Agh Wealth Advisors, LLC Portfolio Holdings by Sector

Agh Wealth Advisors, LLC

$108 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY AVDE SPYG QQQM GLD PWV IEF AVUS 15 stocks	$32.5 Million 33.28% of portfolio	15	-	15	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TXN TSM QCOM 5 stocks	$7.47 Million 7.64% of portfolio	5	-	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6.18 Million 6.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE PANW 4 stocks	$6.17 Million 6.32% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$4.79 Million 4.9% of portfolio	3	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3.24 Million 3.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA COF AXP PYPL 5 stocks	$2.75 Million 2.82% of portfolio	5	-	5	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV MRK PFE 5 stocks	$2.54 Million 2.6% of portfolio	5	-	5	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$2.28 Million 2.33% of portfolio	2	-	2	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T CMCSA TMUS 4 stocks	$1.85 Million 1.89% of portfolio	4	-	4	-	0 Calls 0 Puts
Software—Application \| Technology CRM INTU UBER NOW 4 stocks	$1.79 Million 1.83% of portfolio	4	-	4	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX GD BA 3 stocks	$1.65 Million 1.69% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.59 Million 1.63% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.45 Million 1.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN GE PH ITW 4 stocks	$1.31 Million 1.34% of portfolio	4	-	4	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.21 Million 1.23% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$1.18 Million 1.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.1 Million 1.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1.06 Million 1.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$945,726 0.97% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$916,398 0.94% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN FISV 2 stocks	$831,492 0.85% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV CB PGR 3 stocks	$826,799 0.85% of portfolio	3	-	3	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI CME 2 stocks	$712,792 0.73% of portfolio	2	-	2	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI 2 stocks	$662,862 0.68% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT 2 stocks	$625,942 0.64% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EVRG 1 stocks	$609,345 0.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW APD 2 stocks	$600,208 0.61% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$594,225 0.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$581,613 0.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET PRU 2 stocks	$529,748 0.54% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB 1 stocks	$524,480 0.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$522,112 0.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$494,398 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$456,466 0.47% of portfolio	2	-	2	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$421,350 0.43% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$397,635 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$377,782 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$375,121 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$371,936 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$365,382 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$352,050 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$319,644 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$316,956 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$309,462 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$308,948 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$255,586 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$234,026 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$233,528 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$233,161 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$219,795 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services PSEC 1 stocks	$43,100 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

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Agh Wealth Advisors, LLC Portfolio Holdings by Sector

Agh Wealth Advisors, LLC

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