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 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 9,472 | $2.20M | 2.0% | – | – | History |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 45,223 | $2.57M | 2.4% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 40,381 | $2.70M | 2.5% | – | – | – |
| GLDSPDR Gold Trust | ETF | 11,692 | $2.83M | 2.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 14,773 | $3.24M | 3.0% | – | – | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 16,064 | $3.38M | 3.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 40,050 | $3.52M | 3.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 31,505 | $4.23M | 3.9% | – | – | History |
| American Centy ETF Tr025072703 | INTL EQT ETF | 73,922 | $4.54M | 4.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 11,817 | $4.98M | 4.6% | – | – | History |
| AAPLApple Inc. | Stock | 24,698 | $6.18M | 5.7% | – | – | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 137,337 | $7.18M | 6.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,057 | $8.83M | 8.2% | – | – | History |