ADG Wealth Management Group, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
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
Q1 2025
25
106,048
IVW, RSP, JEPI, IVE
13F-HR
5/1/2025
000205382425000003
Q4 2024
28
112,611
IVW, RSP, IVE, JEPI
13F-HR
2/5/2025
000205382425000002