AGH Wealth Advisors

AGH Wealth Advisors as of June 30, 2025

Portfolio Holdings for AGH Wealth Advisors

AGH Wealth Advisors holds 127 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.8 $11M 17k 618.22
American Centy Etf Tr Intl Eqt Etf (AVDE) 7.0 $8.5M 114k 74.02
J P Morgan Exchange Traded F Active Bond Etf (JBND) 5.2 $6.4M 119k 53.60
Microsoft Corporation (MSFT) 4.7 $5.7M 12k 497.41
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.5 $5.4M 24k 227.24
Spdr Gold Tr Gold Shs (GLD) 4.3 $5.3M 17k 304.83
NVIDIA Corporation (NVDA) 4.1 $5.0M 32k 157.99
Apple (AAPL) 4.0 $4.8M 24k 205.17
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.2 $3.9M 41k 95.36
Amazon (AMZN) 2.5 $3.0M 14k 219.39
Invesco Exchange Traded Fd T Large Cap Value (PWV) 2.4 $2.9M 46k 62.16
Meta Platforms Cl A (META) 2.2 $2.6M 3.6k 738.09
Broadcom (AVGO) 2.1 $2.6M 9.3k 275.65
JPMorgan Chase & Co. (JPM) 1.6 $1.9M 6.5k 289.94
Netflix (NFLX) 1.3 $1.5M 1.2k 1339.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $1.5M 3.2k 485.77
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.5M 8.4k 176.23
Visa Com Cl A (V) 1.1 $1.3M 3.8k 355.05
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.3M 7.2k 177.39
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $1.3M 12k 100.83
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.0 $1.2M 18k 68.28
Exxon Mobil Corporation (XOM) 0.9 $1.1M 10k 107.80
Verizon Communications (VZ) 0.9 $1.1M 25k 43.27
Spdr Series Trust Portfolio S&p600 (SPSM) 0.8 $1.0M 24k 42.63
Eli Lilly & Co. (LLY) 0.7 $877k 1.1k 779.53
Ishares Tr Russell 3000 Etf (IWV) 0.7 $875k 2.5k 351.00
Evergy (EVRG) 0.7 $829k 12k 68.93
salesforce (CRM) 0.7 $828k 3.0k 272.69
Tesla Motors (TSLA) 0.7 $826k 2.6k 317.66
Bank of America Corporation (BAC) 0.7 $820k 17k 47.32
Johnson & Johnson (JNJ) 0.6 $697k 4.6k 152.75
Raytheon Technologies Corp (RTX) 0.6 $669k 4.6k 146.02
Coca-Cola Company (KO) 0.6 $669k 9.5k 70.75
General Dynamics Corporation (GD) 0.5 $648k 2.2k 291.66
Wal-Mart Stores (WMT) 0.5 $616k 6.3k 97.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $616k 1.5k 424.58
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $608k 12k 50.68
Abbvie (ABBV) 0.5 $606k 3.3k 185.66
Eaton Corp SHS (ETN) 0.5 $562k 1.6k 356.99
Boeing Company (BA) 0.5 $554k 2.6k 209.53
Palantir Technologies Cl A (PLTR) 0.5 $548k 4.0k 136.32
At&t (T) 0.4 $545k 19k 28.94
Ge Aerospace Com New (GE) 0.4 $539k 2.1k 257.39
Home Depot (HD) 0.4 $529k 1.4k 366.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $528k 957.00 551.64
Williams Companies (WMB) 0.4 $525k 8.4k 62.81
UnitedHealth (UNH) 0.4 $518k 1.7k 312.00
Philip Morris International (PM) 0.4 $513k 2.8k 182.13
Procter & Gamble Company (PG) 0.4 $504k 3.2k 159.32
ConocoPhillips (COP) 0.4 $496k 5.5k 89.74
Mastercard Incorporated Cl A (MA) 0.4 $490k 872.00 561.95
Linde SHS (LIN) 0.4 $482k 1.0k 469.18
Cisco Systems (CSCO) 0.4 $480k 6.9k 69.38
Intuit (INTU) 0.4 $473k 601.00 787.63
Applied Materials (AMAT) 0.4 $460k 2.5k 183.07
Oracle Corporation (ORCL) 0.4 $459k 2.1k 218.63
Uber Technologies (UBER) 0.4 $449k 4.8k 93.30
Travelers Companies (TRV) 0.4 $435k 1.6k 267.54
Cme (CME) 0.4 $431k 1.6k 275.62
Accenture Plc Ireland Shs Class A (ACN) 0.3 $421k 1.4k 298.89
Chevron Corporation (CVX) 0.3 $417k 2.9k 143.19
Costco Wholesale Corporation (COST) 0.3 $412k 416.00 989.94
Stryker Corporation (SYK) 0.3 $404k 1.0k 395.64
Marsh & McLennan Companies (MMC) 0.3 $401k 1.8k 218.64
Intuitive Surgical Com New (ISRG) 0.3 $401k 737.00 543.41
Palo Alto Networks (PANW) 0.3 $376k 1.8k 204.64
American Express Company (AXP) 0.3 $373k 1.2k 318.99
Capital One Financial (COF) 0.3 $373k 1.8k 212.76
S&p Global (SPGI) 0.3 $372k 705.00 527.29
Union Pacific Corporation (UNP) 0.3 $371k 1.6k 230.08
McKesson Corporation (MCK) 0.3 $369k 504.00 732.78
Welltower Inc Com reit (WELL) 0.3 $347k 2.3k 153.73
Thermo Fisher Scientific (TMO) 0.3 $345k 852.00 405.46
W.W. Grainger (GWW) 0.3 $344k 331.00 1040.22
Phillips 66 (PSX) 0.3 $341k 2.9k 119.30
Pepsi (PEP) 0.3 $341k 2.6k 132.04
Abbott Laboratories (ABT) 0.3 $339k 2.5k 136.04
Starbucks Corporation (SBUX) 0.3 $335k 3.7k 91.63
Sherwin-Williams Company (SHW) 0.3 $331k 963.00 343.36
Texas Instruments Incorporated (TXN) 0.3 $328k 1.6k 207.62
Lowe's Companies (LOW) 0.3 $324k 1.5k 221.87
Metropcs Communications (TMUS) 0.3 $318k 1.3k 238.26
MetLife (MET) 0.3 $307k 3.8k 80.42
American Tower Reit (AMT) 0.2 $289k 1.3k 221.01
Us Bancorp Del Com New (USB) 0.2 $284k 6.3k 45.25
Intel Corporation (INTC) 0.2 $282k 13k 22.40
Qualcomm (QCOM) 0.2 $277k 1.7k 159.26
Synopsys (SNPS) 0.2 $270k 527.00 512.67
Goldman Sachs (GS) 0.2 $267k 377.00 707.75
Equinix (EQIX) 0.2 $267k 335.00 795.44
Air Products & Chemicals (APD) 0.2 $265k 941.00 282.05
Comcast Corp Cl A (CMCSA) 0.2 $263k 7.4k 35.69
Paypal Holdings (PYPL) 0.2 $261k 3.5k 74.32
Boston Scientific Corporation (BSX) 0.2 $260k 2.4k 107.41
McDonald's Corporation (MCD) 0.2 $255k 874.00 292.17
Sempra Energy (SRE) 0.2 $253k 3.3k 75.77
International Business Machines (IBM) 0.2 $252k 856.00 294.78
CVS Caremark Corporation (CVS) 0.2 $252k 3.7k 68.98
Fiserv (FI) 0.2 $249k 1.4k 172.41
Gilead Sciences (GILD) 0.2 $247k 2.2k 110.87
Servicenow (NOW) 0.2 $241k 234.00 1028.06
Morgan Stanley Com New (MS) 0.2 $240k 1.7k 140.86
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $239k 536.00 445.20
Parker-Hannifin Corporation (PH) 0.2 $238k 341.00 698.46
Honeywell International (HON) 0.2 $238k 1.0k 232.90
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $237k 1.0k 226.48
Progressive Corporation (PGR) 0.2 $236k 884.00 266.86
TJX Companies (TJX) 0.2 $235k 1.9k 123.49
Royal Caribbean Cruises (RCL) 0.2 $235k 749.00 313.14
Chubb (CB) 0.2 $234k 807.00 289.71
Merck & Co (MRK) 0.2 $233k 2.9k 79.16
Deere & Company (DE) 0.2 $231k 454.00 508.48
Booking Holdings (BKNG) 0.2 $226k 39.00 5789.18
Motorola Solutions Com New (MSI) 0.2 $225k 535.00 420.45
British Amern Tob Sponsored Adr (BTI) 0.2 $222k 4.7k 47.33
Wells Fargo & Company (WFC) 0.2 $222k 2.8k 80.12
American Centy Etf Tr Multisector (MUSI) 0.2 $221k 5.0k 44.09
O'reilly Automotive (ORLY) 0.2 $216k 2.4k 90.13
Southern Company (SO) 0.2 $215k 2.3k 91.83
Advanced Micro Devices (AMD) 0.2 $215k 1.5k 141.90
Cigna Corp (CI) 0.2 $215k 650.00 330.58
Ishares Tr Rus 1000 Etf (IWB) 0.2 $212k 625.00 339.57
Adobe Systems Incorporated (ADBE) 0.2 $212k 547.00 386.88
Automatic Data Processing (ADP) 0.2 $204k 661.00 308.40
Monster Beverage Corp (MNST) 0.2 $204k 3.3k 62.64
Walt Disney Company (DIS) 0.2 $200k 1.6k 124.01
Viatris (VTRS) 0.1 $113k 13k 8.93