AGH Wealth Advisors as of March 31, 2026
Portfolio Holdings for AGH Wealth Advisors
AGH Wealth Advisors holds 123 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 10.2 | $14M | 21k | 650.79 | |
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 6.6 | $8.9M | 166k | 53.77 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 5.6 | $7.6M | 89k | 84.86 | |
| Spdr Gold Tr Gold Shs (GLD) | 5.4 | $7.3M | 17k | 430.29 | |
| NVIDIA Corporation (NVDA) | 4.2 | $5.7M | 32k | 174.40 | |
| Apple (AAPL) | 4.1 | $5.5M | 22k | 253.79 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.1 | $4.3M | 18k | 237.85 | |
| Spdr Series Trust State Street Spd (SPYG) | 3.0 | $4.1M | 42k | 97.94 | |
| Microsoft Corporation (MSFT) | 2.9 | $3.9M | 11k | 370.24 | |
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 2.7 | $3.7M | 53k | 69.73 | |
| Broadcom (AVGO) | 2.1 | $2.9M | 9.3k | 309.59 | |
| Amazon (AMZN) | 2.1 | $2.8M | 14k | 208.27 | |
| Spdr Series Trust State Street Spd (SPSM) | 1.6 | $2.2M | 45k | 48.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $2.1M | 7.5k | 287.56 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $2.1M | 26k | 80.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.1M | 7.2k | 286.86 | |
| Meta Platforms Cl A (META) | 1.4 | $1.9M | 3.3k | 572.13 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $1.9M | 11k | 169.66 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.8M | 6.0k | 294.20 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 1.1 | $1.5M | 19k | 80.68 | |
| Vaneck Etf Trust Uranium And Nucl (NLR) | 1.0 | $1.4M | 11k | 133.19 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.0 | $1.3M | 12k | 111.21 | |
| Verizon Communications (VZ) | 0.9 | $1.2M | 25k | 50.20 | |
| Netflix (NFLX) | 0.9 | $1.2M | 13k | 96.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.2M | 2.5k | 479.20 | |
| Johnson & Johnson (JNJ) | 0.9 | $1.2M | 4.8k | 244.44 | |
| Global X Fds Data Ctr & Digit (DTCR) | 0.8 | $1.1M | 47k | 23.96 | |
| Ishares Silver Tr Ishares (SLV) | 0.8 | $1.1M | 16k | 68.14 | |
| Evergy (EVRG) | 0.8 | $1.0M | 13k | 81.92 | |
| Visa Com Cl A (V) | 0.7 | $903k | 3.0k | 302.24 | |
| Palantir Technologies Cl A (PLTR) | 0.6 | $878k | 6.0k | 146.28 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $829k | 2.2k | 370.68 | |
| Applied Materials (AMAT) | 0.6 | $821k | 2.4k | 341.79 | |
| Bank of America Corporation (BAC) | 0.6 | $800k | 16k | 48.75 | |
| Tesla Motors (TSLA) | 0.6 | $799k | 2.2k | 371.75 | |
| Coca-Cola Company (KO) | 0.6 | $791k | 10k | 76.05 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $787k | 4.1k | 192.90 | |
| Eli Lilly & Co. (LLY) | 0.6 | $778k | 846.00 | 919.78 | |
| ConocoPhillips (COP) | 0.5 | $727k | 5.5k | 132.00 | |
| Wal-Mart Stores (WMT) | 0.5 | $722k | 5.8k | 124.28 | |
| General Dynamics Corporation (GD) | 0.5 | $699k | 2.0k | 343.49 | |
| Linde SHS (LIN) | 0.5 | $655k | 1.3k | 495.77 | |
| Abbvie (ABBV) | 0.5 | $629k | 2.9k | 217.49 | |
| Chevron Corporation (CVX) | 0.5 | $626k | 3.0k | 206.90 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $618k | 1.5k | 426.40 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $607k | 12k | 50.61 | |
| Cisco Systems (CSCO) | 0.4 | $603k | 7.8k | 77.59 | |
| Williams Companies (WMB) | 0.4 | $603k | 8.3k | 72.78 | |
| Intel Corporation (INTC) | 0.4 | $590k | 13k | 44.13 | |
| Cme (CME) | 0.4 | $589k | 2.0k | 295.35 | |
| Eaton Corp SHS (ETN) | 0.4 | $563k | 1.6k | 357.67 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $549k | 1.6k | 337.95 | |
| Palo Alto Networks (PANW) | 0.4 | $537k | 3.4k | 160.32 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $531k | 920.00 | 577.18 | |
| Ge Aerospace Com New (GE) | 0.4 | $526k | 1.9k | 283.77 | |
| Phillips 66 (PSX) | 0.4 | $515k | 2.8k | 182.18 | |
| At&t (T) | 0.4 | $500k | 17k | 28.99 | |
| Oracle Corporation (ORCL) | 0.4 | $496k | 3.4k | 147.11 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $490k | 997.00 | 491.54 | |
| Philip Morris International (PM) | 0.4 | $481k | 2.9k | 165.34 | |
| Welltower Inc Com reit (WELL) | 0.4 | $477k | 2.4k | 197.71 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $467k | 1.0k | 446.55 | |
| Travelers Companies (TRV) | 0.3 | $451k | 1.5k | 291.68 | |
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.3 | $438k | 5.0k | 88.00 | |
| Home Depot (HD) | 0.3 | $421k | 1.3k | 328.90 | |
| Boeing Company (BA) | 0.3 | $410k | 2.1k | 199.02 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $407k | 2.1k | 194.14 | |
| Micron Technology (MU) | 0.3 | $401k | 1.2k | 337.85 | |
| Uber Technologies (UBER) | 0.3 | $378k | 5.3k | 71.93 | |
| W.W. Grainger (GWW) | 0.3 | $377k | 346.00 | 1090.82 | |
| salesforce (CRM) | 0.3 | $377k | 2.0k | 186.67 | |
| Procter & Gamble Company (PG) | 0.3 | $368k | 2.5k | 144.44 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $366k | 733.00 | 499.67 | |
| UnitedHealth (UNH) | 0.3 | $364k | 1.3k | 270.57 | |
| American Express Company (AXP) | 0.3 | $358k | 1.2k | 302.47 | |
| Costco Wholesale Corporation (COST) | 0.3 | $353k | 354.00 | 996.42 | |
| Marsh & McLennan Companies (MRSH) | 0.3 | $347k | 2.0k | 173.45 | |
| Metropcs Communications (TMUS) | 0.3 | $345k | 1.6k | 210.03 | |
| Pfizer (PFE) | 0.3 | $340k | 12k | 28.08 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $338k | 733.00 | 461.00 | |
| McKesson Corporation (MCK) | 0.2 | $338k | 390.00 | 865.35 | |
| Merck & Co (MRK) | 0.2 | $333k | 2.8k | 120.29 | |
| Advanced Micro Devices (AMD) | 0.2 | $314k | 1.5k | 203.43 | |
| Lowe's Companies (LOW) | 0.2 | $311k | 1.3k | 236.28 | |
| Pepsi (PEP) | 0.2 | $303k | 1.9k | 155.29 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $302k | 3.7k | 82.57 | |
| Arista Networks Com Shs (ANET) | 0.2 | $297k | 2.4k | 122.78 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $297k | 225.00 | 1320.82 | |
| Sherwin-Williams Company (SHW) | 0.2 | $297k | 925.00 | 320.56 | |
| Honeywell International (HON) | 0.2 | $294k | 1.3k | 226.05 | |
| TJX Companies (TJX) | 0.2 | $288k | 1.8k | 159.70 | |
| Gilead Sciences (GILD) | 0.2 | $287k | 2.1k | 139.37 | |
| Morgan Stanley Com New (MS) | 0.2 | $285k | 1.7k | 164.57 | |
| Stryker Corporation (SYK) | 0.2 | $283k | 862.00 | 328.60 | |
| Air Products & Chemicals (APD) | 0.2 | $283k | 974.00 | 290.48 | |
| Us Bancorp Com New (USB) | 0.2 | $280k | 5.4k | 52.01 | |
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $280k | 4.8k | 58.47 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $272k | 304.00 | 895.22 | |
| Goldman Sachs (GS) | 0.2 | $272k | 321.00 | 846.00 | |
| McDonald's Corporation (MCD) | 0.2 | $269k | 866.00 | 310.79 | |
| S&p Global (SPGI) | 0.2 | $263k | 619.00 | 425.35 | |
| Caterpillar (CAT) | 0.2 | $261k | 368.00 | 708.45 | |
| Chubb (CB) | 0.2 | $255k | 781.00 | 325.93 | |
| Capital One Financial (COF) | 0.2 | $250k | 1.4k | 182.43 | |
| Ge Vernova (GEV) | 0.2 | $250k | 286.00 | 872.91 | |
| Morgan Stanley Etf Trust Parametric Equit (PAPI) | 0.2 | $246k | 9.0k | 27.36 | |
| CVS Caremark Corporation (CVS) | 0.2 | $246k | 3.4k | 71.82 | |
| MetLife (MET) | 0.2 | $241k | 3.4k | 70.72 | |
| Natixis Etf Tr Gateway Quality (GQI) | 0.2 | $239k | 4.3k | 54.85 | |
| Abbott Laboratories (ABT) | 0.2 | $238k | 2.3k | 102.69 | |
| Intuit (INTU) | 0.2 | $237k | 547.00 | 432.39 | |
| Starbucks Corporation (SBUX) | 0.2 | $234k | 2.6k | 89.59 | |
| Synopsys (SNPS) | 0.2 | $226k | 569.00 | 396.47 | |
| Deere & Company (DE) | 0.2 | $225k | 399.00 | 563.31 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $223k | 625.00 | 356.56 | |
| American Tower Reit (AMT) | 0.2 | $214k | 1.2k | 172.58 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $209k | 979.00 | 213.66 | |
| Royal Caribbean Cruises (RCL) | 0.2 | $207k | 753.00 | 275.18 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $207k | 1.6k | 126.28 | |
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $204k | 3.6k | 56.58 | |
| Citigroup Com New (C) | 0.1 | $202k | 1.8k | 113.41 | |
| Analog Devices (ADI) | 0.1 | $202k | 636.00 | 318.14 | |
| Viatris (VTRS) | 0.1 | $144k | 11k | 13.51 |
