Agh Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Agh Wealth Advisors, LLCInvestment ActivityAgh Wealth Advisors, LLC has $121.34 million in total holdings as of June 30, 2025.Agh Wealth Advisors, LLC owns shares of 127 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 10.01% of the portfolio was purchased this quarter.About 3.48% of the portfolio was sold this quarter.This quarter, Agh Wealth Advisors, LLC has purchased 119 new stocks and bought additional shares in 67 stocks.Agh Wealth Advisors, LLC sold shares of 41 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $10,707,579Avantis International Equity ETF $8,460,435J P MORGAN EXCHANGE TRADED F $6,367,156Microsoft $5,717,953Invesco NASDAQ 100 ETF $5,428,383 Largest New Holdings this Quarter 03027X100 - American Tower $288,870 Holding458140100 - Intel $281,454 Holding871607107 - Synopsys $270,179 Holding101137107 - Boston Scientific $259,717 Holding81762P102 - ServiceNow $240,565 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 7,399 shares (about $4.57M)SPDR Gold Shares 3,153 shares (about $961.13K)J P MORGAN EXCHANGE TRADED F 5,594 shares (about $299.82K)American Tower 1,307 shares (about $288.87K)Intel 12,565 shares (about $281.45K) Largest Sales this Quarter Avantis U.S. Large Cap Value ETF 12,706 shares (about $867.51K)U.S. Bancorp 4,693 shares (about $212.36K)Apple 932 shares (about $191.22K)UnitedHealth Group 524 shares (about $163.47K)Texas Instruments 770 shares (about $159.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAgh Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$10,707,579$4,574,213 ▲74.6%17,3208.8%FinanceAVDEAvantis International Equity ETF$8,460,435$38,269 ▲0.5%114,2977.0%ETFJ P MORGAN EXCHANGE TRADED F$6,367,156$299,821 ▲4.9%118,7975.2%ACTIVE BOND ETFMSFTMicrosoft$5,717,953$41,784 ▲0.7%11,4954.7%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$5,428,383$187,021 ▲3.6%23,8884.5%ETFGLDSPDR Gold Shares$5,260,147$961,129 ▲22.4%17,2564.3%FinanceNVDANVIDIA$5,024,715$155,778 ▲3.2%31,8044.1%Computer and TechnologyAAPLApple$4,814,972$191,220 ▼-3.8%23,4684.0%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$3,859,020$99,842 ▼-2.5%40,4683.2%ETFAMZNAmazon.com$3,000,162$152,037 ▼-4.8%13,6752.5%Retail/WholesalePWVInvesco Large Cap Value ETF$2,878,950$23,620 ▲0.8%46,3172.4%ETFMETAMeta Platforms$2,620,957$3,690 ▼-0.1%3,5512.2%Computer and TechnologyAVGOBroadcom$2,576,228$73,323 ▲2.9%9,3462.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,890,641$54,217 ▼-2.8%6,5211.6%FinanceNFLXNetflix$1,546,698$44,191 ▼-2.8%1,1551.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,546,205$17,488 ▲1.1%3,1831.3%FinanceGOOGLAlphabet$1,471,874$68,025 ▲4.8%8,3521.2%Computer and TechnologyVVisa$1,342,453$56,453 ▼-4.0%3,7811.1%Business ServicesGOOGAlphabet$1,276,149$223,158 ▲21.2%7,1941.1%Computer and TechnologyAVUSAvantis U.S. Equity ETF$1,250,048$34,485 ▲2.8%12,3971.0%ETFAVLVAvantis U.S. Large Cap Value ETF$1,239,341$867,511 ▼-41.2%18,1521.0%ETFXOMExxon Mobil$1,122,522$42,904 ▲4.0%10,4130.9%EnergyVZVerizon Communications$1,064,702$202,158 ▲23.4%24,6060.9%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$1,028,515$6,608 ▲0.6%24,1270.8%ETFLLYEli Lilly and Company$876,975$32,740 ▲3.9%1,1250.7%MedicalIWViShares Russell 3000 ETF$875,3940.0%2,4940.7%ETFEVERGY INC$828,678$146,270 ▲21.4%12,0220.7%COMCRMSalesforce$827,884$7,363 ▼-0.9%3,0360.7%Computer and TechnologyTSLATesla$825,921$73,380 ▲9.8%2,6000.7%Auto/Tires/TrucksBACBank of America$820,195$201,157 ▲32.5%17,3330.7%FinanceJNJJohnson & Johnson$696,701$14,053 ▼-2.0%4,5610.6%MedicalRTXRTX$669,057$37,527 ▼-5.3%4,5820.6%AerospaceKOCocaCola$669,017$1,769 ▲0.3%9,4560.6%Consumer StaplesGDGeneral Dynamics$647,565$2,334 ▲0.4%2,2200.5%AerospaceWMTWalmart$616,209$2,444 ▲0.4%6,3020.5%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$615,6410.0%1,4500.5%ETFJPSTJPMorgan Ultra-Short Income ETF$608,1600.0%12,0000.5%ETFABBVAbbVie$606,320$64,976 ▲12.0%3,2660.5%MedicalETNEaton$561,550$19,992 ▲3.7%1,5730.5%IndustrialsBABoeing$553,999$58,459 ▲11.8%2,6440.5%AerospacePALANTIR TECHNOLOGIES INC$548,144$98,560 ▲21.9%4,0210.5%CL ATAT&T$544,449$5,759 ▲1.1%18,8130.4%Computer and TechnologyGEGE Aerospace$538,978$13,899 ▼-2.5%2,0940.4%AerospaceHDHome Depot$528,696$7,699 ▲1.5%1,4420.4%Retail/WholesaleQQQInvesco QQQ$527,9190.0%9570.4%FinanceWMBWilliams Companies$524,780$41,957 ▼-7.4%8,3550.4%EnergyUNHUnitedHealth Group$518,188$163,474 ▼-24.0%1,6610.4%MedicalPMPhilip Morris International$512,877$40,615 ▼-7.3%2,8160.4%Consumer StaplesPGProcter & Gamble$504,089$45,884 ▲10.0%3,1640.4%Consumer StaplesCOPConocoPhillips$496,082$3,320 ▼-0.7%5,5280.4%EnergyMAMastercard$490,024$1,686 ▼-0.3%8720.4%Business ServicesLINDE PLC$482,319$98,997 ▲25.8%1,0280.4%SHSCSCOCisco Systems$480,181$2,428 ▼-0.5%6,9210.4%Computer and TechnologyINTUIntuit$473,367$40,169 ▲9.3%6010.4%Computer and TechnologyAMATApplied Materials$460,240$18,490 ▲4.2%2,5140.4%Computer and TechnologyORCLOracle$458,906$8,089 ▲1.8%2,0990.4%Computer and TechnologyUBERUber Technologies$449,050$21,925 ▼-4.7%4,8130.4%Computer and TechnologyTRVTravelers Companies$435,290$3,746 ▲0.9%1,6270.4%FinanceCMECME Group$431,068$87,096 ▲25.3%1,5640.4%FinanceACNAccenture$420,838$31,682 ▼-7.0%1,4080.3%Computer and TechnologyCVXChevron$416,830$85,199 ▼-17.0%2,9110.3%EnergyCOSTCostco Wholesale$411,817$2,970 ▲0.7%4160.3%Retail/WholesaleSYKStryker$403,945$8,704 ▲2.2%1,0210.3%MedicalMMCMarsh & McLennan Companies$401,422$6,778 ▲1.7%1,8360.3%FinanceISRGIntuitive Surgical$400,491$59,231 ▲17.4%7370.3%MedicalPANWPalo Alto Networks$375,925$19,441 ▲5.5%1,8370.3%Computer and TechnologyAXPAmerican Express$372,893$18,501 ▲5.2%1,1690.3%FinanceCOFCapital One Financial$372,544$19,148 ▲5.4%1,7510.3%FinanceSPGIS&P Global$371,740$67,493 ▼-15.4%7050.3%FinanceUNPUnion Pacific$371,116$20,707 ▼-5.3%1,6130.3%TransportationMCKMcKesson$369,322$10,992 ▼-2.9%5040.3%MedicalWELLWelltower$347,275$1,384 ▲0.4%2,2590.3%FinanceTMOThermo Fisher Scientific$345,448$54,331 ▼-13.6%8520.3%MedicalGWWW.W. Grainger$344,314$6,241 ▲1.8%3310.3%IndustrialsPSXPhillips 66$341,198$9,425 ▲2.8%2,8600.3%EnergyPEPPepsiCo$340,660$79,619 ▼-18.9%2,5800.3%Consumer StaplesABTAbbott Laboratories$339,002$6,666 ▼-1.9%2,4920.3%MedicalSBUXStarbucks$334,909$104,459 ▲45.3%3,6550.3%Retail/WholesaleSHWSherwin-Williams$330,657$10,644 ▲3.3%9630.3%Basic MaterialsTXNTexas Instruments$327,833$159,868 ▼-32.8%1,5790.3%Computer and TechnologyLOWLowe's Companies$323,930$444 ▲0.1%1,4600.3%Retail/WholesaleTMUST-Mobile US$317,601$9,292 ▼-2.8%1,3330.3%Computer and TechnologyMETMetLife$306,641$19,542 ▲6.8%3,8130.3%FinanceAMTAmerican Tower$288,870$288,870 ▲New Holding1,3070.2%FinanceUSBU.S. Bancorp$284,354$212,360 ▼-42.8%6,2840.2%FinanceINTCIntel$281,454$281,454 ▲New Holding12,5650.2%Computer and TechnologyQCOMQUALCOMM$277,429$35,833 ▼-11.4%1,7420.2%Computer and TechnologySNPSSynopsys$270,179$270,179 ▲New Holding5270.2%Computer and TechnologyGSThe Goldman Sachs Group$266,825$3,539 ▲1.3%3770.2%FinanceEQIXEquinix$266,472$3,182 ▲1.2%3350.2%FinanceAPDAir Products and Chemicals$265,413$4,795 ▲1.8%9410.2%Basic MaterialsCMCSAComcast$263,428$18,380 ▼-6.5%7,3810.2%Consumer DiscretionaryPYPLPayPal$260,489$25,937 ▲11.1%3,5050.2%Business ServicesBSXBoston Scientific$259,717$259,717 ▲New Holding2,4180.2%MedicalMCDMcDonald's$255,355$1,169 ▲0.5%8740.2%Retail/WholesaleSRESempra Energy$252,842$3,410 ▼-1.3%3,3370.2%UtilitiesIBMInternational Business Machines$252,332$5,011 ▲2.0%8560.2%Computer and TechnologyCVSCVS Health$252,052$17,521 ▲7.5%3,6540.2%MedicalFIFiserv$248,615$4,827 ▲2.0%1,4420.2%Business ServicesGILDGilead Sciences$247,131$41,022 ▲19.9%2,2290.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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