ADG Wealth Management Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    metairie, LA
  • CIK
    0002053824
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

25

$106.05M
IVW, RSP, JEPI, IVE
13F-HR
May 1, 2025
000205382425000003

28

$112.61M
IVW, RSP, IVE, JEPI
13F-HR
Feb 5, 2025
000205382425000002