Adamsbrown Wealth Consultants LLC Sells in Q3 2024

Adamsbrown Wealth Consultants LLC

  • $288 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-26.9K
- 41.0%
$143.3 - $157.24 $3.86M - $4.23M
38.8K $5.97M
HEFA
Ishares Currency Hedged Msci E

ETFs
-6.64K
- 1.22%
$32.34 - $35.85 $215K - $238K
536K $19M
IHDG
Wisdomtree Tr

ETFs
-7.09K
- 1.97%
$42.42 - $46.78 $301K - $332K
353K $16.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.96K
- 19.45%
$75.47 - $83.18 $223K - $246K
12.2K $1.02M
FSK
Fs Kkr Capital Corp

Financial Services
-7.85K
- 13.53%
$18.74 - $20.43 $147K - $160K
50.2K $990K
XLE
Energy Sector Spdr

ETFs
-742
- 23.45%
$84.35 - $93.39 $62.6K - $69.3K
2.42K $212K
VGT
Vanguard Information Technolog

ETFs
-125
- 18.38%
$514.43 - $606.85 $64.3K - $75.9K
555 $325K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.24K
- 2.12%
$178.94 - $207.0 $402K - $465K
104K $20.8M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-2.21K
- 18.01%
$36.99 - $40.84 $81.9K - $90.4K
10.1K $411K
COP
Conocophillips

Energy
-236
- 9.45%
$102.3 - $116.61 $24.1K - $27.5K
2.26K $238K
CVX
Chevron Corp

Energy
-67
- 3.26%
$137.88 - $161.97 $9.24K - $10.9K
1.99K $292K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-650
- 12.46%
$94.32 - $105.04 $61.3K - $68.3K
4.57K $479K
CGGO
Capital Group Global Growth Eq

ETFs
-633
- 5.5%
$27.25 - $30.52 $17.2K - $19.3K
10.9K $327K
VEA
Vanguard Ftse Developed Market

ETFs
-1.25K
- 7.45%
$47.6 - $53.31 $59.5K - $66.7K
15.5K $820K
DIS
Walt Disney CO

Communication Services
-14
- 0.63%
$85.6 - $98.61 $1.2K - $1.38K
2.19K $210K
XLK
Technology Sector Spdr

ETFs
-30
- 1.77%
$197.34 - $237.68 $5.92K - $7.13K
1.67K $376K
GLD
Spdr Gold Trust

ETFs
-229
- 12.82%
$215.56 - $246.98 $49.4K - $56.6K
1.56K $378K
BAC
Bank Of America Corp

Financial Services
-43
- 0.42%
$36.65 - $44.13 $1.58K - $1.9K
10.1K $401K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-517
- 9.89%
$125.95 - $142.04 $65.1K - $73.4K
4.71K $668K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-24
- 0.88%
$92.63 - $105.69 $2.22K - $2.54K
2.7K $281K
ECL
Ecolab Inc.

Basic Materials
-8
- 0.66%
$228.86 - $255.76 $1.83K - $2.05K
1.2K $306K
VTI
Vanguard Total Stock Market Et

ETFs
-49
- 2.1%
$255.18 - $283.2 $12.5K - $13.9K
2.28K $646K
KR
Kroger CO

Consumer Defensive
-740
- 7.53%
$50.43 - $57.3 $37.3K - $42.4K
9.09K $520K
JNJ
Johnson & Johnson

Healthcare
-24
- 0.83%
$145.48 - $167.38 $3.49K - $4.02K
2.86K $464K
DE
Deere & CO

Industrials
-13
- 1.07%
$344.84 - $418.0 $4.48K - $5.43K
1.2K $500K
TSLA
Tesla, Inc.

Consumer Cyclical
-80
- 7.16%
$191.76 - $263.26 $15.3K - $21.1K
1.04K $271K
EVRG
Evergy, Inc.

Utilities
-3
- 0.02%
$52.46 - $62.01 $157 - $186
19.7K $1.22M
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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