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CIK: 0002061010
Total reported value
$158.5M
$158.5M
119 檔
18.3%
As reported in its official Q1 2025 Form 13F filing, AGH Wealth Advisors, LLC's tracked investment portfolio stood at $158.5M with 119 total positions.
AGH Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 12 new positions while fully exiting 6 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | ETF-Other | 7.27% | -0.31% | +53.92% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.85% | -0.57% | -17.57% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.36% | +0.12% | -34.11% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.23% | +0.36% | -1.21% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.30% | +0.38% | +43.58% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.13% | -0.36% | -3.44% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.92% | -1.38% | +20.62% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | +0.02% | -2.18% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.22% | +0.24% | +3.66% | |
| 10 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.64% | -0.09% | +1.58% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.64% | -0.06% | -2.74% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.15% | -1.63% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.94% | +0.01% | -23.58% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.62% | -0.09% | -1.75% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.01% | -3.15% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | +0.11% | -4.14% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.05% | -4.53% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.35% | -3.64% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -0.40% | +0.07% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.10% | +0.09% | +0.41% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.07% | +0.04% | +1.17% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.07% | -0.35% | -10.27% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.94% | +0.10% | -2.90% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | +0.20% | +1.98% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.87% | -0.23% | -0.75% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.09% | +3.34% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.79% | -0.09% | +7.36% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.76% | -0.04% | — | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.07% | +3.40% | |
| 30 | EVRG | Evergy Inc | Stock-Utilities | 0.66% | -0.07% | — | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | — | +0.24% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.09% | -12.11% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.08% | -9.37% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.05% | +0.45% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.59% | -0.07% | — | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.58% | -0.06% | -0.72% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.16% | -1.24% | |
| 38 | COP | Conocophillips | Stock-Energy | 0.56% | -0.25% | -7.13% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.11% | +2.28% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | +0.06% | -6.76% | |
| 41 | WMB | Williams Cos Inc | Stock-Energy | 0.52% | -0.05% | -6.89% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.51% | -0.14% | +0.97% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | -0.01% | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.02% | +0.57% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.47% | -0.04% | -11.81% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.02% | -2.48% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.47% | — | -3.19% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | — | -11.88% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.06% | +1.53% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.46% | — | -1.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +3.1% | +53.92% | Add |
| 2 | GLD | Spdr Gold Shares | +1.3% | +20.62% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +1.2% | +43.58% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -1.75% | Trim |
| 5 | PWV | Invesco Large Cap Value ETF | +0.3% | +1.58% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +0.07% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | +3.40% | Add |
| 8 | VZ | Verizon Communications Inc | +0.1% | -0.75% | Trim |
| 9 | T | At&t Inc | +0.1% | +0.97% | Add |
| 10 | PM | Philip Morris International | +0.1% | -3.19% | Trim |
| 11 | UBER | Uber Technologies Inc | +0.1% | +20.08% | Add |
| 12 | ABBV | Abbvie Inc | +0.1% | +0.45% | Add |
| 13 | KO | Coca-cola Co/the | +0.1% | +0.24% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | +3.34% | Add |
| 15 | WELL | Welltower Inc | +0.1% | +10.95% | Add |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +3.66% | Add |
| 17 | TMO | Thermo Fisher Scientific Inc | -0.1% | -11.81% | Trim |
| 18 | ADBE | Adobe Inc | -0.1% | -11.57% | Trim |
| 19 | CRM | Salesforce Inc | -0.1% | +7.36% | Add |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | -2.90% | Trim |
| 21 | ORCL | Oracle CORP | -0.1% | -21.98% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | -0.1% | +1.98% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.64% | Trim |
| 24 | AMZN | Amazon.com Inc | -0.4% | -2.74% | Trim |
| 25 | TSLA | Tesla Inc | -0.4% | -9.37% | Trim |
| 26 | MSFT | Microsoft CORP | -0.5% | -3.44% | Trim |
| 27 | AAPL | Apple Inc | -0.5% | -1.21% | Trim |
| 28 | AVLV | Avantis US Large Cap Value | -0.6% | -23.58% | Trim |
| 29 | AVGO | Broadcom Inc | -0.6% | -4.14% | Trim |
| 30 | NVDA | Nvidia CORP | -0.7% | -2.18% | Trim |
| 31 | JBND | Jpmorgan Active Bond ETF | -0.8% | -17.57% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.8% | -34.11% | Trim |
| 33 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
| 34 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 35 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 36 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 37 | CVS | Cvs Health CORP | — | NEW | New buy |
| 38 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 39 | ITW | Illinois Tool Works | — | EXIT | Sold out |
| 40 | CI | THE Cigna Group | — | NEW | New buy |
| 41 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 42 | BTI | British American Tob-sp Adr | — | NEW | New buy |
| 43 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 44 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 45 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 46 | MS | Morgan Stanley | — | EXIT | Sold out |
| 47 | SO | Southern Co/the | — | NEW | New buy |
| 48 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 49 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 50 | VTRS | Viatris Inc | — | NEW | New buy |
According to official SEC Form 13F filings, AGH Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $158.5M across 119 disclosed positions in Q1 2025.
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 AVDE, JBND, SPY) accounted for 18.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
PLTR
市值: $278.4K
Top Position Liquidated / Trimmed
IEF
前期市值: $1.6M
During Q1 2025, AGH Wealth Advisors, LLC's top holdings by market value included AVDE (7.3%)、JBND (5.8%)、SPY (5.4%). The largest single position, AVDE, represented 7.3% of total portfolio value.
In Q1 2025, AGH Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 15 positions, trimming 17 holdings, and fully liquidating 6 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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