Adamsbrown Wealth Consultants LLC Purchases in Q3 2025

Adamsbrown Wealth Consultants LLC

  • $314 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
432K
+ 776.27%
$50.32 - $54.01 $21.7M - $23.3M
487K $26.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.8K
+ 9.82%
$225.11 - $247.9 $2.66M - $2.93M
132K $32.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.94K
+ 24.73%
$459.11 - $506.91 $4.1M - $4.53M
45.1K $22.7M
CGCP
Capital Group Core Plus Income

ETFs
196K
+ 15.5%
$22.27 - $22.95 $4.35M - $4.49M
1.46M $33.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
84.3K
+ 75.35%
$49.05 - $49.99 $4.14M - $4.21M
196K $9.77M
CGGR
Capital Group Growth ETF Shs C

ETFs
13K
+ 1.26%
$40.2 - $44.58 $522K - $579K
1.04M $45.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16K
+ 3.92%
$30.13 - $33.37 $483K - $535K
425K $14.2M
CGDV
Capital Group Divid Value ETF

ETFs
16.2K
New
$39.59 - $42.21 $639K - $682K
16.2K $678K
NVDA
Nvidia Corp

Technology
575
+ 2.92%
$153.3 - $186.58 $88.1K - $107K
20.3K $3.78M
NUE
Nucor Corp

Basic Materials
4.35K
New
$133.3 - $150.33 $580K - $654K
4.35K $588K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.4K
+ 10.25%
$50.47 - $50.74 $323K - $324K
68.8K $3.49M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
10.9K
New
$26.52 - $27.64 $290K - $303K
10.9K $302K
PLTR
Palantir Technologies Inc.

Technology
1.64K
New
$130.68 - $186.97 $214K - $307K
1.64K $299K
AVGO
Broadcom Inc.

Technology
787
New
$264.74 - $369.57 $208K - $291K
787 $259K
XLF
Financial Sector Spdr

ETFs
4.62K
New
$51.37 - $54.25 $237K - $250K
4.62K $248K
MSFT
Microsoft Corp

Technology
209
+ 3.26%
$491.09 - $535.64 $103K - $112K
6.61K $3.42M
SLV
I Shares Silver Trust

ETFs
5.56K
New
$32.73 - $42.5 $182K - $236K
5.56K $235K
MU
Micron Technology Inc

Technology
1.37K
New
$104.88 - $168.89 $144K - $231K
1.37K $229K
WFC
Wells Fargo & Company

Financial Services
2.5K
New
$77.05 - $85.16 $192K - $213K
2.5K $209K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.61K
+ 11.99%
$22.9 - $23.58 $174K - $179K
71.1K $1.67M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.76K
+ 8.86%
$94.11 - $95.78 $165K - $168K
21.6K $2.06M
ORCL
Oracle Corp

Technology
252
+ 16.02%
$218.96 - $328.33 $55.2K - $82.7K
1.83K $513K
GOOGL
Alphabet Inc.

Communication Services
241
+ 16.6%
$174.36 - $254.72 $42K - $61.4K
1.69K $411K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
317
+ 28.56%
$224.68 - $282.71 $71.2K - $89.6K
1.43K $398K
WMT
Walmart Inc.

Consumer Defensive
180
+ 0.8%
$94.4 - $104.27 $17K - $18.8K
22.7K $2.34M
GOOG
Alphabet Inc.

Communication Services
68
+ 3.99%
$175.16 - $255.24 $11.9K - $17.4K
1.77K $432K
XOM
Exxon Mobil Corp

Energy
146
+ 0.69%
$105.83 - $117.22 $15.5K - $17.1K
21.3K $2.4M
CAT
Caterpillar Inc

Industrials
52
+ 4.86%
$390.92 - $477.15 $20.3K - $24.8K
1.12K $534K
AMD
Advanced Micro Devices Inc

Technology
80
+ 1.5%
$134.8 - $184.42 $10.8K - $14.8K
5.4K $873K
BA
Boeing CO

Industrials
422
+ 17.47%
$209.79 - $237.38 $88.5K - $100K
2.84K $612K
JNJ
Johnson & Johnson

Healthcare
30
+ 0.99%
$155.17 - $185.42 $4.66K - $5.56K
3.05K $566K
AMZN
Amazon Com Inc

Consumer Cyclical
447
+ 4.36%
$211.65 - $238.24 $94.6K - $106K
10.7K $2.35M
VTI
Vanguard Total Stock Market Et

ETFs
102
+ 4.81%
$303.93 - $329.86 $31K - $33.6K
2.22K $728K
LLY
Eli Lilly & CO

Healthcare
110
+ 36.79%
$625.65 - $812.69 $68.8K - $89.4K
409 $312K
META
Meta Platforms, Inc.

Communication Services
114
+ 6.38%
$695.21 - $791.73 $79.3K - $90.3K
1.9K $1.4M
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 6.52%
$282.78 - $316.06 $29.7K - $33.2K
1.72K $541K
GLD
Spdr Gold Trust

ETFs
11
+ 0.84%
$300.96 - $355.47 $3.31K - $3.91K
1.32K $468K
VO
Vanguard Mid Cap ETF

ETFs
92
+ 3.11%
$279.83 - $293.74 $25.7K - $27K
3.05K $895K
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.41%
$215.01 - $273.02 $1.94K - $2.46K
2.23K $560K
VEA
Vanguard Ftse Developed Market

ETFs
117
+ 0.78%
$56.02 - $60.3 $6.55K - $7.06K
15.1K $905K
XLK
Technology Sector Spdr

ETFs
1
+ 0.06%
$250.97 - $282.66 $251 - $283
1.69K $474K
VB
Vanguard Small Cap ETF

ETFs
31
+ 1.63%
$237.58 - $259.17 $7.36K - $8.03K
1.94K $492K
IVV
Ishares Core S&P 500 ETF

ETFs
34
+ 9.29%
$620.67 - $670.08 $21.1K - $22.8K
400 $267K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
10
+ 0.13%
$82.42 - $87.03 $824 - $870
7.87K $684K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.5%
$617.65 - $666.84 $1.85K - $2K
607 $404K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.07%
$28.92 - $32.19 $231 - $258
10.8K $345K
CGGO
Capital Group Global Growth Eq

ETFs
49
+ 0.41%
$31.71 - $34.17 $1.55K - $1.67K
12.1K $413K
LMT
Lockheed Martin Corp

Industrials
9
+ 1.48%
$410.74 - $499.21 $3.7K - $4.49K
617 $308K
MRK
Merck & Co., Inc.

Healthcare
80
+ 2.36%
$77.6 - $87.37 $6.21K - $6.99K
3.48K $291K
Activity Summary
Buys All Purchases 73 New Holdings 11 Increased Positions 62 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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