Adamsbrown Wealth Consultants LLC Top Holdings and 13F Report (2025) About Adamsbrown Wealth Consultants LLCInvestment ActivityAdamsbrown Wealth Consultants LLC has $318.36 million in total holdings as of March 31, 2025.Adamsbrown Wealth Consultants LLC owns shares of 101 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 11.22% of the portfolio was purchased this quarter.About 2.63% of the portfolio was sold this quarter.This quarter, Adamsbrown Wealth Consultants LLC has purchased 97 new stocks and bought additional shares in 49 stocks.Adamsbrown Wealth Consultants LLC sold shares of 34 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $44,934,827Capital Group Growth ETF $31,420,515Capital Group Core Plus Income ETF $27,334,412Invesco NASDAQ 100 ETF $21,663,306Invesco S&P MidCap Quality ETF $18,281,576 Largest New Holdings this Quarter 33738D879 - FT Vest Rising Dividend Achievers Target Income ETF $11,123,236 Holding46138E222 - Invesco S&P International Developed Momentum ETF $2,174,471 Holding874039100 - Taiwan Semiconductor Manufacturing $323,036 Holding14020Y201 - Capital Group Municipal Income ETF $287,213 Holding33740U737 - FT Cboe Vest U.S. Equity Moderate Buffer ETF - February $245,329 Holding Largest Purchases this Quarter FT Vest Rising Dividend Achievers Target Income ETF 468,939 shares (about $11.12M)Invesco S&P MidCap Quality ETF 42,558 shares (about $3.90M)Capital Group Growth ETF 87,390 shares (about $2.99M)VanEck Pharmaceutical ETF 25,271 shares (about $2.30M)Invesco S&P International Developed Momentum ETF 49,241 shares (about $2.17M) Largest Sales this Quarter iShares MSCI Intl Quality Factor ETF 50,699 shares (about $2.01M)iShares Currency Hedged MSCI EAFE ETF 55,398 shares (about $2.01M)WisdomTree International Hedged Quality Dividend Growth Fund 16,909 shares (about $733.85K)PepsiCo 2,780 shares (about $416.85K)BITWISE BITCOIN ETF TR 5,442 shares (about $244.24K) 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$44,934,827$2,066,132 ▲4.8%1,607,11114.1%ETFCGGRCapital Group Growth ETF$31,420,515$2,993,108 ▲10.5%917,3879.9%ETFCGCPCapital Group Core Plus Income ETF$27,334,412$967,708 ▲3.7%1,217,5688.6%ETFQQQMInvesco NASDAQ 100 ETF$21,663,306$953,330 ▲4.6%112,2336.8%ETFXMHQInvesco S&P MidCap Quality ETF$18,281,576$3,895,337 ▲27.1%199,7335.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$17,888,850$2,010,392 ▼-10.1%492,9425.6%ETFPPHVanEck Pharmaceutical ETF$15,938,789$2,302,942 ▲16.9%174,9025.0%ManufacturingFPEIFirst Trust Institutional Preferred Securities and Income ETF$15,415,176$1,161,887 ▲8.2%824,3414.8%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$15,413,779$733,851 ▼-4.5%355,1564.8%FinanceSCHESchwab Emerging Markets Equity ETF$11,827,820$1,477,227 ▲14.3%429,0113.7%ETFBRK.BBerkshire Hathaway$11,597,995$1,389,501 ▲13.6%21,7773.6%FinanceRDVIFT Vest Rising Dividend Achievers Target Income ETF$11,123,236$11,123,236 ▲New Holding468,9393.5%ETFAAPLApple$5,870,564$232,344 ▼-3.8%26,4291.8%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$4,844,953$63,810 ▲1.3%98,5551.5%ManufacturingJPIBJPMorgan International Bond Opportunities ETF$4,332,129$108,615 ▼-2.4%90,4601.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,699,644$37,731 ▼-1.4%53,0900.8%ETFXOMExxon Mobil$2,529,934$57,326 ▲2.3%21,2720.8%EnergyMSFTMicrosoft$2,338,291$98,352 ▲4.4%6,2290.7%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,298,232$1,173,039 ▲104.3%45,3930.7%ETFQQQInvesco QQQ$2,232,541$67,994 ▲3.1%4,7610.7%FinanceIDMOInvesco S&P International Developed Momentum ETF$2,174,471$2,174,471 ▲New Holding49,2410.7%ETFNVDANVIDIA$2,087,869$29,371 ▲1.4%19,2640.7%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,996,224$39,568 ▼-1.9%13,6720.6%ETFWMTWalmart$1,910,368$132,122 ▲7.4%21,7610.6%Retail/WholesaleAMZNAmazon.com$1,821,169$50,990 ▲2.9%9,5720.6%Retail/WholesaleIQLTiShares MSCI Intl Quality Factor ETF$1,753,148$2,012,244 ▼-53.4%44,1710.6%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$1,684,696$164,658 ▲10.8%17,9870.5%ETFOKEONEOK$1,521,774$16,570 ▼-1.1%15,3370.5%EnergySCHZSchwab U.S. Aggregate Bond ETF$1,409,119$29,367 ▼-2.0%60,8430.4%ETFEVERGY INC$1,389,940$6,481 ▲0.5%20,1590.4%COMKRKroger$1,387,333$771,071 ▲125.1%20,4950.4%Retail/WholesaleVOOVanguard S&P 500 ETF$1,343,966$514 ▲0.0%2,6150.4%ETFFSKFS KKR Capital$1,096,350$93,018 ▼-7.8%52,3320.3%FinanceMETAMeta Platforms$1,044,945$30,547 ▲3.0%1,8130.3%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$963,349$5,135 ▲0.5%36,7690.3%ETFTSLATesla$737,829$242,833 ▲49.1%2,8470.2%Auto/Tires/TrucksMMM3M$731,110$5,140 ▲0.7%4,9780.2%Multi-Sector ConglomeratesVEAVanguard FTSE Developed Markets ETF$726,033$30,904 ▼-4.1%14,2840.2%ETFVOVanguard Mid-Cap ETF$709,997$16,554 ▲2.4%2,7450.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$674,237$45,732 ▼-6.4%16,5420.2%ETFPEPPepsiCo$655,122$416,855 ▼-38.9%4,3690.2%Consumer StaplesVTIVanguard Total Stock Market ETF$627,365$275 ▲0.0%2,2830.2%ETFVRIGInvesco Variable Rate Investment Grade ETF$626,134$161,167 ▼-20.5%24,9650.2%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$622,769$83,660 ▼-11.8%7,8460.2%FinanceDEDeere & Company$583,183$5,161 ▼-0.9%1,2430.2%IndustrialsMISLFirst Trust Indxx Aerospace & Defense ETF$561,568$9,992 ▼-1.7%18,5460.2%ETFAMDAdvanced Micro Devices$557,673$925 ▲0.2%5,4280.2%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$530,026$73,394 ▲16.1%17,8520.2%ETFLOWLowe's Companies$519,638$3,032 ▲0.6%2,2280.2%Retail/WholesaleJNJJohnson & Johnson$490,831$47,922 ▲10.8%2,9600.2%MedicalFLTRVanEck Floating Rate ETF$489,0530.0%19,1410.2%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$488,1770.0%4,8730.2%ETFSDYSPDR S&P Dividend ETF$473,309$27,546 ▼-5.5%3,4880.1%ETFNFLXNetflix$472,793$13,988 ▲3.0%5070.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$444,430$24,069 ▼-5.1%7940.1%FinanceBACBank of America$443,078$18,528 ▲4.4%10,6180.1%FinanceVBVanguard Small-Cap ETF$433,4010.0%1,9540.1%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$423,133$1,492 ▲0.4%10,2080.1%ETFJPMJPMorgan Chase & Co.$399,039$48,562 ▲13.9%1,6270.1%FinanceJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$397,628$6,335 ▼-1.6%3,9540.1%ETFBABoeing$389,195$26,776 ▼-6.4%2,2820.1%AerospaceGLDSPDR Gold Shares$385,243$25,068 ▼-6.1%1,3370.1%FinanceABBVAbbVie$377,644$58,679 ▲18.4%1,8020.1%MedicalDVNDevon Energy$361,739$4,675 ▲1.3%9,6720.1%EnergyVBRVanguard Small-Cap Value ETF$360,6650.0%1,9360.1%ETFXLKTechnology Select Sector SPDR Fund$353,235$413 ▲0.1%1,7110.1%ETFKOCoca-Cola$334,340$23,134 ▼-6.5%4,6680.1%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$323,036$323,036 ▲New Holding1,9460.1%Computer and TechnologySJNKSPDR Bloomberg Short Term High Yield Bond ETF$320,0350.0%12,7200.1%ETFQUALiShares MSCI USA Quality Factor ETF$319,434$17,262 ▼-5.1%1,8690.1%ETFCVXChevron$310,513$17,734 ▼-5.4%1,8560.1%EnergySCHBSchwab US Broad Market ETF$309,040$388 ▲0.1%14,3540.1%ETFECLEcolab$305,999$1,775 ▲0.6%1,2070.1%Basic MaterialsCGMUCapital Group Municipal Income ETF$287,213$287,213 ▲New Holding10,7090.1%ETFAVLVAvantis U.S. Large Cap Value ETF$283,043$71,217 ▼-20.1%4,3400.1%ETFLMTLockheed Martin$280,592$12,957 ▲4.8%6280.1%AerospaceMRKMerck & Co., Inc.$276,968$4,667 ▲1.7%3,0860.1%MedicalPGProcter & Gamble$276,263$24,542 ▼-8.2%1,6210.1%Consumer StaplesGOOGAlphabet$270,946$24,688 ▲10.0%1,7340.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$270,899$275 ▲0.1%10,8190.1%ETFVGTVanguard Information Technology ETF$261,749$16,258 ▼-5.8%4830.1%ETFFTXNFirst Trust Nasdaq Oil & Gas ETF$253,443$1,453 ▲0.6%8,3700.1%ETFBITWISE BITCOIN ETF TR$252,809$244,237 ▼-49.1%5,6330.1%SHS BEN INTGFEBFT Cboe Vest U.S. Equity Moderate Buffer ETF - February$245,329$245,329 ▲New Holding6,6720.1%ETFLLYEli Lilly and Company$243,854$24,799 ▲11.3%2950.1%MedicalVZVerizon Communications$238,811$85,319 ▼-26.3%5,2650.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$233,7650.0%5570.1%FinanceCOSTCostco Wholesale$233,673$233,673 ▲New Holding2470.1%Retail/WholesaleCGGOCapital Group Global Growth Equity ETF$233,090$80,737 ▼-25.7%8,2280.1%ETFXLEEnergy Select Sector SPDR Fund$231,473$2,243 ▼-1.0%2,4770.1%ETFDISWalt Disney$231,468$3,060 ▲1.3%2,3450.1%Consumer DiscretionaryONBOld National Bancorp$231,138$19,664 ▼-7.8%10,9080.1%FinanceJMEEJPMorgan Market Expansion Enhanced Equity ETF$229,853$13,939 ▲6.5%4,1060.1%ETFFIRST TR EXCHNG TRADED FD VI$222,193$222,193 ▲New Holding9,4550.1%FT VEST LADORCLOracle$221,513$10,348 ▲4.9%1,5840.1%Computer and TechnologyCOPConocoPhillips$221,280$17,224 ▼-7.2%2,1070.1%EnergyETEnergy Transfer$212,349$212,349 ▲New Holding11,4230.1%EnergyVVisa$210,143$210,143 ▲New Holding6000.1%Business ServicesUNHUnitedHealth Group$209,781$209,781 ▲New Holding4010.1%MedicalFSCOFS Credit Opportunities$131,7220.0%18,6840.0%Financial ServicesShowing 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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