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 Market Cap. of $10 Billions to $200 Billions