Instuitional Investor - Adg Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Adg Wealth Management Group, Llc |
| Portfolio Value | $144,720,849 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 245,561 | $27,775,413 | 19.19% | |
| 2. | IEF | 95,344 | $20,131,947 | 13.91% | |
| 3. | Invesco Exchange Traded Fd Tr S&P500 Eql Wgt | 86,090 | $16,522,367 | 11.42% | |
| 4. | J P Morgan Exchange Traded Fd Equity Premium | 186,538 | $10,572,949 | 7.31% | |
| 5. | J P Morgan Exchange Traded Fd Nasdaq Eqt Prem | 160,133 | $8,890,588 | 6.14% |