Agh Wealth Advisors, LLC Reduced Holdings in Q3 2025

Agh Wealth Advisors, LLC

  • $136 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-907
- 7.89%
$491.09 - $535.64 $445K - $486K
10.6K $5.48B
CRM
Salesforce, Inc.

Technology
-402
- 13.24%
$231.66 - $273.65 $93.1K - $110K
2.63K $624M
LLY
Eli Lilly & CO

Healthcare
-223
- 19.82%
$625.65 - $812.69 $140K - $181K
902 $688M
UNP
Union Pacific Corp

Industrials
-639
- 39.62%
$214.91 - $237.16 $137K - $152K
974 $230M
V
Visa Inc.

Financial Services
-190
- 5.03%
$332.09 - $358.86 $63.1K - $68.2K
3.59K $1.23B
INTU
Intuit Inc

Technology
-59
- 9.82%
$646.03 - $807.39 $38.1K - $47.6K
542 $370M
ISRG
Intuitive Surgical Inc

Healthcare
-17
- 2.31%
$433.66 - $544.47 $7.37K - $9.26K
720 $322M
QCOM
Qualcomm Inc

Technology
-505
- 28.99%
$145.84 - $173.55 $73.6K - $87.6K
1.24K $206M
TXN
Texas Instruments Inc

Technology
-106
- 6.71%
N/A
1.47K $271M
AMT
American Tower Corp

Real Estate
-100
- 7.65%
$192.32 - $232.35 $19.2K - $23.2K
1.21K $232M
META
Meta Platforms, Inc.

Communication Services
-52
- 1.46%
$695.21 - $791.73 $36.2K - $41.2K
3.5K $2.57B
J P Morgan Exchange Traded F
-2.16K
- 1.82%
N/A
117K $6.32B
PG
Procter & Gamble CO

Consumer Defensive
-148
- 4.68%
$150.47 - $161.22 $22.3K - $23.9K
3.02K $463M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-129
- 3.68%
$65.64 - $78.22 $8.47K - $10.1K
3.38K $226M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-7
- 0.38%
$196.15 - $217.83 $1.37K - $1.52K
1.83K $369M
HON
Honeywell International Inc

Industrials
-46
- 4.51%
$207.7 - $240.4 $9.55K - $11.1K
974 $205M
SYK
Stryker Corp

Healthcare
-16
- 1.57%
$368.57 - $403.53 $5.9K - $6.46K
1.01K $372M
USB
Us Bancorp \De\

Financial Services
-1.04K
- 16.61%
$43.94 - $50.41 $45.9K - $52.6K
5.24K $253M
SPGI
S&P Global Inc.

Financial Services
-1
- 0.14%
$484.94 - $564.15 $485 - $564
704 $343M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.24%
$915.95 - $994.57 $916 - $995
415 $384M
DE
Deere & CO

Industrials
-9
- 1.98%
$457.26 - $524.37 $4.12K - $4.72K
445 $203M
MCK
Mckesson Corp

Healthcare
-56
- 11.11%
$659.01 - $772.54 $36.9K - $43.3K
448 $346M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 2.56%
$5364.25 - $5815.92 $5.36K - $5.82K
38 $205M
GILD
Gilead Sciences, Inc.

Healthcare
-78
- 3.5%
$108.22 - $120.47 $8.44K - $9.4K
2.15K $239M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-42
- 5.61%
$301.44 - $365.84 $12.7K - $15.4K
707 $229M
BA
Boeing CO

Industrials
-80
- 3.03%
$209.79 - $237.38 $16.8K - $19K
2.56K $553M
TMUS
T Mobile Us, Inc.

Communication Services
-7
- 0.53%
$226.02 - $259.01 $1.58K - $1.81K
1.33K $317M
AVUS
American Centy ETF Tr Avantis

ETFs
-887
- 7.15%
$101.2 - $109.16 $89.8K - $96.8K
11.5K $1.25B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-340
- 14.17%
$89.32 - $107.82 $30.4K - $36.7K
2.06K $222M
MNST
Monster Beverage Corp

Consumer Defensive
-121
- 3.72%
$58.65 - $67.31 $7.1K - $8.14K
3.13K $211M
AMAT
Applied Materials Inc

Technology
-197
- 7.84%
$156.25 - $204.95 $30.8K - $40.4K
2.32K $474M
TRV
Travelers Companies, Inc.

Financial Services
-7
- 0.43%
$250.62 - $279.43 $1.75K - $1.96K
1.62K $452M
ETN
Eaton Corp PLC

Industrials
-25
- 1.59%
$342.99 - $392.76 $8.57K - $9.82K
1.55K $579M
PEP
Pepsico Inc

Consumer Defensive
-18
- 0.7%
$133.81 - $152.16 $2.41K - $2.74K
2.56K $360M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 4.7%
$546.99 - $602.2 $24.6K - $27.1K
912 $548M
UNH
Unitedhealth Group Inc

Healthcare
-64
- 3.85%
$237.77 - $353.61 $15.2K - $22.6K
1.6K $551M
IWV
Ishares Russell 3000 ETF

ETFs
-88
- 3.53%
$351.04 - $379.81 $30.9K - $33.4K
2.41K $912M
INTC
Intel Corp

Technology
-2.61K
- 20.75%
$19.31 - $35.5 $50.3K - $92.5K
9.96K $334M
TSLA
Tesla, Inc.

Consumer Cyclical
-344
- 13.23%
$293.94 - $444.72 $101K - $153K
2.26K $1B
SPYG
Spdr Portfolio

ETFs
-213
- 0.53%
$94.33 - $105.31 $20.1K - $22.4K
40.3K $4.21B
AVGO
Broadcom Inc.

Technology
-341
- 3.65%
$264.74 - $369.57 $90.3K - $126K
9.01K $2.97B
GOOGL
Alphabet Inc.

Communication Services
-615
- 7.36%
$174.36 - $254.72 $107K - $157K
7.74K $1.88B
NVDA
Nvidia Corp

Technology
-1.96K
- 6.17%
$153.3 - $186.58 $301K - $366K
29.8K $5.57B
AAPL
Apple Inc.

Technology
-2.19K
- 9.32%
$202.38 - $256.87 $443K - $562K
21.3K $5.42B
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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