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AGH Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from AGH Wealth Advisors, LLC
Filed: 2025-04-11 (Q1 2025) | Holdings: 184 | Value: $103.7M | Filing Link
PREMIUM
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 |
| AVDE - AMERICAN CENTY ETF TR | Add 54% ($2.6M) | 7.27% | $7.5M | +5.40% | |||
| JBND - J P MORGAN EXCHANGE TRADED F | Reduce 18% $(1.3M) | 5.85% | $6.1M | +1.33% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 34% $(2.9M) | 5.36% | $5.6M | ||||
| AAPL - APPLE INC | Reduce 1% $(66.2K) | 5.23% | $5.4M | -1.02% | |||
| QQQM - INVESCO EXCH TRADED FD TR II | Add 44% ($1.4M) | 4.30% | $4.5M | ||||
| MSFT - MICROSOFT CORP | Reduce 3% $(152.4K) | 4.13% | $4.3M | -0.35% | |||
| GLD - SPDR GOLD TR | Add 21% ($694.7K) | 3.92% | $4.1M | ||||
| SPYG - SPDR SER TR | Add 4% ($117.8K) | 3.22% | $3.3M | ||||
| NVDA - NVIDIA CORPORATION | Reduce 5% $(157.4K) | 2.91% | $3.0M | -2.72% | |||
| PWV - INVESCO EXCHANGE TRADED FD T | Add 2% ($42.5K) | 2.64% | $2.7M | +2.72% | |||
| AMZN - AMAZON COM INC | Reduce 17% $(485.7K) | 2.24% | $2.3M | +1.15% | |||
| META - META PLATFORMS INC | Reduce 2% $(34.0K) | 1.97% | $2.0M | -1.60% | |||
| AVLV - AMERICAN CENTY ETF TR | Reduce 24% $(621.3K) | 1.94% | $2.0M | +1.47% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(29.8K) | 1.62% | $1.7M | -0.01% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 3% $(53.5K) | 1.59% | $1.6M | ||||
| AVGO - BROADCOM INC | Reduce 4% $(65.6K) | 1.47% | $1.5M | ||||
| V - VISA INC | Reduce 5% $(65.5K) | 1.26% | $1.3M | ||||
| GOOGL - ALPHABET INC | Reduce 4% $(46.5K) | 1.19% | $1.2M | ||||
| XOM - EXXON MOBIL CORP | 1.15% | $1.2M | +3.37% | ||||
| UNH - UNITEDHEALTH GROUP INC | 1.10% | $1.1M | -29.64% | ||||
| AVUS - AMERICAN CENTY ETF TR | Add 1% ($12.8K) | 1.07% | $1.1M | +1.78% | |||
| NFLX - NETFLIX INC | Reduce 11% $(126.8K) | 0.96% | $991.3K | +18.10% | |||
| SPSM - SPDR SER TR | Reduce 3% $(29.2K) | 0.94% | $977.8K | +2.74% | |||
| LLY - ELI LILLY & CO | Add 3% ($28.9K) | 0.84% | $872.2K | +17.87% | |||
| IWV - ISHARES TR | 0.76% | $792.2K | +1.70% | ||||
| VZ - VERIZON COMMUNICATIONS INC | 0.75% | $781.8K | -4.53% | ||||
| EVRG - EVERGY INC | 0.63% | $654.5K | |||||
| CRM - SALESFORCE INC | Add 10% ($56.4K) | 0.62% | $643.5K | ||||
| TSLA - TESLA INC | Reduce 9% $(63.5K) | 0.59% | $613.9K | +10.29% | |||
| JPST - J P MORGAN EXCHANGE TRADED F | 0.59% | $607.6K | |||||
| GOOG - ALPHABET INC | Reduce 5% $(30.2K) | 0.52% | $535.2K | ||||
| RTX - RTX CORPORATION | Reduce 14% $(88.4K) | 0.51% | $527.3K | ||||
| IWF - ISHARES TR | 0.51% | $523.6K | +1.72% | ||||
| GD - GENERAL DYNAMICS CORP | 0.50% | $519.8K | -1.76% | ||||
| HD - HOME DEPOT INC | Add 1% ($2.9K) | 0.48% | $502.5K | -0.06% | |||
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.48% | $495.5K | +1.98% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 12% $(65.7K) | 0.47% | $490.6K | -5.30% | |||
| MA - MASTERCARD INCORPORATED | Reduce 12% $(64.7K) | 0.46% | $479.6K | +3.41% | |||
| ACN - ACCENTURE PLC IRELAND | Reduce 1% $(6.6K) | 0.46% | $472.4K | ||||
| QQQ - INVESCO QQQ TR | Reduce 2% $(9.4K) | 0.43% | $448.8K | +1.74% | |||
| WMT - WALMART INC | Add 3% ($12.3K) | 0.43% | $445.7K | +1.95% | |||
| MMC - MARSH & MCLENNAN COS INC | New Purchase | 0.42% | $440.5K | -6.75% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 3% $(12.4K) | 0.42% | $435.8K | -3.00% | |||
| SPGI - S&P GLOBAL INC | New Purchase | 0.41% | $423.3K | +1.66% | |||
| IEF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| ETN - EATON CORP PLC | Reduce 100% | 0.00% | $0.00 | ||||