Adg Wealth Management Group, LLC Portfolio Holdings by Sector

Adg Wealth Management Group, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVW RSP JEPI IVE JEPQ DGRO VYMI IJH 18 stocks	$103 Million 97.14% of portfolio	10	8	4	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$1.48 Million 1.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$908,067 0.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$317,223 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$266,290 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare RXRX 1 stocks	$55,434 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Adg Wealth Management Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Adg Wealth Management Group, LLC with notifications on news.