ADG Wealth Management Group, LLC has disclosed 24 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $106.00 Mil. The turnover rate is 6%.
In ADG Wealth Management Group, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
iShares S&P 500 Growth ETF (IVW), Invesco S&P 500 Equal Weight ETF (RSP), JPMorgan Equity Premium Income ETF (JEPI), iShares S&P 500 Value ETF (IVE), JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), not including call and put options.
ADG Wealth Management Group, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for ADG Wealth Management Group, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for ADG Wealth Management Group, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ADG Wealth Management Group, LLC.