Adamsbrown Wealth Consultants LLC Top Holdings and 13F Report (2025) About Adamsbrown Wealth Consultants LLCInvestment ActivityAdamsbrown Wealth Consultants LLC has $293.42 million in total holdings as of December 31, 2024.Adamsbrown Wealth Consultants LLC owns shares of 97 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 18.94% of the portfolio was purchased this quarter.About 5.92% of the portfolio was sold this quarter.This quarter, Adamsbrown Wealth Consultants LLC has purchased 93 new stocks and bought additional shares in 62 stocks.Adamsbrown Wealth Consultants LLC sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $41,887,424Capital Group Growth ETF $30,850,990Capital Group Core Plus Income ETF $26,073,071Invesco NASDAQ 100 ETF $22,580,076iShares Currency Hedged MSCI EAFE ETF $19,054,804 Largest New Holdings this Quarter First Trust Low Duration Opportunities ETF $4,733,516 HoldingBITWISE BITCOIN ETF TR $563,164 HoldingVanEck Floating Rate ETF $487,138 HoldingGoldman Sachs Access Treasury 0-1 Year ETF $486,910 HoldingSPDR Bloomberg Short Term High Yield Bond ETF $321,180 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 1,029,912 shares (about $28.14M)VanEck Pharmaceutical ETF 75,659 shares (about $6.53M)First Trust Low Duration Opportunities ETF 97,257 shares (about $4.73M)Capital Group Core Plus Income ETF 103,512 shares (about $2.30M)First Trust Institutional Preferred Securities and Income ETF 103,885 shares (about $1.94M) Largest Sales this Quarter JPMorgan International Bond Opportunities ETF 248,149 shares (about $11.73M)Health Care Select Sector SPDR Fund 24,807 shares (about $3.41M)Apple 1,536 shares (about $384.65K)Invesco QQQ 650 shares (about $332.30K)Amazon.com 720 shares (about $157.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAdamsbrown Wealth Consultants LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$41,887,424$28,137,189 ▲204.6%1,533,21514.3%ETFCGGRCapital Group Growth ETF$30,850,990$211,943 ▲0.7%829,99710.5%ETFCGCPCapital Group Core Plus Income ETF$26,073,071$2,297,966 ▲9.7%1,174,4638.9%ETFQQQMInvesco NASDAQ 100 ETF$22,580,076$782,034 ▲3.6%107,2947.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$19,054,804$426,591 ▲2.3%548,3406.5%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$16,173,654$821,713 ▲5.4%372,0655.5%FinanceXMHQInvesco S&P MidCap Quality ETF$15,476,974$825,767 ▲5.6%157,1755.3%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$14,253,283$1,942,649 ▲15.8%762,2084.9%ETFPPHVanEck Pharmaceutical ETF$12,910,134$6,527,844 ▲102.3%149,6314.4%ManufacturingSCHESchwab Emerging Markets Equity ETF$9,997,705$467,916 ▲4.9%375,4303.4%ETFBRK.BBerkshire Hathaway$8,688,471$1,138,639 ▲15.1%19,1683.0%FinanceAAPLApple$6,880,315$384,647 ▼-5.3%27,4752.3%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$4,733,516$4,733,516 ▲New Holding97,2571.6%ManufacturingJPIBJPMorgan International Bond Opportunities ETF$4,382,317$11,727,500 ▼-72.8%92,7281.5%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,521,575$247,442 ▲7.6%94,8701.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,729,831$376,270 ▲16.0%53,8320.9%ETFNVDANVIDIA$2,550,616$55,194 ▲2.2%18,9930.9%Computer and TechnologyMSFTMicrosoft$2,515,170$54,797 ▲2.2%5,9670.9%Computer and TechnologyQQQInvesco QQQ$2,359,852$332,302 ▼-12.3%4,6160.8%FinanceXOMExxon Mobil$2,236,346$22,267 ▲1.0%20,7900.8%Oils/EnergyAMZNAmazon.com$2,041,205$157,961 ▼-7.2%9,3040.7%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$1,918,139$3,412,700 ▼-64.0%13,9430.7%ETFWMTWalmart$1,830,152$12,197 ▲0.7%20,2560.6%Retail/WholesaleOKEONEOK$1,556,552$37,548 ▲2.5%15,5040.5%Oils/EnergyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$1,520,330$212,560 ▲16.3%16,2290.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,409,924$748,217 ▲113.1%62,1110.5%ETFVOOVanguard S&P 500 ETF$1,408,690$26,406 ▲1.9%2,6140.5%ETFEVERGY INC$1,234,997$22,281 ▲1.8%20,0650.4%COMFSKFS KKR Capital$1,233,097$143,331 ▲13.2%56,7720.4%FinanceJPSTJPMorgan Ultra-Short Income ETF$1,119,418$509,893 ▲83.7%22,2240.4%ETFPEPPepsiCo$1,087,037$36,949 ▼-3.3%7,1490.4%Consumer StaplesMETAMeta Platforms$1,030,259$16,390 ▲1.6%1,7600.4%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,013,449$674,192 ▲198.7%36,5730.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$793,481$64,506 ▼-7.5%17,6640.3%ETFVRIGInvesco Variable Rate Investment Grade ETF$788,382$48,949 ▼-5.8%31,3910.3%ETFTSLATesla$771,334$352,148 ▲84.0%1,9100.3%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$712,157$31,036 ▼-4.2%14,8920.2%ETFVOVanguard Mid-Cap ETF$708,018$264 ▲0.0%2,6810.2%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$692,311$856 ▲0.1%8,9000.2%FinanceVTIVanguard Total Stock Market ETF$661,4520.0%2,2820.2%ETFAMDAdvanced Micro Devices$654,561$13,891 ▲2.2%5,4190.2%Computer and TechnologyMMM3M$638,043$645 ▲0.1%4,9430.2%Multi-Sector ConglomeratesMISLFirst Trust Indxx Aerospace & Defense ETF$574,489$126,213 ▲28.2%18,8760.2%ETFBITWISE BITCOIN ETF TR$563,164$563,164 ▲New Holding11,0750.2%SHS BEN INTKRKroger$556,733$917 ▲0.2%9,1040.2%Retail/WholesaleLOWLowe's Companies$546,636$987 ▲0.2%2,2150.2%Retail/WholesaleDEDeere & Company$531,410$23,307 ▲4.6%1,2540.2%Industrial ProductsSPYSPDR S&P 500 ETF Trust$490,362$8,788 ▲1.8%8370.2%FinanceSDYSPDR S&P Dividend ETF$487,516$134,328 ▼-21.6%3,6910.2%ETFFLTRVanEck Floating Rate ETF$487,138$487,138 ▲New Holding19,1410.2%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$486,910$486,910 ▲New Holding4,8730.2%ETFVBVanguard Small-Cap ETF$469,617$18,987 ▲4.2%1,9540.2%ETFBUFRFT Vest Laddered Buffer ETF$468,629$245,162 ▲109.7%15,3800.2%ETFBACBank of America$447,152$2,461 ▲0.6%10,1740.2%FinanceNFLXNetflix$438,529$24,066 ▲5.8%4920.1%Consumer DiscretionaryBABoeing$431,703$41,595 ▲10.7%2,4390.1%AerospaceSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$421,732$3,814 ▲0.9%10,1720.1%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$411,653$56,260 ▼-12.0%4,0170.1%ETFXLKTechnology Select Sector SPDR Fund$397,333$9,300 ▲2.4%1,7090.1%ETFJNJJohnson & Johnson$386,304$27,913 ▼-6.7%2,6710.1%MedicalVBRVanguard Small-Cap Value ETF$383,6840.0%1,9360.1%ETFAVLVAvantis U.S. Large Cap Value ETF$362,695$66,369 ▲22.4%5,4320.1%ETFVMCVulcan Materials$360,1220.0%1,4000.1%ConstructionQUALiShares MSCI USA Quality Factor ETF$350,893$1,959 ▲0.6%1,9700.1%ETFGLDSPDR Gold Shares$344,793$32,203 ▼-8.5%1,4240.1%FinanceJPMJPMorgan Chase & Co.$342,460$10,784 ▲3.3%1,4290.1%FinanceSCHBSchwab US Broad Market ETF$325,422$217,304 ▲201.0%14,3360.1%ETFCGGOCapital Group Global Growth Equity ETF$323,688$6,194 ▲2.0%11,0780.1%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$321,180$321,180 ▲New Holding12,7200.1%ETFVGTVanguard Information Technology ETF$319,240$26,137 ▼-7.6%5130.1%ETFDVNDevon Energy$312,466$11,062 ▼-3.4%9,5470.1%Oils/EnergyKOCoca-Cola$310,711$1,992 ▲0.6%4,9910.1%Consumer StaplesMRKMerck & Co., Inc.$301,832$1,592 ▼-0.5%3,0340.1%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$301,230$225,978 ▲300.3%10,8080.1%ETFGOOGAlphabet$300,066$6,093 ▲2.1%1,5760.1%Computer and TechnologyPGProcter & Gamble$295,870$168 ▼-0.1%1,7650.1%Consumer StaplesLMTLockheed Martin$290,914$5,828 ▲2.0%5990.1%AerospaceVZVerizon Communications$285,753$5,558 ▲2.0%7,1460.1%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$285,460$9,944 ▼-3.4%3,2150.1%ETFCVXChevron$284,197$3,476 ▼-1.2%1,9620.1%Oils/EnergyECLEcolab$281,184$234 ▼-0.1%1,2000.1%Basic MaterialsVIGVanguard Dividend Appreciation ETF$279,171$279,171 ▲New Holding1,4260.1%ETFABBVAbbVie$270,459$1,422 ▲0.5%1,5220.1%MedicalDISWalt Disney$257,629$13,583 ▲5.6%2,3140.1%Consumer DiscretionaryONBOld National Bancorp$256,901$1,606 ▲0.6%11,8360.1%FinanceORCLOracle$251,573$333 ▼-0.1%1,5100.1%Computer and TechnologyFTXNFirst Trust Nasdaq Oil & Gas ETF$239,248$24,897 ▲11.6%8,3220.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$236,8940.0%5570.1%FinanceIEFAiShares Core MSCI EAFE ETF$234,384$39,779 ▲20.4%3,3350.1%ETFJMEEJPMorgan Market Expansion Enhanced Equity ETF$233,232$233,232 ▲New Holding3,8570.1%ETFCOPConocoPhillips$225,206$992 ▲0.4%2,2710.1%Oils/EnergyXLEEnergy Select Sector SPDR Fund$214,232$6,767 ▲3.3%2,5010.1%ETFURIUnited Rentals$207,493$4,220 ▲2.1%2950.1%ConstructionLLYEli Lilly and Company$204,674$10,813 ▲5.6%2650.1%MedicalSCHKSchwab 1000 Index ETF$200,857$200,857 ▲New Holding7,0950.1%ETFFSCOFS Credit Opportunities$127,4250.0%18,6840.0%Financial ServicesBTGB2Gold$24,4000.0%10,0000.0%Basic MaterialsNVONovo Nordisk A/S$0$228,138 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$228,085 ▼-100.0%00.0%MedicalIVViShares Core S&P 500 ETF$0$211,682 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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