ADAMSBROWN WEALTH CONSULTANTS LLC holdings history

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123 is the total number of securities ADAMSBROWN WEALTH CONSULTANTS LLC has owned. The longest ADAMSBROWN WEALTH CONSULTANTS LLC has owned a single stock is 8 quarters.

ADAMSBROWN WEALTH CONSULTANTS LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHD SCHWAB STRATEGIC TR8814.40%15.43%16.50%Q4 2021Q3 20238
JPIB J P MORGAN EXCHANGE-TR...885.54%6.29%7.55%Q4 2021Q3 20238
FPEI FIRST TR EXCH TRADED F...884.69%5.30%5.99%Q4 2021Q3 20238
SCHZ SCHWAB STRATEGIC TR880.62%4.59%12.58%Q4 2021Q3 20238
SDY SPDR SER TR883.66%4.12%4.62%Q4 2021Q3 20238
SPSM SPDR SER TR880.78%3.60%4.91%Q4 2021Q3 20238
SCHM SCHWAB STRATEGIC TR880.62%3.34%8.45%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...880.60%2.50%3.42%Q4 2021Q3 20238
AAPL APPLE INC881.75%2.20%2.53%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...881.26%1.49%2.04%Q4 2021Q3 20238
IQLT ISHARES TR880.93%1.20%1.94%Q4 2021Q3 20238
XOM EXXON MOBIL CORP881.04%1.11%1.23%Q4 2021Q3 20238
DLN WISDOMTREE TR880.29%1.06%2.78%Q4 2021Q3 20238
SMMV ISHARES TR880.22%0.98%1.98%Q4 2021Q3 20238
QUAL ISHARES TR880.12%0.88%2.93%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.60%0.83%0.97%Q4 2021Q3 20238
WMT WALMART INC880.48%0.82%1.34%Q4 2021Q3 20238
PEP PEPSICO INC880.56%0.75%0.91%Q4 2021Q3 20238
XLK SELECT SECTOR SPDR TR880.18%0.69%1.33%Q4 2021Q3 20238
EVRG EVERGY INC880.36%0.65%1.00%Q4 2021Q3 20238
FSK FS KKR CAP CORP880.46%0.64%0.85%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.47%0.63%1.04%Q4 2021Q3 20238
LOW LOWES COS INC880.19%0.59%1.06%Q4 2021Q3 20238
AMZN AMAZON COM INC880.39%0.54%0.66%Q4 2021Q3 20238
MMM 3M CO880.25%0.51%0.77%Q4 2021Q3 20238
OKE ONEOK INC NEW880.34%0.39%0.44%Q4 2021Q3 20238
SCHR SCHWAB STRATEGIC TR880.14%0.38%0.88%Q4 2021Q3 20238
VO VANGUARD INDEX FDS880.26%0.37%0.56%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.17%0.36%0.73%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS880.24%0.36%0.60%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.22%0.30%0.39%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.18%0.26%0.38%Q4 2021Q3 20238
VGT VANGUARD WORLD FDS880.14%0.25%0.46%Q4 2021Q3 20238
EQBK EQUITY BANCSHARES INC880.12%0.24%0.46%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.13%0.24%0.35%Q4 2021Q3 20238
PFE PFIZER INC880.12%0.24%0.36%Q4 2021Q3 20238
KR KROGER CO880.18%0.23%0.31%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.15%0.22%0.34%Q4 2021Q3 20238
BA BOEING CO880.12%0.22%0.34%Q4 2021Q3 20238
GLD SPDR GOLD TR880.12%0.21%0.34%Q4 2021Q3 20238
SCHG SCHWAB STRATEGIC TR880.12%0.20%0.32%Q4 2021Q3 20238
MRK MERCK & CO. INC880.16%0.19%0.22%Q4 2021Q3 20238
KO COCA COLA CO880.14%0.19%0.23%Q4 2021Q3 20238
XLE SELECT SECTOR SPDR TR880.12%0.19%0.32%Q4 2021Q3 20238
T AT&T INC880.08%0.15%0.29%Q4 2021Q3 20238
BCD ETFS TR770.20%2.25%3.89%Q1 2022Q3 20237
FREL FIDELITY COVINGTON TRUST770.14%1.86%3.19%Q1 2022Q3 20237
GEM GOLDMAN SACHS ETF TR770.10%1.18%3.58%Q1 2022Q3 20237
QQQ INVESCO QQQ TR430.69%0.97%1.41%Q4 2021Q3 20237
PG PROCTER AND GAMBLE CO770.11%0.41%0.69%Q1 2022Q3 20237
IVV ISHARES TR770.11%0.39%0.74%Q4 2021Q2 20237
FB META PLATFORMS INC430.16%0.24%0.45%Q4 2021Q3 20237
AMD ADVANCED MICRO DEVICES...770.16%0.22%0.28%Q1 2022Q3 20237
TSLA TESLA INC430.15%0.22%0.30%Q4 2021Q3 20237
CVX CHEVRON CORP NEW770.15%0.21%0.27%Q1 2022Q3 20237
DE DEERE & CO770.18%0.20%0.23%Q1 2022Q3 20237
PML PIMCO MUN INCOME FD II770.12%0.19%0.32%Q4 2021Q2 20237
SCHB SCHWAB STRATEGIC TR430.12%0.16%0.23%Q4 2021Q3 20237
ONB OLD NATL BANCORP IND770.09%0.13%0.16%Q1 2022Q3 20237
ELA ENVELA CORP430.02%0.08%0.18%Q4 2021Q3 20237
CAPITAL GROUP GROWTH ETF665.97%10.09%11.84%Q2 2022Q3 20236
QQQM INVESCO EXCH TRADED FD...660.28%2.34%6.50%Q2 2022Q3 20236
USTB VICTORY PORTFOLIOS II660.45%0.75%1.16%Q2 2022Q3 20236
DIS DISNEY WALT CO420.11%0.19%0.33%Q4 2021Q2 20236
COP CONOCOPHILLIPS660.13%0.15%0.18%Q2 2022Q3 20236
F FORD MTR CO DEL660.08%0.10%0.11%Q2 2022Q3 20236
CAPITAL GRP FIXED INCM...550.44%6.68%8.86%Q3 2022Q3 20235
JPME J P MORGAN EXCHANGE TR...550.57%4.02%5.82%Q3 2022Q3 20235
SCHE SCHWAB STRATEGIC TR550.22%2.81%3.67%Q3 2022Q3 20235
IJR ISHARES TR550.15%0.64%1.39%Q4 2021Q4 20225
NVDA NVIDIA CORPORATION550.15%0.26%0.38%Q3 2022Q3 20235
ECL ECOLAB INC320.10%0.15%0.25%Q4 2021Q3 20235
SRLN SSGA ACTIVE ETF TR440.13%0.54%0.90%Q2 2022Q1 20234
GIS GENERAL MLS INC440.47%0.51%0.54%Q1 2022Q4 20224
AGZD WISDOMTREE TR440.22%0.49%0.58%Q2 2022Q1 20234
SYY SYSCO CORP440.34%0.43%0.49%Q1 2022Q4 20224
UPS UNITED PARCEL SERVICE INC440.24%0.31%0.38%Q1 2022Q4 20224
HON HONEYWELL INTL INC440.25%0.27%0.31%Q1 2022Q4 20224
JIG J P MORGAN EXCHANGE-TR...330.46%0.88%1.22%Q4 2021Q2 20223
IHDG WISDOMTREE TR330.65%0.86%0.97%Q1 2023Q3 20233
MMIT INDEXIQ ACTIVE ETF TR330.21%0.58%1.11%Q4 2021Q2 20223
SCHK SCHWAB STRATEGIC TR330.29%0.54%0.75%Q4 2021Q2 20223
EFAV ISHARES TR330.25%0.46%0.72%Q4 2021Q2 20223
NXTG FIRST TR EXCHANGE TRAD...330.25%0.44%0.63%Q4 2021Q2 20223
MRNA MODERNA INC210.13%0.32%0.49%Q4 2021Q4 20223
DES WISDOMTREE TR330.17%0.32%0.45%Q4 2021Q2 20223
VHT VANGUARD WORLD FDS330.19%0.24%0.28%Q4 2021Q2 20223
DIA SPDR DOW JONES INDL AV...330.18%0.22%0.25%Q4 2021Q2 20223
VCIT VANGUARD SCOTTSDALE FDS330.17%0.19%0.23%Q4 2021Q2 20223
VYM VANGUARD WHITEHALL FDS330.17%0.19%0.21%Q4 2021Q2 20223
IBDP ISHARES TR330.17%0.19%0.21%Q4 2021Q2 20223
BAC BANK AMERICA CORP330.14%0.15%0.16%Q1 2023Q3 20233
FS CREDIT OPPORTUNITIE...330.04%0.05%0.05%Q1 2023Q3 20233
XLV SELECT SECTOR SPDR TR222.95%2.96%2.97%Q2 2023Q3 20232
USFR WISDOMTREE TR220.50%0.59%0.69%Q4 2021Q1 20222
HYS PIMCO ETF TR220.36%0.38%0.41%Q2 2023Q3 20232
JCPB J P MORGAN EXCHANGE-TR...220.28%0.31%0.34%Q4 2021Q1 20222
LQD ISHARES TR220.23%0.27%0.31%Q4 2021Q1 20222
IWM ISHARES TR220.17%0.23%0.29%Q4 2021Q1 20222
VRAI ETFIS SER TR I220.19%0.21%0.23%Q4 2021Q1 20222
XLF SELECT SECTOR SPDR TR220.18%0.20%0.21%Q4 2021Q1 20222
AGG ISHARES TR220.17%0.20%0.22%Q4 2021Q1 20222
IEFA ISHARES TR220.17%0.19%0.21%Q4 2021Q1 20222
VWO VANGUARD INTL EQUITY I...220.17%0.18%0.20%Q4 2021Q1 20222
DVN DEVON ENERGY CORP NEW220.16%0.16%0.16%Q2 2023Q3 20232
JPST J P MORGAN EXCHANGE TR...220.11%0.12%0.12%Q2 2023Q3 20232
HEFA ISHARES TR1110.58%10.58%10.58%Q3 2023Q3 20231
XMHQ INVESCO EXCHANGE TRADE...114.15%4.15%4.15%Q3 2023Q3 20231
INVESCO QQQ TR110.89%0.89%0.89%Q3 2022Q3 20221
ADVANCED MICRO DEVICES...110.29%0.29%0.29%Q4 2021Q4 20211
WISDOMTREE TR110.25%0.25%0.25%Q2 2022Q2 20221
TAXF AMERICAN CENTY ETF TR110.21%0.21%0.21%Q4 2021Q4 20211
RDIV INVESCO EXCH TRADED FD...110.20%0.20%0.20%Q4 2021Q4 20211
RWJ INVESCO EXCH TRADED FD...110.19%0.19%0.19%Q3 2023Q3 20231
JMUB J P MORGAN EXCHANGE-TR...110.19%0.19%0.19%Q4 2021Q4 20211
SWK STANLEY BLACK & DECKER...110.18%0.18%0.18%Q1 2022Q1 20221
WFC WELLS FARGO CO NEW110.18%0.18%0.18%Q1 2022Q1 20221
JEPI J P MORGAN EXCHANGE TR...110.15%0.15%0.15%Q4 2022Q4 20221
VMC VULCAN MATLS CO110.14%0.14%0.14%Q3 2023Q3 20231
USMV ISHARES TR110.11%0.11%0.11%Q3 2023Q3 20231
ABBV ABBVIE INC110.10%0.10%0.10%Q3 2023Q3 20231
GOOG ALPHABET INC110.10%0.10%0.10%Q3 2023Q3 20231
ENVELA CORP110.04%0.04%0.04%Q3 2022Q3 20221
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The securities at the top of the list , including SCHWAB STRATEGIC TR, J P MORGAN EXCHANGE-TRADED F, and FIRST TR EXCH TRADED FD III, are the highest-conviction holdings of ADAMSBROWN WEALTH CONSULTANTS LLC.

The conviction is calculated by counting the number of quarters a security has been reported by ADAMSBROWN WEALTH CONSULTANTS LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that ADAMSBROWN WEALTH CONSULTANTS LLC owns currently or has owned in the past.