13F-HR filed by AGH Wealth Advisors, LLC
AGH Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-04-04, with 113 holding rows worth $107,911,435.
- Accession
- 0001085146-25-001890
- Filer
- CIK 2061010
- Filed
- 2025-04-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 176 entries on the cover page, a total value of $107,911,435 stated on the cover page (in dollars after the unit check, H1), rows summing to $107,911,435 with VALUE read as dollars as filed, 13F file number 028-25480. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerLPL Financial LLC028-12526
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 15,057 | $8,825,012 | dollars as filed | |
| JPMORGAN ACTIVE BOND ETF | 46654Q716 | COM | 137,337 | $7,175,898 | dollars as filed | |
| Apple Inc | 037833100 | COM | 24,698 | $6,184,918 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 11,817 | $4,981,084 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 73,922 | $4,536,601 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 31,505 | $4,230,811 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 40,050 | $3,520,429 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 16,064 | $3,380,690 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 14,773 | $3,241,048 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 11,692 | $2,830,985 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 40,381 | $2,696,292 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V738 | LARGE CAP VALUE | 45,223 | $2,572,103 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 9,472 | $2,195,988 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,615 | $2,116,624 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 6,926 | $1,660,344 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,267 | $1,564,947 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 16,794 | $1,552,678 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,203 | $1,451,852 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,127 | $1,304,301 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,324 | $1,180,112 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 11,916 | $1,155,019 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 24,688 | $1,108,999 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,821 | $1,108,551 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,176 | $1,100,750 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 10,008 | $1,076,561 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,614 | $1,055,635 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,853 | $953,846 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 2,494 | $833,620 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,048 | $809,056 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 20,084 | $803,163 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 4,500 | $650,789 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 5,506 | $637,160 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 14,031 | $616,666 | dollars as filed | |
| EVERGY INC COM | 30034W106 | Stock | 9,900 | $609,345 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 12,000 | $604,440 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 5,992 | $594,225 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 2,228 | $587,123 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 9,408 | $585,747 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,450 | $582,291 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,118 | $581,613 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 6,137 | $554,477 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,413 | $549,652 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,535 | $540,000 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 9,691 | $524,480 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 993 | $522,894 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 10,916 | $522,112 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,903 | $515,945 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,550 | $514,179 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 977 | $499,472 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,949 | $494,398 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,479 | $490,832 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,135 | $476,708 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 2,524 | $473,276 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,643 | $440,429 | dollars as filed | |
| Boeing Company | 097023105 | COM | 2,420 | $428,340 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 853 | $424,827 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 18,436 | $419,787 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 942 | $418,884 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,965 | $412,331 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 1,872 | $397,635 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 1,635 | $393,852 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 427 | $391,249 | dollars as filed | |
| General Electric Company | 369604301 | COM | 2,308 | $384,953 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 3,139 | $377,782 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 599 | $376,487 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,645 | $375,121 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 2,287 | $371,936 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,486 | $366,746 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 700 | $365,382 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 334 | $352,050 | dollars as filed | |
| Linde plc | G54950103 | COM | 823 | $344,565 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 952 | $342,765 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,906 | $339,879 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,136 | $337,158 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 979 | $332,796 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,811 | $329,532 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,302 | $328,479 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 339 | $319,644 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 2,782 | $316,956 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 8,389 | $314,841 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072398 | MULTISECTOR | 7,200 | $310,961 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 543 | $309,462 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 3,522 | $308,948 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,394 | $307,700 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,502 | $296,627 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 3,563 | $291,739 | dollars as filed | |
| FISERV INC | 337738108 | COM | 1,419 | $291,492 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,240 | $287,965 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,503 | $283,177 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,757 | $269,911 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 922 | $267,412 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 2,028 | $255,586 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 4,204 | $253,587 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 542 | $250,531 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 2,883 | $246,064 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 2,008 | $238,009 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 8,960 | $237,710 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,036 | $234,026 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,933 | $233,528 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 1,849 | $233,161 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 793 | $229,881 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 822 | $227,125 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 2,483 | $226,585 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 348 | $221,336 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 1,349 | $219,795 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 845 | $214,258 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 374 | $214,162 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,648 | $207,188 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 859 | $205,822 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 192 | $203,538 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 625 | $201,350 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 15,106 | $149,552 | dollars as filed | |
| PROSPECT CAPITAL CORPORATION | 74348T102 | COM | 10,000 | $43,100 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-001890 | this filing | 2025-04-04 | acceptance time not in the bulk data set |