HoldingsChannel.com
Adams Chetwood Wealth Management LLC Top Holdings
As of  03/31/2022, below is a summary of the Adams Chetwood Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Adams Chetwood Wealth Management LLC. In the Adams Chetwood Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Adams Chetwood Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Adams Chetwood Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFSD) 680,711 +668,060 $32,599
     DFSD680,711+668,060$32,599
SCHWAB STRATEGIC TR 397,189 +198,678 $21,389
     SCHX397,189+198,678$21,389
SCHWAB STRATEGIC TR 329,128 +2,594 $12,086
     SCHF329,128+2,594$12,086
DIMENSIONAL ETF TRUST (DFAU) 350,777 +23,199 $11,056
     DFAU350,777+23,199$11,056
SCHWAB STRATEGIC TR 122,433 -1,700 $9,659
     SCHD122,433-1,700$9,659
DIMENSIONAL ETF TRUST (DFAI) 204,963 +16,464 $5,770
     DFAI204,963+16,464$5,770
WISDOMTREE TR 103,457 +632 $4,616
     DGRS103,457+632$4,616
ISHARES TR (IQLT) 113,340 -78 $4,179
     IQLT113,340-78$4,179
DIMENSIONAL ETF TRUST (DFAE) 158,331 +12,349 $4,155
     DFAE158,331+12,349$4,155
AMAZON COM INC 1,222 -5 $3,984
     AMZN1,222-5$3,984
SELECT SECTOR SPDR TR (XLRE) 80,275 +1,434 $3,879
     XLRE80,275+1,434$3,879
INVESCO EXCH TRADED FD TR II (PDN) 92,500 +5,582 $3,189
     PDN92,500+5,582$3,189
APPLE INC 17,748 +3 $3,099
     AAPL17,748+3$3,099
SCHWAB STRATEGIC TR 37,153 -5,577 $2,818
     SCHM37,153-5,577$2,818
MICROSOFT CORP 8,568 -35 $2,642
     MSFT8,568-35$2,642
SPDR S&P 500 ETF TR (SPY) 5,424 +819 $2,450
     SPY5,424+819$2,450
WISDOMTREE TR 61,092 +319 $2,427
     DNL61,092+319$2,427
INVESCO EXCHANGE TRADED FD T (PID) 116,314 -1,354 $2,283
     PID116,314-1,354$2,283
WISDOMTREE TR 73,774 +2,148 $1,920
     DGRE73,774+2,148$1,920
ALPHABET INC 613 UNCH $1,705
     GOOGL613UNCH$1,705
JOHNSON & JOHNSON 9,389 +32 $1,664
     JNJ9,389+32$1,664
ALPHABET INC 570 -4 $1,592
     GOOG570-4$1,592
UNITED PARCEL SERVICE INC 7,182 +15 $1,540
     UPS7,182+15$1,540
PROCTER AND GAMBLE CO 9,731 +15 $1,487
     PG9,731+15$1,487
MCDONALDS CORP 5,466 -17 $1,352
     MCD5,466-17$1,352
NORFOLK SOUTHN CORP 4,353 +9 $1,242
     NSC4,353+9$1,242
CATERPILLAR INC 5,550 +17 $1,237
     CAT5,550+17$1,237
AMERICAN TOWER CORP NEW 4,757 +615 $1,195
     AMT4,757+615$1,195
CISCO SYS INC 21,233 -761 $1,184
     CSCO21,233-761$1,184
FACEBOOK INC 5,256 UNCH $1,169
     FB5,256UNCH$1,169
PFIZER INC 22,133 +122 $1,146
     PFE22,133+122$1,146
QUALCOMM INC 7,475 +26 $1,142
     QCOM7,475+26$1,142
TRUIST FINL CORP 18,492 UNCH $1,048
     TFC18,492UNCH$1,048
WALMART INC 6,694 +17 $997
     WMT6,694+17$997
VISA INC 4,334 +507 $961
     V4,334+507$961
MEDTRONIC PLC 8,575 +1,460 $951
     MDT8,575+1,460$951
VERIZON COMMUNICATIONS INC 16,871 +4,074 $859
     VZ16,871+4,074$859
SALESFORCE COM INC 3,868 UNCH $821
     CRM3,868UNCH$821
BERKSHIRE HATHAWAY INC DEL      $795
     BRK.B2,252UNCH$795
DUKE ENERGY CORP NEW 6,794 +28 $759
     DUK6,794+28$759
LOWES COS INC 3,711 +8 $750
     LOW3,711+8$750
ABBOTT LABS 6,316 +7 $748
     ABT6,316+7$748
AFLAC INC 11,261 +54 $725
     AFL11,261+54$725
EXXON MOBIL CORP 8,347 -272 $689
     XOM8,347-272$689
ISHARES TR (ITOT) 6,652 +6,652 $671
     ITOT6,652+6,652$671
STRYKER CORPORATION 2,471 -94 $661
     SYK2,471-94$661
KIMBERLY CLARK CORP 4,856 +4,856 $598
     KMB4,856+4,856$598
HOME DEPOT INC 1,948 +7 $583
     HD1,948+7$583
GRAINGER W W INC 1,104 +4 $569
     GWW1,104+4$569
AUTOMATIC DATA PROCESSING IN 2,436 +6 $554
     ADP2,436+6$554

See Full List: All Stocks Held By Adams Chetwood Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Adams Chetwood Wealth Management LLC

Size ($ in 1000's)
At 03/31/2022: $176,424
At 12/31/2021: $147,206

Adams Chetwood Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Adams Chetwood Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Adams Chetwood Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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