The Analysis of AGH Wealth Advisors, LLC's Holdings
Currently, AGH Wealth Advisors, LLC holds 115 types of securities in its portfolio with a total value $133.1M. In the most recent quarter, they have increased their positions in NFLX (+10.0K shares, valued at $934.6K), NOW (+1.9K shares, valued at $290.3K), CMG (+6.0K shares, valued at $223.0K); decreased their positions in N/A (-885 shares, valued at $444.8K), AMZN (-1.3K shares, valued at $295.2K), META (-405 shares, valued at $267.3K); initiated new positions in NOW (+1.9K shares, valued at $290.3K), CMG (+6.0K shares, valued at $223.0K), ABNB (+1.6K shares, valued at $220.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR23.7K shares-0.24%2025-12-312026-02-04
AVDE AMERICAN CENTY ETF TR118.9K shares1.60%2025-12-312026-02-04 GLD SPDR GOLD TR17.1K shares-2.76%2025-12-312026-02-04 JBND J P MORGAN EXCHANGE TRADED F117.9K shares1.11%2025-12-312026-02-04 QQQM INVESCO EXCH TRADED FD TR II24.5K shares0.38%2025-12-312026-02-04 AAPL APPLE INC21.2K shares-0.25%2025-12-312026-02-04 NVDA NVIDIA CORPORATION29.9K shares0.36%2025-12-312026-02-04 MSFT MICROSOFT CORP10.5K shares-1.16%2025-12-312026-02-04 SPYG SPDR SERIES TRUST40.6K shares0.80%2025-12-312026-02-04 PWV INVESCO EXCHANGE TRADED FD T51.1K shares1.63%2025-12-312026-02-04 BROADCOM INC BROADCOM INC8.8K shares-1.89%2025-12-312026-02-04 AMZN AMAZON COM INC13.2K shares-8.80%2025-12-312026-02-04 ALPHABET INC ALPHABET INC7.2K shares-7.17%2025-12-312026-02-04 ALPHABET INC ALPHABET INC7.0K shares-4.14%2025-12-312026-02-04 META META PLATFORMS INC3.1K shares-11.57%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.6.0K shares-11.23%2025-12-312026-02-04 SHY ISHARES TR20.8K shares-8.15%2025-12-312026-02-04 AVLV AMERICAN CENTY ETF TR19.8K shares1.40%2025-12-312026-02-04 XOM EXXON MOBIL CORP10.9K shares-5.03%2025-12-312026-02-04 AVUS AMERICAN CENTY ETF TR11.3K shares-1.81%2025-12-312026-02-04 SPSM SPDR SERIES TRUST26.4K shares1.01%2025-12-312026-02-04 V VISA INC3.1K shares-14.31%2025-12-312026-02-04 NFLX NETFLIX INC11.1K shares850.51%2025-12-312026-02-04 TSLA TESLA INC2.2K shares-1.91%2025-12-312026-02-04 VZ VERIZON COMMUNICATIONS INC23.7K shares-7.98%2025-12-312026-02-04 BAC BANK AMERICA CORP17.3K shares-12.23%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON4.5K shares-7.63%2025-12-312026-02-04 EVRG EVERGY INC12.6K shares-1.04%2025-12-312026-02-04 LLY ELI LILLY & CO815 shares-9.65%2025-12-312026-02-04 IWV ISHARES TR2.2K shares-7.07%2025-12-312026-02-04 RTX RTX CORPORATION4.3K shares-7.69%2025-12-312026-02-04 PLTR PALANTIR TECHNOLOGIES INC4.4K shares-0.68%2025-12-312026-02-04 PANW PALO ALTO NETWORKS INC4.2K shares22.64%2025-12-312026-02-04 IWF ISHARES TR1.4K shares0.00%2025-12-312026-02-04 KO COCA COLA CO9.7K shares-5.83%2025-12-312026-02-04 ABBV ABBVIE INC2.9K shares-10.68%2025-12-312026-02-04 AMAT APPLIED MATLS INC2.5K shares6.34%2025-12-312026-02-04 ORCL ORACLE CORP3.2K shares15.11%2025-12-312026-02-04 CRM SALESFORCE INC2.3K shares-11.62%2025-12-312026-02-04 JPST J P MORGAN EXCHANGE TRADED F12.0K shares0.00%2025-12-312026-02-04 WMT WALMART INC5.4K shares-14.10%2025-12-312026-02-04 TMO THERMO FISHER SCIENTIFIC INC1.0K shares-0.58%2025-12-312026-02-04 GE AEROSPACE GE AEROSPACE1.8K shares-15.18%2025-12-312026-02-04 LINDE PLC LINDE PLC1.2K shares11.13%2025-12-312026-02-04 CSCO CISCO SYS INC6.7K shares-13.01%2025-12-312026-02-04 COP CONOCOPHILLIPS5.4K shares-3.71%2025-12-312026-02-04 CME CME GROUP INC1.8K shares-9.39%2025-12-312026-02-04 WMB WILLIAMS COS INC8.3K shares-9.55%2025-12-312026-02-04 BA BOEING CO2.3K shares-11.19%2025-12-312026-02-04 TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares-0.89%2025-12-312026-02-04 TRV TRAVELERS COMPANIES INC1.6K shares0.19%2025-12-312026-02-04 VRTX VERTEX PHARMACEUTICALS INC1.0K shares7.59%2025-12-312026-02-04 PM PHILIP MORRIS INTL INC2.8K shares-3.45%2025-12-312026-02-04 CVX CHEVRON CORP NEW2.9K shares-15.46%2025-12-312026-02-04 AXP AMERICAN EXPRESS CO1.2K shares0.00%2025-12-312026-02-04 HD HOME DEPOT INC1.3K shares-12.47%2025-12-312026-02-04 WELL WELLTOWER INC2.3K shares0.35%2025-12-312026-02-04 UBER UBER TECHNOLOGIES INC5.0K shares-4.54%2025-12-312026-02-04 MA MASTERCARD INCORPORATED713 shares-20.51%2025-12-312026-02-04 ISRG INTUITIVE SURGICAL INC707 shares-1.81%2025-12-312026-02-04 UNH UNITEDHEALTH GROUP INC1.2K shares-25.05%2025-12-312026-02-04 COF CAPITAL ONE FINL CORP1.6K shares-9.13%2025-12-312026-02-04 INTC INTEL CORP10.4K shares4.71%2025-12-312026-02-04 INTU INTUIT572 shares5.54%2025-12-312026-02-04 T AT&T INC15.2K shares-22.32%2025-12-312026-02-04 MU MICRON TECHNOLOGY INC1.3K shares-12.29%2025-12-312026-02-04 PSX PHILLIPS 662.8K shares-1.75%2025-12-312026-02-04 GWW WW GRAINGER INC348 shares1.16%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO2.3K shares-23.94%2025-12-312026-02-04 SPGI S&P GLOBAL INC626 shares-11.08%2025-12-312026-02-04 MMC MARSH & MCLENNAN COS INC1.8K shares-4.05%2025-12-312026-02-04 MCK MCKESSON CORP391 shares-12.72%2025-12-312026-02-04 LOW LOWES COS INC1.3K shares-9.45%2025-12-312026-02-04 SHW SHERWIN WILLIAMS CO955 shares-1.75%2025-12-312026-02-04 AMD ADVANCED MICRO DEVICES INC1.4K shares-16.00%2025-12-312026-02-04 SYK STRYKER CORPORATION835 shares-16.92%2025-12-312026-02-04 MS MORGAN STANLEY1.6K shares-8.56%2025-12-312026-02-04 NOW SERVICENOW INC1.9K sharesnew addition2025-12-312026-02-04 GS GOLDMAN SACHS GROUP INC320 shares-16.23%2025-12-312026-02-04 MET METLIFE INC3.5K shares-8.64%2025-12-312026-02-04 BTI BRITISH AMERN TOB PLC4.8K shares-2.77%2025-12-312026-02-04 ABT ABBOTT LABS2.2K shares-15.16%2025-12-312026-02-04 PEP PEPSICO INC1.9K shares-26.11%2025-12-312026-02-04 COST COSTCO WHSL CORP NEW315 shares-24.10%2025-12-312026-02-04 EQIX EQUINIX INC347 shares1.46%2025-12-312026-02-04 TXN TEXAS INSTRS INC1.5K shares2.58%2025-12-312026-02-04 ASML ASML HOLDING N V245 shares2.94%2025-12-312026-02-04 APD AIR PRODS & CHEMS INC1.0K shares-4.29%2025-12-312026-02-04 CVS CVS HEALTH CORP3.2K shares-12.18%2025-12-312026-02-04 SNPS SYNOPSYS INC545 shares-3.54%2025-12-312026-02-04 TJX TJX COS INC NEW1.6K shares-14.28%2025-12-312026-02-04 PH PARKER-HANNIFIN CORP284 shares-16.96%2025-12-312026-02-04 WFC WELLS FARGO CO NEW2.7K shares-13.24%2025-12-312026-02-04 GILD GILEAD SCIENCES INC2.0K shares-6.51%2025-12-312026-02-04 USB US BANCORP DEL4.6K shares-12.27%2025-12-312026-02-04 TMUS T-MOBILE US INC1.2K shares-11.24%2025-12-312026-02-04 PFE PFIZER INC9.4K shares4.55%2025-12-312026-02-04 IWB ISHARES TR625 shares0.00%2025-12-312026-02-04 MCD MCDONALDS CORP752 shares-14.93%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS756 shares-11.79%2025-12-312026-02-04 CB CHUBB LIMITED716 shares-16.06%2025-12-312026-02-04 CMG CHIPOTLE MEXICAN GRILL INC6.0K sharesnew addition2025-12-312026-02-04 ABNB AIRBNB INC1.6K sharesnew addition2025-12-312026-02-04 GQI NATIXIS ETF TR3.8K shares-55.00%2025-12-312026-02-04 SBUX STARBUCKS CORP2.6K shares-38.23%2025-12-312026-02-04 PGR PROGRESSIVE CORP921 sharesnew addition2025-12-312026-02-04 MNST MONSTER BEVERAGE CORP NEW2.7K shares-13.00%2025-12-312026-02-04 AMT AMERICAN TOWER CORP NEW1.2K shares-4.23%2025-12-312026-02-04 DE DEERE & CO434 shares-2.47%2025-12-312026-02-04 VTRS VIATRIS INC11.6K shares-8.55%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available