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CIK: 0002061010
Total reported value
$158.5M
$158.5M
113 檔
20.0%
According to the latest 13F quarterly dataset, AGH Wealth Advisors, LLC managed an equity portfolio of $158.5M at the end of Q4 2024, spanning 113 distinct U.S. exchange-listed positions.
During Q4 2024, AGH Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.18% | +0.12% | — | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 6.65% | -0.57% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.73% | +0.36% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | -0.36% | — | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 4.20% | -0.31% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.92% | +0.02% | — | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.26% | +0.24% | — | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.13% | +0.38% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.00% | -0.06% | — | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.62% | -1.38% | — | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.50% | +0.01% | — | |
| 12 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.38% | -0.09% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | +0.11% | — | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | -0.15% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | -0.01% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.35% | — | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.44% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | -0.09% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | +0.05% | — | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.09% | -0.35% | — | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.07% | +0.04% | — | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.03% | +0.10% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.20% | — | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.09% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.40% | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | +0.08% | — | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.88% | -0.09% | — | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.77% | -0.04% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.09% | — | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.74% | -0.23% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.07% | — | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.59% | -0.09% | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | +0.06% | — | |
| 34 | EVRG | Evergy Inc | Stock-Utilities | 0.56% | -0.07% | — | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.56% | -0.07% | — | |
| 36 | COP | Conocophillips | Stock-Energy | 0.55% | -0.25% | — | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.54% | -0.06% | — | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | — | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | -0.01% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.54% | -0.04% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.11% | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.02% | — | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.50% | — | — | |
| 44 | WMB | Williams Cos Inc | Stock-Energy | 0.49% | -0.05% | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | — | — | |
| 46 | USB | US Bancorp | Stock-Financials | 0.48% | -0.04% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.05% | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.16% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | — | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.02% | — |
According to official SEC Form 13F filings, AGH Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $158.5M across 113 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, JBND, AAPL) accounted for 20.0% of total reported equity market value during Q4 2024.
During Q4 2024, AGH Wealth Advisors, LLC's top holdings by market value included SPY (8.2%)、JBND (6.7%)、AAPL (5.7%). The largest single position, SPY, represented 8.2% of total portfolio value.
In Q4 2024, AGH Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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