ADG Wealth Management Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    metairie, LA
  • CIK
    0002053824
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

28

$112.61M
IVW, RSP, IVE, JEPI
13F-HR
Feb 5, 2025
000205382425000002
Adg Wealth Management Group, Llc 13F Filings