Adg Wealth Management Group, LLC
ADG Wealth Management Group, LLC is an SEC-registered investment advisory firm headquartered in Metairie, Louisiana. Founded in 2011, the firm serves predominantly individual clients, including high net worth individuals, and assists corporations or other businesses. With a team of about 5 employees, the firm provides customized portfolio management, financial planning, and investment advice.
Investment Strategy
ADG Wealth Management Group specializes in diversified portfolio management for individual investors, focusing on broad exposure to equity ETFs such as S&P 500 Growth (IVW) and Value (IVE), equal weight funds (RSP), and covered call strategies (JEPI, JEPQ). Their investment approach emphasizes risk-adjusted returns, asset allocation, and both active and passive strategies across US equity markets. Client portfolios are primarily discretionary, and holdings show a preference for large-cap ETFs along with selective exposure to individual equities.
Top Holdings
Equity Positions (30)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES S&P 500 GROWTH ETF | 23.14% | $29.1M | 241,164 | $102.85 | $120.72 | +$2.3M |
R RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | 12.18% | $15.3M | 80,803 | $175.60 | $189.70 | +$996.2K |
I IVE | ISHARES S&P 500 VALUE ETF | 10.01% | $12.6M | 60,986 | $192.44 | $206.51 | +$1.6M |
J JEPI | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | 7.62% | $9.6M | 167,913 | $57.50 | $57.10 | +$132.4K |
J JEPQ | J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM | 6.64% | $8.4M | 145,369 | $56.15 | $57.52 | +$79.3K |