Adams Chetwood Wealth Management

Adams Chetwood Wealth Management as of Dec. 31, 2019

Portfolio Holdings for Adams Chetwood Wealth Management

Adams Chetwood Wealth Management holds 68 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 21.6 $21M 276k 76.81
Schwab International Equity ETF (SCHF) 10.7 $10M 311k 33.63
Precision Biosciences Ord 10.2 $10M 718k 13.89
Schwab Strategic Tr us dividend eq (SCHD) 7.7 $7.5M 130k 57.92
Sch Us Mid-cap Etf etf (SCHM) 4.8 $4.6M 77k 60.14
Schwab Strategic Tr us reit etf (SCHH) 3.3 $3.2M 71k 45.96
Wisdomtree Us Smallcap Dividen mf (DGRS) 2.9 $2.8M 74k 37.71
Amazon (AMZN) 2.5 $2.5M 1.3k 1848.12
Invesco unit investment (PID) 1.7 $1.6M 96k 17.07
Apple (AAPL) 1.5 $1.5M 5.0k 293.73
Microsoft Corporation (MSFT) 1.4 $1.4M 8.6k 157.66
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 1.3 $1.3M 43k 29.83
Procter & Gamble Company (PG) 1.2 $1.2M 9.6k 124.88
McDonald's Corporation (MCD) 1.1 $1.1M 5.5k 197.55
At&t (T) 1.1 $1.0M 27k 39.09
Realty Income (O) 1.0 $1.0M 14k 73.62
American Tower Reit (AMT) 1.0 $1000k 4.4k 229.83
Johnson & Johnson (JNJ) 1.0 $958k 6.6k 145.93
Norfolk Southern (NSC) 1.0 $961k 4.9k 194.22
Spdr S&p 500 Etf (SPY) 1.0 $936k 2.9k 321.87
Verizon Communications (VZ) 0.9 $894k 15k 61.42
Alphabet Inc Class A cs (GOOGL) 0.8 $833k 622.00 1339.23
United Parcel Service (UPS) 0.8 $794k 6.8k 116.99
Wal-Mart Stores (WMT) 0.7 $717k 6.0k 118.87
GlaxoSmithKline 0.7 $689k 15k 47.00
salesforce (CRM) 0.7 $689k 4.2k 162.65
Qualcomm (QCOM) 0.7 $658k 7.5k 88.22
Visa (V) 0.7 $650k 3.5k 187.81
Enbridge (ENB) 0.7 $636k 16k 39.80
Duke Energy (DUK) 0.6 $629k 6.9k 91.24
Caterpillar (CAT) 0.6 $609k 4.1k 147.78
Facebook Inc cl a (META) 0.6 $567k 2.8k 205.29
Alphabet Inc Class C cs (GOOG) 0.6 $566k 423.00 1338.06
Cisco Systems (CSCO) 0.6 $558k 12k 47.95
AFLAC Incorporated (AFL) 0.6 $554k 11k 52.85
Dominion Resources (D) 0.5 $528k 6.4k 82.77
JPMorgan Chase & Co. (JPM) 0.5 $520k 3.7k 139.41
Lowe's Companies (LOW) 0.5 $522k 4.4k 119.75
Stryker Corporation (SYK) 0.5 $512k 2.4k 210.09
Abbott Laboratories (ABT) 0.5 $503k 5.8k 86.90
Medtronic (MDT) 0.5 $473k 4.2k 113.43
Exxon Mobil Corporation (XOM) 0.5 $461k 6.6k 69.76
Rbc Cad (RY) 0.5 $453k 5.7k 79.22
Alibaba Group Holding (BABA) 0.4 $426k 2.0k 211.94
Berkshire Hathaway (BRK.B) 0.4 $419k 1.8k 226.61
Amgen (AMGN) 0.4 $421k 1.7k 240.85
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.4 $381k 7.1k 53.63
W.W. Grainger (GWW) 0.4 $372k 1.1k 338.18
Emerson Electric (EMR) 0.4 $362k 4.8k 76.21
Altria (MO) 0.3 $336k 6.7k 49.90
Automatic Data Processing (ADP) 0.3 $324k 1.9k 170.62
TJX Companies (TJX) 0.3 $327k 5.4k 61.03
Brown & Brown (BRO) 0.3 $316k 8.0k 39.50
Aptar (ATR) 0.3 $309k 2.7k 115.51
WisdomTree SmallCap Dividend Fund (DES) 0.3 $311k 11k 28.67
MasterCard Incorporated (MA) 0.3 $306k 1.0k 298.25
Home Depot (HD) 0.3 $304k 1.4k 218.08
3M Company (MMM) 0.3 $302k 1.7k 176.61
Biogen Idec (BIIB) 0.3 $288k 972.00 296.30
Kellogg Company (K) 0.3 $273k 4.0k 69.04
Novartis (NVS) 0.2 $233k 2.5k 94.75
United Technologies Corporation 0.2 $233k 1.6k 149.55
Unilever (UL) 0.2 $230k 4.0k 57.27
Vanguard Total Stock Market ETF (VTI) 0.2 $237k 1.4k 163.90
Intel Corporation (INTC) 0.2 $223k 3.7k 59.74
Pfizer (PFE) 0.2 $214k 5.5k 39.27
General Mills (GIS) 0.2 $209k 3.9k 53.59
Eaton Vance 0.2 $201k 4.3k 46.74