ADG Wealth Management Group, LLC
Q4 2024 13F Holdings
- Locationmetairie, LA
- Num holdings
28
- Value ($000)
$112,611
- Date Filed02/05/2025
- Form type13F-HR
- CIK0002053824
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES S&P 500 GROWTH ETF | S&P 500 GRWT ETF | 464287309 | $21.19M | 19 % | 208,685 | ||
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | S&P500 EQL WGT | 46137V357 | $15.02M | 13 % | 85,695 | ||
IVE ISHARES S&P 500 VALUE ETF | S&P 500 VAL ETF | 464287408 | $9.80M | 9 % | 51,348 | ||
JEPI J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | EQUITY PREMIUM | 46641Q332 | $9.38M | 8 % | 163,039 | ||
JEPQ J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM | NASDAQ EQT PREM | 46654Q203 | $8.76M | 8 % | 155,404 | ||
IJH ISHARES CORE S&P MID-CAP ETF | CORE S&P MCP ETF | 464287507 | $7.19M | 6 % | 115,317 | ||
DGRO ISHARES TRUST CORE DIVID GWTH | CORE DIV GRWTH | 46434V621 | $6.82M | 6 % | 111,199 | ||
IJR ISHARES CORE S&P SMALL-CAP E | CORE S&P SCP ETF | 464287804 | $6.65M | 6 % | 57,710 | ||
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF | INTL HIGH ETF | 921946794 | $6.35M | 6 % | 93,490 | ||
IVV ISHARES CORE S&P 500 ETF | CORE S&P500 ETF | 464287200 | $6.31M | 6 % | 10,717 |
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