Instuitional Investor - Adg Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Adg Wealth Management Group, Llc |
| Portfolio Value | $132,014,950 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 240,414 | $29,633,404 | 22.45% | |
| 2. | Invesco Exchange Traded Fd Tr S&P500 Eql Wgt | 79,956 | $15,316,362 | 11.6% | |
| 3. | IEF | 63,390 | $13,443,072 | 10.18% | |
| 4. | J P Morgan Exchange Traded Fd Equity Premium | 173,012 | $9,903,214 | 7.5% | |
| 5. | J P Morgan Exchange Traded Fd Nasdaq Eqt Prem | 149,573 | $8,693,184 | 6.58% |