ADG Wealth Management Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Metairie, LA
CIK
0002053824
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 28 112,611 IVW, RSP, IVE, JEPI 13F-HR 2/5/2025 000205382425000002