AWA
AGH Wealth Advisors LLC Portfolio
Invests via AGH Wealth Advisors LLC | Managed by Brad J. Bechtel, David K. Darby, Brian C. Gensch
Invests via AGH Wealth Advisors LLC
Managed by Brad J. Bechtel, David K. Darby, Brian C. Gensch
Automatically Tracked
Company Profile
Independent wealth management firm AGH Wealth Advisors LLC provides fee-based financial planning, investment advisory and retirement solutions to high-net-worth individuals, families and small institutions. The firm focuses on discretionary portfolio management, asset allocation and tax-aware strategies, positioning itself as a boutique fiduciary advisor in regional markets.
Independent wealth management firm AGH Wealth Advisors LLC provides fee-based financial planning, investment advisory and retirement solutions to high-net-worth individuals, families and small institutions. The firm focuses on discretionary portfolio management, asset allocation and tax-aware strategies, positioning itself as a boutique fiduciary advisor in regional markets.
Investment Philosophy & Strategy
As a boutique fiduciary advisor, AGH Wealth Advisors emphasizes personalized, fee-based stewardship of high-net-worth portfolios through discretionary multi-asset allocation and tax-aware implementation. Investment decisions prioritize liability-driven, long-term capital preservation and growth using diversified ETFs, high-conviction active managers and alternative sleeves where appropriate. Capital allocation favors tax-efficiency, low turnover, risk layering, drawdown control and cash-flow planning, while fee-aligned reporting, retirement income modeling and estate-aware strategies reinforce a client-centric, regional wealth management franchise.
As a boutique fiduciary advisor, AGH Wealth Advisors emphasizes personalized, fee-based stewardship of high-net-worth portfolios through discretionary multi-asset allocation and tax-aware implementation. Investment decisions prioritize liability-driven, long-term capital preservation and growth using diversified ETFs, high-conviction active managers and alternative sleeves where appropriate. Capital allocation favors tax-efficiency, low turnover, risk layering, drawdown control and cash-flow planning, while fee-aligned reporting, retirement income modeling and estate-aware strategies reinforce a client-centric, regional wealth management franchise.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
35.21%
Gain +0.02%
Monthly
1.52%
Yearly
19.85%
Drawdown
16.06%
$162.25M
Equity
Holdings
$162.25M
Investment
$127.02M
$36.37M
Profit +$32,776.6
Realized
$1.14M
Unrealized
$35.23M
Dividends
$2.99M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$32,776.6
Win %
74%
This Week
Compared To Last Week
Gain
0.02%
Profit
$32,776.6
Win %
74%
This Month
Compared to last month
Gain
3.22%
Profit
$5.07M
Win %
74%
This Year
Compared to last year
Gain
2.89%
Profit
$4.55M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$486,719.07 
ETN Eaton Corporation plc
+7.32%
+$44,616.56 
GOOG Alphabet Inc
+6.88%
+$177,075.73 
GOOGL Alphabet Inc
+6.73%
+$191,916.27 
ANET Arista Networks, Inc.
+5.46%
+$28,167.29 
APO Apollo Global Management, Inc.
+4.44%
+$9,296.94 
SNPS Synopsys, Inc.
+4.41%
+$9,775.86 
META Meta Platforms Inc Class A
+3.28%
+$60,500.93 
MSFT Microsoft Corp.
+3.02%
+$143,881.57 
NVDA NVIDIA Corporation
+2.93%
+$188,812.8 
CVX Chevron Corporation
+2.35%
+$12,750.92 
GLW Corning Incorporated
+2.24%
+$2,872.44 
CSCO Cisco Systems, Inc.
+2.14%
+$20,637.99 
GWW W.W. Grainger, Inc.
+1.97%
+$9,382.22 
PANW Palo Alto Networks, Inc.
+1.89%
+$21,328.2 
CRM Salesforce Inc
+1.83%
+$6,288.99 
ORCL Oracle Corporation
+1.81%
+$8,480.01 
VZ Verizon Communications Inc.
+1.52%
+$18,070.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$72,085.55 
PH Parker-Hannifin Corporation
+1.43%
+$3,888.43 
GE General Electric Company
+1.42%
+$9,733.05 
KLAC KLA Corporation
+1.38%
+$3,637.9 
COP ConocoPhillips
+1.22%
+$6,246.6 
WFC Wells Fargo & Company
+1.19%
+$3,420.06 
AMAT Applied Materials, Inc.
+1.18%
+$12,460.84 
UNP Union Pacific Corporation
+0.92%
+$2,621.95 
GQI Natixis Gateway Quality Income ETF
+0.91%
+$2,348.46 
WMB The Williams Companies, Inc.
+0.89%
+$5,244.75 
IBM International Business Machines Corporation
+0.86%
+$1,717.07 
GEV GE Vernova Inc.
+0.85%
+$2,384.97 
MCD McDonald's Corporation
+0.82%
+$1,698.41 
TSLA Tesla, Inc.
+0.76%
+$5,914.11 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$5,162 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$117,144.22 
CAT Caterpillar Inc.
+0.7%
+$2,449.44 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$35,730.92 
PLTR Palantir Technologies Inc.
+0.65%
+$5,274.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,729.6 
IWB iShares Russell 1000 ETF
+0.64%
+$1,612.51 
TER Teradyne, Inc.
+0.6%
+$979 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$5,138.66 
AVUS Avantis U.S. Equity ETF
+0.57%
+$8,873.28 
APH Amphenol Corporation
+0.55%
+$1,444.06 
STX Seagate Technology Holdings plc
+0.52%
+$1,286.05 
PSX Phillips 66
+0.51%
+$3,073.62 
PFE Pfizer Inc.
+0.4%
+$1,271.9 
RTX RTX Corporation
+0.39%
+$3,427.2 
AVGO Broadcom Inc.
+0.37%
+$13,492.8 
PG Procter & Gamble Co
+0.37%
+$1,438.42 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,709.52 
BAC Bank of America Corporation
+0.36%
+$4,006.2 
GD General Dynamics Corporation
+0.32%
+$2,480.26 
MRK Merck & Co., Inc.
+0.32%
+$1,164.84 
JPM JPMorgan Chase & Co.
+0.27%
+$5,845.86 
CME CME Group Inc.
+0.21%
+$1,196.45 
SO The Southern Company
+0.21%
+$425.2 
JNJ Johnson & Johnson
+0.21%
+$2,582.16 
ADI Analog Devices, Inc.
+0.2%
+$497.27 
USB U.S. Bancorp
+0.17%
+$477.61 
T AT&T Inc.
+0.17%
+$710.88 
MS Morgan Stanley
+0.17%
+$678.24 
CB Chubb Limited
+0.15%
+$395.38 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$2,589.75 
PWV Invesco Large Cap Value ETF
+0.12%
+$5,441.45 
ISRG Intuitive Surgical, Inc.
+0.1%
+$244.07 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,437.47 
C Citigroup Inc.
+0.1%
+$228.78 
WMT Walmart Inc.
+0.09%
+$580.81 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$592,820.04 
LIN Linde plc
-5.95%
-$40,578.67 
MU Micron Technology, Inc.
-5.9%
-$72,178.66 
SNDK SanDisk Corporation
-5.09%
-$9,639.24 
ABBV AbbVie Inc.
-2.51%
-$20,723.41 
BA Boeing Company
-2.15%
-$9,101.1 
SLV iShares Silver Trust
-2.13%
-$19,020.9 
NFLX Netflix, Inc.
-2%
-$17,598.84 
AMD Advanced Micro Devices, Inc.
-1.9%
-$16,715.2 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,959.54 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$4,952.48 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,770.75 
LRCX Lam Research Corporation
-1.58%
-$5,757.51 
GLD SPDR Gold Shares
-1.49%
-$96,675.07 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$17,643.96 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$5,497.79 
MNST Monster Beverage Corporation
-1.3%
-$2,976.88 
TJX The TJX Companies, Inc.
-1.21%
-$3,563.5 
SHW The Sherwin-Williams Company
-1.16%
-$3,754.58 
DE Deere & Company
-1.13%
-$2,747.2 
RCL Royal Caribbean Group
-1.13%
-$3,006.65 
TXN Texas Instruments Inc
-1.08%
-$7,106.11 
LOW Lowe's Companies Inc.
-1.08%
-$2,957.81 
MCK McKesson Corporation
-1.08%
-$3,420.44 
INTC Intel Corporation
-1.02%
-$12,444.33 
KO The Coca-Cola Company
-1.02%
-$10,131.3 
XOM Exxon Mobil Corporation
-0.97%
-$17,178.84 
MET MetLife Inc.
-0.97%
-$3,196 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$4,853 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,342.33 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$12,488.5 
PGR Progressive Corporation
-0.87%
-$1,705.62 
PAPI Parametric Equity Premium Income ETF
-0.83%
-$3,022.2 
GILD Gilead Sciences Inc.
-0.81%
-$2,180.64 
CVS CVS Health Corporation
-0.75%
-$2,726.29 
MA Mastercard Incorporated
-0.74%
-$3,514.75 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$2,661.6 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,352.24 
PM Philip Morris International Inc.
-0.61%
-$3,637.91 
SBUX Starbucks Corporation
-0.57%
-$1,615.2 
COF Capital One Financial Corporation
-0.54%
-$1,386.52 
LLY Eli Lilly and Company
-0.53%
-$5,363.75 
WELL Welltower Inc.
-0.51%
-$2,856 
AVDE Avantis International Equity ETF
-0.46%
-$39,277.98 
PEP PepsiCo, Inc.
-0.46%
-$1,192.96 
TRV The Travelers Companies, Inc.
-0.43%
-$2,500.42 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,460.15 
HD The Home Depot, Inc.
-0.42%
-$1,827.88 
AXP American Express Company
-0.38%
-$1,292.85 
ABNB Airbnb, Inc.
-0.37%
-$826 
TMUS T-Mobile US, Inc.
-0.36%
-$1,026.88 
EVRG Evergy Inc.
-0.29%
-$3,018.93 
COST Costco Wholesale Corporation
-0.24%
-$861.83 
JBND JPMorgan Active Bond ETF
-0.21%
-$19,514.66 
BKNG Booking Holdings Inc.
-0.18%
-$393.74 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$350.8 
V Visa Inc. Class A
-0.04%
-$457.91 
UBER Uber Technologies, Inc.
-0.01%
-$57.53 Events
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Dividends
Dividend Analysis
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| Trades 819 | Longs Won 547/819 66% | Profit Factor 9.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $194,319.89 |
| Average Win $74,508.05 | Best Trade (Aug 28) $2.7M | Sharpe Ratio -12.2 |
| Average Loss -$16,137.97 | Worst Trade (Aug 02) -$278,255.52 | Z-Score 10.81 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $44,403.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,101 | 9,091 | 8,081 | 7,071 | 6,061 | 5,051 | 4,040 | 3,030 | 2,020 | 1,010 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,177 | $6.15M | $7.47M | - | $1.32M | 21.39% | -7.354% |
| ABBV AbbVie Inc. | 3,203 | $596,186.47 | $803,760.82 | - | $207,574.35 | 34.82% | -2.513% |
| ABNB Airbnb, Inc. | 1,475 | $200,063.53 | $223,492 | - | $23,428.47 | 11.71% | -0.368% |
| ADI Analog Devices, Inc. | 672 | $216,635.11 | $246,899.52 | - | $30,264.41 | 13.97% | +0.202% |
| AMAT Applied Materials, Inc. | 2,112 | $357,205.18 | $1.07M | - | $714,993.88 | 200.16% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,809 | $383,751.58 | $861,355.33 | - | $477,603.75 | 124.46% | -1.904% |
| AMZN Amazon.com Inc | 13,490 | $2.96M | $3.66M | - | $707,848.31 | 23.95% | +15.321% |
| ANET Arista Networks, Inc. | 3,019 | $398,789.81 | $544,476.68 | - | $145,686.87 | 36.53% | +5.456% |
| APD Air Products and Chemicals, Inc. | 934 | $268,100 | $275,427.27 | - | $7,327.27 | 2.73% | -1.769% |
| APH Amphenol Corporation | 3,282 | $289,344.4 | $263,708.7 | - | -$25,635.7 | -8.86% | +0.551% |
| APO Apollo Global Management, Inc. | 1,741 | $227,392.01 | $218,652.19 | - | -$8,739.82 | -3.84% | +4.441% |
| ASML ASML Holding N.V. New York Registry Shares | 245 | $258,320.25 | $399,105 | - | $140,784.75 | 54.5% | -1.359% |
| AVDE Avantis International Equity ETF | 93,519 | $6.15M | $8.53M | - | $2.38M | 38.68% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 27,083 | $2.2M | $2.42M | - | $226,432.38 | 10.3% | +0.101% |
| AVGO Broadcom Inc. | 9,370 | $2.23M | $3.65M | - | $1.42M | 63.64% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 19,921 | $1.36M | $1.84M | - | $477,332.02 | 35.13% | +0.141% |
| AVUS Avantis U.S. Equity ETF | 12,324 | $1.22M | $1.57M | - | $353,047 | 28.95% | +0.567% |
| AXP American Express Company | 1,018 | $304,130.69 | $342,302.5 | - | $38,171.81 | 12.55% | -0.376% |
| BA Boeing Company | 1,912 | $347,500.05 | $413,259.68 | - | $65,759.63 | 18.92% | -2.155% |
| BAC Bank of America Corporation | 18,210 | $856,374.05 | $1.13M | - | $271,735.45 | 31.73% | +0.356% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for AGH Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Avantis International Equity ETF - $1.07M, JPMorgan Active Bond ETF - $529,754.08, SPDR S&P 500 ETF Trust - $227,847.96, Invesco NASDAQ 100 ETF - $221,682.23, and Applied Materials, Inc - $188,945.98. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ServiceNow, Inc - $168,073.75, UnitedHealth Group Incorporated - $159,809.36, Honeywell International Inc - $154,951.67, Salesforce Inc - $122,062.16, and Intuit Inc - $115,012.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does AGH Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.99M earned over time. The largest contributors to dividend income include JPMorgan Active Bond ETF - $494,810.67, Avantis International Equity ETF - $367,811.26, SPDR S&P 500 ETF Trust - $205,228.08, Verizon Communications Inc - $113,858.45, and Invesco Large Cap Value ETF - $104,997.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are AGH Wealth Advisors LLC's monthly returns?
AGH Wealth Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can AGH Wealth Advisors LLC's strategy be considered aggressive or moderate?
AGH Wealth Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow AGH Wealth Advisors LLC's strategy?
AGH Wealth Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
