Agh Wealth Advisors, LLC Reduced Holdings in Q1 2025

Agh Wealth Advisors, LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.14K
- 34.11%
$551.42 - $612.93 $2.83M - $3.15M
9.92K $5.56B
J P Morgan Exchange Traded F
-24.1K
- 17.57%
N/A
113K $6.06B
NVDA
Nvidia Corp

Technology
-687
- 2.18%
$106.98 - $149.43 $73.5K - $103K
30.8K $3.34B
AAPL
Apple Inc.

Technology
-298
- 1.21%
$209.68 - $247.1 $62.5K - $73.6K
24.4K $5.42B
MSFT
Microsoft Corp

Technology
-406
- 3.44%
$375.39 - $447.2 $152K - $182K
11.4K $4.28B
AVLV
American Centy ETF Tr Avantis
-9.52K
- 23.58%
$63.51 - $70.42 $605K - $671K
30.9K $2.01B
AVGO
Broadcom Inc.

Technology
-392
- 4.14%
$167.43 - $244.7 $65.6K - $95.9K
9.08K $1.52B
AMZN
Amazon Com Inc

Consumer Cyclical
-405
- 2.74%
$190.26 - $242.06 $77.1K - $98K
14.4K $2.73B
TSLA
Tesla, Inc.

Consumer Cyclical
-245
- 9.37%
$222.15 - $428.22 $54.4K - $105K
2.37K $614M
GOOGL
Alphabet Inc.

Communication Services
-301
- 3.64%
$154.33 - $206.19 $46.5K - $62.1K
7.97K $1.23B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-716
- 2.9%
$40.03 - $46.81 $28.7K - $33.5K
24K $978M
ADBE
Adobe Inc.

Technology
-109
- 11.57%
$377.84 - $464.11 $41.2K - $50.6K
833 $319M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-132
- 11.81%
$497.6 - $606.74 $65.7K - $80.1K
986 $491M
NFLX
Netflix Inc

Communication Services
-136
- 10.27%
$828.4 - $1058.6 $113K - $144K
1.19K $1.11B
BAC
Bank Of America Corp

Financial Services
-949
- 6.76%
$39.61 - $47.74 $37.6K - $45.3K
13.1K $546M
SRE
Sempra Energy

Utilities
-140
- 3.98%
$67.85 - $87.67 $9.5K - $12.3K
3.38K $241M
ACN
Accenture PLC

Technology
-21
- 1.37%
$300.91 - $398.25 $6.32K - $8.36K
1.51K $472M
META
Meta Platforms, Inc.

Communication Services
-59
- 1.63%
$576.36 - $736.67 $34K - $43.5K
3.56K $2.05B
MRK
Merck & Co., Inc.

Healthcare
-375
- 11.36%
$83.01 - $101.02 $31.1K - $37.9K
2.93K $263M
ISRG
Intuitive Surgical Inc

Healthcare
-72
- 10.29%
$476.63 - $610.45 $34.3K - $44K
628 $311M
TXN
Texas Instruments Inc

Technology
-175
- 6.93%
N/A
2.35K $422M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20
- 2.05%
$468.34 - $539.52 $9.37K - $10.8K
957 $449M
EQIX
Equinix Inc

Real Estate
-8
- 2.36%
$803.0 - $959.97 $6.42K - $7.68K
331 $270M
MA
Mastercard Inc

Financial Services
-118
- 11.88%
$504.67 - $576.31 $59.6K - $68K
875 $480M
COF
Capital One Financial Corp

Financial Services
-245
- 12.85%
$163.87 - $209.82 $40.1K - $51.4K
1.66K $298M
INTU
Intuit Inc

Technology
-49
- 8.18%
$555.63 - $630.23 $27.2K - $30.9K
550 $338M
AXP
American Express CO

Financial Services
-25
- 2.2%
$255.39 - $325.87 $6.38K - $8.15K
1.11K $299M
PANW
Palo Alto Networks Inc

Technology
-69
- 3.81%
$167.82 - $208.28 $11.6K - $14.4K
1.74K $297M
GWW
W.W. Grainger, Inc.

Industrials
-9
- 2.69%
$953.54 - $1132.42 $8.58K - $10.2K
325 $321M
HON
Honeywell International Inc

Industrials
-63
- 6.08%
$202.75 - $226.52 $12.8K - $14.3K
973 $206M
LOW
Lowes Companies Inc

Consumer Cyclical
-28
- 1.88%
$222.66 - $268.42 $6.23K - $7.52K
1.46K $340M
BA
Boeing CO

Industrials
-55
- 2.27%
$148.15 - $186.25 $8.15K - $10.2K
2.37K $403M
CMCSA
Comcast Corp

Communication Services
-493
- 5.88%
$33.19 - $38.23 $16.4K - $18.8K
7.9K $291M
PRU
Prudential Financial Inc

Financial Services
-42
- 2.09%
$105.04 - $122.33 $4.41K - $5.14K
1.97K $220M
PFE
Pfizer Inc

Healthcare
-204
- 2.28%
$25.01 - $27.13 $5.1K - $5.53K
8.76K $222M
JPM
Jpmorgan Chase & CO

Financial Services
-218
- 3.15%
$225.19 - $279.95 $49.1K - $61K
6.71K $1.65B
PH
Parker Hannifin Corp

Industrials
-6
- 1.72%
$591.65 - $707.05 $3.55K - $4.24K
342 $208M
ZTS
Zoetis Inc.

Healthcare
-81
- 6.0%
$156.48 - $175.67 $12.7K - $14.2K
1.27K $209M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.53%
$524.81 - $672.19 $1.05K - $1.34K
372 $203M
COP
Conocophillips

Energy
-427
- 7.13%
$88.6 - $105.85 $37.8K - $45.2K
5.57K $584M
SHW
Sherwin Williams CO

Basic Materials
-47
- 4.8%
$330.16 - $365.55 $15.5K - $17.2K
932 $325M
PG
Procter & Gamble CO

Consumer Defensive
-73
- 2.48%
$158.56 - $176.26 $11.6K - $12.9K
2.88K $490M
TJX
Tjx Companies Inc

Consumer Cyclical
-42
- 2.17%
$112.81 - $126.16 $4.74K - $5.3K
1.89K $230M
SPGI
S&P Global Inc.

Financial Services
-20
- 2.34%
$478.26 - $543.77 $9.57K - $10.9K
833 $423M
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 3.28%
$890.62 - $1076.86 $12.5K - $15.1K
413 $391M
F
Ford Motor CO

Consumer Cyclical
-92
- 0.61%
$9.12 - $10.43 $839 - $960
15K $151M
RTX
Raytheon Technologies Corp

Industrials
-667
- 12.11%
$114.1 - $135.66 $76.1K - $90.5K
4.84K $641M
WMB
Williams Companies, Inc.

Energy
-668
- 6.89%
$54.02 - $61.09 $36.1K - $40.8K
9.02K $539M
GD
General Dynamics Corp

Industrials
-16
- 0.72%
$241.94 - $272.58 $3.87K - $4.36K
2.21K $603M
Activity Summary
Buys All Purchases 47 New Holdings 12 Increased Positions 35 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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