Instuitional Investor - Adg Wealth Management Group, Llc
Fund Profile
Filing Period:
Fund Name: | Adg Wealth Management Group, Llc |
Portfolio Value | $117,458,165 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 243,373 | $26,795,410 | 22.81% | |
2. | Invesco Exchange Traded Fd Tr S&P500 Eql Wgt - S&P500 EQL WGT | 78,860 | $14,332,096 | 12.2% | |
3. | IEF | 56,215 | $10,985,527 | 9.35% | |
4. | J P Morgan Exchange Traded Fd Equity Premium | 166,322 | $9,455,412 | 8.05% | |
5. | J P Morgan Exchange Traded Fd Nasdaq Eqt Prem | 152,249 | $8,282,357 | 7.05% |