Adg Wealth Management Group, LLC Top Holdings and 13F Report (2025) About Adg Wealth Management Group, LLCInvestment ActivityAdg Wealth Management Group, LLC has $112.61 million in total holdings as of December 31, 2024.Adg Wealth Management Group, LLC owns shares of 28 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Largest Holdings iShares S&P 500 Growth ETF $21,187,768Invesco S&P 500 Equal Weight ETF $15,016,303iShares S&P 500 Value ETF $9,801,245JPMorgan Equity Premium Income ETF $9,379,626JPMorgan Nasdaq Equity Premium Income ETF $8,761,682 Sector AllocationMap of 500 Largest Holdings ofAdg Wealth Management Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$21,187,768208,68518.8%ETFRSPInvesco S&P 500 Equal Weight ETF$15,016,30385,69513.3%ETFIVEiShares S&P 500 Value ETF$9,801,24551,3488.7%ETFJEPIJPMorgan Equity Premium Income ETF$9,379,626163,0398.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$8,761,682155,4047.8%ETFIJHiShares Core S&P Mid-Cap ETF$7,185,371115,3176.4%ETFDGROiShares Core Dividend Growth ETF$6,820,930111,1996.1%ETFIJRiShares Core S&P Small-Cap ETF$6,649,30957,7105.9%ETFVYMIVanguard International High Dividend Yield ETF$6,346,09493,4905.6%ETFIVViShares Core S&P 500 ETF$6,308,63910,7175.6%ETFIGROiShares International Dividend Growth ETF$4,141,75360,9443.7%ETFXLUUtilities Select Sector SPDR Fund$3,270,36443,2072.9%ETFCVXChevron$1,314,4689,0751.2%Oils/EnergyDVYiShares Select Dividend ETF$1,149,2978,7541.0%ETFAAPLApple$1,020,4624,0750.9%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$777,1888,1800.7%ETFVTWOVanguard Russell 2000 ETF$627,9137,0290.6%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$495,04115,4940.4%ManufacturingXLVHealth Care Select Sector SPDR Fund$296,4982,1550.3%ETFXMMOInvesco S&P MidCap Momentum ETF$287,8422,3300.3%ETFJPMJPMorgan Chase & Co.$268,7641,1210.2%FinanceAMLPAlerian MLP ETF$233,9314,8570.2%ETFBRK.BBerkshire Hathaway$226,6405000.2%FinanceRYLDGlobal X Russell 2000 Covered Call ETF$223,26013,6630.2%ETFIWMiShares Russell 2000 ETF$210,1819510.2%FinanceTXTTextron$206,3702,6980.2%AerospaceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$202,3708,0150.2%ETFJPIEJPMorgan Income ETF$202,0324,4290.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
