Adams Chetwood Wealth Management

Latest statistics and disclosures from Adams Chetwood Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Adams Chetwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Adams Chetwood Wealth Management

Companies in the Adams Chetwood Wealth Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 18.1 $24M -5% 247k 96.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.8 $13M 343k 37.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.1 $12M 163k 72.92
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.5 $5.9M -2% 80k 74.42
Ishares Tr Msci Intl Qualty (IQLT) 3.7 $4.8M -2% 132k 36.44
Wisdomtree Tr Us S Cap Qty Div (DGRS) 3.5 $4.6M +2% 100k 46.04
Amazon (AMZN) 3.0 $3.9M -4% 1.3k 3094.32
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.8 $3.7M +845% 130k 28.18
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.3 $3.0M NEW 76k 39.49
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 2.0 $2.6M +2% 72k 36.59
Wisdomtree Tr Glb Us Qtly Div (DNL) 2.0 $2.6M -4% 34k 77.62
Apple (AAPL) 1.7 $2.3M 19k 122.16
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 1.6 $2.2M +5% 129k 16.68
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.6 $2.1M +270% 76k 27.88

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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.6 $2.1M +38% 75k 28.07
Microsoft Corporation (MSFT) 1.4 $1.9M -8% 8.0k 235.83
Precision Biosciences Ord (DTIL) 1.4 $1.9M -25% 180k 10.35
Facebook Cl A (FB) 1.3 $1.7M 5.7k 294.47
Johnson & Johnson (JNJ) 1.1 $1.4M 8.8k 164.41
United Parcel Service CL B (UPS) 1.0 $1.3M 7.9k 169.95
Procter & Gamble Company (PG) 1.0 $1.3M 9.7k 135.43
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.3M +2% 628.00 2062.10
McDonald's Corporation (MCD) 0.9 $1.2M 5.5k 224.15
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.2M 586.00 2068.26
Norfolk Southern (NSC) 0.9 $1.2M -6% 4.3k 268.43
Cisco Systems (CSCO) 0.9 $1.1M 22k 51.70
Caterpillar (CAT) 0.8 $1.1M 4.6k 231.87
Truist Financial Corp equities (TFC) 0.8 $1.0M 18k 58.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.0M 2.6k 396.21
Qualcomm (QCOM) 0.8 $992k 7.5k 132.55
American Tower Reit (AMT) 0.7 $970k +2% 4.1k 238.98
Verizon Communications (VZ) 0.7 $957k 17k 58.14
3M Company (MMM) 0.7 $949k +5% 4.9k 192.65
Medtronic SHS (MDT) 0.6 $820k +2% 6.9k 118.14
salesforce (CRM) 0.6 $796k +2% 3.8k 211.93
At&t (T) 0.6 $796k -2% 26k 30.26
Wal-Mart Stores (WMT) 0.6 $785k -6% 5.8k 135.88
Visa Com Cl A (V) 0.6 $761k +5% 3.6k 211.62
Abbott Laboratories (ABT) 0.6 $756k 6.3k 119.83
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.5 $710k NEW 24k 29.71
Lowe's Companies (LOW) 0.5 $704k 3.7k 190.12
Kimberly-Clark Corporation (KMB) 0.5 $703k +4% 5.1k 138.99
Pfizer (PFE) 0.5 $698k +2% 19k 36.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $696k 11k 65.10
Stryker Corporation (SYK) 0.5 $643k 2.6k 243.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $596k +4% 2.3k 255.36
Duke Energy Corp Com New (DUK) 0.4 $586k 6.1k 96.56
AFLAC Incorporated (AFL) 0.4 $579k +4% 11k 51.20
JPMorgan Chase & Co. (JPM) 0.4 $579k 3.8k 152.25
Rbc Cad (RY) 0.4 $527k 5.7k 92.17
Amgen (AMGN) 0.4 $505k 2.0k 248.77
Home Depot (HD) 0.4 $491k 1.6k 305.35
Enbridge (ENB) 0.4 $484k 13k 36.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $476k +4% 2.1k 226.67
Exxon Mobil Corporation (XOM) 0.3 $456k -2% 8.2k 55.79
W.W. Grainger (GWW) 0.3 $441k 1.1k 400.91
Automatic Data Processing (ADP) 0.3 $439k +5% 2.3k 188.65
Realty Income (O) 0.3 $434k -10% 6.8k 63.49
Emerson Electric (EMR) 0.3 $432k 4.8k 90.26
Brown & Brown (BRO) 0.3 $389k 8.5k 45.76
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $388k 7.1k 54.62
Aptar (ATR) 0.3 $379k 2.7k 141.68
Ecolab (ECL) 0.3 $368k +5% 1.7k 213.83
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $338k 11k 31.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $327k 1.6k 206.57
Biogen Idec (BIIB) 0.2 $315k +7% 1.1k 279.50
Mastercard Incorporated Cl A (MA) 0.2 $297k 834.00 356.12
General Mills (GIS) 0.2 $271k 4.4k 61.31
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $260k 5.3k 49.03
Kellogg Company (K) 0.2 $250k 4.0k 63.23
Ishares Tr Core S&p500 Etf (IVV) 0.2 $227k 571.00 397.55
Unilever Spon Adr New (UL) 0.2 $224k 4.0k 55.78
Pepsi (PEP) 0.2 $210k 1.5k 141.13
Novartis Sponsored Adr (NVS) 0.2 $202k -4% 2.4k 85.59

Past Filings by Adams Chetwood Wealth Management

SEC 13F filings are viewable for Adams Chetwood Wealth Management going back to 2019