Adg Wealth Management Group, LLC Portfolio Holdings by Sector
Adg Wealth Management Group, LLC
- $113 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVW RSP IVE JEPI JEPQ IJH DGRO IJR 22 stocks |
$109 Million
97.3% of portfolio
|
  22  
|
- |
  22  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$1.31 Million
1.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.02 Million
0.91% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$268,764
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$226,640
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TXT 1 stocks |
$206,370
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|