Adamsbrown Wealth Consultants LLC Reduced Holdings in Q3 2025

Adamsbrown Wealth Consultants LLC

  • $314 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-647K
- 57.19%
$26.38 - $27.95 $17.1M - $18.1M
484K $13.2M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-167K
- 74.65%
$98.53 - $107.1 $16.5M - $17.9M
56.8K $5.96M
HEFA
Ishares Currency Hedged Msci E

ETFs
-361K
- 69.6%
$37.2 - $39.61 $13.4M - $14.3M
158K $6.24M
IHDG
Wisdomtree Tr

ETFs
-244K
- 69.41%
$43.81 - $46.31 $10.7M - $11.3M
107K $4.95M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-427K
- 49.43%
$18.93 - $19.47 $8.08M - $8.31M
436K $8.44M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-59.1K
- 30.15%
$82.58 - $90.36 $4.88M - $5.34M
137K $12.4M
FSK
Fs Kkr Capital Corp

Financial Services
-296
- 0.58%
$14.93 - $22.48 $4.42K - $6.65K
50.8K $758K
JPIB
Jpmorgan International Bond Op

ETFs
-5.58K
- 7.2%
$48.32 - $49.13 $270K - $274K
71.9K $3.53M
XLV
Select Sector Spdr Fund Health

ETFs
-1.66K
- 14.7%
$129.01 - $139.72 $215K - $232K
9.66K $1.34M
KR
Kroger CO

Consumer Defensive
-25
- 0.12%
$64.52 - $74.35 $1.61K - $1.86K
20K $1.35M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.03K
- 2.3%
$50.81 - $51.07 $52.3K - $52.6K
43.8K $2.23M
IBM
International Business Machines Corp

Technology
-86
- 9.89%
$234.77 - $292.47 $20.2K - $25.2K
784 $221K
TSLA
Tesla, Inc.

Consumer Cyclical
-962
- 30.79%
$293.94 - $444.72 $283K - $428K
2.16K $961K
KO
Coca Cola CO

Consumer Defensive
-103
- 2.03%
$65.67 - $71.67 $6.76K - $7.38K
4.98K $330K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 1.52%
$915.95 - $994.57 $4.58K - $4.97K
323 $298K
DIS
Walt Disney CO

Communication Services
-20
- 0.85%
$112.25 - $124.0 $2.25K - $2.48K
2.35K $268K
PG
Procter & Gamble CO

Consumer Defensive
-19
- 1.07%
$150.47 - $161.22 $2.86K - $3.06K
1.75K $269K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-151
- 4.72%
$136.48 - $142.97 $20.6K - $21.6K
3.05K $426K
VRIG
Invesco Actively Managed ETF F

ETFs
-308
- 1.35%
$25.04 - $25.16 $7.71K - $7.75K
22.4K $562K
VZ
Verizon Communications Inc

Communication Services
-216
- 4.46%
$40.84 - $45.06 $8.82K - $9.73K
4.63K $203K
DVN
Devon Energy Corp

Energy
-660
- 9.19%
$31.75 - $36.99 $21K - $24.4K
6.52K $228K
FSCO
Fs Cr Opportunities Corp Com
-3.03K
- 16.2%
N/A
15.7K $0
PEP
Pepsico Inc

Consumer Defensive
-115
- 3.6%
$133.81 - $152.16 $15.4K - $17.5K
3.08K $432K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-134
- 1.88%
$29.8 - $32.29 $3.99K - $4.33K
7K $224K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-46
- 1.16%
$103.48 - $109.86 $4.76K - $5.05K
3.91K $423K
CVX
Chevron Corp

Energy
-32
- 1.76%
$145.57 - $161.83 $4.66K - $5.18K
1.79K $277K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.3K
- 3.56%
$28.15 - $30.13 $36.6K - $39.2K
35.3K $1.05M
VBR
Vanguard Small Cap Value ETF

ETFs
-21
- 1.07%
$195.41 - $212.37 $4.1K - $4.46K
1.94K $404K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-18
- 0.13%
$23.82 - $25.84 $429 - $465
14.3K $368K
BAC
Bank Of America Corp

Financial Services
-129
- 1.14%
$44.92 - $52.42 $5.79K - $6.76K
11.2K $575K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-237
- 1.43%
$42.26 - $47.16 $10K - $11.2K
16.4K $757K
URI
United Rentals, Inc.

Industrials
-13
- 4.04%
$774.14 - $975.23 $10.1K - $12.7K
309 $294K
ABBV
Abb Vie Inc.

Healthcare
-22
- 1.2%
$184.85 - $231.54 $4.07K - $5.09K
1.81K $417K
EVRG
Evergy, Inc.

Utilities
-730
- 3.67%
$67.73 - $76.02 $49.4K - $55.5K
19.2K $1.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-31
- 0.61%
$546.99 - $602.2 $17K - $18.7K
5.02K $3.02M
AAPL
Apple Inc.

Technology
-355
- 1.34%
$202.38 - $256.87 $71.8K - $91.2K
26.1K $6.66M
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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