Instuitional Investor - Adg Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Adg Wealth Management Group, Llc |
| Portfolio Value | $106,048,935 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 205,905 | $19,114,129 | 18.02% | |
| 2. | Invesco Exchange Traded Fd Tr S&P500 Eql Wgt - S&P500 EQL WGT | 78,528 | $13,603,461 | 12.83% | |
| 3. | J P Morgan Exchange Traded Fd Equity Premium | 174,994 | $9,999,138 | 9.43% | |
| 4. | IEF | 51,602 | $9,834,270 | 9.27% | |
| 5. | J P Morgan Exchange Traded Fd Nasdaq Eqt Prem | 134,432 | $6,960,895 | 6.56% |
