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:
1.5%
Gain
Monthly
0.08%
Yearly
0.97%
Drawdown
24.53%
$150.27M
Equity
Holdings
$150.27M
Investment
$119.88M
$32.02M
Profit -$582,553.11
Realized
$1.63M
Unrealized
$30.39M
Dividends
$2.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$582,553.11
Win %
73%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$1.21M
Win %
73%
This Month
Compared to last month
Gain
-0.06%
Profit
-$92,076.44
Win %
73%
This Year
Compared to last year
Gain
11.05%
Profit
$14.95M
Win %
72%
TRV The Travelers Companies, Inc.
+7.84%
+$40,927.05 
MU Micron Technology, Inc.
+3.72%
+$37,707.12 
GE General Electric Company
+3.1%
+$19,904.15 
CB Chubb Limited
+2.43%
+$6,521.35 
GEV GE Vernova Inc.
+2.37%
+$7,034.15 
CSCO Cisco Systems, Inc.
+2.31%
+$19,673.28 
ORCL Oracle Corporation
+2.29%
+$9,607.35 
PANW Palo Alto Networks, Inc.
+2.04%
+$24,234.96 
ETN Eaton Corporation plc
+1.94%
+$12,103.86 
ABT Abbott Laboratories
+1.93%
+$4,425.47 
UNH UnitedHealth Group Incorporated
+1.89%
+$10,758.73 
JNJ Johnson & Johnson
+1.64%
+$19,526.61 
CVS CVS Health Corporation
+1.59%
+$5,808.77 
CAT Caterpillar Inc.
+1.58%
+$5,107.84 
RTX RTX Corporation
+1.53%
+$12,120.57 
ABBV AbbVie Inc.
+1.51%
+$11,097.6 
XOM Exxon Mobil Corporation
+1.36%
+$21,734.35 
PM Philip Morris International Inc.
+1.32%
+$7,304.1 
WELL Welltower Inc.
+1.29%
+$7,522.32 
MRK Merck & Co., Inc.
+1.19%
+$4,205.84 
CVX Chevron Corporation
+1.17%
+$6,501.6 
PSX Phillips 66
+1.15%
+$6,530.37 
HON Honeywell International Inc.
+1.01%
+$1,483.14 
MCK McKesson Corporation
+0.98%
+$3,225.3 
GLD SPDR Gold Shares
+0.97%
+$60,091.5 
PH Parker-Hannifin Corporation
+0.96%
+$2,786.16 
LLY Eli Lilly and Company
+0.95%
+$9,373.68 
AMT American Tower Corporation
+0.85%
+$1,782.27 
GD General Dynamics Corporation
+0.82%
+$6,125.35 
VZ Verizon Communications Inc.
+0.81%
+$8,835.24 
APD Air Products and Chemicals, Inc.
+0.8%
+$2,327.85 
COP ConocoPhillips
+0.8%
+$4,954.5 
GILD Gilead Sciences Inc.
+0.76%
+$2,122.83 
MET MetLife Inc.
+0.75%
+$2,383.5 
JPM JPMorgan Chase & Co.
+0.62%
+$12,701.19 
T AT&T Inc.
+0.58%
+$2,200.01 
DE Deere & Company
+0.55%
+$1,308.75 
SLV iShares Silver Trust
+0.52%
+$4,109.82 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$6,352.83 
VTRS Viatris Inc.
+0.49%
+$905.5 
TJX The TJX Companies, Inc.
+0.42%
+$1,171.3 
PWV Invesco Large Cap Value ETF
+0.41%
+$17,053.08 
BA Boeing Company
+0.38%
+$1,666.96 
GWW W.W. Grainger, Inc.
+0.26%
+$1,266.36 
BAC Bank of America Corporation
+0.23%
+$2,297.12 
TMUS T-Mobile US, Inc.
+0.23%
+$722.48 
WMT Walmart Inc.
+0.18%
+$1,220.1 
PFE Pfizer Inc.
+0.14%
+$423.64 
JBND JPMorgan Active Bond ETF
+0.12%
+$10,779.08 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.11%
+$1,413.93 
NLR VanEck Uranium and Nuclear ETF
+0.1%
+$1,161.16 
VRTX Vertex Pharmaceuticals Incorporated
+0.07%
+$366.08 
PG Procter & Gamble Co
+0.06%
+$216.58 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$180 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$91.37 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.46%
-$36,745.29 
SNPS Synopsys, Inc.
-8.11%
-$19,243.59 
NFLX Netflix, Inc.
-7.45%
-$69,881.56 
META Meta Platforms Inc Class A
-4.76%
-$103,225.99 
SYK Stryker Corporation
-3.08%
-$8,783.78 
AMAT Applied Materials, Inc.
-2.53%
-$34,062.53 
KO The Coca-Cola Company
-2.51%
-$22,197.6 
UBER Uber Technologies, Inc.
-2.24%
-$8,724.96 
MSFT Microsoft Corp.
-2.11%
-$88,481.68 
TSLA Tesla, Inc.
-2.07%
-$17,393.5 
PLTR Palantir Technologies Inc.
-2.04%
-$16,448.22 
GOOG Alphabet Inc
-1.95%
-$49,542.88 
GOOGL Alphabet Inc
-1.92%
-$50,918.19 
V Visa Inc. Class A
-1.8%
-$19,684.33 
MA Mastercard Incorporated
-1.64%
-$6,622.65 
RCL Royal Caribbean Group
-1.57%
-$3,475.09 
TXN Texas Instruments Inc
-1.56%
-$9,520.38 
COF Capital One Financial Corporation
-1.55%
-$4,510.59 
SPGI S&P Global Inc.
-1.48%
-$4,190.62 
ABNB Airbnb, Inc.
-1.46%
-$3,515.27 
INTC Intel Corporation
-1.45%
-$18,844.65 
GS The Goldman Sachs Group, Inc.
-1.41%
-$4,962.66 
AXP American Express Company
-1.41%
-$6,019.8 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$7,517.4 
WMB The Williams Companies, Inc.
-1.37%
-$8,489.05 
LOW Lowe's Companies Inc.
-1.29%
-$3,652.92 
CRM Salesforce Inc
-1.22%
-$4,235.7 
SBUX Starbucks Corporation
-1.2%
-$3,395.6 
INTU Intuit Inc.
-1.16%
-$1,865.27 
NVDA NVIDIA Corporation
-1.09%
-$73,089.06 
C Citigroup Inc.
-1.02%
-$2,391.9 
CME CME Group Inc.
-0.95%
-$4,646.02 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.94%
-$3,411.3 
IWF iShares Russell 1000 Growth ETF
-0.89%
-$6,235 
QQQM Invesco NASDAQ 100 ETF
-0.88%
-$46,082.6 
PEP PepsiCo, Inc.
-0.88%
-$2,397.27 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$5,694.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$41,269.14 
HD The Home Depot, Inc.
-0.79%
-$3,529.17 
ADI Analog Devices, Inc.
-0.75%
-$1,825.32 
BTI British American Tobacco p.l.c. ADR
-0.71%
-$2,151.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.67%
-$17,383.52 
GQI Natixis Gateway Quality Income ETF
-0.58%
-$1,522.15 
AVEM Avantis Emerging Markets Equity ETF
-0.57%
-$13,590.21 
COST Costco Wholesale Corporation
-0.55%
-$1,851.42 
MCD McDonald's Corporation
-0.54%
-$1,283.07 
AVGO Broadcom Inc.
-0.52%
-$18,078.77 
IWV ISHARES RUSSELL 3000 ETF
-0.52%
-$4,941.56 
IWB iShares Russell 1000 ETF
-0.51%
-$1,318.75 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$78,222.31 
AMZN Amazon.com Inc
-0.48%
-$16,324.8 
LIN Linde plc
-0.41%
-$2,853.33 
AVDE Avantis International Equity ETF
-0.4%
-$32,081.4 
LRCX Lam Research Corporation
-0.37%
-$1,155.22 
AVUS Avantis U.S. Equity ETF
-0.36%
-$5,465.61 
SHW The Sherwin-Williams Company
-0.36%
-$1,123.87 
MRSH Marsh & McLennan Companies, Inc.
-0.31%
-$1,121.12 
AAPL Apple Inc.
-0.31%
-$22,138.3 
ANET Arista Networks, Inc.
-0.3%
-$1,211 
MS Morgan Stanley
-0.28%
-$1,075.08 
USB U.S. Bancorp
-0.2%
-$673 
ASML ASML Holding N.V. New York Registry Shares
-0.16%
-$644.62 
AMD Advanced Micro Devices, Inc.
-0.15%
-$1,141.82 
PAPI Parametric Equity Premium Income ETF
-0.13%
-$315 
EVRG Evergy Inc.
-0.09%
-$1,006.32 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.09%
-$198.06 
AVLV Avantis U.S. Large Cap Value ETF
-0.02%
-$383.38 Events
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Dividends
Dividend Analysis
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| Trades 695 | Longs Won 460/695 66% | Profit Factor 8.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $191,749.93 |
| Average Win $78,862.18 | Best Trade (Jul 15) $2.24M | Sharpe Ratio -11.87 |
| Average Loss -$18,099.97 | Worst Trade (Jul 10) -$385,742.29 | Z-Score 8.86 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $46,076.42 |
| 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 | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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