$85.5 Million is the total value of Adams Chetwood Wealth Management LLC's 68 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
KMB | New | KIMBERLY CLARK CORP | $632,000 | – | 4,563 | +100.0% | 0.74% | – |
TFC | New | TRUIST FINL CORP | $516,000 | – | 14,239 | +100.0% | 0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 10 | Q1 2022 | 21.7% |
SCHWAB STRATEGIC TR | 10 | Q1 2022 | 10.7% |
SCHWAB STRATEGIC TR | 10 | Q1 2022 | 9.1% |
SCHWAB STRATEGIC TR | 10 | Q1 2022 | 4.7% |
AMAZON COM INC | 10 | Q1 2022 | 4.0% |
WISDOMTREE TR | 10 | Q1 2022 | 3.5% |
PRECISION BIOSCIENCES INC | 10 | Q1 2022 | 10.2% |
APPLE INC | 10 | Q1 2022 | 2.3% |
MICROSOFT CORP | 10 | Q1 2022 | 2.0% |
INVESCO EXCHANGE TRADED FD T | 10 | Q1 2022 | 1.7% |
View Adams Chetwood Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-04-13 |
13F-HR | 2022-02-11 |
13F-HR | 2021-10-14 |
13F-HR | 2021-08-13 |
13F-HR | 2021-05-28 |
13F-HR | 2021-01-29 |
13F-HR | 2020-10-27 |
13F-HR | 2020-07-20 |
13F-HR | 2020-05-13 |
13F-HR | 2020-02-26 |
View Adams Chetwood Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.