Question 1

What stocks does AG ASSET ADVISORY LLC hold in its portfolio?

Accepted Answer

AG ASSET ADVISORY LLC's top stock holdings include DFUS, META, DFUV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are AG ASSET ADVISORY LLC's largest stock holdings?

Accepted Answer

AG ASSET ADVISORY LLC's largest stock holdings as of their last filing include DFUS (valued at approximately $33.0 million), META (valued at approximately $48.2 million), DFUV (valued at approximately $6.0 million), KBDC (valued at approximately $2.8 million), DFIV (valued at approximately $4.3 million).

Question 3

When was AG ASSET ADVISORY LLC's last SEC filing?

Accepted Answer

AG ASSET ADVISORY LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has AG ASSET ADVISORY LLC recently bought or sold?

Accepted Answer

AG ASSET ADVISORY LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has AG ASSET ADVISORY LLC reported?

Accepted Answer

AG ASSET ADVISORY LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does AG ASSET ADVISORY LLC invest in?

Accepted Answer

AG ASSET ADVISORY LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.