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
Regulatory Consultant
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