Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies »

Adams Express Company shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies from 13F filings

Historical chart of Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies investment in Adams Express Company

Tip: Access up to 7 years of quarterly data

All positions including Adams Express Company held by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Adams Express Company by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 9.3k 23.32

More positions owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Caterpillar (CAT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Top funds holding Adams Express Company

Lazard Asset Management
Saba Capital Management
Raymond James Financial
Cohen & Steers Capital Management
Bensler
Royal Bank of Canada
Blue Bell Private Wealth Management
1607 Capital Partners
LPL Financial
Wealth Enhancement Advisory Services
Allspring Global Investments Holdings
Waterfront Wealth
Advisors Asset Management
Stifel Financial
Penserra Capital Management

View all funds holding Adams Express Company