Instuitional Investor - Adg Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Adg Wealth Management Group, Llc |
| Portfolio Value | $112,611,341 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 208,685 | $21,187,768 | 18.81% | |
| 2. | Invesco Exchange Traded Fd Tr S&P500 Eql Wgt | 85,695 | $15,016,303 | 13.33% | |
| 3. | IEF | 51,348 | $9,801,245 | 8.7% | |
| 4. | J P Morgan Exchange Traded Fd Equity Premium | 163,039 | $9,379,626 | 8.32% | |
| 5. | J P Morgan Exchange Traded Fd Nasdaq Eqt Prem | 155,404 | $8,761,682 | 7.78% |
