13F Filings History of ADG Wealth Management Group, LLC

Latest 13F report
Q3 2025 - 14 Oct 2025
Value $
$126M
Signature - Title
Stephanie Kelly - Chief Compliance Officer
Location
Metairie, LA
Summary
This page shows a list of all the recent 13F filings made by ADG Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ADG Wealth Management Group, LLC reported 30 stock holdings with total value $126M as of Q3 2025. Top holdings included IVW, RSP, IVE, JEPI, and JEPQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 30 $126M +$3.49M -$2.25M +$1.24M IVW, RSP, IVE, JEPI, JEPQ 13F-HR 14 Oct 2025, 14:36
Q2 2025 28 $117M +$16M -$8.39M +$7.6M IVW, RSP, IVE, JEPI, JEPQ 13F-HR 05 Aug 2025, 16:56
Q1 2025 25 $103M +$3.48M -$10.2M -$6.68M IVW, RSP, JEPI, IVE, JEPQ 13F-HR 01 May 2025, 14:02
Q4 2024 28 $113M $0 $0 IVW, RSP, IVE, JEPI, JEPQ 13F-HR 05 Feb 2025, 13:17