Adamsbrown Wealth Consultants LLC Incresed Positions in Q4 2025

Adamsbrown Wealth Consultants LLC

  • $302 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
61.6K
+ 12.63%
$52.81 - $55.35 $3.25M - $3.41M
549K $29.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.98K
+ 6.6%
$475.68 - $513.11 $1.42M - $1.53M
48K $24.4M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
6.15K
+ 4.49%
$90.97 - $99.43 $559K - $611K
143K $14.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
27.2K
+ 13.88%
$49.78 - $50.16 $1.36M - $1.37M
223K $11.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.16K
+ 23.08%
$589.5 - $635.77 $683K - $737K
6.18K $3.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
966
+ 31.83%
$600.51 - $631.95 $580K - $610K
4K $2.47M
XLK
Technology Sector Spdr

ETFs
1.73K
+ 102.79%
$278.39 - $304.13 $482K - $527K
3.42K $984K
VRIG
Invesco Actively Managed ETF F

ETFs
18.2K
+ 80.99%
$25.05 - $25.16 $455K - $457K
40.6K $1.02M
AMD
Advanced Micro Devices Inc

Technology
11
+ 0.2%
$164.01 - $264.33 $1.8K - $2.91K
5.41K $1.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
635
+ 104.61%
$653.02 - $687.39 $415K - $436K
1.24K $826K
AAPL
Apple Inc.

Technology
110
+ 0.42%
$245.27 - $275.25 $27K - $30.3K
26.3K $7.02M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.45K
+ 0.81%
$32.35 - $34.37 $112K - $119K
429K $14.5M
CGDV
Capital Group Divid Value ETF

ETFs
5.42K
+ 33.53%
$41.33 - $43.47 $224K - $235K
21.6K $924K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.49K
+ 77.56%
$27.41 - $27.93 $233K - $237K
19.4K $539K
AMZN
Amazon Com Inc

Consumer Cyclical
211
+ 1.97%
$213.04 - $254.0 $45K - $53.6K
10.9K $2.56M
XLE
Energy Sector Spdr

ETFs
2.06K
+ 79.18%
$85.22 - $92.02 $175K - $189K
4.66K $428K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
8.77K
+ 2.01%
$19.25 - $19.51 $169K - $171K
445K $8.63M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.02K
+ 9.37%
$94.22 - $95.83 $190K - $194K
23.6K $2.23M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.12K
+ 8.62%
$23.37 - $23.7 $143K - $145K
77.2K $1.81M
GLD
Spdr Gold Trust

ETFs
276
+ 20.94%
$354.79 - $403.15 $97.9K - $111K
1.59K $599K
LLY
Eli Lilly & CO

Healthcare
24
+ 5.87%
$799.57 - $1025.28 $19.2K - $24.6K
433 $442K
XOM
Exxon Mobil Corp

Energy
96
+ 0.45%
$110.64 - $119.78 $10.6K - $11.5K
21.4K $2.52M
MU
Micron Technology Inc

Technology
23
+ 1.68%
$181.6 - $253.3 $4.18K - $5.83K
1.39K $343K
VTI
Vanguard Total Stock Market Et

ETFs
306
+ 13.78%
$321.8 - $337.95 $98.5K - $103K
2.53K $833K
WFC
Wells Fargo & Company

Financial Services
1.26K
+ 50.48%
$77.62 - $87.3 $97.8K - $110K
3.76K $313K
CAT
Caterpillar Inc

Industrials
6
+ 0.54%
$480.82 - $585.49 $2.88K - $3.51K
1.13K $622K
AVGO
Broadcom Inc.

Technology
173
+ 21.98%
$324.63 - $385.98 $56.2K - $66.8K
960 $328K
GOOGL
Alphabet Inc.

Communication Services
15
+ 0.89%
$236.57 - $291.31 $3.55K - $4.37K
1.71K $472K
CVX
Chevron Corp

Energy
368
+ 20.56%
$148.9 - $157.72 $54.8K - $58K
2.16K $334K
MMM
3 M CO

Industrials
3
+ 0.06%
$148.75 - $171.6 $446 - $515
4.98K $823K
JNJ
Johnson & Johnson

Healthcare
17
+ 0.56%
$185.98 - $199.58 $3.16K - $3.39K
3.07K $612K
OKE
Oneok Inc

Energy
1.16K
+ 6.43%
$64.31 - $72.98 $74.4K - $84.4K
19.1K $1.35M
MRK
Merck & Co., Inc.

Healthcare
23
+ 0.66%
$82.49 - $92.93 $1.9K - $2.14K
3.5K $324K
KO
Coca Cola CO

Consumer Defensive
108
+ 2.17%
$66.1 - $71.61 $7.14K - $7.73K
5.09K $359K
XLF
Financial Sector Spdr

ETFs
595
+ 12.89%
$51.76 - $53.77 $30.8K - $32K
5.21K $273K
IBM
International Business Machines Corp

Technology
34
+ 4.34%
$275.97 - $314.98 $9.38K - $10.7K
818 $243K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
731
+ 5.1%
$25.2 - $26.46 $18.4K - $19.3K
15.1K $389K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
356
+ 2.0%
$33.05 - $33.87 $11.8K - $12.1K
18.1K $608K
NVDA
Nvidia Corp

Technology
82
+ 0.4%
$179.83 - $207.04 $14.7K - $17K
20.4K $3.8M
DVN
Devon Energy Corp

Energy
245
+ 3.76%
$31.74 - $35.84 $7.78K - $8.78K
6.77K $242K
BAC
Bank Of America Corp

Financial Services
300
+ 2.69%
$48.65 - $54.11 $14.6K - $16.2K
11.5K $589K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 3.72%
$910.94 - $954.99 $10.9K - $11.5K
335 $305K
SCHG
Schwab Strategic Tr Us Large C

ETFs
66
+ 0.61%
$31.41 - $33.69 $2.07K - $2.22K
10.9K $351K
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.22%
$211.96 - $244.38 $848 - $978
1.81K $423K
CGGO
Capital Group Global Growth Eq

ETFs
138
+ 1.14%
$33.63 - $35.51 $4.64K - $4.9K
12.3K $418K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
73
+ 0.78%
$26.67 - $28.72 $1.95K - $2.1K
9.49K $272K
AVLV
American Centy ETF Tr Avantis
17
+ 0.39%
$70.14 - $73.74 $1.19K - $1.25K
4.39K $318K
ET
Energy Transfer LP

Energy
231
+ 1.96%
$16.29 - $17.01 $3.76K - $3.93K
12K $204K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
5
+ 0.07%
$31.49 - $33.1 $157 - $166
7K $226K
Activity Summary
Buys All Purchases 77 New Holdings 12 Increased Positions 65 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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