Adamsbrown-Wealth-Consultants

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MMM",
  "ABBV",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BITB",
  null,
  null,
  null,
  "FSCO",
  "META",
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  "MSFT",
  "EVRG",
  "DLN",
  "KR",
  "ORCL",
  "OKE",
  null,
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "GLD",
  null,
  null,
  null,
  "VO",
  "BTG",
  null,
  null,
  "TSM",
  null,
  "FSK",
  null,
  "ONB",
  "AMD",
  "SDY",
  "AMZN",
  "SCHB",
  "VGT",
  "VEA",
  null,
  null,
  "VBR",
  "VB",
  "VOO",
  "V",
  "WMT",
  null,
  null,
  "SCHD",
  "ET",
  "SCHG",
  null,
  "DIA",
  null,
  null,
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "KO",
  "COP",
  "COST",
  "DE",
  "DVN",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 101
Total Value: 318362824
Accession Number: 0001951757-25-000289
Form Type: 13F-HR
CIK: adamsbrown-wealth-consultants
Manager Name: Adamsbrown-Wealth-Consultants

Data Enrichment

64% identified

65 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $318.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46138E222

Shares:49.2K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$318.4M)

NVIDIA CORP

NVDA|67066G104

Shares:19.3K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$318.4M)

81369Y209

Shares:13.7K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$318.4M)

Walmart Inc.

WMT|931142103

Shares:21.8K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$318.4M)

AMAZON COM INC

AMZN|023135106

Shares:9.6K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$318.4M)

46434V456

Shares:44.2K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$318.4M)

72201R783

Shares:18.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$318.4M)

ONEOK INC /NEW/

OKE|682680103

Shares:15.3K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$318.4M)

808524839

Shares:60.8K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$318.4M)

Evergy, Inc.

EVRG|30034W106

Shares:20.2K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$318.4M)

KROGER CO

KR|501044101

Shares:20.5K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$318.4M)

922908363

VOO|922908363

Shares:2.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$318.4M)

FS KKR Capital Corp

FSK|302635206

Shares:52.3K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$318.4M)

Meta Platforms, Inc.

META|30303M102

Shares:1.8K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$318.4M)

808524508

Shares:36.8K

Value:$963.3K

% of Portfolio:0.3% ($963.3K/$318.4M)

Tesla, Inc.

TSLA|88160R101

Shares:2.8K

Value:$737.8K

% of Portfolio:0.2% ($737.8K/$318.4M)

3M CO

MMM|88579Y101

Shares:5.0K

Value:$731.1K

% of Portfolio:0.2% ($731.1K/$318.4M)

921943858

VEA|921943858

Shares:14.3K

Value:$726.0K

% of Portfolio:0.2% ($726.0K/$318.4M)

922908629

VO|922908629

Shares:2.7K

Value:$710.0K

% of Portfolio:0.2% ($710.0K/$318.4M)

78468R853

Shares:16.5K

Value:$674.2K

% of Portfolio:0.2% ($674.2K/$318.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E222)✕	49.2K	QoQ NEW(+49.2K) YoY NEW(+49.2K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$318.4M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
NVIDIA CORP(NVDAcusip67066G104)	19.3K	QoQ +1.42% (-271) YoY +1225.80% (+17.8K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$318.4M)	QoQ -18.14% (-$462.7K) YoY +59.07% (+$775.3K)
(cusip81369Y209)✕	13.7K	QoQ -1.94% (-271) YoY -78.07% (-48.7K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$318.4M)	QoQ +4.07% (-$78.1K) YoY -78.33% (-$7.2M)
Walmart Inc.(WMTcusip931142103)	21.8K	QoQ +7.42% (+1.5K) YoY +12.80% (+2.5K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$318.4M)	QoQ +4.38% (+$80.2K) YoY +64.57% (+$749.6K)
AMAZON COM INC(AMZNcusip023135106)	9.6K	QoQ +2.88% (-268) YoY +3.89% (+359)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$318.4M)	QoQ -10.77% (-$220.0K) YoY +9.58% (+$159.3K)
(cusip46434V456)✕	44.2K	QoQ -53.44% (-50.7K) YoY -45.39% (-36.7K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$318.4M)	QoQ -50.21% (-$1.8M) YoY -45.34% (-$1.5M)
(cusip72201R783)✕	18.0K	QoQ +10.83% (+1.8K) YoY +74.37% (+7.7K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$318.4M)	QoQ +10.81% (+$164.4K) YoY +74.70% (+$720.4K)
ONEOK INC /NEW/(OKEcusip682680103)	15.3K	QoQ -1.07% (-167) YoY +3.79% (+561)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$318.4M)	QoQ -2.23% (-$34.8K) YoY +28.46% (+$337.2K)
(cusip808524839)✕	60.8K	QoQ -2.04% (-1.3K) YoY +109.05% (+31.7K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$318.4M)	QoQ -0.05% (-$805) YoY +5.25% (+$70.3K)
Evergy, Inc.(EVRGcusip30034W106)	20.2K	QoQ +0.46% (+94) YoY +2.35% (+463)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$318.4M)	QoQ +12.54% (+$154.9K) YoY +32.19% (+$338.5K)
KROGER CO(KRcusip501044101)	20.5K	QoQ +125.12% (+11.4K) YoY +120.61% (+11.2K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$318.4M)	QoQ +149.19% (+$830.6K) YoY +161.40% (+$856.6K)
(VOOcusip922908363)	2.6K	QoQ +0.03% (-1) YoY +8.77% (+211)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$318.4M)	QoQ -4.59% (-$64.7K) YoY +16.28% (+$188.2K)
FS KKR Capital Corp(FSKcusip302635206)	52.3K	QoQ -7.82% (-4.4K) YoY -15.44% (-9.6K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$318.4M)	QoQ -11.08% (-$136.7K) YoY -7.10% (-$83.9K)
Meta Platforms, Inc.(METAcusip30303M102)	1.8K	QoQ +3.01% (+53) YoY +19.19% (+292)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$318.4M)	QoQ +1.42% (+$14.7K) YoY +41.45% (+$306.2K)
(cusip808524508)✕	36.8K	QoQ +0.53% (-196) YoY +132.62% (-21.0K)	All Managers (Combined)	$963.3K	0.3% ($963.3K/$318.4M)	QoQ -4.94% (-$50.1K) YoY -25.15% (-$323.8K)
Tesla, Inc.(TSLAcusip88160R101)	2.8K	QoQ +49.05% (-937) YoY +97.16% (+1.4K)	All Managers (Combined)	$737.8K	0.2% ($737.8K/$318.4M)	QoQ -4.34% (-$33.5K) YoY +190.66% (+$484.0K)
3M CO(MMMcusip88579Y101)	5.0K	QoQ +0.70% (+35) YoY +0.93% (+46)	All Managers (Combined)	$731.1K	0.2% ($731.1K/$318.4M)	QoQ +14.58% (+$93.1K) YoY +39.76% (+$208.0K)
(VEAcusip921943858)	14.3K	QoQ -4.08% (-608) YoY -15.33% (-2.6K)	All Managers (Combined)	$726.0K	0.2% ($726.0K/$318.4M)	QoQ +1.94% (-$13.9K) YoY -14.22% (-$120.4K)
(VOcusip922908629)	2.7K	QoQ +2.38% (+64) YoY +7.85% (+200)	All Managers (Combined)	$710.0K	0.2% ($710.0K/$318.4M)	QoQ +0.27% (+$2.0K) YoY +11.66% (+$74.1K)
(cusip78468R853)✕	16.5K	QoQ -6.35% (-1.1K) YoY -33.61% (-8.4K)	All Managers (Combined)	$674.2K	0.2% ($674.2K/$318.4M)	QoQ -15.02% (-$119.2K) YoY -37.12% (-$398.2K)