Agh Wealth Advisors, LLC Portfolio Holdings

Agh Wealth Advisors, LLC

  • $104 Billion
  • Q1 2025

Agh Wealth Advisors, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $7.54B, J P Morgan Exchange Traded F with a value of $6.06B, Spdr S&P 500 ETF Trust with a value of $5.56B, Apple Inc. with a value of $5.42B, and Invesco Exchange Traded Fd Tr with a value of $4.45B.

Examining the 13F form we can see an decrease of $4.25B in the current position value, from $108B to 104B.

Agh Wealth Advisors, LLC is based out at Wichita, KS

Below you can find more details about Agh Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
ETFs: $32.5 Billion
Technology: $20.3 Billion
Financial Services: $9.85 Billion
Communication Services: $7.4 Billion
Healthcare: $7.19 Billion
Consumer Cyclical: $5.33 Billion
Industrials: $3.83 Billion
Consumer Defensive: $3.28 Billion
Other: $5.59 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.2B
$463 Million 0.45% of portfolio
10,977
Q1 2025 Added 0.56%
$0
$449 Million 0.43% of portfolio
957
Q1 2025 Reduced 2.05%
$108B
$440 Million 0.42% of portfolio
1,805
Q1 2025 Reduced 3.58%
$268B
$429 Million 0.41% of portfolio
6,956
Q1 2025 Reduced 0.13%
$167B
$423 Million 0.41% of portfolio
833
Q1 2025 Reduced 2.34%
$264B
$430 Million 0.41% of portfolio
2,148
Q1 2025 Reduced 6.93%
$61.6B
$427 Million 0.41% of portfolio
1,613
Q1 2025 Reduced 1.35%
$177B
$422 Million 0.41% of portfolio
2,349
Q1 2025 Reduced 6.93%
$129B
$412 Million 0.4% of portfolio
1,517
Q1 2025 Added 2.57%
$139B
$402 Million 0.39% of portfolio
1,703
Q1 2025 Added 3.53%
$129B
$403 Million 0.39% of portfolio
2,365
Q1 2025 Reduced 2.27%
$446B
$391 Million 0.38% of portfolio
413
Q1 2025 Reduced 3.28%
Linde PLC
-
$380 Million 0.37% of portfolio
-
Q1 2025 Reduced 0.73%
$146B
$372 Million 0.36% of portfolio
999
Q1 2025 Added 4.94%
$171B
$368 Million 0.35% of portfolio
5,048
Q1 2025 Added 20.08%
$295B
$366 Million 0.35% of portfolio
1,372
Q1 2025 Reduced 1.58%
$149B
$350 Million 0.34% of portfolio
2,413
Q1 2025 Added 5.51%
$235B
$337 Million 0.33% of portfolio
2,541
Q1 2025 Added 1.52%
$69.9B
$345 Million 0.33% of portfolio
2,250
Q1 2025 Added 10.95%
$215B
$338 Million 0.33% of portfolio
550
Q1 2025 Reduced 8.18%
$57.1B
$343 Million 0.33% of portfolio
2,781
Q1 2025 Reduced 0.04%
$140B
$340 Million 0.33% of portfolio
1,458
Q1 2025 Reduced 1.88%
$95.6B
$331 Million 0.32% of portfolio
1,248
Q1 2025 Added 0.65%
$193B
$319 Million 0.31% of portfolio
833
Q1 2025 Reduced 11.57%
$93.5B
$325 Million 0.31% of portfolio
932
Q1 2025 Reduced 4.8%
$54.8B
$321 Million 0.31% of portfolio
325
Q1 2025 Reduced 2.69%
$187B
$311 Million 0.3% of portfolio
628
Q1 2025 Reduced 10.29%
$0
$315 Million 0.3% of portfolio
7,200
Q4 2024 New
$79.5B
$312 Million 0.3% of portfolio
1,414
Q1 2025 Reduced 0.35%
$58.6B
$297 Million 0.29% of portfolio
1,742
Q1 2025 Reduced 3.81%
$179B
$302 Million 0.29% of portfolio
1,967
Q1 2025 Added 11.95%
$224B
$299 Million 0.29% of portfolio
1,111
Q1 2025 Reduced 2.2%
$77.1B
$298 Million 0.29% of portfolio
1,661
Q1 2025 Reduced 12.85%
$157B
$291 Million 0.28% of portfolio
7,896
Q1 2025 Reduced 5.88%
$63.4B
$287 Million 0.28% of portfolio
3,570
Q1 2025 Added 0.2%
$479B
$288 Million 0.28% of portfolio
2,062
Q1 2025 Reduced 21.98%
$261B
$278 Million 0.27% of portfolio
3,298
Q1 2025 New
$221B
$272 Million 0.26% of portfolio
870
Q1 2025 Added 9.71%
$62.5B
$273 Million 0.26% of portfolio
924
Q1 2025 Added 0.22%
$82.6B
$270 Million 0.26% of portfolio
331
Q1 2025 Reduced 2.36%
$116B
$262 Million 0.25% of portfolio
540
Q1 2025 New
$206B
$263 Million 0.25% of portfolio
2,927
Q1 2025 Reduced 11.36%
$99.4B
$247 Million 0.24% of portfolio
2,515
Q1 2025 Added 1.29%
$119B
$248 Million 0.24% of portfolio
820
Q1 2025 Reduced 0.24%
$1.1T
$253 Million 0.24% of portfolio
1,522
Q1 2025 Added 1.33%
$23.9B
$241 Million 0.23% of portfolio
3,382
Q1 2025 Reduced 3.98%
$68.8B
$242 Million 0.23% of portfolio
553
Q1 2025 Added 2.03%
$155B
$239 Million 0.23% of portfolio
843
Q1 2025 Reduced 1.86%
$146B
$230 Million 0.22% of portfolio
1,891
Q1 2025 Reduced 2.17%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $104 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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