ADAMSBROWN WEALTH CONSULTANTS LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$288M
Signature - Title
Brenda Bickle - Chief Compliance Officer
Location
Great Bend, KS
Summary
This page shows a list of all the recent 13F filings made by ADAMSBROWN WEALTH CONSULTANTS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ADAMSBROWN WEALTH CONSULTANTS LLC reported 93 stock holdings with total value $288M as of Q3 2024. Top holdings included SCHD, CGGR, CGCP, QQQM, and HEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 93 $288M +$25.3M -$6.54M +$18.8M SCHD, CGGR, CGCP, QQQM, HEFA 13F-HR 10/11/2024, 04:08 PM
Q2 2024 84 $257M +$12.9M -$2.24M +$10.7M SCHD, CGGR, CGCP, QQQM, HEFA 13F-HR 7/12/2024, 12:35 PM
Q1 2024 82 $247M +$23.4M -$22.3M +$1.05M SCHD, CGGR, CGCP, HEFA, QQQM 13F-HR 4/30/2024, 09:49 AM
Q4 2023 83 $230M +$15.8M -$5.55M +$10.2M SCHD, HEFA, CGGR, CGCP, QQQM 13F-HR 1/29/2024, 08:11 AM
Q3 2023 82 $203M +$47M -$26.9M +$20M SCHD, HEFA, CGGR, CGCP, QQQM 13F-HR 10/24/2023, 04:56 PM
Q2 2023 78 $189M +$23.1M -$12.5M +$10.6M SCHD, CGGR, CGCP, JPIB, JPME 13F-HR 7/12/2023, 04:23 PM
Q1 2023 76 $173M +$12.4M -$8.4M +$4.03M SCHD, CGGR, CGCP, JPIB, FPEI 13F-HR 5/10/2023, 05:08 PM
Q4 2022 76 $165M +$35.7M -$12.1M +$23.6M SCHD, CGGR, CGCP, FPEI, JPIB 13F-HR 1/27/2023, 09:32 AM
Q3 2022 76 $131M +$29.3M -$18.3M +$11M SCHD, CGGR, JPIB, FPEI, SPSM 13F-HR 10/26/2022, 09:03 PM
Q2 2022 85 $127M +$29.5M -$14.2M +$15.3M SCHD, JPIB, SCHZ, CGGR, FPEI 13F-HR 7/26/2022, 07:54 PM
Q1 2022 90 $126M +$23.9M -$4.78M +$19.1M SCHD, SCHZ, SCHM, JPIB, FPEI 13F-HR 5/16/2022, 09:43 AM
Q4 2021 80 $111M $0 $0 SCHD, SCHZ, SCHM, JPIB, FPEI 13F-HR 2/17/2022, 05:02 PM