ADVISORS MANAGEMENT GROUP INC /ADV

CIK 0000842766 • 6 13F filings • Apr 25, 2025 – Aug 4, 2026

Import this data to Google Sheets with:

=jivedata("advisors-management-group-inc-adv","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: ADVISORS MANAGEMENT GROUP INC /ADV, Investment Advisor Representative
Address: 505 KING ST STE 208, LA CROSSE, WI, 54601
Phone: 6087820200
AUM: $550K

AUM over time

$604K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $550K158 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$2K	0.3%Prev: 0.4%	11,017 SH	Decreased-3,423 SH
ABBVIE INC	COM	$237	0.0%Prev: 0.0%	1,037 SH	Decreased-9 SH
ADOBE INC	COM	$4K	0.8%Prev: 0.9%	12,207 SH	Decreased-3,092 SH
ADVANCED MICRO DEVICES INC	COM	$7K	1.3%Prev: 1.1%	32,386 SH	Increased-7,834 SH
ALPHABET INC	CAP STK CL A	$13K	2.3%Prev: 2.0%	40,556 SH	Increased-7,110 SH
ALPHABET INC	CAP STK CL C	$852	0.2%Prev: 0.1%	2,715 SH	Increased-3 SH
AMAZON COM INC	COM	$11K	2.0%Prev: 2.0%	46,807 SH	Decreased-5,524 SH
AMCOR PLC	ORD	$87	0.0%	10,417 SH	New
AMERICAN ELEC PWR CO INC	COM	$4K	0.8%Prev: 0.8%	38,351 SH	Decreased-3,629 SH
AMERICAN EXPRESS CO	COM	$449	0.1%Prev: 0.1%	1,215 SH	Increased-37 SH
AMERICAN TOWER CORP NEW	COM	$223	0.0%Prev: 0.0%	1,268 SH	Decreased-36 SH
AMGEN INC	COM	$254	0.0%Prev: 0.0%	776 SH	Increased
APPLE INC	COM	$11K	2.0%Prev: 2.1%	39,795 SH	Decreased-6,533 SH
APPLIED MATLS INC	COM	$3K	0.5%Prev: 0.4%	10,600 SH	Increased-124 SH
ARK ETF TR	INNOVATION ETF	$278	0.1%Prev: 0.1%	3,611 SH	Decreased-85 SH
ASTRAZENECA PLC	SPONSORED ADR	$432	0.1%Prev: 0.1%	4,696 SH	Increased
AT&T INC	COM	$402	0.1%Prev: 0.1%	16,179 SH	Decreased-95 SH
BANK NOVA SCOTIA HALIFAX	COM	$2K	0.4%Prev: 0.6%	30,150 SH	Decreased-20,265 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2K	0.3%Prev: 0.3%	3,318 SH	Decreased-224 SH
BP PLC	SPONSORED ADR	$297	0.1%Prev: 0.1%	8,545 SH	Decreased-225 SH
BRISTOL-MYERS SQUIBB CO	COM	$383	0.1%Prev: 0.1%	7,107 SH	Increased-258 SH
BROADCOM INC	COM	$5K	0.8%Prev: 1.0%	13,480 SH	Decreased-4,646 SH
CAPITAL ONE FINL CORP	COM	$301	0.1%	1,240 SH	New
CATERPILLAR INC	COM	$3K	0.5%Prev: 0.5%	4,371 SH	Decreased-1,009 SH
CHART INDS INC	COM	$205	0.0%Prev: 0.0%	996 SH	Decreased-159 SH
CHEVRON CORP NEW	COM	$6K	1.0%Prev: 1.2%	37,380 SH	Decreased-5,882 SH
CHURCH & DWIGHT CO INC	COM	$940	0.2%Prev: 0.2%	11,206 SH	Decreased
CISCO SYS INC	COM	$8K	1.5%Prev: 1.5%	105,349 SH	Decreased-20,208 SH
CITIGROUP INC	COM NEW	$3K	0.5%Prev: 0.5%	24,619 SH	Decreased-5,423 SH
COCA COLA CO	COM	$2K	0.3%Prev: 0.4%	25,644 SH	Decreased-8,492 SH
CUMMINS INC	COM	$257	0.0%Prev: 0.0%	503 SH	Increased
DEERE & CO	COM	$2K	0.3%Prev: 0.4%	3,761 SH	Decreased-805 SH
DELL TECHNOLOGIES INC	CL C	$3K	0.5%Prev: 0.8%	19,870 SH	Decreased-10,841 SH
DIGITAL RLTY TR INC	COM	$772	0.1%Prev: 0.2%	4,988 SH	Decreased-2,046 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$243	0.0%Prev: 0.0%	3,278 SH	Decreased-550 SH
DISNEY WALT CO	COM	$246	0.0%Prev: 0.0%	2,166 SH	Decreased-51 SH
DOMINION ENERGY INC	COM	$2K	0.4%Prev: 0.5%	40,024 SH	Decreased-9,442 SH
DUKE ENERGY CORP NEW	COM NEW	$9K	1.7%Prev: 0.6%	78,293 SH	Increased+51,088 SH
EASTMAN CHEM CO	COM	$743	0.1%Prev: 0.1%	11,633 SH	Decreased-694 SH
EMERSON ELEC CO	COM	$6K	1.0%Prev: 1.2%	42,573 SH	Decreased-9,310 SH
ENBRIDGE INC	COM	$8K	1.5%Prev: 1.6%	170,232 SH	Decreased-14,345 SH
ENTERGY CORP NEW	COM	$16K	2.9%Prev: 3.0%	173,755 SH	Decreased-7,846 SH
ENTERPRISE PRODS PARTNERS L	COM	$425	0.1%Prev: 0.1%	13,256 SH	Increased-76 SH
EOG RES INC	COM	$652	0.1%Prev: 0.1%	6,206 SH	Decreased-126 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$18K	3.2%Prev: 2.8%	428,993 SH	Increased-3,660 SH
EXXON MOBIL CORP	COM	$3K	0.6%Prev: 0.6%	26,320 SH	Decreased-1,783 SH
FASTENAL CO	COM	$662	0.1%Prev: 0.2%	16,503 SH	Decreased-1,174 SH
FIRSTENERGY CORP	COM	$10K	1.9%Prev: 2.0%	231,912 SH	Decreased-14,155 SH
GE AEROSPACE	COM NEW	$5K	0.9%Prev: 0.9%	16,817 SH	Increased-169 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$429	0.1%Prev: 0.1%	5,236 SH	Increased-185 SH
GE VERNOVA INC	COM	$3K	0.5%Prev: 0.4%	4,076 SH	Increased-29 SH
GENERAC HLDGS INC	COM	$255	0.0%Prev: 0.1%	1,868 SH	Decreased
GILEAD SCIENCES INC	COM	$3K	0.6%Prev: 0.6%	28,105 SH	Decreased-4,890 SH
GLOBAL X FDS	CYBRSCURTY ETF	$855	0.2%Prev: 0.2%	28,068 SH	Decreased-209 SH
GLOBAL X FDS	FINTECH ETF	$362	0.1%Prev: 0.1%	12,303 SH	Decreased-198 SH
GLOBAL X FDS	GLBL X MLP ETF	$11K	2.1%Prev: 2.2%	236,296 SH	Decreased-16,736 SH
GLOBAL X FDS	US INFR DEV ETF	$359	0.1%Prev: 0.1%	7,519 SH	Decreased-221 SH
GLOBAL X FDS	US PFD ETF	$270	0.0%Prev: 0.1%	14,296 SH	Decreased-1,211 SH
GSK PLC	SPONSORED ADR	$4K	0.7%Prev: 0.7%	74,090 SH	Decreased-14,434 SH
HEALTHPEAK PROPERTIES INC	COM	$730	0.1%Prev: 0.3%	45,370 SH	Decreased-46,215 SH
HERSHEY CO	COM	$291	0.1%Prev: 0.1%	1,600 SH	Decreased
HONEYWELL INTL INC	COM	$3K	0.6%Prev: 0.9%	17,722 SH	Decreased-7,967 SH
HUNT J B TRANS SVCS INC	COM	$272	0.0%	1,400 SH	New
HUNTINGTON INGALLS INDS INC	COM	$426	0.1%	1,252 SH	New
INTEL CORP	COM	$8K	1.5%Prev: 1.4%	223,943 SH	Increased-12,385 SH
INTERNATIONAL BUSINESS MACHS	COM	$10K	1.9%Prev: 2.0%	34,498 SH	Decreased-4,914 SH
INTUITIVE SURGICAL INC	COM NEW	$1K	0.2%Prev: 0.2%	2,115 SH	Increased+145 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$151	0.0%Prev: 0.0%	13,440 SH	Decreased-650 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1K	0.2%Prev: 0.2%	5,445 SH	Increased-11 SH
INVESCO QQQ TR	UNIT SER 1	$5K	0.8%Prev: 0.8%	7,445 SH	Increased-140 SH
INVESCO SR INCOME TR	COM	$3K	0.6%Prev: 0.8%	1,003,299 SH	Decreased-285,184 SH
IRON MTN INC DEL	COM	$252	0.0%Prev: 0.1%	3,037 SH	Decreased
ISHARES TR	CORE MSCI TOTAL	$1K	0.2%Prev: 0.2%	12,869 SH	Increased-114 SH
ISHARES TR	CORE S&P500 ETF	$264	0.0%Prev: 0.0%	386 SH	Increased
ISHARES TR	MSCI INDIA SM CP	$1K	0.3%Prev: 0.3%	20,197 SH	Decreased-181 SH
ISHARES TR	PFD AND INCM SEC	$317	0.1%Prev: 0.1%	10,244 SH	Decreased-1,284 SH
ISHARES TR	RUSSELL 2000 ETF	$2K	0.4%Prev: 0.4%	8,460 SH	Decreased-177 SH
ISHARES TR	S&P MC 400GR ETF	$225	0.0%Prev: 0.0%	2,320 SH	Decreased-352 SH
ISHARES TR	S&P MC 400VL ETF	$304	0.1%Prev: 0.1%	2,312 SH	Decreased-270 SH
ISHARES TR	U.S. TECH ETF	$318	0.1%Prev: 0.1%	1,591 SH	Increased
ISHARES TR	U.S. UTILITS ETF	$2K	0.4%Prev: 0.4%	20,764 SH	Decreased-424 SH
ISHARES TR	US CONSUM DISCRE	$300	0.1%Prev: 0.1%	2,912 SH	Decreased
ISHARES TR	US HLTHCARE ETF	$396	0.1%Prev: 0.1%	6,076 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$17K	3.1%Prev: 3.0%	294,570 SH	Decreased-5,474 SH
JACOBS SOLUTIONS INC	COM	$799	0.1%Prev: 0.2%	6,034 SH	Decreased-90 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$92K	16.8%Prev: 15.7%	1,822,313 SH	Increased+60,315 SH
JOHNSON & JOHNSON	COM	$5K	1.0%Prev: 1.0%	26,461 SH	Decreased-3,100 SH
JOHNSON CTLS INTL PLC	SHS	$3K	0.5%Prev: 0.6%	23,021 SH	Decreased-7,451 SH
JPMORGAN CHASE & CO.	COM	$6K	1.1%Prev: 1.2%	17,973 SH	Decreased-4,074 SH
KIMBERLY-CLARK CORP	COM	$251	0.0%Prev: 0.1%	2,491 SH	Decreased-386 SH
KINDER MORGAN INC DEL	COM	$1K	0.2%Prev: 0.2%	39,911 SH	Decreased-452 SH
LAMAR ADVERTISING CO NEW	CL A	$5K	0.9%Prev: 1.0%	38,272 SH	Decreased-6,752 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$107	0.0%Prev: 0.0%	20,148 SH	Increased
MARVELL TECHNOLOGY INC	COM	$2K	0.3%Prev: 0.5%	17,730 SH	Decreased-14,352 SH
MCDONALDS CORP	COM	$252	0.0%Prev: 0.0%	825 SH	Increased+1 SH
MEDTRONIC PLC	SHS	$5K	0.9%Prev: 0.9%	49,539 SH	Decreased-3,010 SH
MERCK & CO INC	COM	$6K	1.1%Prev: 1.0%	58,625 SH	Increased-10,482 SH
META PLATFORMS INC	CL A	$240	0.0%Prev: 0.0%	363 SH	Decreased-8 SH
MICRON TECHNOLOGY INC	COM	$10K	1.9%Prev: 1.3%	35,674 SH	Increased-8,566 SH
MICROSOFT CORP	COM	$7K	1.3%Prev: 1.6%	14,693 SH	Decreased-3,331 SH
MUELLER INDS INC	COM	$7K	1.2%Prev: 1.2%	56,965 SH	Decreased-9,259 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$1K	0.2%Prev: 0.2%	14,293 SH	Increased-119 SH
NETFLIX INC	COM	$308	0.1%Prev: 0.1%	3,280 SH	Decreased+2,959 SH
NORFOLK SOUTHN CORP	COM	$243	0.0%Prev: 0.0%	843 SH	Decreased-1 SH
NORTHERN TR CORP	COM	$333	0.1%Prev: 0.1%	2,440 SH	Increased
Northwest Biotherapeutics Inc.	COM	$2	0.0%Prev: 0.0%	10,270 SH
NOVARTIS AG	SPONSORED ADR	$2K	0.4%Prev: 0.4%	14,318 SH	Decreased-1,835 SH
NUCOR CORP	COM	$828	0.2%Prev: 0.1%	5,078 SH	Increased-29 SH
NVIDIA CORPORATION	COM	$22K	3.9%Prev: 4.1%	115,292 SH	Decreased-8,534 SH
OKTA INC	CL A	$2K	0.4%Prev: 0.4%	28,039 SH	Increased+1,914 SH
ONEOK INC NEW	COM	$5K	1.0%Prev: 1.0%	71,725 SH	Decreased-9,990 SH
PALO ALTO NETWORKS INC	COM	$4K	0.8%Prev: 0.9%	23,958 SH	Decreased+64 SH
PEPSICO INC	COM	$426	0.1%Prev: 0.1%	2,967 SH	Increased-49 SH
PFIZER INC	COM	$4K	0.7%Prev: 0.8%	148,395 SH	Decreased-39,525 SH
POWELL INDS INC	COM	$8K	1.5%Prev: 1.5%	26,131 SH	Decreased-2,378 SH
PROCTER AND GAMBLE CO	COM	$3K	0.5%Prev: 0.7%	19,417 SH	Decreased-8,375 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$539	0.1%	6,707 SH	New
QUALCOMM INC	COM	$2K	0.4%Prev: 0.7%	13,932 SH	Decreased-8,633 SH
REALTY INCOME CORP	COM	$7K	1.4%Prev: 1.4%	132,192 SH	Decreased-989 SH
RTX CORPORATION	COM	$234	0.0%Prev: 0.0%	1,274 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3K	0.6%Prev: 0.5%	111,779 SH	Decreased-1,675 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4K	0.7%Prev: 0.7%	140,514 SH	Decreased-3,681 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$2K	0.4%	44,972 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1K	0.2%	24,257 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$2K	0.4%	12,475 SH	New
SHELL PLC	SPON ADS	$3K	0.5%Prev: 0.5%	36,944 SH	Increased-102 SH
SOFI TECHNOLOGIES INC	COM	$302	0.1%Prev: 0.1%	11,526 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$232	0.0%	4,774 SH	New
SOUTHERN CO	COM	$12K	2.2%Prev: 1.6%	140,629 SH	Increased+43,461 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$862	0.2%Prev: 0.1%	1,794 SH	Increased-36 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1K	0.2%Prev: 0.2%	27,679 SH	Increased-351 SH
SPDR S&P 500 ETF TR	TR UNIT	$250	0.0%Prev: 0.1%	366 SH	Decreased-239 SH
STANLEY BLACK & DECKER INC	COM	$266	0.0%Prev: 0.0%	3,581 SH	Decreased-94 SH
STATE STR CORP	COM	$550	0.1%Prev: 0.1%	4,267 SH	Increased-72 SH
SYSCO CORP	COM	$202	0.0%Prev: 0.0%	2,737 SH	Decreased-11 SH
TESLA INC	COM	$808	0.1%Prev: 0.2%	1,796 SH	Decreased-160 SH
TEXAS INSTRS INC	COM	$249	0.0%	1,437 SH	New
TOTALENERGIES SE	SPONSORED ADS	$9K	1.6%Prev: 1.6%	135,875 SH	Decreased-13,139 SH
TRANE TECHNOLOGIES PLC	SHS	$500	0.1%Prev: 0.1%	1,284 SH	Decreased
TRAVELERS COMPANIES INC	COM	$342	0.1%Prev: 0.1%	1,178 SH	Increased-37 SH
UNION PAC CORP	COM	$639	0.1%Prev: 0.1%	2,763 SH	Decreased+14 SH
UNITED PARCEL SERVICE INC	CL B	$882	0.2%Prev: 0.1%	8,893 SH	Increased+1,150 SH
UNITEDHEALTH GROUP INC	COM	$336	0.1%Prev: 0.1%	1,018 SH	Decreased
US BANCORP DEL	COM NEW	$460	0.1%Prev: 0.1%	8,624 SH	Increased-139 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$2K	0.4%Prev: 0.4%	6,307 SH	Increased-111 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3K	0.6%Prev: 0.6%	9,586 SH	Increased-162 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1K	0.2%Prev: 0.2%	5,273 SH	Increased-81 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$390	0.1%Prev: 0.1%	1,355 SH	Increased
VENTAS INC	COM	$4K	0.7%Prev: 0.8%	51,417 SH	Decreased-10,730 SH
VERIZON COMMUNICATIONS INC	COM	$6K	1.0%Prev: 1.3%	135,558 SH	Decreased-37,561 SH
VISA INC	COM CL A	$485	0.1%Prev: 0.1%	1,383 SH	Increased-28 SH
WALMART INC	COM	$949	0.2%Prev: 0.2%	8,514 SH	Increased-303 SH
WASTE MGMT INC DEL	COM	$4K	0.7%Prev: 0.7%	17,077 SH	Decreased-1,302 SH
WEC ENERGY GROUP INC	COM	$659	0.1%Prev: 0.1%	6,250 SH	Increased+1,722 SH
WELLS FARGO CO NEW	COM	$783	0.1%Prev: 0.1%	8,405 SH	Increased-18 SH
WELLTOWER INC	COM	$8K	1.5%Prev: 1.5%	44,275 SH	Decreased-2,451 SH
WESTERN COPPER & GOLD CORP	COM	$113	0.0%Prev: 0.0%	42,282 SH	Increased
XCEL ENERGY INC	COM	$774	0.1%Prev: 0.2%	10,485 SH	Decreased-274 SH

Sold (vs prior filing)

ARCHER DANIELS MIDLAND CO — $2K
ORACLE CORP — $200
SELECT SECTOR SPDR TR — $2K
SELECT SECTOR SPDR TR — $1K
SELECT SECTOR SPDR TR — $2K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0000842766-26-000001	$550K	View
Dec 18, 2025	Q3 2025	13F-HR	0000842766-25-000008	$570K	View
Aug 4, 2026	Q2 2026