Adg Wealth Management Group, LLC Portfolio Holdings by Sector
Adg Wealth Management Group, LLC
- $117 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVW RSP IVE JEPI JEPQ VYMI DGRO IVV 21 stocks |
$114 Million
97.15% of portfolio
|
  15  
|
  6  
|
  4  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$1.27 Million
1.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$886,069
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$396,656
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$279,318
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$249,202
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TXT 1 stocks |
$216,622
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
RXRX 1 stocks |
$53,024
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|