K $2.3M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
62.1K
+ 8.15%
$18.54 - $18.88 $1.15M - $1.17M
824K $15.4M
KR
Kroger CO

Consumer Defensive
11.4K
+ 125.12%
$58.36 - $67.72 $665K - $771K
20.5K $1.39M
CGGR
Capital Group Growth ETF Shs C

ETFs
87.4K
+ 10.53%
$33.98 - $39.84 $2.97M - $3.48M
917K $31.5M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.76K
+ 10.83%
$93.32 - $95.35 $164K - $168K
18K $1.68M
EVRG
Evergy, Inc.

Utilities
94
+ 0.47%
$59.9 - $69.52 $5.63K - $6.53K
20.2K $1.39M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.3K
+ 1.33%
$48.31 - $49.23 $62.7K - $63.9K
98.6K $4.84M
ABBV
Abb Vie Inc.

Healthcare
280
+ 18.4%
$169.2 - $216.66 $47.4K - $60.7K
1.8K $377K
JNJ
Johnson & Johnson

Healthcare
289
+ 10.82%
$142.06 - $167.7 $41.1K - $48.5K
2.96K $490K
MMM
3 M CO

Industrials
35
+ 0.71%
$129.7 - $155.12 $4.54K - $5.43K
4.98K $731K
WMT
Walmart Inc.

Consumer Defensive
1.51K
+ 7.43%
$84.5 - $105.05 $127K - $158K
21.8K $1.91M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.47K
+ 16.07%
$29.34 - $31.31 $72.5K - $77.4K
17.9K $527K
JPM
Jpmorgan Chase & CO

Financial Services
198
+ 13.86%
$225.19 - $279.95 $44.6K - $55.4K
1.63K $399K
DVN
Devon Energy Corp

Energy
125
+ 1.31%
$33.15 - $38.55 $4.14K - $4.82K
9.67K $361K
LLY
Eli Lilly & CO

Healthcare
30
+ 11.32%
$725.72 - $929.72 $21.8K - $27.9K
295 $243K
NFLX
Netflix Inc

Communication Services
15
+ 3.05%
$828.4 - $1058.6 $12.4K - $15.9K
507 $472K
ECL
Ecolab Inc.

Basic Materials
7
+ 0.58%
$229.72 - $269.82 $1.61K - $1.89K
1.21K $305K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
48
+ 0.58%
$27.77 - $31.75 $1.33K - $1.52K
8.37K $250K
META
Meta Platforms, Inc.

Communication Services
53
+ 3.01%
$576.74 - $736.67 $30.6K - $39K
1.81K $1.05M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
36
+ 0.35%
$40.38 - $42.65 $1.45K - $1.54K
10.2K $421K
VO
Vanguard Mid Cap ETF

ETFs
64
+ 2.39%
$251.87 - $277.95 $16.1K - $17.8K
2.75K $705K
BAC
Bank Of America Corp

Financial Services
444
+ 4.36%
$39.61 - $47.74 $17.6K - $21.2K
10.6K $443K
JMEE
J P Morgan Exchange Traded Fd

ETFs
249
+ 6.46%
$54.51 - $63.63 $13.6K - $15.8K
4.11K $228K
LMT
Lockheed Martin Corp

Industrials
29
+ 4.84%
$423.19 - $506.29 $12.3K - $14.7K
628 $280K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18
+ 0.13%
$21.23 - $23.75 $382 - $428
14.4K $307K
MRK
Merck & Co., Inc.

Healthcare
52
+ 1.71%
$83.01 - $101.02 $4.32K - $5.25K
3.09K $276K
DIS
Walt Disney CO

Communication Services
31
+ 1.34%
$96.87 - $114.0 $3K - $3.53K
2.35K $231K
LOW
Lowes Companies Inc

Consumer Cyclical
13
+ 0.59%
$222.66 - $268.42 $2.89K - $3.49K
2.23K $519K
ORCL
Oracle Corp

Technology
74
+ 4.9%
$139.81 - $186.47 $10.3K - $13.8K
1.58K $221K
GOOG
Alphabet Inc.

Communication Services
158
+ 10.03%
$156.06 - $207.71 $24.7K - $32.8K
1.73K $270K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11
+ 0.1%
$24.91 - $29.02 $274 - $319
10.8K $270K
TSLA
Tesla, Inc.

Consumer Cyclical
937
+ 49.06%
$222.15 - $428.22 $208K - $401K
2.85K $737K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.04%
$271.18 - $303.12 $271 - $303
2.28K $624K
XLK
Technology Sector Spdr

ETFs
2
+ 0.12%
$206.38 - $242.18 $413 - $484
1.71K $353K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
196
+ 0.54%
$25.58 - $29.24 $5.01K - $5.73K
36.8K $962K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.04%
$507.05 - $563.67 $507 - $564
2.62K $1.34M
AMD
Advanced Micro Devices Inc

Technology
9
+ 0.17%
$96.63 - $129.55 $870 - $1.17K
5.43K $557K
QQQ
Invesco Qqq Trust, Series 1

ETFs
145
+ 3.14%
$468.34 - $539.52 $67.9K - $78.2K
4.76K $2.23M
MSFT
Microsoft Corp

Technology
262
+ 4.39%
$375.39 - $447.2 $98.4K - $117K
6.23K $2.34M
AMZN
Amazon Com Inc

Consumer Cyclical
268
+ 2.88%
$190.26 - $242.06 $51K - $64.9K
9.57K $1.82M
NVDA
Nvidia Corp

Technology
271
+ 1.43%
$106.98 - $149.43 $29K - $40.5K
19.3K $2.09M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.94K
+ 4.6%
$192.82 - $222.1 $952K - $1.1M
112K $21.7M
Activity Summary
Buys All Purchases 59 New Holdings 10 Increased Positions 49 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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