ADAMSBROWN WEALTH CONSULTANTS LLC
Top Portfolio Positions
67 positions ·
$54,530,979 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
25,654 | $6,510,728 | 11.94% | |
| XOM |
Exxon Mobil Corp
Energy
|
21,963 | $3,726,242 | 6.83% | |
| NVDA |
Nvidia Corp
Technology
|
20,590 | $3,590,896 | 6.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,931 | $3,423,254 | 6.28% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
22,409 | $2,784,990 | 5.11% | |
| MSFT |
Microsoft Corp
Technology
|
7,096 | $2,626,726 | 4.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,847 | $2,467,374 | 4.52% | |
| OKE |
Oneok Inc /New/
Energy
|
20,936 | $1,892,405 | 3.47% | |
| KR |
Kroger Co
Consumer Defensive
|
19,592 | $1,417,677 | 2.60% | |
| SLV |
iShares Silver Trust
|
18,977 | $1,293,092 | 2.37% |
Portfolio Trend
Holdings in NUAI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,200 | 20,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $58,600 | 20,000 | Shares | Sole | 2026-01-13 | |
| No 13F history on record for this holder in this stock. | ||||||