Agh Wealth Advisors, LLC Portfolio Holdings

Agh Wealth Advisors, LLC

  • $108 Billion
  • Q4 2024

Agh Wealth Advisors, LLC has filed its 13F form on April 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $8.83B, J P Morgan Exchange Traded F with a value of $7.18B, Apple Inc. with a value of $6.18B, Microsoft Corp with a value of $4.98B, and American Centy ETF Tr Avantis with a value of $4.54B.

Examining the 13F form we can see an increase of $108B in the current position value.

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 $108 Billion
ETFs: $32.5 Billion
Technology: $23.5 Billion
Financial Services: $9.93 Billion
Communication Services: $7.82 Billion
Consumer Cyclical: $6.05 Billion
Healthcare: $5.74 Billion
Industrials: $4.16 Billion
Energy: $3.03 Billion
Other: $4.97 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.83 Billion 8.18% of portfolio
15,057
Q4 2024 New
J P Morgan Exchange Traded F
-
$7.18 Billion 6.65% of portfolio
-
Q4 2024 New
$3.57T
$6.18 Billion 5.73% of portfolio
24,698
Q4 2024 New
$2.8T
$4.98 Billion 4.62% of portfolio
11,817
Q4 2024 New
$0
$4.54 Billion 4.2% of portfolio
73,922
Q4 2024 New
$270B
$4.23 Billion 3.92% of portfolio
31,505
Q4 2024 New
$0
$3.52 Billion 3.26% of portfolio
40,050
Q4 2024 New
$0
$3.38 Billion 3.13% of portfolio
16,064
Q4 2024 New
$1.94T
$3.24 Billion 3.0% of portfolio
14,773
Q4 2024 New
$99.4B
$2.83 Billion 2.62% of portfolio
11,692
Q4 2024 New
$0
$2.7 Billion 2.5% of portfolio
40,381
Q4 2024 New
$0
$2.57 Billion 2.38% of portfolio
45,223
Q4 2024 New
$67.8B
$2.2 Billion 2.03% of portfolio
9,472
Q4 2024 New
$1.3T
$2.12 Billion 1.96% of portfolio
3,615
Q4 2024 New
$720B
$1.66 Billion 1.54% of portfolio
6,926
Q4 2024 New
$922B
$1.56 Billion 1.45% of portfolio
8,267
Q4 2024 New
$683B
$1.45 Billion 1.35% of portfolio
3,203
Q4 2024 New
$573B
$1.3 Billion 1.21% of portfolio
4,127
Q4 2024 New
$415B
$1.18 Billion 1.09% of portfolio
1,324
Q4 2024 New
$0
$1.16 Billion 1.07% of portfolio
11,916
Q4 2024 New
$0
$1.11 Billion 1.03% of portfolio
24,688
Q4 2024 New
$951B
$1.11 Billion 1.03% of portfolio
5,821
Q4 2024 New
$490B
$1.1 Billion 1.02% of portfolio
2,176
Q4 2024 New
$496B
$1.08 Billion 1.0% of portfolio
10,008
Q4 2024 New
$818B
$1.06 Billion 0.98% of portfolio
2,614
Q4 2024 New
$268B
$954 Million 0.88% of portfolio
2,853
Q4 2024 New
$0
$834 Million 0.77% of portfolio
2,494
Q4 2024 New
$785B
$809 Million 0.75% of portfolio
1,048
Q4 2024 New
$191B
$803 Million 0.74% of portfolio
20,084
Q4 2024 New
$434B
$651 Million 0.6% of portfolio
4,500
Q4 2024 New
$195B
$637 Million 0.59% of portfolio
5,506
Q4 2024 New
$335B
$617 Million 0.57% of portfolio
14,031
Q4 2024 New
$15.8B
$609 Million 0.56% of portfolio
9,900
Q4 2024 New
$0
$604 Million 0.56% of portfolio
12,000
Q4 2024 New
$134B
$594 Million 0.55% of portfolio
5,992
Q4 2024 New
$0
$582 Million 0.54% of portfolio
1,450
Q4 2024 New
$310B
$586 Million 0.54% of portfolio
9,408
Q4 2024 New
$195B
$582 Million 0.54% of portfolio
1,118
Q4 2024 New
$74.8B
$587 Million 0.54% of portfolio
2,228
Q4 2024 New
$375B
$550 Million 0.51% of portfolio
1,413
Q4 2024 New
$238B
$554 Million 0.51% of portfolio
6,137
Q4 2024 New
$197B
$540 Million 0.5% of portfolio
1,535
Q4 2024 New
$72.8B
$524 Million 0.49% of portfolio
9,691
Q4 2024 New
$523B
$523 Million 0.48% of portfolio
993
Q4 2024 New
$370B
$516 Million 0.48% of portfolio
2,903
Q4 2024 New
$62.7B
$522 Million 0.48% of portfolio
10,916
Q4 2024 New
$327B
$514 Million 0.48% of portfolio
3,550
Q4 2024 New
$404B
$494 Million 0.46% of portfolio
2,949
Q4 2024 New
$0
$499 Million 0.46% of portfolio
977
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $108 Billion
  • Filing
  • Period Q4 2024
  • Filing Date April 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 113 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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