$176 Million is the total value of Adams Chetwood Wealth Management LLC's 80 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-13
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.