ADAMSBROWN WEALTH CONSULTANTS LLC

Stock Holdings
Option Holdings
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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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CGGR
CAPITAL GROUP GROWTH ETF
1,029,371+111,984+12.21%
Created with Highcharts 10.1.0
$0.0012.14%0.00%41,843,9252025-06-30
SCHD
SCHWAB US DIVIDEND EQUITY ETF
1,131,527-475,584-29.59%
Created with Highcharts 10.1.0
$27.428.70%0.00%29,985,4692025-06-30
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
1,261,494+43,926+3.61%
Created with Highcharts 10.1.0
$0.008.23%0.00%28,383,6042025-06-30
QQQM
INVESCO NASDAQ 100 ETF
120,385+8,152+7.26%
Created with Highcharts 10.1.0
$0.007.93%0.05%27,339,4512025-06-30
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
224,089+24,356+12.19%
Created with Highcharts 10.1.0
$0.006.38%0.44%22,014,4852025-06-30
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
518,397+25,455+5.16%
Created with Highcharts 10.1.0
$30.645.71%0.31%19,678,3672025-06-30
BRK.B
BERKSHIRE HATHAWAY
36,130+14,353+65.91%
Created with Highcharts 10.1.0
$0.005.09%0.00%17,550,8702025-06-30
PPH
VANECK PHARMACEUTICAL ETF
195,976+21,074+12.05%
Created with Highcharts 10.1.0
$0.005.00%2.80%17,238,0282025-06-30
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF
863,024+38,683+4.69%
Created with Highcharts 10.1.0
$0.004.75%0.00%16,388,8162025-06-30
IHDG
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
351,001-4,155-1.17%
Created with Highcharts 10.1.0
$42.944.59%0.00%15,812,5882025-06-30
RDVI
FT CBOE VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
541,004+72,065+15.37%
Created with Highcharts 10.1.0
$24.553.88%0.00%13,368,2002025-06-30
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
409,084-19,927-4.64%
Created with Highcharts 10.1.0
$24.293.58%0.00%12,329,7902025-06-30
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
111,893+13,338+13.53%
Created with Highcharts 10.1.0
$48.891.60%0.00%5,511,8692025-06-30
AAPL
APPLE
26,501+72+0.27%
Created with Highcharts 10.1.0
$170.771.58%0.00%5,437,2162025-06-30
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
77,520-12,940-14.30%
Created with Highcharts 10.1.0
$46.741.09%0.42%3,769,0062025-06-30
MSFT
MICROSOFT
6,403+174+2.79%
Created with Highcharts 10.1.0
$321.010.92%0.00%3,185,1582025-06-30
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
62,414+17,021+37.50%
Created with Highcharts 10.1.0
$0.000.92%0.01%3,163,1422025-06-30
NVDA
NVIDIA
19,707+443+2.30%
Created with Highcharts 10.1.0
$42.730.90%0.00%3,113,4592025-06-30
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
55,602+6,361+12.92%
Created with Highcharts 10.1.0
$43.940.83%0.27%2,849,0442025-06-30
QQQ
INVESCO QQQ
5,053+292+6.13%
Created with Highcharts 10.1.0
$325.940.81%0.00%2,787,3162025-06-30
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
44,790-8,300-15.63%
Created with Highcharts 10.1.0
$50.800.66%0.06%2,280,7112025-06-30
XOM
EXXON MOBIL
21,140-132-0.62%
Created with Highcharts 10.1.0
$72.960.66%0.00%2,278,8832025-06-30
AMZN
AMAZON
10,250+678+7.08%
Created with Highcharts 10.1.0
$150.160.65%0.00%2,248,7482025-06-30
WMT
WALMART
22,526+765+3.52%
Created with Highcharts 10.1.0
$52.820.64%0.00%2,202,6122025-06-30
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
19,823+1,836+10.21%
Created with Highcharts 10.1.0
$0.000.55%0.00%1,883,3422025-06-30
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
38,353-5,818-13.17%
Created with Highcharts 10.1.0
$35.360.48%0.01%1,657,6262025-06-30
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
11,321-2,351-17.20%
Created with Highcharts 10.1.0
$134.010.44%0.00%1,525,9962025-06-30
SCHZ
SCHWAB US AGGREGATE BOND ETF
63,474+2,631+4.32%
Created with Highcharts 10.1.0
$23.350.43%0.00%1,475,1292025-06-30
KR
KROGER
20,011-484-2.36%
Created with Highcharts 10.1.0
$54.020.42%0.00%1,435,4122025-06-30
VOO
VANGUARD 500 INDEX FUND
2,502-113-4.32%
Created with Highcharts 10.1.0
$423.730.41%0.00%1,421,3132025-06-30
OKE
ONEOK
17,028+1,691+11.03%
Created with Highcharts 10.1.0
$66.910.40%0.00%1,390,0162025-06-30
EVRG
EVERGY
19,910-249-1.24%
Created with Highcharts 10.1.0
$66.100.40%0.01%1,372,3982025-06-30
META
META
1,788-25-1.38%
Created with Highcharts 10.1.0
$229.920.38%0.00%1,319,9792025-06-30
FSK
FS KKR CAPITAL
51,095-1,237-2.36%
Created with Highcharts 10.1.0
$20.930.31%0.02%1,060,2222025-06-30
SCHM
SCHWAB US MID-CAP ETF
36,567-202-0.55%
Created with Highcharts 10.1.0
$25.770.30%0.00%1,025,6972025-06-30
TSLA
TESLA
3,124+277+9.73%
Created with Highcharts 10.1.0
$276.410.29%0.00%992,3702025-06-30
VEA
VANGUARD TAX-MANAGED FUNDS
14,988+704+4.93%
Created with Highcharts 10.1.0
$42.210.25%0.00%854,4512025-06-30
VO
VANGUARD MID-CAP INDEX FUND
2,955+210+7.65%
Created with Highcharts 10.1.0
$0.000.24%0.00%826,9902025-06-30
MMM
3M
4,965-13-0.26%
Created with Highcharts 10.1.0
$125.350.22%0.00%755,8842025-06-30
AMD
ADVANCED MICRO DEVICES
5,316-112-2.06%
Created with Highcharts 10.1.0
$110.320.22%0.00%754,3402025-06-30
DE
DEERE &
1,422+179+14.40%
Created with Highcharts 10.1.0
$391.760.21%0.00%722,9422025-06-30
MISL
FIRST TRUST INDXX AEROSPACE & DEFENSE ETF
19,116+570+3.07%
Created with Highcharts 10.1.0
$26.740.21%0.00%714,1712025-06-30
SPSM
SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF
16,600+58+0.35%
Created with Highcharts 10.1.0
$37.790.21%0.01%707,1672025-06-30
NFLX
NETFLIX
505-2-0.39%
Created with Highcharts 10.1.0
$681.530.20%0.00%676,2612025-06-30
DLN
WISDOMTREE US LARGECAP DIVIDEND FUND
7,858+12+0.15%
Created with Highcharts 10.1.0
$63.410.19%0.00%645,4342025-06-30
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
2,119-164-7.18%
Created with Highcharts 10.1.0
$235.570.19%0.00%643,9232025-06-30
VRIG
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
22,735-2,230-8.93%
Created with Highcharts 10.1.0
$25.140.17%0.05%569,5222025-06-30
BUFR
FT CBOE VEST FUND OF BUFFER ETFS
17,760-92-0.52%
Created with Highcharts 10.1.0
$29.890.16%0.00%564,7682025-06-30
BAC
BANK OF AMERICA
11,282+664+6.25%
Created with Highcharts 10.1.0
$32.570.15%0.00%533,8432025-06-30
BA
BOEING
2,416+134+5.87%
Created with Highcharts 10.1.0
$189.120.15%0.00%506,2242025-06-30