AGH Wealth Advisors

AGH Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for AGH Wealth Advisors

AGH Wealth Advisors holds 115 positions in its portfolio as reported in the December 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) 12.1 $16M 24k 682.30
American Centy Etf Tr Intl Eqt Etf (AVDE) 7.4 $9.8M 119k 82.33
Spdr Gold Tr Gold Shs (GLD) 5.1 $6.8M 17k 396.31
J P Morgan Exchange Traded F Active Bond Etf (JBND) 4.8 $6.4M 118k 54.08
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.7 $6.2M 25k 253.11
Apple (AAPL) 4.3 $5.8M 21k 271.86
NVIDIA Corporation (NVDA) 4.2 $5.6M 30k 186.50
Microsoft Corporation (MSFT) 3.8 $5.1M 11k 483.66
Spdr Series Trust State Street Spd (SPYG) 3.3 $4.3M 41k 106.74
Invesco Exchange Traded Fd T Large Cap Value (PWV) 2.6 $3.4M 51k 66.54
Broadcom (AVGO) 2.3 $3.1M 8.8k 346.15
Amazon (AMZN) 2.3 $3.1M 13k 230.82
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.2M 7.2k 313.00
Alphabet Cap Stk Cl C (GOOG) 1.7 $2.2M 7.0k 313.80
Meta Platforms Cl A (META) 1.5 $2.0M 3.1k 660.10
JPMorgan Chase & Co. (JPM) 1.4 $1.9M 6.0k 322.22
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.3 $1.7M 21k 82.87
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.1 $1.5M 20k 75.84
Exxon Mobil Corporation (XOM) 1.0 $1.3M 11k 120.34
American Centy Etf Tr Us Eqt Etf (AVUS) 0.9 $1.3M 11k 111.80
Spdr Series Trust State Street Spd (SPSM) 0.9 $1.2M 26k 46.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.2M 2.4k 502.65
Visa Com Cl A (V) 0.8 $1.1M 3.1k 350.71
Netflix (NFLX) 0.8 $1.0M 11k 93.76
Tesla Motors (TSLA) 0.7 $995k 2.2k 449.72
Verizon Communications (VZ) 0.7 $967k 24k 40.73
Bank of America Corporation (BAC) 0.7 $952k 17k 55.00
Johnson & Johnson (JNJ) 0.7 $934k 4.5k 206.95
Evergy (EVRG) 0.7 $912k 13k 72.48
Eli Lilly & Co. (LLY) 0.7 $876k 815.00 1074.68
Ishares Tr Russell 3000 Etf (IWV) 0.6 $865k 2.2k 386.85
Raytheon Technologies Corp (RTX) 0.6 $795k 4.3k 183.40
Palantir Technologies Cl A (PLTR) 0.6 $780k 4.4k 177.75
Palo Alto Networks (PANW) 0.6 $767k 4.2k 184.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $686k 1.5k 473.30
General Dynamics Corporation (GD) 0.5 $683k 2.0k 336.93
Coca-Cola Company (KO) 0.5 $678k 9.7k 69.91
Abbvie (ABBV) 0.5 $669k 2.9k 228.55
Applied Materials (AMAT) 0.5 $633k 2.5k 256.99
Oracle Corporation (ORCL) 0.5 $622k 3.2k 194.91
salesforce (CRM) 0.5 $617k 2.3k 264.91
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $607k 12k 50.59
Wal-Mart Stores (WMT) 0.5 $605k 5.4k 111.41
Thermo Fisher Scientific (TMO) 0.4 $598k 1.0k 579.45
Ge Aerospace Com New (GE) 0.4 $567k 1.8k 308.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $565k 920.00 614.31
Linde SHS (LIN) 0.4 $515k 1.2k 426.39
Cisco Systems (CSCO) 0.4 $514k 6.7k 77.03
ConocoPhillips (COP) 0.4 $505k 5.4k 93.61
Cme (CME) 0.4 $503k 1.8k 273.08
Williams Companies (WMB) 0.4 $498k 8.3k 60.11
Boeing Company (BA) 0.4 $494k 2.3k 217.12
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $473k 1.6k 303.89
Travelers Companies (TRV) 0.4 $471k 1.6k 290.06
Eaton Corp SHS (ETN) 0.3 $461k 1.4k 318.51
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $456k 1.0k 453.36
Philip Morris International (PM) 0.3 $445k 2.8k 160.40
Chevron Corporation (CVX) 0.3 $440k 2.9k 152.41
American Express Company (AXP) 0.3 $440k 1.2k 369.96
Home Depot (HD) 0.3 $437k 1.3k 344.10
Welltower Inc Com reit (WELL) 0.3 $427k 2.3k 185.61
Uber Technologies (UBER) 0.3 $411k 5.0k 81.71
Mastercard Incorporated Cl A (MA) 0.3 $407k 713.00 570.90
Intuitive Surgical Com New (ISRG) 0.3 $400k 707.00 566.36
UnitedHealth (UNH) 0.3 $395k 1.2k 330.11
Capital One Financial (COF) 0.3 $393k 1.6k 242.36
Intel Corporation (INTC) 0.3 $385k 10k 36.90
Intuit (INTU) 0.3 $379k 572.00 662.42
At&t (T) 0.3 $377k 15k 24.84
Micron Technology (MU) 0.3 $375k 1.3k 285.41
Phillips 66 (PSX) 0.3 $363k 2.8k 129.04
W.W. Grainger (GWW) 0.3 $351k 348.00 1009.04
Procter & Gamble Company (PG) 0.2 $329k 2.3k 143.31
S&p Global (SPGI) 0.2 $327k 626.00 522.59
Marsh & McLennan Companies 0.2 $326k 1.8k 185.52
McKesson Corporation (MCK) 0.2 $321k 391.00 820.29
Lowe's Companies (LOW) 0.2 $319k 1.3k 241.16
Sherwin-Williams Company (SHW) 0.2 $309k 955.00 324.02
Advanced Micro Devices (AMD) 0.2 $308k 1.4k 214.16
Stryker Corporation (SYK) 0.2 $294k 835.00 351.48
Morgan Stanley Com New (MS) 0.2 $292k 1.6k 177.53
Servicenow (NOW) 0.2 $290k 1.9k 153.19
Goldman Sachs (GS) 0.2 $281k 320.00 879.00
MetLife (MET) 0.2 $280k 3.5k 78.94
British Amern Tob Sponsored Adr (BTI) 0.2 $274k 4.8k 56.62
Abbott Laboratories (ABT) 0.2 $273k 2.2k 125.32
Pepsi (PEP) 0.2 $272k 1.9k 143.52
Costco Wholesale Corporation (COST) 0.2 $272k 315.00 862.34
Equinix (EQIX) 0.2 $266k 347.00 766.14
Texas Instruments Incorporated (TXN) 0.2 $262k 1.5k 173.49
Asml Holding N V N Y Registry Shs (ASML) 0.2 $262k 245.00 1069.86
Air Products & Chemicals (APD) 0.2 $259k 1.0k 247.02
CVS Caremark Corporation (CVS) 0.2 $256k 3.2k 79.36
Synopsys (SNPS) 0.2 $256k 545.00 469.71
Merck & Co (MRK) 0.2 $254k 2.4k 105.26
TJX Companies (TJX) 0.2 $251k 1.6k 153.61
Parker-Hannifin Corporation (PH) 0.2 $250k 284.00 878.98
Wells Fargo & Company (WFC) 0.2 $249k 2.7k 93.20
Gilead Sciences (GILD) 0.2 $247k 2.0k 122.74
Us Bancorp Del Com New (USB) 0.2 $245k 4.6k 53.36
Metropcs Communications (TMUS) 0.2 $239k 1.2k 203.04
Pfizer (PFE) 0.2 $234k 9.4k 24.90
Ishares Tr Rus 1000 Etf (IWB) 0.2 $233k 625.00 373.44
McDonald's Corporation (MCD) 0.2 $230k 752.00 305.64
International Business Machines (IBM) 0.2 $224k 756.00 296.20
Chubb (CB) 0.2 $224k 716.00 312.11
Chipotle Mexican Grill (CMG) 0.2 $223k 6.0k 37.00
Airbnb Com Cl A (ABNB) 0.2 $220k 1.6k 135.72
Natixis Etf Tr Gateway Quality (GQI) 0.2 $217k 3.8k 57.07
Starbucks Corporation (SBUX) 0.2 $217k 2.6k 84.21
Progressive Corporation (PGR) 0.2 $210k 921.00 227.72
Monster Beverage Corp (MNST) 0.2 $209k 2.7k 76.67
American Tower Reit (AMT) 0.2 $203k 1.2k 175.58
Deere & Company (DE) 0.2 $202k 434.00 465.58
Viatris (VTRS) 0.1 $144k 12k 12.45