ADAMSBROWN WEALTH CONSULTANTS LLC
Q4 2024 13F Holdings
- Locationwichita, KS
- Num holdings
97
- Value ($000)
$293,424
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001911244
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $41.89M | 14 % | 1,533,215 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $30.85M | 11 % | 829,997 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $26.07M | 9 % | 1,174,463 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $22.58M | 8 % | 107,294 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $19.05M | 7 % | 548,340 | ||
IHDG WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $16.17M | 6 % | 372,065 | ||
XMHQ INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $15.48M | 5 % | 157,175 | ||
FPEI FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | $14.25M | 5 % | 762,208 | ||
PPH VANECK ETF TRUST | PHARMACEUTCL ETF | 92189F692 | $12.91M | 4 % | 149,631 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $10.00M | 3 % | 375,430 |
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