AGH Wealth Advisors, LLC
- SEC CIK
- 0002061010
- Latest filing
- Jul 22, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Apr 4, 2025. Long positions only.
- Positions
- 113
- No filing for Q3 2024
- Portfolio value
- $107.9M
- No filing for Q3 2024
AGH Wealth Advisors, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 15,057 | $8.83M | 8.2% | – | – | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 137,337 | $7.18M | 6.6% | – | – | – |
| AAPLApple Inc. | Stock | 24,698 | $6.18M | 5.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 11,817 | $4.98M | 4.6% | – | – | History |
| American Centy ETF Tr025072703 | INTL EQT ETF | 73,922 | $4.54M | 4.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 31,505 | $4.23M | 3.9% | – | – | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 40,050 | $3.52M | 3.3% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 16,064 | $3.38M | 3.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 14,773 | $3.24M | 3.0% | – | – | History |
| GLDSPDR Gold Trust | ETF | 11,692 | $2.83M | 2.6% | – | – | History |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 40,381 | $2.70M | 2.5% | – | – | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 45,223 | $2.57M | 2.4% | – | – | – |
| AVGOBroadcom Inc. | Stock | 9,472 | $2.20M | 2.0% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 3,615 | $2.12M | 2.0% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 6,926 | $1.66M | 1.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 8,267 | $1.56M | 1.5% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 16,794 | $1.55M | 1.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,203 | $1.45M | 1.3% | – | – | History |
| VVisa Inc. | Stock | 4,127 | $1.30M | 1.2% | – | – | History |
| NFLXNetflix Inc | Stock | 1,324 | $1.18M | 1.1% | – | – | History |
| American Centy ETF Tr025072885 | US EQT ETF | 11,916 | $1.16M | 1.1% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 24,688 | $1.11M | 1.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 5,821 | $1.11M | 1.0% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 2,176 | $1.10M | 1.0% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 10,008 | $1.08M | 1.0% | – | – | History |
| TSLATesla, Inc. | Stock | 2,614 | $1.06M | 1.0% | – | – | History |
| CRMSalesforce, Inc. | Stock | 2,853 | $953.8K | 0.9% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,494 | $833.6K | 0.8% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,048 | $809.1K | 0.7% | – | – | History |
| VZVerizon Communications Inc | Stock | 20,084 | $803.2K | 0.7% | – | – | History |
| JNJJohnson & Johnson | Stock | 4,500 | $650.8K | 0.6% | – | – | History |
| RTXRTX Corp | Stock | 5,506 | $637.2K | 0.6% | – | – | History |
| BACBank of America Corp | Stock | 14,031 | $616.7K | 0.6% | – | – | History |
| EVRGEvergy, Inc. | Stock | 9,900 | $609.3K | 0.6% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,000 | $604.4K | 0.6% | – | – | – |
| COPConocoPhillips | Stock | 5,992 | $594.2K | 0.6% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 2,228 | $587.1K | 0.5% | – | – | History |
| KOCoca Cola Co | Stock | 9,408 | $585.7K | 0.5% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,450 | $582.3K | 0.5% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,118 | $581.6K | 0.5% | – | – | History |
| WMTWalmart Inc. | Stock | 6,137 | $554.5K | 0.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,413 | $549.7K | 0.5% | – | – | History |
| ACNAccenture plc | Stock | 1,535 | $540.0K | 0.5% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 9,691 | $524.5K | 0.5% | – | – | History |
| MAMastercard Inc | Stock | 993 | $522.9K | 0.5% | – | – | History |
| USBUS Bancorp DE | COM NEW | 10,916 | $522.1K | 0.5% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,903 | $515.9K | 0.5% | – | – | History |
| CVXChevron Corp | Stock | 3,550 | $514.2K | 0.5% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 977 | $499.5K | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,949 | $494.4K | 0.5% | – | – | History |
| ETNEaton Corp plc | Stock | 1,479 | $490.8K | 0.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 3,135 | $476.7K | 0.4% | – | – | History |
| TXNTexas Instruments Inc | Stock | 2,524 | $473.3K | 0.4% | – | – | History |
| ORCLOracle Corp | Stock | 2,643 | $440.4K | 0.4% | – | – | History |
| BABoeing Co | Stock | 2,420 | $428.3K | 0.4% | – | – | History |
| SPGIS&P Global Inc. | Stock | 853 | $424.8K | 0.4% | – | – | History |
| TAT&T Inc. | Stock | 18,436 | $419.8K | 0.4% | – | – | History |
| ADBEAdobe Inc. | Stock | 942 | $418.9K | 0.4% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 6,965 | $412.3K | 0.4% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,872 | $397.6K | 0.4% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 1,635 | $393.9K | 0.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 427 | $391.2K | 0.4% | – | – | History |
| GEGeneral Electric Co | Stock | 2,308 | $385.0K | 0.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 3,139 | $377.8K | 0.4% | – | – | History |
| INTUIntuit Inc. | Stock | 599 | $376.5K | 0.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,645 | $375.1K | 0.3% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,287 | $371.9K | 0.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,486 | $366.7K | 0.3% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 700 | $365.4K | 0.3% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 334 | $352.1K | 0.3% | – | – | History |
| LINLinde PLC | Stock | 823 | $344.6K | 0.3% | – | – | History |
| SYKStryker Corp | Stock | 952 | $342.8K | 0.3% | – | – | History |
| COFCapital One Financial Corp | Stock | 1,906 | $339.9K | 0.3% | – | – | History |
| AXPAmerican Express Co | Stock | 1,136 | $337.2K | 0.3% | – | – | History |
| SHWSherwin Williams Co | COM | 979 | $332.8K | 0.3% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 1,811 | $329.5K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 3,302 | $328.5K | 0.3% | – | – | History |
| EQIXEquinix Inc | COM | 339 | $319.6K | 0.3% | – | – | History |
| PSXPhillips 66 | Stock | 2,782 | $317.0K | 0.3% | – | – | History |
| CMCSAComcast Corp | Stock | 8,389 | $314.8K | 0.3% | – | – | History |
| American Centy ETF Tr025072398 | MULTISECTOR | 7,200 | $311.0K | 0.3% | – | – | – |
| MCKMcKesson Corp | Stock | 543 | $309.5K | 0.3% | – | – | History |
| SRESempra | Stock | 3,522 | $308.9K | 0.3% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 1,394 | $307.7K | 0.3% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,502 | $296.6K | 0.3% | – | – | History |
| METMetlife Inc | Stock | 3,563 | $291.7K | 0.3% | – | – | History |
| FISVFiserv Inc | Stock | 1,419 | $291.5K | 0.3% | – | – | History |
| CMECME Group Inc. | COM | 1,240 | $288.0K | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 2,503 | $283.2K | 0.3% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,757 | $269.9K | 0.3% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 922 | $267.4K | 0.2% | – | – | History |
| WELLWelltower Inc. | REIT | 2,028 | $255.6K | 0.2% | – | – | History |
| UBERUber Technologies, Inc | Stock | 4,204 | $253.6K | 0.2% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 542 | $250.5K | 0.2% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 2,883 | $246.1K | 0.2% | – | – | History |
| PRUPrudential Financial Inc | Stock | 2,008 | $238.0K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 8,960 | $237.7K | 0.2% | – | – | History |
| HONHoneywell International Inc | COM | 1,036 | $234.0K | 0.2% | – | – | History |
| TJXTJX Companies Inc | Stock | 1,933 | $233.5K | 0.2% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 1,849 | $233.2K | 0.2% | – | – | History |