Adg Wealth Management Group, LLC Portfolio Holdings by Sector
Adg Wealth Management Group, LLC
- $132 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVW RSP IVE JEPI JEPQ VYMI DGRO IJH 31 stocks |
$127 Million
96.59% of portfolio
|
  26  
|
  5  
|
  12  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$1.24 Million
0.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.22 Million
0.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$477,918
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$379,501
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$362,753
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$299,361
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TXT 1 stocks |
$235,185
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$232,205
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
RXRX 1 stocks |
$42,859
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|