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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$142B
$222 Million 0.21% of portfolio
8,756
Q1 2025 Reduced 2.28%
$186B
$203 Million 0.2% of portfolio
372
Q1 2025 Reduced 0.53%
$140B
$208 Million 0.2% of portfolio
1,859
Q1 2025 New
$92.8B
$209 Million 0.2% of portfolio
5,064
Q1 2025 New
$65.3B
$210 Million 0.2% of portfolio
917
Q1 2025 New
$100B
$206 Million 0.2% of portfolio
2,245
Q1 2025 New
$78.8B
$208 Million 0.2% of portfolio
406
Q1 2025 New
$142B
$206 Million 0.2% of portfolio
973
Q1 2025 Reduced 6.08%
$78.1B
$208 Million 0.2% of portfolio
342
Q1 2025 Reduced 1.72%
$75.5B
$206 Million 0.2% of portfolio
3,156
Q1 2025 Added 9.47%
$77.1B
$209 Million 0.2% of portfolio
1,268
Q1 2025 Reduced 6.0%
$39.6B
$151 Million 0.15% of portfolio
15,014
Q1 2025 Reduced 0.61%
$10.6B
$94.7 Million 0.09% of portfolio
10,874
Q1 2025 New

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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