$173 Million is the total value of ADAMSBROWN WEALTH CONSULTANTS LLC's 76 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $1,133,636 | – | 28,758 | +100.0% | 0.65% | – |
| FB | New | META PLATFORMS INCcl a | $317,698 | – | 1,499 | +100.0% | 0.18% | – |
| BAC | New | BANK AMERICA CORP | $284,196 | – | 9,937 | +100.0% | 0.16% | – |
| TSLA | New | TESLA INC | $264,926 | – | 1,277 | +100.0% | 0.15% | – |
| DIS | New | DISNEY WALT CO | $226,387 | – | 2,261 | +100.0% | 0.13% | – |
| ECL | New | ECOLAB INC | $200,131 | – | 1,209 | +100.0% | 0.12% | – |
| New | FS CREDIT OPPORTUNITIES CORP | $68,323 | – | 15,388 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 16.5% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 7.6% |
| FIRST TR EXCH TRADED FD III | 8 | Q3 2023 | 6.0% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 12.6% |
| SPDR SER TR | 8 | Q3 2023 | 4.6% |
| SPDR SER TR | 8 | Q3 2023 | 4.9% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 8.5% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 3.4% |
| APPLE INC | 8 | Q3 2023 | 2.5% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.0% |
View ADAMSBROWN WEALTH CONSULTANTS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-17 |
View ADAMSBROWN WEALTH CONSULTANTS 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.