Adamsbrown Wealth Consultants LLC Sells in Q2 2025

Adamsbrown Wealth Consultants LLC

  • $329 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-476K
- 29.59%
$24.32 - $27.87 $11.6M - $13.3M
1.13M $30M
JPIB
Jpmorgan International Bond Op

ETFs
-12.9K
- 14.3%
$47.18 - $48.62 $611K - $629K
77.5K $3.77M
XLV
Select Sector Spdr Fund Health

ETFs
-2.35K
- 17.2%
$128.77 - $144.3 $303K - $339K
11.3K $1.53M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-8.3K
- 15.63%
$50.52 - $50.92 $419K - $423K
44.8K $2.28M
XOM
Exxon Mobil Corp

Energy
-132
- 0.62%
$99.93 - $119.04 $13.2K - $15.7K
21.1K $2.28M
PEP
Pepsico Inc

Consumer Defensive
-1.17K
- 26.8%
$128.02 - $151.37 $150K - $177K
3.2K $422K
DVN
Devon Energy Corp

Energy
-2.49K
- 25.77%
$26.8 - $37.92 $66.8K - $94.5K
7.18K $228K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-5.82K
- 13.17%
$35.9 - $43.76 $209K - $255K
38.4K $1.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-836
- 42.96%
$141.37 - $228.57 $118K - $191K
1.11K $251K
SPY
Spdr S&P 500 ETF Trust

ETFs
-190
- 23.93%
$496.48 - $617.85 $94.3K - $117K
604 $373K
CVX
Chevron Corp

Energy
-34
- 1.83%
$133.73 - $168.51 $4.55K - $5.73K
1.82K $260K
FSK
Fs Kkr Capital Corp

Financial Services
-1.24K
- 2.36%
$17.95 - $21.5 $22.2K - $26.6K
51.1K $1.06M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-289
- 8.29%
$121.58 - $136.74 $35.1K - $39.5K
3.2K $434K
VZ
Verizon Communications Inc

Communication Services
-417
- 7.92%
$41.67 - $45.62 $17.4K - $19K
4.85K $209K
LOW
Lowes Companies Inc

Consumer Cyclical
-8
- 0.36%
$210.83 - $235.28 $1.69K - $1.88K
2.22K $492K
EVRG
Evergy, Inc.

Utilities
-249
- 1.24%
$64.06 - $69.64 $16K - $17.3K
19.9K $1.37M
LMT
Lockheed Martin Corp

Industrials
-20
- 3.18%
$430.82 - $486.45 $8.62K - $9.73K
608 $281K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-67
- 0.66%
$37.87 - $42.54 $2.54K - $2.85K
10.1K $426K
GLD
Spdr Gold Trust

ETFs
-30
- 2.24%
$273.71 - $316.29 $8.21K - $9.49K
1.31K $398K
VB
Vanguard Small Cap ETF

ETFs
-50
- 2.56%
$193.73 - $237.37 $9.69K - $11.9K
1.9K $451K
VTI
Vanguard Total Stock Market Et

ETFs
-164
- 7.18%
$243.75 - $303.93 $40K - $49.8K
2.12K $644K
MMM
3 M CO

Industrials
-13
- 0.26%
$126.09 - $154.15 $1.64K - $2K
4.97K $755K
GOOG
Alphabet Inc.

Communication Services
-28
- 1.61%
$146.58 - $180.01 $4.1K - $5.04K
1.71K $302K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-92
- 0.52%
$27.3 - $31.8 $2.51K - $2.93K
17.8K $564K
KR
Kroger CO

Consumer Defensive
-484
- 2.36%
$64.62 - $74.0 $31.3K - $35.8K
20K $1.44M
VGT
Vanguard Information Technolog

ETFs
-15
- 3.11%
$470.37 - $663.28 $7.06K - $9.95K
468 $310K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-202
- 0.55%
$22.92 - $28.05 $4.63K - $5.67K
36.6K $1.03M
JPM
Jpmorgan Chase & CO

Financial Services
-16
- 0.98%
$210.28 - $289.91 $3.36K - $4.64K
1.61K $467K
XLK
Technology Sector Spdr

ETFs
-27
- 1.58%
$179.73 - $253.23 $4.85K - $6.84K
1.68K $426K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-113
- 4.32%
$456.74 - $568.03 $51.6K - $64.2K
2.5K $1.42M
ORCL
Oracle Corp

Technology
-11
- 0.69%
$122.82 - $218.63 $1.35K - $2.4K
1.57K $343K
AMD
Advanced Micro Devices Inc

Technology
-112
- 2.06%
$78.21 - $143.81 $8.76K - $16.1K
5.32K $754K
NFLX
Netflix Inc

Communication Services
-2
- 0.39%
$855.86 - $1339.13 $1.71K - $2.68K
505 $676K
IHDG
Wisdomtree Tr

ETFs
-4.16K
- 1.17%
$38.54 - $46.0 $160K - $191K
351K $15.8M
META
Meta Platforms, Inc.

Communication Services
-25
- 1.38%
$484.66 - $738.09 $12.1K - $18.5K
1.79K $1.32M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-19.9K
- 4.64%
$24.38 - $30.18 $486K - $601K
409K $12.3M
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
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