Adamsbrown Wealth Consultants LLC Incresed Positions in Q4 2024

Adamsbrown Wealth Consultants LLC

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
75.7K
+ 102.28%
$86.03 - $94.92 $6.51M - $7.18M
150K $12.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.7K
+ 0.69%
$34.49 - $39.24 $197K - $224K
830K $30.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.72K
+ 3.59%
$198.04 - $221.51 $736K - $823K
107K $22.6M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
104K
+ 15.78%
$18.62 - $19.05 $1.93M - $1.98M
762K $14.3M
CGCP
Capital Group Core Plus Income

ETFs
104K
+ 9.67%
$22.13 - $23.17 $2.29M - $2.4M
1.17M $26.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.51K
+ 15.08%
$442.29 - $483.08 $1.11M - $1.21M
19.2K $8.69M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.1K
+ 83.65%
$50.37 - $50.6 $510K - $512K
22.2K $1.12M
TSLA
Tesla, Inc.

Consumer Cyclical
872
+ 84.01%
$213.65 - $479.86 $186K - $418K
1.91K $771K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.42K
+ 15.99%
$50.67 - $50.9 $376K - $378K
53.8K $2.73M
NVDA
Nvidia Corp

Technology
411
+ 2.21%
$117.0 - $148.88 $48.1K - $61.2K
19K $2.55M
FSK
Fs Kkr Capital Corp

Financial Services
6.6K
+ 13.15%
$19.71 - $22.22 $130K - $147K
56.8K $1.23M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
8.39K
+ 5.64%
$98.47 - $109.35 $826K - $917K
157K $15.5M
WMT
Walmart Inc.

Consumer Defensive
135
+ 0.67%
$79.1 - $95.7 $10.7K - $12.9K
20.3K $1.83M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.27K
+ 16.25%
$93.52 - $95.37 $212K - $216K
16.2K $1.52M
OKE
Oneok Inc

Energy
374
+ 2.47%
$92.28 - $117.05 $34.5K - $43.8K
15.5K $1.56M
NFLX
Netflix Inc

Communication Services
27
+ 5.81%
$687.65 - $936.56 $18.6K - $25.3K
492 $438K
BA
Boeing CO

Industrials
235
+ 10.66%
$138.14 - $180.72 $32.5K - $42.5K
2.44K $431K
AVLV
American Centy ETF Tr Avantis
994
+ 22.4%
$65.51 - $71.22 $65.1K - $70.8K
5.43K $362K
HEFA
Ishares Currency Hedged Msci E

ETFs
12.3K
+ 2.29%
$34.42 - $35.88 $423K - $440K
548K $19.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
49
+ 1.91%
$521.84 - $558.82 $25.6K - $27.4K
2.61K $1.41M
JPM
Jpmorgan Chase & CO

Financial Services
45
+ 3.25%
$205.18 - $250.29 $9.23K - $11.3K
1.43K $342K
DIS
Walt Disney CO

Communication Services
122
+ 5.57%
$92.39 - $117.6 $11.3K - $14.3K
2.31K $257K
META
Meta Platforms, Inc.

Communication Services
28
+ 1.62%
$554.08 - $632.68 $15.5K - $17.7K
1.76K $1.04M
BAC
Bank Of America Corp

Financial Services
56
+ 0.55%
$39.22 - $47.77 $2.2K - $2.68K
10.2K $447K
GOOG
Alphabet Inc.

Communication Services
32
+ 2.07%
$163.08 - $198.16 $5.22K - $6.34K
1.58K $300K
ONB
Old National Bancorp

Financial Services
74
+ 0.63%
$17.94 - $23.23 $1.33K - $1.72K
11.8K $256K
KR
Kroger CO

Consumer Defensive
15
+ 0.17%
$55.21 - $63.3 $828 - $950
9.1K $556K
IHDG
Wisdomtree Tr

ETFs
18.9K
+ 5.35%
$43.38 - $46.0 $820K - $870K
372K $16.2M
DE
Deere & CO

Industrials
55
+ 4.59%
$389.45 - $466.0 $21.4K - $25.6K
1.25K $531K
VB
Vanguard Small Cap ETF

ETFs
79
+ 4.21%
$233.76 - $261.58 $18.5K - $20.7K
1.95K $469K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
33K
+ 113.07%
$22.63 - $47.53 $746K - $1.57M
62.1K $1.41M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
866
+ 11.61%
$27.48 - $32.37 $23.8K - $28K
8.32K $239K
XLK
Technology Sector Spdr

ETFs
40
+ 2.4%
$220.26 - $241.44 $8.81K - $9.66K
1.71K $397K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.11K
+ 300.3%
$25.93 - $105.3 $210K - $854K
10.8K $301K
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 1.82%
$567.81 - $607.81 $8.52K - $9.12K
837 $490K
IEFA
Ishares Tr

ETFs
566
+ 20.44%
$70.06 - $77.43 $39.7K - $43.8K
3.34K $234K
EVRG
Evergy, Inc.

Utilities
362
+ 1.84%
$59.06 - $65.0 $21.4K - $23.5K
20.1K $1.24M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
92
+ 0.91%
$40.26 - $44.35 $3.7K - $4.08K
10.2K $421K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.57K
+ 200.99%
$22.01 - $66.82 $211K - $640K
14.3K $325K
MSFT
Microsoft Corp

Technology
130
+ 2.23%
$406.35 - $454.46 $52.8K - $59.1K
5.97K $2.52M
XLE
Energy Sector Spdr

ETFs
79
+ 3.26%
$83.32 - $97.27 $6.58K - $7.68K
2.5K $214K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.04%
$261.5 - $284.63 $262 - $285
2.68K $708K
MISL
First Tr Exchange Traded Fd In
4.15K
+ 28.16%
N/A
18.9K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
11
+ 0.56%
$176.42 - $186.91 $1.94K - $2.06K
1.97K $350K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
24.3K
+ 198.73%
$27.54 - $83.04 $670K - $2.02M
36.6K $1.01M
CGGO
Capital Group Global Growth Eq

ETFs
212
+ 1.95%
$29.21 - $30.67 $6.19K - $6.5K
11.1K $323K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11
+ 0.12%
$77.23 - $82.11 $850 - $903
8.9K $692K
COP
Conocophillips

Energy
10
+ 0.44%
$95.12 - $114.72 $951 - $1.15K
2.27K $225K
LLY
Eli Lilly & CO

Healthcare
14
+ 5.58%
$727.2 - $932.06 $10.2K - $13K
265 $204K
Activity Summary
Buys All Purchases 70 New Holdings 8 Increased Positions 62 Sells All Sells 21 Reductions 21 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