The Analysis of ADAMSBROWN WEALTH CONSULTANTS LLC's Holdings

Currently, ADAMSBROWN WEALTH CONSULTANTS LLC holds 125 types of securities in its portfolio with a total value $359.2M. In the most recent quarter, they have increased their positions in IDMO (+61.6K shares, valued at $3.4M), FMDE (+55.0K shares, valued at $2.0M), N/A (+3.0K shares, valued at $1.5M); decreased their positions in CGCP (-1.0M shares, valued at $23.3M), JPST (-17.1K shares, valued at $864.3K), SCHD (-31.5K shares, valued at $863.9K); initiated new positions in FTHI (+20.0K shares, valued at $472.8K), ITA (+1.4K shares, valued at $290.7K), CPRY (+10.2K shares, valued at $276.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGGR CAPITAL GROUP GROWTH ETF1.0M shares-0.29%2025-12-312026-01-13

QQQM INVESCO EXCH TRADED FD TR II130.9K shares-0.98%2025-12-312026-01-13

IDMO INVESCO EXCH TRADED FD TR II548.8K shares12.63%2025-12-312026-01-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL48.0K shares6.60%2025-12-312026-01-13

FMDE FIDELITY COVINGTON TRUST559.7K shares10.90%2025-12-312026-01-13

RDVI FIRST TR EXCHANGE-TRADED FD645.8K shares8.48%2025-12-312026-01-13

PPH VANECK ETF TRUST143.0K shares4.49%2025-12-312026-01-13

SCHE SCHWAB STRATEGIC TR428.6K shares0.81%2025-12-312026-01-13

Sponsored

SCHD SCHWAB STRATEGIC TR452.9K shares-6.50%2025-12-312026-01-13

UTES ETFIS SER TR I146.6K shares7.36%2025-12-312026-01-13

LMBS FIRST TR EXCHANGE-TRADED FD223.4K shares13.88%2025-12-312026-01-13

CGCP CAPITAL GRP FIXED INCM ETF T428.6K shares-70.59%2025-12-312026-01-13

FPEI FIRST TR EXCH TRADED FD III445.2K shares2.01%2025-12-312026-01-13

AAPL APPLE INC26.3K shares0.42%2025-12-312026-01-13

HEFA ISHARES TR148.2K shares-5.99%2025-12-312026-01-13

XMHQ INVESCO EXCHANGE TRADED FD T50.8K shares-10.53%2025-12-312026-01-13

Sponsored

IHDG WISDOMTREE TR96.6K shares-9.99%2025-12-312026-01-13

NVDA NVIDIA CORPORATION20.4K shares0.40%2025-12-312026-01-13

INVESCO QQQ TR INVESCO QQQ TR6.2K shares23.08%2025-12-312026-01-13

JPIB J P MORGAN EXCHANGE TRADED F71.2K shares-1.04%2025-12-312026-01-13

MSFT MICROSOFT CORP6.7K shares0.59%2025-12-312026-01-13

JPST J P MORGAN EXCHANGE TRADED F51.7K shares-24.83%2025-12-312026-01-13

XOM EXXON MOBIL CORP21.4K shares0.45%2025-12-312026-01-13

WMT WALMART INC22.7K shares0.04%2025-12-312026-01-13

Sponsored

AMZN AMAZON COM INC10.9K shares1.97%2025-12-312026-01-13

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K shares31.83%2025-12-312026-01-13

HYS PIMCO ETF TR23.6K shares9.37%2025-12-312026-01-13

JMST J P MORGAN EXCHANGE TRADED F42.0K shares-4.08%2025-12-312026-01-13

SCHZ SCHWAB STRATEGIC TR77.2K shares8.62%2025-12-312026-01-13

IQLT ISHARES TR34.8K shares-3.52%2025-12-312026-01-13

XLV SELECT SECTOR SPDR TR9.5K shares-1.35%2025-12-312026-01-13

OKE ONEOK INC NEW19.1K shares6.43%2025-12-312026-01-13

Sponsored

EVRG EVERGY INC18.7K shares-2.35%2025-12-312026-01-13

KR KROGER CO19.5K shares-2.30%2025-12-312026-01-13

AMD ADVANCED MICRO DEVICES INC5.4K shares0.20%2025-12-312026-01-13

META META PLATFORMS INC1.7K shares-10.73%2025-12-312026-01-13

SCHM SCHWAB STRATEGIC TR35.4K shares0.30%2025-12-312026-01-13

VRIG INVESCO ACTIVELY MANAGED EXC40.6K shares80.99%2025-12-312026-01-13

TSLA TESLA INC2.2K shares-0.32%2025-12-312026-01-13

CGDV CAPITAL GROUP DIVIDEND VALUE21.6K shares33.53%2025-12-312026-01-13

Sponsored

VEA VANGUARD TAX-MANAGED FDS15.0K shares-0.91%2025-12-312026-01-13

VO VANGUARD INDEX FDS3.0K shares-0.39%2025-12-312026-01-13

MISL FIRST TR EXCHANGE-TRADED FD20.5K shares0.03%2025-12-312026-01-13

SLV ISHARES SILVER TR13.2K shares138.02%2025-12-312026-01-13

SPY SPDR S&P 500 ETF TR1.2K shares104.61%2025-12-312026-01-13

VTI VANGUARD INDEX FDS2.5K shares13.78%2025-12-312026-01-13

MMM 3M CO5.0K shares0.06%2025-12-312026-01-13

SPSM SPDR SERIES TRUST15.9K shares-2.63%2025-12-312026-01-13

Sponsored

FSK FS KKR CAP CORP49.0K shares-3.51%2025-12-312026-01-13

DLN WISDOMTREE TR7.8K shares-0.43%2025-12-312026-01-13

BUFZ FIRST TR EXCHNG TRADED FD VI25.5K shares38.70%2025-12-312026-01-13

DE DEERE & CO1.4K shares-0.35%2025-12-312026-01-13

CAT CATERPILLAR INC1.1K shares0.54%2025-12-312026-01-13

JNJ JOHNSON & JOHNSON3.1K shares0.56%2025-12-312026-01-13

GLD SPDR GOLD TR1.6K shares20.94%2025-12-312026-01-13

BAC BANK AMERICA CORP11.5K shares2.69%2025-12-312026-01-13

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI18.1K shares2.00%2025-12-312026-01-13

BA BOEING CO2.7K shares-3.17%2025-12-312026-01-13

JPM JPMORGAN CHASE & CO.1.7K shares0.00%2025-12-312026-01-13

BUFD FIRST TR EXCHNG TRADED FD VI19.4K shares77.56%2025-12-312026-01-13

NUE NUCOR CORP3.3K shares-23.02%2025-12-312026-01-13

ALPHABET INC ALPHABET INC1.7K shares0.89%2025-12-312026-01-13

LOW LOWES COS INC2.2K shares-1.21%2025-12-312026-01-13

ALPHABET INC ALPHABET INC1.7K shares-5.13%2025-12-312026-01-13

Sponsored

BITB BITWISE BITCOIN ETF TR11.0K shares11.27%2025-12-312026-01-13

CGMU CAPITAL GRP FIXED INCM ETF T18.7K shares46.68%2025-12-312026-01-13

XLK SELECT SECTOR SPDR TR3.4K shares102.79%2025-12-312026-01-13

VB VANGUARD INDEX FDS1.9K shares-1.60%2025-12-312026-01-13

NFLX NETFLIX INC5.1K shares899.42%2025-12-312026-01-13

FTHI FIRST TR EXCHANGE TRADED FD20.0K sharesnew addition2025-12-312026-01-13

LLY ELI LILLY & CO433 shares5.87%2025-12-312026-01-13

PEP PEPSICO INC3.0K shares-2.76%2025-12-312026-01-13

Sponsored

SMMV ISHARES TR9.9K shares-2.91%2025-12-312026-01-13

TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares-1.96%2025-12-312026-01-13

CGGO CAPITAL GROUP GBL GROWTH EQT12.3K shares1.14%2025-12-312026-01-13

SDY SPDR SERIES TRUST3.0K shares-2.00%2025-12-312026-01-13

ABBV ABBVIE INC1.8K shares0.22%2025-12-312026-01-13

VBR VANGUARD INDEX FDS1.9K shares0.00%2025-12-312026-01-13

ORCL ORACLE CORP2.0K shares12.00%2025-12-312026-01-13

MU MICRON TECHNOLOGY INC1.4K shares1.68%2025-12-312026-01-13

Sponsored

SCHB SCHWAB STRATEGIC TR15.1K shares5.10%2025-12-312026-01-13

JPME J P MORGAN EXCHANGE TRADED F3.5K shares-9.49%2025-12-312026-01-13

GEV GE VERNOVA INC586 shares-0.17%2025-12-312026-01-13

QUAL ISHARES TR1.9K shares0.21%2025-12-312026-01-13

MERCK & CO INC MERCK & CO INC3.5K shares0.66%2025-12-312026-01-13

SCHG SCHWAB STRATEGIC TR10.9K shares0.61%2025-12-312026-01-13

KO COCA COLA CO5.1K shares2.17%2025-12-312026-01-13

VGT VANGUARD WORLD FD468 shares0.00%2025-12-312026-01-13

Sponsored

WFC WELLS FARGO CO NEW3.8K shares50.48%2025-12-312026-01-13

FBTC FIDELITY WISE ORIGIN BITCOIN4.6K shares12.42%2025-12-312026-01-13

GBIL GOLDMAN SACHS ETF TR3.4K shares-30.80%2025-12-312026-01-13

BROADCOM INC BROADCOM INC960 shares21.98%2025-12-312026-01-13

AVLV AMERICAN CENTY ETF TR4.4K shares0.39%2025-12-312026-01-13

CVX CHEVRON CORP NEW2.2K shares20.56%2025-12-312026-01-13

ECL ECOLAB INC1.2K shares-0.08%2025-12-312026-01-13

ITA ISHARES TR1.4K sharesnew addition2025-12-312026-01-13

Sponsored

COST COSTCO WHSL CORP NEW335 shares3.72%2025-12-312026-01-13

XLF SELECT SECTOR SPDR TR5.2K shares12.89%2025-12-312026-01-13

LMT LOCKHEED MARTIN CORP577 shares-6.48%2025-12-312026-01-13

GFEB FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2025-12-312026-01-13

CPRY CALAMOS ETF TR10.2K sharesnew addition2025-12-312026-01-13

CPSD CALAMOS ETF TR10.5K sharesnew addition2025-12-312026-01-13

IVV ISHARES TR395 shares-1.25%2025-12-312026-01-13

ZFEB INNOVATOR ETFS TRUST10.7K sharesnew addition2025-12-312026-01-13

Sponsored

CPSR CALAMOS ETF TR10.7K sharesnew addition2025-12-312026-01-13

FTXN FIRST TR EXCHANGE TRADED FD9.5K shares0.78%2025-12-312026-01-13

PLTR PALANTIR TECHNOLOGIES INC1.4K shares-13.66%2025-12-312026-01-13

URI UNITED RENTALS INC309 shares0.00%2025-12-312026-01-13

DVN DEVON ENERGY CORP NEW6.8K shares3.76%2025-12-312026-01-13

IBM INTERNATIONAL BUSINESS MACHS818 shares4.34%2025-12-312026-01-13

NLR VANECK ETF TRUST1.9K sharesnew addition2025-12-312026-01-13

PG PROCTER AND GAMBLE CO1.7K shares-5.36%2025-12-312026-01-13

Sponsored

ONB OLD NATL BANCORP IND10.6K shares-4.07%2025-12-312026-01-13

IEFA ISHARES TR2.6K shares-0.42%2025-12-312026-01-13

SCHK SCHWAB STRATEGIC TR7.0K shares0.07%2025-12-312026-01-13

V VISA INC620 shares0.65%2025-12-312026-01-13

GRID FIRST TR EXCHANGE TRADED FD1.4K sharesnew addition2025-12-312026-01-13

UCON FIRST TR EXCHNG TRADED FD VI8.3K sharesnew addition2025-12-312026-01-13

XLE SELECT SECTOR SPDR TR4.7K shares79.18%2025-12-312026-01-13

CGXU CAPITAL GROUP INTL FOCUS EQT7.0K sharesnew addition2025-12-312026-01-13

Sponsored

QXO QXO INC10.6K sharesnew addition2025-12-312026-01-13

ET ENERGY TRANSFER L P12.0K shares1.96%2025-12-312026-01-13

ELA ENVELA CORP10.0K shares0.00%2025-12-312026-01-13

FSCO FS CREDIT OPPORTUNITIES CORP12.5K shares-20.45%2025-12-312026-01-13

NUAI NEW ERA ENERGY & DIGITAL INC20.0K sharesnew addition2025-12-312026-01-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available