AGH WEALTH ADVISORS, LLC 13F Portfolio
AGH WEALTH ADVISORS, LLC runs AGH WEALTH ADVISORS, LLC and currently holds 129 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $158.48M. Their top holdings are SPY, JBND, AVDE, AAPL, NVDA. The top five represent 30.2% of reported portfolio weight. AGH WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, AGH WEALTH ADVISORS, LLC initiated 4 new positions. They added to 73 existing positions. They trimmed 21 positions. Their current best-performing preview position is MU with returns of +241.66%.
Portfolio Value
$158.48M
Alpha Score
25.2
#0 of 1000
Holdings
129
AGH WEALTH ADVISORS, LLC Current 13F Holdings
Reported holdings from AGH WEALTH ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
129 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STR SPDR S&P 500 ETF T | 10.34% | $621.14 | $778.54 | +25.34% | Added +2.78% |
 JBND J P MORGAN EXCHANGE TRADED F | 5.99% | $52.80 | $51.09 | -3.24% | Added +6.98% |
 AVDE AMERICAN CENTY ETF TR | 5.26% | $64.99 | $89.80 | +38.17% | Added +4.94% |
 AAPL APPLE INC | 4.41% | $254.47 | $336.68 | +32.31% | Added +11.39% |
 NVDA NVIDIA CORPORATION | 4.18% | $139.41 | $229.28 | +64.46% | Added +2.02% |
 GLD SPDR GOLD TR | 4.00% | $263.28 | $384.62 | +46.09% | Added +1.34% |
 QQQM INVESCO EXCH TRADED FD TR II | 3.52% | $209.52 | $309.39 | +47.67% | Added +2.76% |
 SPYG SPDR SERIES TRUST | 3.24% | $89.12 | $125.69 | +41.03% | Added +3.55% |
 PWV INVESCO EXCHANGE TRADED FD T | 2.60% | $58.70 | $77.49 | +32.01% | Added +3.70% |
 MSFT MICROSOFT CORP | 2.49% | $421.59 | $535.07 | +26.92% | Added +0.95% |
Showing 1-10 of 129