Adams Chetwood Wealth Management

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

Portfolio Holdings for Adams Chetwood Wealth Management

Companies in the Adams Chetwood Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab Strategic Tr us lrg cap etf 21.41 261819 -4% 69.87
Schwab International Equity ETF (SCHF) 10.47 324592 +4% 27.57
Schwab Strategic Tr us dividend eq 7.64 128523 50.81
Precision Biosciences Ord 5.06 575012 -19% 7.52
Sch Us Mid-cap Etf etf 4.53 78613 49.22
Amazon (AMZN) 3.70 1330 2379.70
Schwab Strategic Tr us reit etf 2.85 70503 34.54
Wisdomtree Us Smallcap Dividen mf 2.77 84573 +13% 27.95
Apple (AAPL) 1.84 5066 310.11
Microsoft Corporation (MSFT) 1.78 8250 -4% 184.73
Invesco unit investment 1.59 113251 +18% 11.99
Johnson & Johnson (JNJ) 1.42 8146 +24% 148.66
Procter & Gamble Company (PG) 1.28 9420 115.92
Sch Fnd Em Lg Etf schb fdt emk lg 1.26 48845 +12% 21.97
American Tower Reit 1.23 4403 238.25
Facebook Inc cl a 1.22 4912 +77% 212.34
McDonald's Corporation (MCD) 1.12 5303 -3% 181.22
Verizon Communications (VZ) 1.09 16280 +11% 57.00
Alphabet Inc Class A cs 1.01 622 1384.24
SPDR S&P; 500 ETF (SPY) 0.99 2888 292.59
Cisco Systems (CSCO) 0.99 19585 +68% 42.99
Alphabet Inc Class C cs 0.97 600 +41% 1388.33
Norfolk Southern (NSC) 0.97 4747 -4% 174.64
United Parcel Service (UPS) 0.92 8278 +21% 94.83
AT&T; (T) 0.91 26077 -2% 29.80
salesforce (CRM) 0.87 4236 175.87
Wal-Mart Stores (WMT) 0.86 5964 122.90
Realty Income (O) 0.76 11906 -12% 54.85
Visa (V) 0.75 3462 185.15
Pfizer (PFE) 0.75 17110 +213% 37.23
GlaxoSmithKline (GSK) 0.74 15083 +2% 41.90
Kimberly-Clark Corporation (KMB) 0.74 4563 NEW 138.51
3M Company (MMM) 0.73 4185 +144% 148.63
QUALCOMM (QCOM) 0.70 7468 80.61
Duke Energy 0.66 6912 81.74
Abbott Laboratories (ABT) 0.63 5768 93.62
Exxon Mobil Corporation (XOM) 0.63 11623 +75% 46.20
Caterpillar (CAT) 0.60 4606 +11% 112.03
Truist Financial Corp equities 0.60 14239 NEW 36.24
Dominion Resources (D) 0.59 6442 78.39
Enbridge Inc 0.56 15024 -5% 32.02
Stryker Corporation (SYK) 0.55 2438 191.96
Lowe's Companies (LOW) 0.50 3703 -15% 114.23
Amgen (AMGN) 0.48 1750 234.86
Medtronic 0.47 4075 -2% 99.14
Alibaba Group Holding Ltd Spon 0.47 2010 201.00
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.44 7104 53.49
AFLAC Incorporated (AFL) 0.44 10330 36.30
Rbc Cad Com 0.41 5718 61.39
JPMorgan Chase & Co. (JPM) 0.40 3734 92.66
Home Depot (HD) 0.38 1398 234.62
Berkshire Hathaway (BRK.B) 0.38 1849 176.85
W.W. Grainger (GWW) 0.37 1100 285.45
Biogen Idec (BIIB) 0.36 972 313.79
Brown & Brown (BRO) 0.35 8000 37.62
Automatic Data Processing (ADP) 0.35 2047 +7% 146.07
MasterCard Incorporated (MA) 0.34 1026 282.65
Aptar (ATR) 0.34 2675 107.66
Emerson Electric (EMR) 0.31 4759 56.10
General Mills (GIS) 0.31 4420 +13% 59.73
TJX Companies (TJX) 0.30 5358 48.53
Kellogg Company (K) 0.29 3954 63.73
Altria (MO) 0.29 6733 36.69
Vanguard Total Stock Market ETF (VTI) 0.28 1591 +10% 147.71
WisdomTree SmallCap Dividend Fund (DES) 0.25 10849 20.00
Intel Corporation (INTC) 0.25 3533 -5% 59.72
Novartis AG (NVS) 0.24 2459 84.99
Unilever (UL) 0.24 4016 51.79

Past Filings by Adams Chetwood Wealth Management

View past SEC 13F filings by Adams Chetwood Wealth Management

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