StockDriftsStockDriftsTop 49 ADG Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES S&P 500 GROWTH ETF | 19.19% | 245.6K | $27.8M | +2.14%(+5.15K) | $99.45(+38.00%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE ETF | 13.91% | 95.3K | $20.1M | +50.41%(+31.95K) | $200.55(+12.01%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | 11.42% | 86.1K | $16.5M | +7.67%(+6.13K) | $178.42(+13.73%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | 7.31% | 186.5K | $10.6M | +7.82%(+13.53K) | $58.29(-4.04%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM | 6.14% | 160.1K | $8.9M | +7.06%(+10.56K) | $55.52(+7.88%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS INTL HIGH ETF | 6.08% | 93.4K | $8.8M | +1.92%(+1.76K) | $71.20(+39.88%) | 2026-03-31 | |
| DGRO | ISHARES TRUST CORE DIVID GWTH | 5.63% | 116.0K | $8.1M | +4.89%(+5.41K) | $62.65(+16.80%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 4.66% | 99.8K | $6.7M | +3.08%(+2.99K) | $62.47(+17.06%) | 2026-03-31 | |
| IGRO | ISHARES TR INTL DIV GRWTH | 3.64% | 62.9K | $5.3M | +8.01%(+4.67K) | $72.38(+21.63%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.56% | 7.9K | $5.2M | +0.05%(+4) | $582.61(+28.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.34% | +27.18% |
| Top 20 Holdings Unweighted | +8.95% | +29.32% |
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