Adg Wealth Management Group, LLC Portfolio Holdings
Adg Wealth Management Group, LLC
- $106 Billion
- Q1 2025
Adg Wealth Management Group, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 25 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $19.1B, Invesco S&P 500 Equal Weight E with a value of $13.6B, J P Morgan Exchange Traded Fd with a value of $10B, Ishares S&P 500 Value ETF with a value of $9.83B, and J P Morgan ETF Tr Nasdaq Equit with a value of $6.96B.
Examining the 13F form we can see an decrease of $6.56B in the current position value, from $113B to 106B.
Adg Wealth Management Group, LLC is based out at Metairie, LA
Below you can find more details about Adg Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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