Adamsbrown Wealth Consultants LLC Sells in Q4 2025

Adamsbrown Wealth Consultants LLC

  • $302 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
-1.03M
- 70.59%
$22.64 - $22.98 $23.3M - $23.6M
429K $9.71M
CGGR
Capital Group Growth ETF Shs C

ETFs
-3.07K
- 0.29%
$43.04 - $45.68 $132K - $140K
1.04M $44.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-31.5K
- 6.5%
$26.44 - $27.53 $833K - $867K
453K $12.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-17.1K
- 24.83%
$50.57 - $50.77 $864K - $867K
51.7K $2.62M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.98K
- 10.53%
$100.68 - $106.15 $602K - $635K
50.8K $5.12M
IHDG
Wisdomtree Tr

ETFs
-10.7K
- 9.99%
$45.93 - $48.13 $492K - $516K
96.6K $4.58M
META
Meta Platforms, Inc.

Communication Services
-204
- 10.73%
$609.01 - $751.67 $124K - $153K
1.7K $1.03M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.5K
- 30.8%
$99.91 - $100.24 $150K - $150K
3.37K $337K
HEFA
Ishares Currency Hedged Msci E

ETFs
-9.45K
- 5.99%
$39.63 - $41.86 $374K - $395K
148K $6.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.79K
- 4.08%
$50.85 - $51.0 $90.9K - $91.1K
42K $2.14M
BA
Boeing CO

Industrials
-90
- 3.17%
$191.81 - $225.32 $17.3K - $20.3K
2.75K $527K
TSLA
Tesla, Inc.

Consumer Cyclical
-7
- 0.32%
$401.99 - $468.37 $2.81K - $3.28K
2.16K $881K
LOW
Lowes Companies Inc

Consumer Cyclical
-27
- 1.21%
$225.0 - $247.99 $6.08K - $6.7K
2.2K $495K
PLTR
Palantir Technologies Inc.

Technology
-224
- 13.66%
$172.14 - $207.18 $38.6K - $46.4K
1.42K $246K
JPIB
Jpmorgan International Bond Op

ETFs
-748
- 1.04%
$48.68 - $49.38 $36.4K - $36.9K
71.2K $3.48M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-371
- 9.49%
$104.95 - $108.98 $38.9K - $40.4K
3.54K $377K
KR
Kroger CO

Consumer Defensive
-459
- 2.3%
$63.15 - $69.15 $29K - $31.7K
19.5K $1.3M
LMT
Lockheed Martin Corp

Industrials
-40
- 6.48%
$452.1 - $514.24 $18.1K - $20.6K
577 $271K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.27K
- 3.52%
$43.84 - $45.35 $55.7K - $57.6K
34.8K $1.56M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-430
- 2.63%
$44.53 - $47.25 $19.1K - $20.3K
15.9K $725K
PG
Procter & Gamble CO

Consumer Defensive
-94
- 5.36%
$145.5 - $153.18 $13.7K - $14.4K
1.66K $242K
EVRG
Evergy, Inc.

Utilities
-450
- 2.35%
$75.56 - $78.73 $34K - $35.4K
18.7K $1.43M
VO
Vanguard Mid Cap ETF

ETFs
-12
- 0.39%
$286.27 - $296.23 $3.44K - $3.55K
3.04K $870K
ONB
Old National Bancorp

Financial Services
-450
- 4.07%
$19.6 - $22.57 $8.82K - $10.2K
10.6K $220K
ECL
Ecolab Inc.

Basic Materials
-1
- 0.08%
$253.06 - $281.35 $253 - $281
1.21K $312K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-296
- 2.91%
$41.91 - $43.15 $12.4K - $12.8K
9.88K $420K
VB
Vanguard Small Cap ETF

ETFs
-31
- 1.6%
$248.1 - $260.08 $7.69K - $8.06K
1.9K $475K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-61
- 2.0%
$136.06 - $140.64 $8.3K - $8.58K
2.99K $412K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-28
- 1.96%
$280.66 - $305.09 $7.86K - $8.54K
1.4K $394K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-34
- 0.43%
$85.3 - $88.17 $2.9K - $3K
7.83K $682K
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 1.25%
$656.2 - $690.71 $3.28K - $3.45K
395 $266K
Ge Vernova Inc
-1
- 0.17%
N/A
586 $0
FSCO
Fs Cr Opportunities Corp Com
-3.2K
- 20.45%
N/A
12.5K $0
IEFA
Ishares Tr

ETFs
-11
- 0.42%
$86.09 - $89.88 $947 - $989
2.63K $233K
FSK
Fs Kkr Capital Corp

Financial Services
-1.78K
- 3.51%
$14.16 - $15.65 $25.2K - $27.9K
49K $764K
PEP
Pepsico Inc

Consumer Defensive
-85
- 2.76%
$138.84 - $153.71 $11.8K - $13.1K
3K $443K
VEA
Vanguard Ftse Developed Market

ETFs
-137
- 0.91%
$59.18 - $62.09 $8.11K - $8.51K
15K $917K
DE
Deere & CO

Industrials
-5
- 0.35%
$439.11 - $480.78 $2.2K - $2.4K
1.42K $675K
GOOG
Alphabet Inc.

Communication Services
-91
- 5.13%
$237.49 - $291.74 $21.6K - $26.5K
1.68K $480K
XLV
Select Sector Spdr Fund Health

ETFs
-130
- 1.35%
$141.95 - $152.82 $18.5K - $19.9K
9.53K $1.45M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.29K
- 0.98%
$242.67 - $261.79 $313K - $337K
131K $32.8M
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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