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AGH Wealth Advisors, LLC13F | |
| AGH Wealth Advisors, LLC | |
| Last update 2025-04-11 | 119 Stocks (12 new) |
| Value $104.00 Mil | Turnover 8 % |
AGH Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDE | Avantis International Equity ETF | 113,780 | 7,541.2 | +53.92% | 7.270 | +2.55% | 0.120 | +17.16% | +22.63% | 7,471.0 | ||
JBND | JP MORGAN ETF TRUS | 113,203 | 6,059.4 | -17.57% | 5.850 | -1.17% | 0.350 | +2.11% | +3.69% | 2,288.7 | ||
SPY | SPDR S&P 500 ETF Trust | 9,921 | 5,555.4 | -34.11% | 5.360 | -2.79% | 0.000 | +17.14% | +7.04% | 641,384.0 | ||
AAPL | Apple Inc | 24,400 | 5,420.0 | -1.21% | 5.230 | -0.07% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
QQQM | Invesco NASDAQ 100 ETF | 23,065 | 4,455.0 | +43.58% | 4.300 | +1.31% | 0.010 | +22.16% | +8.73% | 52,882.8 | ||
MSFT | Microsoft Corp | 11,411 | 4,283.8 | -3.44% | 4.130 | -0.16% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
GLD | SPDR Gold Shares ETF | 14,103 | 4,063.6 | +20.62% | 3.920 | +0.67% | 0.000 | +3.76% | +27.68% | 102,976.0 | ||
NVDA | NVIDIA Corp | 30,818 | 3,340.1 | -2.18% | 3.220 | -0.09% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 41,515 | 3,337.9 | +3.66% | 3.220 | +0.11% | 0.010 | +22.60% | +9.35% | 37,997.7 | ||
PWV | Invesco Large Cap Value ETF | 45,937 | 2,734.6 | +1.58% | 2.640 | +0.04% | 0.260 | +14.75% | +10.59% | 1,110.8 |
AGH Wealth Advisors, LLC's Historical Top Holdings Breakdowns
AGH Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -2.79% | 551.42 ($587.78) 612.93 | $623.62 | 6.10% | Reduce -34.11% | 9,921 | -5,136 | |
AVDE | Avantis International Equity ETF | 2025-03-31 | Add Add | +2.55% | 60.63 ($65.05) 68.55 | $73.97 | 13.71% | Add 53.92% | 113,780 | 39,858 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -1.44% | 91.17 ($93.56) 95.39 | $94.32 | 0.81% | Sold Out | 0 | -16,794 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add Add | +1.31% | 192.82 ($209.18) 222.1 | $228.13 | 9.06% | Add 43.58% | 23,065 | 7,001 | |
JBND | JP MORGAN ETF TRUS | 2025-03-31 | Reduce Reduce | -1.17% | 51.74 ($52.79) 53.63 | $52.98 | 0.36% | Reduce -17.57% | 113,203 | -24,134 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Add Add | +0.67% | 243.19 ($264.45) 288.14 | $309.14 | 16.90% | Add 20.62% | 14,103 | 2,411 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.59% | 63.51 ($67.8) 70.42 | $69.45 | 2.43% | Reduce -23.58% | 30,858 | -9,523 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | New Buy New Buy | +0.27% | 64.98 ($87.82) 124.62 | $142.10 | 61.81% | New holding | 3,298 | 3,298 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +0.25% | 402.49 ($466) 513.76 | $468.85 | 0.61% | New holding | 540 | 540 | |
CVS | CVS Health Corp | 2025-03-31 | New Buy New Buy | +0.22% | 44.22 ($59.84) 68.64 | $64.78 | 8.26% | New holding | 3,400 | 3,400 |
AGH Wealth Advisors, LLC Total Holding History ($B)
AGH Wealth Advisors, LLC's Asset Allocation
AGH Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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AGH Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
AGH Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
AGH Wealth Advisors, LLC's Holdings Heat Map
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AGH Wealth Advisors, LLC's Holdings Bubble Chart
AGH Wealth Advisors, LLC News
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