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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$270B
$4.23 Billion 3.92% of portfolio
31,505
Q4 2024 New
$1.94T
$3.24 Billion 3.0% of portfolio
14,773
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
$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
$785B
$809 Million 0.75% of portfolio
1,048
Q4 2024 New
$335B
$617 Million 0.57% of portfolio
14,031
Q4 2024 New
$310B
$586 Million 0.54% of portfolio
9,408
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
$523B
$523 Million 0.48% of portfolio
993
Q4 2024 New
$370B
$516 Million 0.48% of portfolio
2,903
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
$207B
$477 Million 0.44% of portfolio
3,135
Q4 2024 New
$377B
$440 Million 0.41% of portfolio
2,643
Q4 2024 New
$202B
$420 Million 0.39% of portfolio
18,436
Q4 2024 New
$253B
$412 Million 0.38% of portfolio
6,965
Q4 2024 New
$219B
$385 Million 0.36% of portfolio
2,308
Q4 2024 New
$419B
$391 Million 0.36% of portfolio
427
Q4 2024 New
$246B
$378 Million 0.35% of portfolio
3,139
Q4 2024 New
$201B
$337 Million 0.31% of portfolio
1,136
Q4 2024 New
$227B
$328 Million 0.3% of portfolio
3,302
Q4 2024 New
$332B
$308 Million 0.29% of portfolio
1,394
Q4 2024 New
$861B
$297 Million 0.27% of portfolio
1,502
Q4 2024 New
$232B
$283 Million 0.26% of portfolio
2,503
Q4 2024 New
$230B
$230 Million 0.21% of portfolio
793
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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