Instuitional Investor - Adg Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Adg Wealth Management Group, Llc |
| Portfolio Value | $125,832,755 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 241,164 | $29,113,317 | 23.14% | |
| 2. | Invesco Exchange Traded Fd Tr S&P500 Eql Wgt - S&P500 EQL WGT | 80,803 | $15,328,289 | 12.18% | |
| 3. | IEF | 60,986 | $12,594,288 | 10.01% | |
| 4. | J P Morgan Exchange Traded Fd Equity Premium | 167,913 | $9,587,815 | 7.62% | |
| 5. | J P Morgan Exchange Traded Fd Nasdaq Eqt Prem | 145,369 | $8,361,618 | 6.65% |