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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.54 Billion 7.27% of portfolio
113,780
Q1 2025 Added 53.92%
J P Morgan Exchange Traded F
-
$6.06 Billion 5.85% of portfolio
-
Q1 2025 Reduced 17.57%
$0
$5.56 Billion 5.36% of portfolio
9,921
Q1 2025 Reduced 34.11%
$3.57T
$5.42 Billion 5.23% of portfolio
24,400
Q1 2025 Reduced 1.21%
$0
$4.45 Billion 4.3% of portfolio
23,065
Q1 2025 Added 43.58%
$2.8T
$4.28 Billion 4.13% of portfolio
11,411
Q1 2025 Reduced 3.44%
$99.4B
$4.06 Billion 3.92% of portfolio
14,103
Q1 2025 Added 20.62%
$270B
$3.34 Billion 3.22% of portfolio
30,818
Q1 2025 Reduced 2.18%
$0
$3.34 Billion 3.22% of portfolio
41,515
Q1 2025 Added 3.66%
$1.94T
$2.73 Billion 2.64% of portfolio
14,368
Q1 2025 Reduced 2.74%
$0
$2.73 Billion 2.64% of portfolio
45,937
Q1 2025 Added 1.58%
$1.3T
$2.05 Billion 1.98% of portfolio
3,556
Q1 2025 Reduced 1.63%
$0
$2.01 Billion 1.94% of portfolio
30,858
Q1 2025 Reduced 23.58%
$683B
$1.68 Billion 1.62% of portfolio
3,147
Q1 2025 Reduced 1.75%
$720B
$1.65 Billion 1.59% of portfolio
6,708
Q1 2025 Reduced 3.15%
$67.8B
$1.52 Billion 1.47% of portfolio
9,080
Q1 2025 Reduced 4.14%
$922B
$1.23 Billion 1.19% of portfolio
7,966
Q1 2025 Reduced 3.64%
$496B
$1.19 Billion 1.15% of portfolio
10,015
Q1 2025 Added 0.07%
$490B
$1.14 Billion 1.1% of portfolio
2,185
Q1 2025 Added 0.41%
$0
$1.11 Billion 1.07% of portfolio
12,055
Q1 2025 Added 1.17%
$415B
$1.11 Billion 1.07% of portfolio
1,188
Q1 2025 Reduced 10.27%
$0
$978 Million 0.94% of portfolio
23,972
Q1 2025 Reduced 2.9%
$951B
$927 Million 0.89% of portfolio
5,936
Q1 2025 Added 1.98%
$191B
$904 Million 0.87% of portfolio
19,934
Q1 2025 Reduced 0.75%
$785B
$894 Million 0.86% of portfolio
1,083
Q1 2025 Added 3.34%
$268B
$822 Million 0.79% of portfolio
3,063
Q1 2025 Added 7.36%
$0
$792 Million 0.76% of portfolio
2,494
Q4 2024 New
$434B
$772 Million 0.74% of portfolio
4,653
Q1 2025 Added 3.4%
$15.8B
$683 Million 0.66% of portfolio
9,900
Q4 2024 New
$310B
$675 Million 0.65% of portfolio
9,431
Q1 2025 Added 0.24%
$195B
$641 Million 0.62% of portfolio
4,839
Q1 2025 Reduced 12.11%
$370B
$611 Million 0.59% of portfolio
2,916
Q1 2025 Added 0.45%
$0
$608 Million 0.59% of portfolio
12,000
Q4 2024 New
$818B
$614 Million 0.59% of portfolio
2,369
Q1 2025 Reduced 9.37%
$74.8B
$603 Million 0.58% of portfolio
2,212
Q1 2025 Reduced 0.72%
$327B
$587 Million 0.57% of portfolio
3,506
Q1 2025 Reduced 1.24%
$134B
$584 Million 0.56% of portfolio
5,565
Q1 2025 Reduced 7.13%
$335B
$546 Million 0.53% of portfolio
13,082
Q1 2025 Reduced 6.76%
$238B
$551 Million 0.53% of portfolio
6,277
Q1 2025 Added 2.28%
$72.8B
$539 Million 0.52% of portfolio
9,023
Q1 2025 Reduced 6.89%
$0
$524 Million 0.51% of portfolio
1,450
Q4 2024 New
$202B
$526 Million 0.51% of portfolio
18,614
Q1 2025 Added 0.97%
$375B
$521 Million 0.5% of portfolio
1,421
Q1 2025 Added 0.57%
$195B
$491 Million 0.47% of portfolio
986
Q1 2025 Reduced 11.81%
$246B
$482 Million 0.47% of portfolio
3,039
Q1 2025 Reduced 3.19%
$404B
$490 Million 0.47% of portfolio
2,876
Q1 2025 Reduced 2.48%
$207B
$477 Million 0.46% of portfolio
3,183
Q1 2025 Added 1.53%
$197B
$472 Million 0.46% of portfolio
1,514
Q1 2025 Reduced 1.37%
$523B
$480 Million 0.46% of portfolio
875
Q1 2025 Reduced 11.88%

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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