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  Name: ADAMSBROWN WEALTH CONSULTANTS LLC
  City: GREAT BEND
  State: KS
  Zip: 67530
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $247,102,000
  Total Value Change : $17,338,000
  Securities Held Change : -1
   
All Securities Held : 82
  New Positions : 5
  Closed Positions : 6
  Increased Positions : 35
  Unchanged Positions : 10
  Decreased Positions : 32

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Holdings Found : 10     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FB)1 Year Chart         FB Meta Platforms Inc 33 - $473.23 $739,000 1,521 0.3% 201,000 0 0    Internet Service Prov...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 35 - $248.23 $636,000 2,545 0.26% 44,000 0 0.001    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 36 - $261.93 $606,000 2,331 0.25% 53,000 0 0    Closed - End Fund - E...
   (VMC)1 Year Chart         VMC Vulcan Materials Co 49 - $260.00 $382,000 1,400 0.15% 64,000 0 0.001    General Building Mate...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 50 - $189.97 $371,000 1,936 0.15% 23,000 0 0.002    Closed - End Fund - E...
   (ECL)1 Year Chart         ECL Ecolab Inc 65 - $232.63 $279,000 1,209 0.11% 39,000 0 0    Cleaning Products
   (GOOG)1 Year Chart         GOOG Alphabet Inc 71 - $175.43 $235,000 1,543 0.1% 18,000 0 0    Search Engines & Info...
   (DIA)1 Year Chart         DIA Diamonds Trust 73 - $399.21 $221,000 557 0.09% 11,000 0 0.001    Closed - End Fund - E...
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 80 - $6.15 $111,000 18,684 0.04% 5,000 0 0.021    N/A
   (ELA)1 Year Chart         ELA Envela Corp 81 - $1.40 $46,000 10,000 0.02% -3,000 0 0.037    Jewelry Stores

      10 Records Found
  1    
Page 1 of 1
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