Agh Wealth Advisors, LLC Purchases in Q2 2025

Agh Wealth Advisors, LLC

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7.4K
+ 74.58%
$496.48 - $617.85 $3.67M - $4.57M
17.3K $10.7B
NVDA
Nvidia Corp

Technology
986
+ 3.2%
$94.31 - $157.99 $93K - $156K
31.8K $5.02B
MSFT
Microsoft Corp

Technology
84
+ 0.74%
$354.56 - $497.45 $29.8K - $41.8K
11.5K $5.72B
GLD
Spdr Gold Trust

ETFs
3.15K
+ 22.36%
$273.71 - $316.29 $863K - $997K
17.3K $5.26B
AVGO
Broadcom Inc.

Technology
266
+ 2.93%
$146.29 - $275.65 $38.9K - $73.3K
9.35K $2.58B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
823
+ 3.57%
$171.4 - $227.1 $141K - $187K
23.9K $5.43B
AVDE
American Centy ETF Tr Avantis

ETFs
517
+ 0.45%
$59.32 - $74.36 $30.7K - $38.4K
114K $8.46B
GOOG
Alphabet Inc.

Communication Services
1.26K
+ 21.19%
$146.58 - $180.01 $184K - $226K
7.19K $1.28B
J P Morgan Exchange Traded F
5.59K
+ 4.94%
N/A
119K $6.37B
AMT
American Tower Corp

Real Estate
1.31K
New
$203.96 - $228.19 $267K - $298K
1.31K $289M
BAC
Bank Of America Corp

Financial Services
4.25K
+ 32.5%
$34.39 - $47.46 $146K - $202K
17.3K $820M
SNPS
Synopsys Inc

Technology
527
New
$380.9 - $517.66 $201K - $273K
527 $270M
PLTR
Palantir Technologies Inc.

Technology
723
+ 21.92%
$74.01 - $144.25 $53.5K - $104K
4.02K $548M
BSX
Boston Scientific Corp

Healthcare
2.42K
New
$89.7 - $107.41 $217K - $260K
2.42K $260M
NOW
Service Now, Inc.

Technology
234
New
$721.65 - $1040.18 $169K - $243K
234 $241M
GOOGL
Alphabet Inc.

Communication Services
386
+ 4.85%
$144.7 - $178.6 $55.9K - $68.9K
8.35K $1.47B
MS
Morgan Stanley

Financial Services
1.7K
New
$99.83 - $140.86 $170K - $240K
1.7K $240M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
749
New
$177.93 - $313.14 $133K - $235K
749 $235M
DE
Deere & CO

Industrials
454
New
$412.99 - $531.48 $187K - $241K
454 $231M
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
New
$4164.15 - $5789.24 $162K - $226K
39 $226M
WFC
Wells Fargo & Company

Financial Services
2.77K
New
$60.98 - $80.12 $169K - $222K
2.77K $222M
AMD
Advanced Micro Devices Inc

Technology
1.52K
New
$78.21 - $143.81 $119K - $218K
1.52K $215M
IWB
Ishares Tr Russell 1000 ETF

ETFs
625
New
$272.36 - $339.57 $170K - $212K
625 $212M
TSLA
Tesla, Inc.

Consumer Cyclical
231
+ 9.75%
$221.86 - $362.89 $51.2K - $83.8K
2.6K $826M
ADP
Automatic Data Processing Inc

Industrials
661
New
$276.76 - $326.81 $183K - $216K
661 $204M
MNST
Monster Beverage Corp

Consumer Defensive
3.25K
New
$55.01 - $64.24 $179K - $209K
3.25K $204M
DIS
Walt Disney CO

Communication Services
1.62K
New
$81.72 - $124.01 $132K - $200K
1.62K $200M
ORCL
Oracle Corp

Technology
37
+ 1.79%
$122.82 - $218.63 $4.54K - $8.09K
2.1K $459M
VZ
Verizon Communications Inc

Communication Services
4.67K
+ 23.44%
$41.67 - $45.62 $195K - $213K
24.6K $1.06B
BA
Boeing CO

Industrials
279
+ 11.8%
$136.59 - $217.51 $38.1K - $60.7K
2.64K $554M
ETN
Eaton Corp PLC

Industrials
56
+ 3.69%
$246.52 - $356.99 $13.8K - $20K
1.57K $562M
EVRG
Evergy, Inc.

Utilities
2.12K
+ 21.43%
$64.06 - $69.64 $136K - $148K
12K $829M
PWV
Invesco Exchange Traded Fd Tr

ETFs
380
+ 0.83%
$52.26 - $62.14 $19.9K - $23.6K
46.3K $2.88B
AVUS
American Centy ETF Tr Avantis

ETFs
342
+ 2.84%
$81.38 - $100.82 $27.8K - $34.5K
12.4K $1.25B
INTU
Intuit Inc

Technology
51
+ 9.27%
$544.07 - $787.63 $27.7K - $40.2K
601 $473M
AMAT
Applied Materials Inc

Technology
101
+ 4.19%
$126.95 - $183.52 $12.8K - $18.5K
2.51K $460M
Linde PLC
211
+ 25.83%
N/A
1.03K $482M
CME
Cme Group Inc.

Financial Services
316
+ 25.32%
$252.37 - $290.71 $79.7K - $91.9K
1.56K $431M
ISRG
Intuitive Surgical Inc

Healthcare
109
+ 17.36%
$451.58 - $565.94 $49.2K - $61.7K
737 $400M
SBUX
Starbucks Corp

Consumer Cyclical
1.14K
+ 45.33%
$79.69 - $99.41 $90.8K - $113K
3.66K $335M
PANW
Palo Alto Networks Inc

Technology
95
+ 5.45%
$152.44 - $204.64 $14.5K - $19.4K
1.84K $376M
COF
Capital One Financial Corp

Financial Services
90
+ 5.42%
$150.57 - $212.76 $13.6K - $19.1K
1.75K $373M
AXP
American Express CO

Financial Services
58
+ 5.22%
$231.39 - $318.98 $13.4K - $18.5K
1.17K $373M
WMT
Walmart Inc.

Consumer Defensive
25
+ 0.4%
$81.79 - $99.98 $2.04K - $2.5K
6.3K $616M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 1.34%
$462.22 - $707.75 $2.31K - $3.54K
377 $267M
PYPL
Pay Pal Holdings, Inc.

Financial Services
349
+ 11.06%
$57.41 - $74.81 $20K - $26.1K
3.51K $260M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
155
+ 0.65%
$35.35 - $42.68 $5.48K - $6.62K
24.1K $1.03B
GD
General Dynamics Corp

Industrials
8
+ 0.36%
$247.68 - $291.66 $1.98K - $2.33K
2.22K $648M
IBM
International Business Machines Corp

Technology
17
+ 2.03%
$221.03 - $294.78 $3.76K - $5.01K
856 $252M
Activity Summary
Buys All Purchases 82 New Holdings 15 Increased Positions 67 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Agh Wealth Advisors, LLC Portfolio

Follow Agh Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Agh Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Agh Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email