0001085146-20-000966.txt : 20200226 0001085146-20-000966.hdr.sgml : 20200226 20200226113553 ACCESSION NUMBER: 0001085146-20-000966 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200226 DATE AS OF CHANGE: 20200226 EFFECTIVENESS DATE: 20200226 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: 20653883 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 12-31-2019 12-31-2019 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 02-26-2020 0 68 97756 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 302 1710 SH SOLE 0 0 1710 ABBOTT LABS COM 002824100 503 5788 SH SOLE 0 0 5788 AFLAC INC COM 001055102 554 10482 SH SOLE 0 0 10482 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 426 2010 SH SOLE 0 0 2010 ALPHABET INC CAP STK CL A 02079K305 833 622 SH SOLE 0 0 622 ALPHABET INC CAP STK CL C 02079K107 566 423 SH SOLE 0 0 423 ALTRIA GROUP INC COM 02209S103 336 6733 SH SOLE 0 0 6733 AMAZON COM INC COM 023135106 2458 1330 SH SOLE 0 0 1330 AMERICAN TOWER CORP NEW COM 03027X100 1000 4351 SH SOLE 0 0 4351 AMGEN INC COM 031162100 421 1748 SH SOLE 0 0 1748 APPLE INC COM 037833100 1481 5042 SH SOLE 0 0 5042 APTARGROUP INC COM 038336103 309 2675 SH SOLE 0 0 2675 AT&T INC COM 00206R102 1041 26631 SH SOLE 0 0 26631 AUTOMATIC DATA PROCESSING IN COM 053015103 324 1899 SH SOLE 0 0 1899 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 419 1849 SH SOLE 0 0 1849 BIOGEN INC COM 09062X103 288 972 SH SOLE 0 0 972 BROWN & BROWN INC COM 115236101 316 8000 SH SOLE 0 0 8000 CATERPILLAR INC DEL COM 149123101 609 4121 SH SOLE 0 0 4121 CISCO SYS INC COM 17275R102 558 11638 SH SOLE 0 0 11638 DOMINION ENERGY INC COM 25746U109 528 6379 SH SOLE 0 0 6379 DUKE ENERGY CORP NEW COM NEW 26441C204 629 6894 SH SOLE 0 0 6894 EATON VANCE CORP COM NON VTG 278265103 201 4300 SH SOLE 0 0 4300 EMERSON ELEC CO COM 291011104 362 4750 SH SOLE 0 0 4750 ENBRIDGE INC COM 29250N105 636 15980 SH SOLE 0 0 15980 EXXON MOBIL CORP COM 30231G102 461 6608 SH SOLE 0 0 6608 FACEBOOK INC CL A 30303M102 567 2762 SH SOLE 0 0 2762 GENERAL MLS INC COM 370334104 209 3900 SH SOLE 0 0 3900 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 689 14661 SH SOLE 0 0 14661 GRAINGER W W INC COM 384802104 372 1100 SH SOLE 0 0 1100 HOME DEPOT INC COM 437076102 304 1394 SH SOLE 0 0 1394 INTEL CORP COM 458140100 223 3733 SH SOLE 0 0 3733 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 1632 95627 SH SOLE 0 0 95627 ISHARES TR SH TR CRPORT ETF 464288646 381 7104 SH SOLE 0 0 7104 JOHNSON & JOHNSON COM 478160104 958 6565 SH SOLE 0 0 6565 JPMORGAN CHASE & CO COM 46625H100 520 3730 SH SOLE 0 0 3730 KELLOGG CO COM 487836108 273 3954 SH SOLE 0 0 3954 LOWES COS INC COM 548661107 522 4359 SH SOLE 0 0 4359 MASTERCARD INC CL A 57636Q104 306 1026 SH SOLE 0 0 1026 MCDONALDS CORP COM 580135101 1082 5477 SH SOLE 0 0 5477 MEDTRONIC PLC SHS G5960L103 473 4170 SH SOLE 0 0 4170 MICROSOFT CORP COM 594918104 1359 8620 SH SOLE 0 0 8620 NORFOLK SOUTHERN CORP COM 655844108 961 4948 SH SOLE 0 0 4948 NOVARTIS A G SPONSORED ADR 66987V109 233 2459 SH SOLE 0 0 2459 PFIZER INC COM 717081103 214 5450 SH SOLE 0 0 5450 PRECISION BIOSCIENCES INC COM 74019P108 9978 718323 SH SOLE 0 0 718323 PROCTER & GAMBLE CO COM 742718109 1198 9593 SH SOLE 0 0 9593 QUALCOMM INC COM 747525103 658 7459 SH SOLE 0 0 7459 REALTY INCOME CORP COM 756109104 1000 13584 SH SOLE 0 0 13584 ROYAL BK CDA MONTREAL QUE COM 780087102 453 5718 SH SOLE 0 0 5718 SALESFORCE COM INC COM 79466L302 689 4236 SH SOLE 0 0 4236 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10444 310550 SH SOLE 0 0 310550 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1291 43280 SH SOLE 0 0 43280 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7514 129735 SH SOLE 0 0 129735 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21165 275547 SH SOLE 0 0 275547 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4642 77181 SH SOLE 0 0 77181 SCHWAB STRATEGIC TR US REIT ETF 808524847 3246 70621 SH SOLE 0 0 70621 SPDR S&P 500 ETF TR TR UNIT 78462F103 936 2908 SH SOLE 0 0 2908 STRYKER CORP COM 863667101 512 2437 SH SOLE 0 0 2437 TJX COS INC NEW COM 872540109 327 5358 SH SOLE 0 0 5358 UNILEVER PLC SPON ADR NEW 904767704 230 4016 SH SOLE 0 0 4016 UNITED PARCEL SERVICE INC CL B 911312106 794 6787 SH SOLE 0 0 6787 UNITED TECHNOLOGIES CORP COM 913017109 233 1558 SH SOLE 0 0 1558 VANGUARD INDEX FDS TOTAL STK MKT 922908769 237 1446 SH SOLE 0 0 1446 VERIZON COMMUNICATIONS INC COM 92343V104 894 14555 SH SOLE 0 0 14555 VISA INC COM CL A 92826C839 650 3461 SH SOLE 0 0 3461 WALMART INC COM 931142103 717 6032 SH SOLE 0 0 6032 WISDOMTREE TR US S CAP QTY DIV 97717X651 2798 74190 SH SOLE 0 0 74190 WISDOMTREE TR US SMALLCAP DIVD 97717W604 311 10848 SH SOLE 0 0 10848