AGH Wealth Advisors, LLC
- SEC CIK
- 0002061010
- 最新申報
- 2026/7/22
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/4/4 申報。只含多頭部位。
- 持股檔數
- 113
- 2024 年第 3 季沒有申報
- 總值
- $1.08 億
- 2024 年第 3 季沒有申報
AGH Wealth Advisors, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 15,057 | $882.5 萬 | 8.2% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 137,337 | $717.6 萬 | 6.6% | – | – | – |
| AAPLApple Inc. | Stock | 24,698 | $618.5 萬 | 5.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,817 | $498.1 萬 | 4.6% | – | – | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 73,922 | $453.7 萬 | 4.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 31,505 | $423.1 萬 | 3.9% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 40,050 | $352.0 萬 | 3.3% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 16,064 | $338.1 萬 | 3.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 14,773 | $324.1 萬 | 3.0% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,692 | $283.1 萬 | 2.6% | – | – | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 40,381 | $269.6 萬 | 2.5% | – | – | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 45,223 | $257.2 萬 | 2.4% | – | – | – |
| AVGOBroadcom Inc. | Stock | 9,472 | $219.6 萬 | 2.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,615 | $211.7 萬 | 2.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,926 | $166.0 萬 | 1.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,267 | $156.5 萬 | 1.5% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 16,794 | $155.3 萬 | 1.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,203 | $145.2 萬 | 1.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,127 | $130.4 萬 | 1.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,324 | $118.0 萬 | 1.1% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 11,916 | $115.5 萬 | 1.1% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 24,688 | $110.9 萬 | 1.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 5,821 | $110.9 萬 | 1.0% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,176 | $110.1 萬 | 1.0% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,008 | $107.7 萬 | 1.0% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,614 | $105.6 萬 | 1.0% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,853 | $95.4 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,494 | $83.4 萬 | 0.8% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,048 | $80.9 萬 | 0.7% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 20,084 | $80.3 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,500 | $65.1 萬 | 0.6% | – | – | 歷史 |
| RTXRTX Corp | Stock | 5,506 | $63.7 萬 | 0.6% | – | – | 歷史 |
| BACBank of America Corp | Stock | 14,031 | $61.7 萬 | 0.6% | – | – | 歷史 |
| EVRGEvergy, Inc. | Stock | 9,900 | $60.9 萬 | 0.6% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,000 | $60.4 萬 | 0.6% | – | – | – |
| COPConocoPhillips | Stock | 5,992 | $59.4 萬 | 0.6% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,228 | $58.7 萬 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 9,408 | $58.6 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,450 | $58.2 萬 | 0.5% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,118 | $58.2 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 6,137 | $55.4 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,413 | $55.0 萬 | 0.5% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,535 | $54.0 萬 | 0.5% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 9,691 | $52.4 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 993 | $52.3 萬 | 0.5% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,916 | $52.2 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,903 | $51.6 萬 | 0.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,550 | $51.4 萬 | 0.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 977 | $49.9 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,949 | $49.4 萬 | 0.5% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,479 | $49.1 萬 | 0.5% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,135 | $47.7 萬 | 0.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,524 | $47.3 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 2,643 | $44.0 萬 | 0.4% | – | – | 歷史 |
| BABoeing Co | Stock | 2,420 | $42.8 萬 | 0.4% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 853 | $42.5 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 18,436 | $42.0 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 942 | $41.9 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,965 | $41.2 萬 | 0.4% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,872 | $39.8 萬 | 0.4% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,635 | $39.4 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 427 | $39.1 萬 | 0.4% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 2,308 | $38.5 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,139 | $37.8 萬 | 0.4% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 599 | $37.6 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,645 | $37.5 萬 | 0.3% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,287 | $37.2 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,486 | $36.7 萬 | 0.3% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 700 | $36.5 萬 | 0.3% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 334 | $35.2 萬 | 0.3% | – | – | 歷史 |
| LINLinde PLC | Stock | 823 | $34.5 萬 | 0.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 952 | $34.3 萬 | 0.3% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 1,906 | $34.0 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,136 | $33.7 萬 | 0.3% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 979 | $33.3 萬 | 0.3% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,811 | $33.0 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,302 | $32.8 萬 | 0.3% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 339 | $32.0 萬 | 0.3% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 2,782 | $31.7 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 8,389 | $31.5 萬 | 0.3% | – | – | 歷史 |
| American Centy ETF Tr025072398 | MULTISECTOR | 7,200 | $31.1 萬 | 0.3% | – | – | – |
| MCKMcKesson Corp | Stock | 543 | $30.9 萬 | 0.3% | – | – | 歷史 |
| SRESempra | Stock | 3,522 | $30.9 萬 | 0.3% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,394 | $30.8 萬 | 0.3% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,502 | $29.7 萬 | 0.3% | – | – | 歷史 |
| METMetlife Inc | Stock | 3,563 | $29.2 萬 | 0.3% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 1,419 | $29.1 萬 | 0.3% | – | – | 歷史 |
| CMECME Group Inc. | COM | 1,240 | $28.8 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,503 | $28.3 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,757 | $27.0 萬 | 0.3% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 922 | $26.7 萬 | 0.2% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 2,028 | $25.6 萬 | 0.2% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,204 | $25.4 萬 | 0.2% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 542 | $25.1 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,883 | $24.6 萬 | 0.2% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,008 | $23.8 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 8,960 | $23.8 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,036 | $23.4 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 1,933 | $23.4 萬 | 0.2% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,849 | $23.3 萬 | 0.2% | – | – | 歷史 |