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AGH Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from AGH Wealth Advisors, LLC
Filed: 2025-04-04 (Q4 2024) | Holdings: 176 | Value: $107.9M | Filing Link
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Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 8.18% | $8.8M | ||||
| JBND - J P MORGAN EXCHANGE TRADED F | New Purchase | 6.65% | $7.2M | -0.91% | |||
| AAPL - APPLE INC | New Purchase | 5.73% | $6.2M | +18.10% | |||
| MSFT - MICROSOFT CORP | New Purchase | 4.62% | $5.0M | +11.68% | |||
| AVDE - AMERICAN CENTY ETF TR | New Purchase | 4.20% | $4.5M | +15.88% | |||
| NVDA - NVIDIA CORPORATION | New Purchase | 3.65% | $3.9M | +26.93% | |||
| SPYG - SPDR SER TR | New Purchase | 3.26% | $3.5M | ||||
| QQQM - INVESCO EXCH TRADED FD TR II | New Purchase | 3.13% | $3.4M | ||||
| AMZN - AMAZON COM INC | New Purchase | 3.00% | $3.2M | +16.66% | |||
| GLD - SPDR GOLD TR | New Purchase | 2.62% | $2.8M | ||||
| AVLV - AMERICAN CENTY ETF TR | New Purchase | 2.50% | $2.7M | +10.04% | |||
| PWV - INVESCO EXCHANGE TRADED FD T | New Purchase | 2.38% | $2.6M | +9.96% | |||
| AVGO - BROADCOM INC | New Purchase | 2.03% | $2.2M | ||||
| META - META PLATFORMS INC | New Purchase | 1.96% | $2.1M | +12.82% | |||
| JPM - JPMORGAN CHASE & CO. | New Purchase | 1.54% | $1.7M | ||||
| GOOGL - ALPHABET INC | New Purchase | 1.45% | $1.6M | ||||
| IEF - ISHARES TR | New Purchase | 1.44% | $1.6M | -1.32% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 1.35% | $1.5M | +13.59% | |||
| V - VISA INC | New Purchase | 1.14% | $1.2M | ||||
| AVUS - AMERICAN CENTY ETF TR | New Purchase | 1.07% | $1.2M | +12.42% | |||
| SPSM - SPDR SER TR | New Purchase | 1.03% | $1.1M | +9.41% | |||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 1.02% | $1.1M | -18.46% | |||
| XOM - EXXON MOBIL CORP | New Purchase | 1.00% | $1.1M | +8.15% | |||
| NFLX - NETFLIX INC | New Purchase | 0.99% | $1.1M | +33.06% | |||
| TSLA - TESLA INC | New Purchase | 0.98% | $1.1M | +27.33% | |||
| IWV - ISHARES TR | New Purchase | 0.77% | $833.6K | +12.97% | |||
| LLY - ELI LILLY & CO | New Purchase | 0.73% | $788.2K | +26.74% | |||
| CRM - SALESFORCE INC | New Purchase | 0.68% | $731.5K | ||||
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.64% | $689.2K | +2.53% | |||
| GOOG - ALPHABET INC | New Purchase | 0.64% | $689.2K | ||||
| JPST - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.56% | $604.4K | ||||
| EVRG - EVERGY INC | New Purchase | 0.54% | $584.2K | ||||
| IWF - ISHARES TR | New Purchase | 0.54% | $582.3K | +16.71% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 0.54% | $581.6K | +1.55% | |||
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.50% | $540.0K | ||||
| RTX - RTX CORPORATION | New Purchase | 0.50% | $537.9K | ||||
| HD - HOME DEPOT INC | New Purchase | 0.49% | $530.2K | +3.86% | |||
| MA - MASTERCARD INCORPORATED | New Purchase | 0.48% | $522.9K | +11.67% | |||
| GD - GENERAL DYNAMICS CORP | New Purchase | 0.47% | $502.5K | +11.78% | |||
| QQQ - INVESCO QQQ TR | New Purchase | 0.46% | $499.5K | +15.64% | |||
| ETN - EATON CORP PLC | New Purchase | 0.45% | $490.8K | +21.43% | |||
| WMT - WALMART INC | New Purchase | 0.41% | $446.1K | +18.51% | |||
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.41% | $440.9K | -1.00% | |||