0001085146-20-001461.txt : 20200513 0001085146-20-001461.hdr.sgml : 20200513 20200513151135 ACCESSION NUMBER: 0001085146-20-001461 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200513 DATE AS OF CHANGE: 20200513 EFFECTIVENESS DATE: 20200513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Adams Chetwood Wealth Management LLC CENTRAL INDEX KEY: 0001799752 IRS NUMBER: 473321899 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20183 FILM NUMBER: 20872738 BUSINESS ADDRESS: STREET 1: 3917 UNIVERSITY DRIVE STREET 2: SUITE 200 CITY: DURHAM STATE: NC ZIP: 27707 BUSINESS PHONE: 919-287-5660 MAIL ADDRESS: STREET 1: 3917 UNIVERSITY DRIVE STREET 2: SUITE 200 CITY: DURHAM STATE: NC ZIP: 27707 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001799752 XXXXXXXX 03-31-2020 03-31-2020 false Adams Chetwood Wealth Management LLC

3917 University Drive Suite 200 Durham NC 27707

13F HOLDINGS REPORT 028-20183 N Ashley Smith-Roos 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills CA 05-12-2020 0 68 85452 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 622 4185 SH SOLE 0 0 4185 ABBOTT LABS COM 002824100 540 5768 SH SOLE 0 0 5768 AFLAC INC COM 001055102 375 10330 SH SOLE 0 0 10330 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 404 2010 SH SOLE 0 0 2010 ALPHABET INC CAP STK CL C 02079K107 833 600 SH SOLE 0 0 600 ALPHABET INC CAP STK CL A 02079K305 861 622 SH SOLE 0 0 622 ALTRIA GROUP INC COM 02209S103 247 6733 SH SOLE 0 0 6733 AMAZON COM INC COM 023135106 3165 1330 SH SOLE 0 0 1330 AMERICAN TOWER CORP NEW COM 03027X100 1049 4403 SH SOLE 0 0 4403 AMGEN INC COM 031162100 411 1750 SH SOLE 0 0 1750 APPLE INC COM 037833100 1571 5066 SH SOLE 0 0 5066 APTARGROUP INC COM 038336103 288 2675 SH SOLE 0 0 2675 AT&T INC COM 00206R102 777 26077 SH SOLE 0 0 26077 AUTOMATIC DATA PROCESSING IN COM 053015103 299 2047 SH SOLE 0 0 2047 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 327 1849 SH SOLE 0 0 1849 BIOGEN INC COM 09062X103 305 972 SH SOLE 0 0 972 BROWN & BROWN INC COM 115236101 301 8000 SH SOLE 0 0 8000 CATERPILLAR INC DEL COM 149123101 516 4606 SH SOLE 0 0 4606 CISCO SYS INC COM 17275R102 842 19585 SH SOLE 0 0 19585 DOMINION ENERGY INC COM 25746U109 505 6442 SH SOLE 0 0 6442 DUKE ENERGY CORP NEW COM NEW 26441C204 565 6912 SH SOLE 0 0 6912 EMERSON ELEC CO COM 291011104 267 4759 SH SOLE 0 0 4759 ENBRIDGE INC COM 29250N105 481 15024 SH SOLE 0 0 15024 EXXON MOBIL CORP COM 30231G102 537 11623 SH SOLE 0 0 11623 FACEBOOK INC CL A 30303M102 1043 4912 SH SOLE 0 0 4912 GENERAL MLS INC COM 370334104 264 4420 SH SOLE 0 0 4420 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 632 15083 SH SOLE 0 0 15083 GRAINGER W W INC COM 384802104 314 1100 SH SOLE 0 0 1100 HOME DEPOT INC COM 437076102 328 1398 SH SOLE 0 0 1398 INTEL CORP COM 458140100 211 3533 SH SOLE 0 0 3533 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 1358 113251 SH SOLE 0 0 113251 ISHARES TR SH TR CRPORT ETF 464288646 380 7104 SH SOLE 0 0 7104 JOHNSON & JOHNSON COM 478160104 1211 8146 SH SOLE 0 0 8146 JPMORGAN CHASE & CO COM 46625H100 346 3734 SH SOLE 0 0 3734 KELLOGG CO COM 487836108 252 3954 SH SOLE 0 0 3954 KIMBERLY CLARK CORP COM 494368103 632 4563 SH SOLE 0 0 4563 LOWES COS INC COM 548661107 423 3703 SH SOLE 0 0 3703 MASTERCARD INC CL A 57636Q104 290 1026 SH SOLE 0 0 1026 MCDONALDS CORP COM 580135101 961 5303 SH SOLE 0 0 5303 MEDTRONIC PLC SHS G5960L103 404 4075 SH SOLE 0 0 4075 MICROSOFT CORP COM 594918104 1524 8250 SH SOLE 0 0 8250 NORFOLK SOUTHERN CORP COM 655844108 829 4747 SH SOLE 0 0 4747 NOVARTIS A G SPONSORED ADR 66987V109 209 2459 SH SOLE 0 0 2459 PFIZER INC COM 717081103 637 17110 SH SOLE 0 0 17110 PRECISION BIOSCIENCES INC COM 74019P108 4324 575012 SH SOLE 0 0 575012 PROCTER & GAMBLE CO COM 742718109 1092 9420 SH SOLE 0 0 9420 QUALCOMM INC COM 747525103 602 7468 SH SOLE 0 0 7468 REALTY INCOME CORP COM 756109104 653 11906 SH SOLE 0 0 11906 ROYAL BK CDA COM 780087102 351 5718 SH SOLE 0 0 5718 SALESFORCE COM INC COM 79466L302 745 4236 SH SOLE 0 0 4236 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 18293 261819 SH SOLE 0 0 261819 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3869 78613 SH SOLE 0 0 78613 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1073 48845 SH SOLE 0 0 48845 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6530 128523 SH SOLE 0 0 128523 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8949 324592 SH SOLE 0 0 324592 SCHWAB STRATEGIC TR US REIT ETF 808524847 2435 70503 SH SOLE 0 0 70503 SPDR S&P 500 ETF TR TR UNIT 78462F103 845 2888 SH SOLE 0 0 2888 STRYKER CORP COM 863667101 468 2438 SH SOLE 0 0 2438 TJX COS INC NEW COM 872540109 260 5358 SH SOLE 0 0 5358 TRUIST FINL CORP COM 89832Q109 516 14239 SH SOLE 0 0 14239 UNILEVER PLC SPON ADR NEW 904767704 208 4016 SH SOLE 0 0 4016 UNITED PARCEL SERVICE INC CL B 911312106 785 8278 SH SOLE 0 0 8278 VANGUARD INDEX FDS TOTAL STK MKT 922908769 235 1591 SH SOLE 0 0 1591 VERIZON COMMUNICATIONS INC COM 92343V104 928 16280 SH SOLE 0 0 16280 VISA INC COM CL A 92826C839 641 3462 SH SOLE 0 0 3462 WALMART INC COM 931142103 733 5964 SH SOLE 0 0 5964 WISDOMTREE TR US SMALLCAP DIVD 97717W604 217 10849 SH SOLE 0 0 10849 WISDOMTREE TR US S CAP QTY DIV 97717X651 2364 84573 SH SOLE 0 0 84573