Agh Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Agh Wealth Advisors, LLC

Investment Activity

Agh Wealth Advisors, LLC has $103.67 million in total holdings as of March 31, 2025.
Agh Wealth Advisors, LLC owns shares of 119 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 7.55% of the portfolio was purchased this quarter.
About 8.91% of the portfolio was sold this quarter.
This quarter, Agh Wealth Advisors, LLC has purchased 113 new stocks and bought additional shares in 35 stocks.
Agh Wealth Advisors, LLC sold shares of 66 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Avantis International Equity ETF: $7,541,198
J P MORGAN EXCHANGE TRADED F: $6,059,409
SPDR S&P 500 ETF Trust: $5,555,376
Apple: $5,420,017
Invesco NASDAQ 100 ETF: $4,454,995

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC: $278,350 Holding
92532F100 - Vertex Pharmaceuticals: $261,802 Holding
126650100 - CVS Health: $230,354 Holding
67103H107 - O'Reilly Automotive: $223,483 Holding
125523100 - The Cigna Group: $212,863 Holding

Largest Purchases this Quarter

Avantis International Equity ETF: 39,858 shares (about $2.64M)
Invesco NASDAQ 100 ETF: 7,001 shares (about $1.35M)
SPDR Gold Shares: 2,411 shares (about $694.71K)
PALANTIR TECHNOLOGIES INC: 3,298 shares (about $278.35K)
Vertex Pharmaceuticals: 540 shares (about $261.80K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 5,136 shares (about $2.88M)
J P MORGAN EXCHANGE TRADED F: 24,134 shares (about $1.29M)
Avantis U.S. Large Cap Value ETF: 9,523 shares (about $621.31K)
Microsoft: 406 shares (about $152.41K)
Netflix: 136 shares (about $126.82K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVDE Avantis International Equity ETF	$7,541,198	$2,641,739 ▲	53.9%	113,780	7.3%	ETF
J P MORGAN EXCHANGE TRADED F	$6,059,409	$1,291,819 ▼	-17.6%	113,203	5.8%	ACTIVE BOND ETF
SPY SPDR S&P 500 ETF Trust	$5,555,376	$2,875,961 ▼	-34.1%	9,921	5.4%	Finance
AAPL Apple	$5,420,017	$66,195 ▼	-1.2%	24,400	5.2%	Computer and Technology
QQQM Invesco NASDAQ 100 ETF	$4,454,995	$1,352,240 ▲	43.6%	23,065	4.3%	ETF
MSFT Microsoft	$4,283,749	$152,415 ▼	-3.4%	11,411	4.1%	Computer and Technology
GLD SPDR Gold Shares	$4,063,639	$694,706 ▲	20.6%	14,103	3.9%	Finance
NVDA NVIDIA	$3,340,057	$74,457 ▼	-2.2%	30,818	3.2%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,337,921	$117,790 ▲	3.7%	41,515	3.2%	ETF
PWV Invesco Large Cap Value ETF	$2,734,566	$42,503 ▲	1.6%	45,937	2.6%	ETF
AMZN Amazon.com	$2,733,660	$77,055 ▼	-2.7%	14,368	2.6%	Retail/Wholesale
META Meta Platforms	$2,049,538	$34,005 ▼	-1.6%	3,556	2.0%	Computer and Technology
AVLV Avantis U.S. Large Cap Value ETF	$2,013,258	$621,306 ▼	-23.6%	30,858	1.9%	ETF
BRK.B Berkshire Hathaway	$1,676,028	$29,824 ▼	-1.7%	3,147	1.6%	Finance
JPM JPMorgan Chase & Co.	$1,645,594	$53,479 ▼	-3.1%	6,708	1.6%	Finance
AVGO Broadcom	$1,520,270	$65,633 ▼	-4.1%	9,080	1.5%	Computer and Technology
V Visa	$1,380,816	$65,536 ▼	-4.5%	3,940	1.3%	Business Services
GOOGL Alphabet	$1,231,862	$46,547 ▼	-3.6%	7,966	1.2%	Computer and Technology
XOM Exxon Mobil	$1,191,083	$833 ▲	0.1%	10,015	1.1%	Energy
UNH UnitedHealth Group	$1,144,403	$4,714 ▲	0.4%	2,185	1.1%	Medical
AVUS Avantis U.S. Equity ETF	$1,113,723	$12,842 ▲	1.2%	12,055	1.1%	ETF
NFLX Netflix	$1,107,850	$126,825 ▼	-10.3%	1,188	1.1%	Consumer Discretionary
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$977,837	$29,206 ▼	-2.9%	23,972	0.9%	ETF
GOOG Alphabet	$927,382	$17,966 ▲	2.0%	5,936	0.9%	Computer and Technology
VZ Verizon Communications	$904,206	$6,804 ▼	-0.7%	19,934	0.9%	Computer and Technology
LLY Eli Lilly and Company	$894,463	$28,907 ▲	3.3%	1,083	0.9%	Medical
CRM Salesforce	$821,988	$56,356 ▲	7.4%	3,063	0.8%	Computer and Technology
IWV iShares Russell 3000 ETF	$792,194		0.0%	2,494	0.8%	ETF
JNJ Johnson & Johnson	$771,654	$25,374 ▲	3.4%	4,653	0.7%	Medical
EVERGY INC	$682,605		0.0%	9,900	0.7%	COM
KO Coca-Cola	$675,451	$1,647 ▲	0.2%	9,431	0.7%	Consumer Staples
RTX RTX	$640,978	$88,351 ▼	-12.1%	4,839	0.6%	Aerospace
TSLA Tesla	$613,946	$63,494 ▼	-9.4%	2,369	0.6%	Auto/Tires/Trucks
ABBV AbbVie	$611,059	$2,724 ▲	0.4%	2,916	0.6%	Medical
JPST JPMorgan Ultra-Short Income ETF	$607,560		0.0%	12,000	0.6%	ETF
GD General Dynamics	$603,023	$4,362 ▼	-0.7%	2,212	0.6%	Aerospace
CVX Chevron	$586,522	$7,361 ▼	-1.2%	3,506	0.6%	Energy
COP ConocoPhillips	$584,431	$44,843 ▼	-7.1%	5,565	0.6%	Energy
WMT Walmart	$551,054	$12,291 ▲	2.3%	6,277	0.5%	Retail/Wholesale
BAC Bank of America	$545,912	$39,602 ▼	-6.8%	13,082	0.5%	Finance
WMB Williams Companies	$539,215	$39,920 ▼	-6.9%	9,023	0.5%	Energy
T AT&T	$526,402	$5,034 ▲	1.0%	18,614	0.5%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$523,580		0.0%	1,450	0.5%	ETF
HD Home Depot	$520,780	$2,932 ▲	0.6%	1,421	0.5%	Retail/Wholesale
TMO Thermo Fisher Scientific	$490,634	$65,683 ▼	-11.8%	986	0.5%	Medical
PG Procter & Gamble	$490,129	$12,441 ▼	-2.5%	2,876	0.5%	Consumer Staples
PM Philip Morris International	$482,384	$15,873 ▼	-3.2%	3,039	0.5%	Consumer Staples
MA Mastercard	$479,611	$64,679 ▼	-11.9%	875	0.5%	Business Services
PEP PepsiCo	$477,261	$7,197 ▲	1.5%	3,183	0.5%	Consumer Staples
ACN Accenture	$472,419	$6,553 ▼	-1.4%	1,514	0.5%	Computer and Technology
USB U.S. Bancorp	$463,451	$2,575 ▲	0.6%	10,977	0.4%	Finance
QQQ Invesco QQQ	$448,756	$9,378 ▼	-2.0%	957	0.4%	Finance
MMC Marsh & McLennan Companies	$440,468	$16,350 ▼	-3.6%	1,805	0.4%	Finance
GE General Electric	$429,922	$32,024 ▼	-6.9%	2,148	0.4%	Transportation
CSCO Cisco Systems	$429,255	$555 ▼	-0.1%	6,956	0.4%	Computer and Technology
TRV Travelers Companies	$426,572	$5,818 ▼	-1.3%	1,613	0.4%	Finance
SPGI S&P Global	$423,262	$10,162 ▼	-2.3%	833	0.4%	Business Services
TXN Texas Instruments	$422,119	$31,448 ▼	-6.9%	2,349	0.4%	Computer and Technology
ETN Eaton	$412,368	$10,330 ▲	2.6%	1,517	0.4%	Industrials
BA Boeing	$403,351	$9,380 ▼	-2.3%	2,365	0.4%	Aerospace
UNP Union Pacific	$402,315	$13,702 ▲	3.5%	1,703	0.4%	Transportation
COST Costco Wholesale	$390,609	$13,241 ▼	-3.3%	413	0.4%	Retail/Wholesale
LINDE PLC	$380,431	$2,794 ▼	-0.7%	817	0.4%	SHS
SYK Stryker	$371,885	$17,496 ▲	4.9%	999	0.4%	Medical
UBER Uber Technologies	$367,796	$61,494 ▲	20.1%	5,048	0.4%	Computer and Technology
TMUS T-Mobile US	$365,927	$5,868 ▼	-1.6%	1,372	0.4%	Computer and Technology
AMAT Applied Materials	$350,175	$18,285 ▲	5.5%	2,413	0.3%	Computer and Technology
MCK McKesson	$349,284	$16,152 ▼	-4.4%	519	0.3%	Medical
WELL Welltower	$344,723	$34,013 ▲	10.9%	2,250	0.3%	Finance
PSX Phillips 66	$343,396	$123 ▼	0.0%	2,781	0.3%	Energy
LOW Lowe's Companies	$340,050	$6,530 ▼	-1.9%	1,458	0.3%	Retail/Wholesale
INTU Intuit	$337,699	$30,086 ▼	-8.2%	550	0.3%	Computer and Technology
ABT Abbott Laboratories	$337,139	$5,042 ▲	1.5%	2,541	0.3%	Medical
CME CME Group	$331,081	$2,122 ▲	0.6%	1,248	0.3%	Finance
SHW Sherwin-Williams	$325,444	$16,412 ▼	-4.8%	932	0.3%	Basic Materials
GWW W.W. Grainger	$321,044	$8,890 ▼	-2.7%	325	0.3%	Industrials
ADBE Adobe	$319,485	$41,805 ▼	-11.6%	833	0.3%	Computer and Technology
MUSI American Century Multisector Income ETF	$314,928		0.0%	7,200	0.3%	ETF
FI Fiserv	$312,255	$1,104 ▼	-0.4%	1,414	0.3%	Business Services
ISRG Intuitive Surgical	$311,032	$35,660 ▼	-10.3%	628	0.3%	Medical
QCOM QUALCOMM	$302,149	$32,258 ▲	12.0%	1,967	0.3%	Computer and Technology
AXP American Express	$298,916	$6,726 ▼	-2.2%	1,111	0.3%	Finance
COF Capital One Financial	$297,818	$43,929 ▼	-12.9%	1,661	0.3%	Finance
PANW Palo Alto Networks	$297,255	$11,774 ▼	-3.8%	1,742	0.3%	Computer and Technology
CMCSA Comcast	$291,362	$18,192 ▼	-5.9%	7,896	0.3%	Consumer Discretionary
ORCL Oracle	$288,288	$81,230 ▼	-22.0%	2,062	0.3%	Computer and Technology
MET MetLife	$286,634	$562 ▲	0.2%	3,570	0.3%	Finance
PALANTIR TECHNOLOGIES INC	$278,350	$278,350 ▲	New Holding	3,298	0.3%	CL A
APD Air Products and Chemicals	$272,509	$590 ▲	0.2%	924	0.3%	Basic Materials
MCD McDonald's	$271,762	$24,052 ▲	9.7%	870	0.3%	Retail/Wholesale
EQIX Equinix	$269,880	$6,523 ▼	-2.4%	331	0.3%	Finance
MRK Merck & Co., Inc.	$262,730	$33,660 ▼	-11.4%	2,927	0.3%	Medical
VRTX Vertex Pharmaceuticals	$261,802	$261,802 ▲	New Holding	540	0.3%	Medical
TSM Taiwan Semiconductor Manufacturing	$252,652	$3,320 ▲	1.3%	1,522	0.2%	Computer and Technology
CB Chubb	$247,637	$604 ▼	-0.2%	820	0.2%	Finance
SBUX Starbucks	$246,698	$3,139 ▲	1.3%	2,515	0.2%	Retail/Wholesale
MSI Motorola Solutions	$242,105	$4,816 ▲	2.0%	553	0.2%	Computer and Technology
SRE Sempra	$241,341	$9,990 ▼	-4.0%	3,382	0.2%	Utilities
PGR Progressive	$238,573	$4,528 ▼	-1.9%	843	0.2%	Finance
CVS CVS Health	$230,354	$230,354 ▲	New Holding	3,400	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Agh Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Agh Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Agh Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Agh Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAgh Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools