Adamsbrown Wealth Consultants LLC Reduced Holdings in Q1 2025

Adamsbrown Wealth Consultants LLC

  • $305 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
-50.7K
- 53.44%
$36.91 - $41.03 $1.87M - $2.08M
44.2K $1.77M
HEFA
Ishares Currency Hedged Msci E

ETFs
-55.4K
- 10.1%
$34.83 - $37.52 $1.93M - $2.08M
493K $18M
AAPL
Apple Inc.

Technology
-1.05K
- 3.81%
$209.68 - $247.1 $219K - $258K
26.4K $5.87M
IHDG
Wisdomtree Tr

ETFs
-16.9K
- 4.54%
$43.71 - $47.51 $739K - $803K
355K $15.6M
PEP
Pepsico Inc

Consumer Defensive
-2.78K
- 38.89%
$142.64 - $156.42 $397K - $435K
4.37K $655K
VRIG
Invesco Actively Managed ETF F

ETFs
-6.43K
- 20.47%
$25.06 - $25.19 $161K - $162K
25K $625K
FSK
Fs Kkr Capital Corp

Financial Services
-4.44K
- 7.82%
$20.47 - $24.06 $90.9K - $107K
52.3K $1.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.12K
- 6.35%
$40.03 - $46.81 $44.9K - $52.5K
16.5K $671K
CGGO
Capital Group Global Growth Eq

ETFs
-2.85K
- 25.73%
$28.35 - $30.84 $80.8K - $87.9K
8.23K $233K
AVLV
American Centy ETF Tr Avantis
-1.09K
- 20.1%
$63.51 - $70.42 $69.4K - $76.9K
4.34K $280K
VGT
Vanguard Information Technolog

ETFs
-30
- 5.85%
$543.24 - $646.34 $16.3K - $19.4K
483 $262K
JPIB
Jpmorgan International Bond Op

ETFs
-2.27K
- 2.45%
$46.97 - $48.35 $107K - $110K
90.5K $4.33M
VZ
Verizon Communications Inc

Communication Services
-1.88K
- 26.32%
$37.81 - $46.49 $71.1K - $87.4K
5.27K $238K
SPY
Spdr S&P 500 ETF Trust

ETFs
-43
- 5.14%
$551.42 - $612.93 $23.7K - $26.4K
794 $444K
BA
Boeing CO

Industrials
-157
- 6.44%
$148.15 - $186.25 $23.3K - $29.2K
2.28K $389K
OKE
Oneok Inc

Energy
-167
- 1.08%
$89.57 - $109.85 $15K - $18.3K
15.3K $1.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-101
- 5.13%
$168.16 - $186.21 $17K - $18.8K
1.87K $317K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-742
- 1.38%
$50.72 - $50.92 $37.6K - $37.8K
53.1K $2.7M
ONB
Old National Bancorp

Financial Services
-928
- 7.84%
$20.11 - $24.45 $18.7K - $22.7K
10.9K $229K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-203
- 5.5%
$128.74 - $138.67 $26.1K - $28.2K
3.49K $468K
PG
Procter & Gamble CO

Consumer Defensive
-144
- 8.16%
$158.56 - $176.26 $22.8K - $25.4K
1.62K $276K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-63
- 1.57%
$97.76 - $107.35 $6.16K - $6.76K
3.95K $394K
COP
Conocophillips

Energy
-164
- 7.22%
$88.6 - $105.85 $14.5K - $17.4K
2.11K $221K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.27K
- 2.04%
$22.46 - $23.26 $28.5K - $29.5K
60.8K $1.41M
MISL
First Tr Exchange Traded Fd In
-330
- 1.75%
N/A
18.5K $0
Bitwise Bitcoin ETF Tr
-5.44K
- 49.14%
N/A
5.63K $0
XLE
Energy Sector Spdr

ETFs
-24
- 0.96%
$85.7 - $93.96 $2.06K - $2.26K
2.48K $228K
VEA
Vanguard Ftse Developed Market

ETFs
-608
- 4.08%
$47.4 - $52.99 $28.8K - $32.2K
14.3K $731K
KO
Coca Cola CO

Consumer Defensive
-323
- 6.47%
$60.81 - $72.32 $19.6K - $23.4K
4.67K $334K
CVX
Chevron Corp

Energy
-106
- 5.4%
$146.71 - $167.97 $15.6K - $17.8K
1.86K $310K
GLD
Spdr Gold Trust

ETFs
-87
- 6.11%
$243.19 - $288.14 $21.2K - $25.1K
1.34K $385K
DE
Deere & CO

Industrials
-11
- 0.88%
$408.57 - $509.27 $4.49K - $5.6K
1.24K $583K
XLV
Select Sector Spdr Fund Health

ETFs
-271
- 1.94%
$137.61 - $149.68 $37.3K - $40.6K
13.7K $1.98M
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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