Holdings
ADG Wealth Management Group, LLC
As of Jun 30, 2026, ADG Wealth Management Group, LLC reported 11 positions worth US$5.98M. Largest: Apple Inc, Chevron Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,388 | US$1.56M | +380 | Jun 30, 2026 |
| Chevron Corporation | 8,111 | US$1.34M | −1 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,642 | US$587K | +65 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,735 | US$568K | +6 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 835 | US$418K | +7 | Jun 30, 2026 |
| Microsoft Corp. | 979 | US$365K | +135 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,528 | US$364K | +125 | Jun 30, 2026 |
| Nvidia Corporation | 1,345 | US$269K | new | Jun 30, 2026 |
| Textron Inc. | 2,698 | US$247K | no change | Jun 30, 2026 |
| Meta Platforms, Inc. | 381 | US$215K | new | Jun 30, 2026 |