StockDriftsStockDriftsTop 50 AGH Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.22% | 21.3K | $13.9M | -9.88%(-2.34K) | $598.84(+23.96%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 6.56% | 165.8K | $8.9M | +40.61%(+47.90K) | $53.59(-0.49%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.57% | 89.1K | $7.6M | -25.04%(-29.76K) | $64.64(+41.36%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 5.38% | 17.0K | $7.3M | -0.81%(-138) | $256.68(+67.72%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.16% | 32.4K | $5.7M | +8.23%(+2.46K) | $132.22(+70.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.05% | 21.7K | $5.5M | +2.25%(+477) | $233.02(+28.26%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.14% | 17.9K | $4.3M | -26.80%(-6.56K) | $205.50(+43.14%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3% | 41.7K | $4.1M | +2.73%(+1.11K) | $87.28(+36.15%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.85% | 10.5K | $3.9M | +0.00%(+0) | $425.99(-4.88%) | 2026-03-31 | |
| PWV | INVESCO EXCHANGE TRADED FD T | 2.69% | 52.5K | $3.7M | +2.73%(+1.40K) | $58.49(+24.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.20% | +45.07% |
| Top 20 Holdings Unweighted | +15.77% | +55.18% |
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