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Livermore
Livermore
ZHEN

AGH Wealth Advisors, LLC

SEC CIK
0002061010
Latest filing
Jul 22, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 5, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
127
+8 vs. Q1 2025
Portfolio value
$121.3M
+$17.7M (+17.0%) vs. Q1 2025
Filed
Aug 5, 2025
SEC
Holdings of AGH Wealth Advisors, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
VTRSViatris IncStock12,620$112.7K0.1%+1,746+16.1%AddedHistory
DISWalt Disney CoStock1,616$200.4K0.2%+1,616NewHistory
MNSTMonster Beverage CorpCOM3,252$203.7K0.2%+3,252NewHistory
ADPAutomatic Data Processing IncStock661$203.9K0.2%+661NewHistory
ADBEAdobe Inc.Stock547$211.6K0.2%−286−34.3%ReducedHistory
iShares Tr464287622RUS 1000 ETF625$212.2K0.2%+625New–
CICigna GroupStock650$214.9K0.2%+3+0.5%AddedHistory
AMDAdvanced Micro Devices IncStock1,518$215.4K0.2%+1,518NewHistory
SOSouthern CoStock2,346$215.4K0.2%+101+4.5%AddedHistory
ORLYO Reilly Automotive IncStock2,400$216.3K0.2%+60+2.6%AddedConverted for a 15-for-1 splitHistory
American Centy ETF Tr025072398MULTISECTOR5,000$220.5K0.2%−2,200−30.6%Reduced–
WFCWells Fargo & CompanyStock2,767$221.7K0.2%+2,767NewHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,696$222.3K0.2%−368−7.3%ReducedHistory
MSIMotorola Solutions, Inc.Stock535$224.9K0.2%−18−3.3%ReducedHistory
BKNGBooking Holdings Inc.Stock39$225.8K0.2%+39NewHistory
DEDeere & CoStock454$230.8K0.2%+454NewHistory
MRKMerck & Co., Inc.Stock2,943$233.0K0.2%+16+0.5%AddedHistory
CBChubb LtdStock807$233.8K0.2%−13−1.6%ReducedHistory
RCLRoyal Caribbean Cruises LtdCOM749$234.5K0.2%+749NewHistory
TJXTJX Companies IncStock1,901$234.8K0.2%+10+0.5%AddedHistory
PGRProgressive CorpStock884$235.9K0.2%+41+4.9%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,048$237.4K0.2%−474−31.1%ReducedHistory
HONHoneywell International IncCOM1,020$237.5K0.2%+47+4.8%AddedHistory
PHParker-Hannifin CorpStock341$238.2K0.2%−1−0.3%ReducedHistory
VRTXVertex Pharmaceuticals IncStock536$238.6K0.2%−4−0.7%ReducedHistory
MSMorgan StanleyStock1,703$239.9K0.2%+1,703NewHistory
NOWServiceNow, Inc.Stock234$240.6K0.2%+234NewHistory
GILDGilead Sciences, Inc.Stock2,229$247.1K0.2%+370+19.9%AddedHistory
FISVFiserv IncStock1,442$248.6K0.2%+28+2.0%AddedHistory
CVSCVS Health CorpStock3,654$252.1K0.2%+254+7.5%AddedHistory
IBMInternational Business Machines CorpStock856$252.3K0.2%+17+2.0%AddedHistory
SRESempraStock3,337$252.8K0.2%−45−1.3%ReducedHistory
MCDMcDonalds CorpStock874$255.4K0.2%+4+0.5%AddedHistory
BSXBoston Scientific CorpStock2,418$259.7K0.2%+2,418NewHistory
PYPLPayPal Holdings, Inc.Stock3,505$260.5K0.2%+349+11.1%AddedHistory
CMCSAComcast CorpStock7,381$263.4K0.2%−515−6.5%ReducedHistory
APDAir Products & Chemicals, Inc.Stock941$265.4K0.2%+17+1.8%AddedHistory
EQIXEquinix IncCOM335$266.5K0.2%+4+1.2%AddedHistory
GSGoldman Sachs Group IncStock377$266.8K0.2%+5+1.3%AddedHistory
SNPSSynopsys IncCOM527$270.2K0.2%+527NewHistory
QCOMQualcomm IncStock1,742$277.4K0.2%−225−11.4%ReducedHistory
INTCIntel CorpStock12,565$281.5K0.2%+12,565NewHistory
USBUS Bancorp DECOM NEW6,284$284.4K0.2%−4,693−42.8%ReducedHistory
AMTAmerican Tower CorpREIT1,307$288.9K0.2%+1,307NewHistory
METMetlife IncStock3,813$306.6K0.3%+243+6.8%AddedHistory
TMUST-Mobile US, Inc.Stock1,333$317.6K0.3%−39−2.8%ReducedHistory
LOWLowes Companies IncStock1,460$323.9K0.3%+2+0.1%AddedHistory
TXNTexas Instruments IncStock1,579$327.8K0.3%−770−32.8%ReducedHistory
SHWSherwin Williams CoCOM963$330.7K0.3%+31+3.3%AddedHistory
SBUXStarbucks CorpStock3,655$334.9K0.3%+1,140+45.3%AddedHistory
ABTAbbott LaboratoriesStock2,492$339.0K0.3%−49−1.9%ReducedHistory
PEPPepsiCo IncStock2,580$340.7K0.3%−603−18.9%ReducedHistory
PSXPhillips 66Stock2,860$341.2K0.3%+79+2.8%AddedHistory
GWWW.W. Grainger, Inc.Stock331$344.3K0.3%+6+1.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock852$345.4K0.3%−134−13.6%ReducedHistory
WELLWelltower Inc.REIT2,259$347.3K0.3%+9+0.4%AddedHistory
MCKMcKesson CorpStock504$369.3K0.3%−15−2.9%ReducedHistory
UNPUnion Pacific CorpStock1,613$371.1K0.3%−90−5.3%ReducedHistory
SPGIS&P Global Inc.Stock705$371.7K0.3%−128−15.4%ReducedHistory
COFCapital One Financial CorpStock1,751$372.5K0.3%+90+5.4%AddedHistory
AXPAmerican Express CoStock1,169$372.9K0.3%+58+5.2%AddedHistory
PANWPalo Alto Networks IncStock1,837$375.9K0.3%+95+5.5%AddedHistory
ISRGIntuitive Surgical IncCOM NEW737$400.5K0.3%+109+17.4%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,836$401.4K0.3%+31+1.7%AddedHistory
SYKStryker CorpStock1,021$403.9K0.3%+22+2.2%AddedHistory
COSTCostco Wholesale CorpStock416$411.8K0.3%+3+0.7%AddedHistory
CVXChevron CorpStock2,911$416.8K0.3%−595−17.0%ReducedHistory
ACNAccenture plcStock1,408$420.8K0.3%−106−7.0%ReducedHistory
CMECME Group Inc.COM1,564$431.1K0.4%+316+25.3%AddedHistory
TRVTravelers Companies, Inc.Stock1,627$435.3K0.4%+14+0.9%AddedHistory
UBERUber Technologies, IncStock4,813$449.1K0.4%−235−4.7%ReducedHistory
ORCLOracle CorpStock2,099$458.9K0.4%+37+1.8%AddedHistory
AMATApplied Materials IncStock2,514$460.2K0.4%+101+4.2%AddedHistory
INTUIntuit Inc.Stock601$473.4K0.4%+51+9.3%AddedHistory
CSCOCisco Systems, Inc.Stock6,921$480.2K0.4%−35−0.5%ReducedHistory
LINLinde PLCStock1,028$482.3K0.4%+211+25.8%AddedHistory
MAMastercard IncStock872$490.0K0.4%−3−0.3%ReducedHistory
COPConocoPhillipsStock5,528$496.1K0.4%−37−0.7%ReducedHistory
PGProcter & Gamble CoStock3,164$504.1K0.4%+288+10.0%AddedHistory
PMPhilip Morris International Inc.Stock2,816$512.9K0.4%−223−7.3%ReducedHistory
UNHUnitedHealth Group IncStock1,661$518.2K0.4%−524−24.0%ReducedHistory
WMBWilliams Companies, Inc.COM8,355$524.8K0.4%−668−7.4%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF957$527.9K0.4%00.0%Unchanged–
HDHome Depot, Inc.Stock1,442$528.7K0.4%+21+1.5%AddedHistory
GEGeneral Electric CoStock2,094$539.0K0.4%−54−2.5%ReducedHistory
TAT&T Inc.Stock18,813$544.4K0.4%+199+1.1%AddedHistory
PLTRPalantir Technologies Inc.Stock4,021$548.1K0.5%+723+21.9%AddedHistory
BABoeing CoStock2,644$554.0K0.5%+279+11.8%AddedHistory
ETNEaton Corp plcStock1,573$561.5K0.5%+56+3.7%AddedHistory
ABBVAbbVie Inc.Stock3,266$606.3K0.5%+350+12.0%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF12,000$608.2K0.5%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF1,450$615.6K0.5%00.0%Unchanged–
WMTWalmart Inc.Stock6,302$616.2K0.5%+25+0.4%AddedHistory
GDGeneral Dynamics CorpStock2,220$647.6K0.5%+8+0.4%AddedHistory
KOCoca Cola CoStock9,456$669.0K0.6%+25+0.3%AddedHistory
RTXRTX CorpStock4,582$669.1K0.6%−257−5.3%ReducedHistory
JNJJohnson & JohnsonStock4,561$696.7K0.6%−92−2.0%ReducedHistory
BACBank of America CorpStock17,333$820.2K0.7%+4,251+32.5%AddedHistory
TSLATesla, Inc.Stock2,600$825.9K0.7%+231+9.8%AddedHistory
CRMSalesforce, Inc.Stock3,036$827.9K0.7%−27−0.9%ReducedHistory

Sold out since Q1 2025 (7)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of AGH Wealth Advisors, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
PFEPfizer IncStock8,756$221.9K0.2%History
PRUPrudential Financial IncStock1,966$219.6K0.2%History
BDXBecton Dickinson & CoStock917$210.0K0.2%History
ZTSZoetis Inc.Stock1,268$208.8K0.2%History
NOCNorthrop Grumman CorpStock406$207.9K0.2%History
FFord Motor CoStock15,014$150.6K0.1%History
PSECProspect Capital CorpCOM10,000$41.0K<0.1%History