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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Adamsbrown-Wealth-Consultants
Data Enrichment
64% identified65 identified36 unidentified
Holdings
101 positions • $318.4M total value
Manager:
Search and click to pin securities to the top
Page 6 of 6
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
B2GOLD CORP(BTGcusip11777Q209) | 10.0K | QoQ 0.00% (+0)YoY NEW(+10.0K) | All Managers (Combined) | $28.5K | 0.0% ($28.5K/$318.4M) | YoY NEW(+$28.5K) |