AGH WEALTH ADVISORS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 113,780 | +39,858 | +53.92% | $64.08 | 7.27% | 0.00% | 7,541,198 | 2025-03-31 | ||||||
| JBND | JPMORGAN ACTIVE BOND ETF | 113,203 | -24,134 | -17.57% | $53.06 | 5.85% | 0.35% | 6,059,409 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 9,921 | -5,136 | -34.11% | $588.23 | 5.36% | 0.00% | 5,555,376 | 2025-03-31 | ||||||
| AAPL | APPLE | 24,400 | -298 | -1.21% | $235.63 | 5.23% | 0.00% | 5,420,017 | 2025-03-31 | ||||||
| QQQM | INVESCO NASDAQ 100 ETF | 23,065 | +7,001 | +43.58% | $208.27 | 4.30% | 0.01% | 4,454,995 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 11,411 | -406 | -3.44% | $426.00 | 4.13% | 0.00% | 4,283,749 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 14,103 | +2,411 | +20.62% | $249.22 | 3.92% | 0.00% | 4,063,639 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 30,818 | -687 | -2.18% | $137.16 | 3.22% | 0.00% | 3,340,057 | 2025-03-31 | ||||||
| SPYG | SPDR(R) PORTFOLIO S&P 500 GROWTH ETF | 41,515 | +1,465 | +3.66% | $86.57 | 3.22% | 0.01% | 3,337,921 | 2025-03-31 | ||||||
| PWV | INVESCO DYNAMIC LARGE CAP VALUE ETF | 45,937 | +714 | +1.58% | $59.08 | 2.64% | 0.26% | 2,734,566 | 2025-03-31 | ||||||
| AMZN | AMAZON | 14,368 | -405 | -2.74% | $204.63 | 2.64% | 0.00% | 2,733,660 | 2025-03-31 | ||||||
| META | META | 3,556 | -59 | -1.63% | $586.72 | 1.98% | 0.00% | 2,049,538 | 2025-03-31 | ||||||
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 30,858 | -9,523 | -23.58% | $68.04 | 1.94% | 0.00% | 2,013,258 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 3,147 | -56 | -1.75% | $0.00 | 1.62% | 0.00% | 1,676,028 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 6,708 | -218 | -3.15% | $233.00 | 1.59% | 0.00% | 1,645,594 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 9,080 | -392 | -4.14% | $196.32 | 1.47% | 0.00% | 1,520,270 | 2025-03-31 | ||||||
| V | VISA | 3,940 | -187 | -4.53% | $301.37 | 1.33% | 0.00% | 1,380,816 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 7,966 | -301 | -3.64% | $176.19 | 1.19% | 0.00% | 1,231,862 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 10,015 | +7 | +0.07% | $116.55 | 1.15% | 0.00% | 1,191,083 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 2,185 | +9 | +0.41% | $555.85 | 1.10% | 0.00% | 1,144,403 | 2025-03-31 | ||||||
| AVUS | AVANTIS US EQUITY ETF | 12,055 | +139 | +1.17% | $98.17 | 1.07% | 0.00% | 1,113,723 | 2025-03-31 | ||||||
| NFLX | NETFLIX | 1,188 | -136 | -10.27% | $814.64 | 1.07% | 0.00% | 1,107,850 | 2025-03-31 | ||||||
| SPSM | SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF | 23,972 | -716 | -2.90% | $46.70 | 0.94% | 0.01% | 977,837 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 5,936 | +115 | +1.98% | $177.98 | 0.89% | 0.00% | 927,382 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 19,934 | -150 | -0.75% | $42.06 | 0.87% | 0.00% | 904,206 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 1,083 | +35 | +3.34% | $812.89 | 0.86% | 0.00% | 894,463 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 3,063 | +210 | +7.36% | $324.66 | 0.79% | 0.00% | 821,988 | 2025-03-31 | ||||||
| IWV | ISHARES RUSSELL 3000 ETF | 2,494 | 0 | 0.00% | $336.54 | 0.76% | 0.01% | 792,194 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 4,653 | +153 | +3.40% | $154.21 | 0.74% | 0.00% | 771,654 | 2025-03-31 | ||||||
| EVRG | EVERGY | 9,900 | 0 | 0.00% | $61.81 | 0.66% | 0.00% | 682,605 | 2025-03-31 | ||||||
| KO | COCA COLA | 9,431 | +23 | +0.24% | $64.97 | 0.65% | 0.00% | 675,451 | 2025-03-31 | ||||||
| RTX | RAYTHEON TECHNOLOGIES | 4,839 | -667 | -12.11% | $120.77 | 0.62% | 0.00% | 640,978 | 2025-03-31 | ||||||
| TSLA | TESLA | 2,369 | -245 | -9.37% | $326.33 | 0.59% | 0.00% | 613,946 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 2,916 | +13 | +0.45% | $182.07 | 0.59% | 0.00% | 611,059 | 2025-03-31 | ||||||
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 12,000 | 0 | 0.00% | $50.50 | 0.59% | 0.00% | 607,560 | 2025-03-31 | ||||||
| GD | GENERAL DYNAMICS | 2,212 | -16 | -0.72% | $284.76 | 0.58% | 0.00% | 603,023 | 2025-03-31 | ||||||
| CVX | CHEVRON | 3,506 | -44 | -1.24% | $152.68 | 0.57% | 0.00% | 586,522 | 2025-03-31 | ||||||
| COP | CONOCOPHILLIPS | 5,565 | -427 | -7.13% | $105.69 | 0.56% | 0.00% | 584,431 | 2025-03-31 | ||||||
| WMT | WALMART | 6,277 | +140 | +2.28% | $87.68 | 0.53% | 0.00% | 551,054 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 13,082 | -949 | -6.76% | $44.06 | 0.53% | 0.00% | 545,912 | 2025-03-31 | ||||||
| WMB | WILLIAMS COMPANIES | 9,023 | -668 | -6.89% | $53.91 | 0.52% | 0.00% | 539,215 | 2025-03-31 | ||||||
| T | AT&T | 18,614 | +178 | +0.97% | $22.53 | 0.51% | 0.00% | 526,402 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 1,450 | 0 | 0.00% | $394.62 | 0.51% | 0.00% | 523,580 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 1,421 | +8 | +0.57% | $407.58 | 0.50% | 0.00% | 520,780 | 2025-03-31 | ||||||
| TMO | THERMO FISHER SCIENTIFIC | 986 | -132 | -11.81% | $543.41 | 0.47% | 0.00% | 490,634 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 2,876 | -73 | -2.48% | $170.42 | 0.47% | 0.00% | 490,129 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 3,039 | -100 | -3.19% | $126.41 | 0.47% | 0.00% | 482,384 | 2025-03-31 | ||||||
| MA | MASTERCARD | 875 | -118 | -11.88% | $517.68 | 0.46% | 0.00% | 479,611 | 2025-03-31 | ||||||
| PEP | PEPSICO | 3,183 | +48 | +1.53% | $162.81 | 0.46% | 0.00% | 477,261 | 2025-03-31 | ||||||
| ACN | ACCENTURE | 1,514 | -21 | -1.37% | $360.17 | 0.46% | 0.00% | 472,419 | 2025-03-31 | ||||||