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:
34.53%
Gain +0.04%
Monthly
1.39%
Yearly
18%
Drawdown
16.06%
$161.57M
Equity
Holdings
$161.57M
Investment
$127.02M
$35.68M
Profit +$42,218.71
Realized
$1.14M
Unrealized
$34.55M
Dividends
$3.4M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$42,218.71
Win %
71%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$1.56M
Win %
71%
This Month
Compared to last month
Gain
0.55%
Profit
$877,433.17
Win %
71%
This Year
Compared to last year
Gain
2.45%
Profit
$3.86M
Win %
69%
C Citigroup Inc.
+2.69%
+$5,843.2 
USB U.S. Bancorp
+2.47%
+$6,165.64 
BTI British American Tobacco p.l.c. ADR
+2.47%
+$6,809.66 
WFC Wells Fargo & Company
+2.25%
+$6,236.58 
JPM JPMorgan Chase & Co.
+2.1%
+$43,843.95 
APO Apollo Global Management, Inc.
+2.05%
+$3,986.89 
GEV GE Vernova Inc.
+2.03%
+$5,386.99 
RCL Royal Caribbean Group
+1.85%
+$4,282.8 
GE General Electric Company
+1.81%
+$10,932.75 
COF Capital One Financial Corporation
+1.8%
+$4,392.66 
GS The Goldman Sachs Group, Inc.
+1.74%
+$5,626.49 
RTX RTX Corporation
+1.73%
+$13,219.2 
TSLA Tesla, Inc.
+1.73%
+$15,737.68 
MNST Monster Beverage Corporation
+1.71%
+$3,633.2 
GD General Dynamics Corporation
+1.69%
+$11,567.77 
PGR Progressive Corporation
+1.46%
+$2,851.87 
MRK Merck & Co., Inc.
+1.37%
+$5,639.39 
PM Philip Morris International Inc.
+1.35%
+$8,308.72 
PSX Phillips 66
+1.33%
+$10,985.53 
BA Boeing Company
+1.32%
+$4,780 
ASML ASML Holding N.V. New York Registry Shares
+1.31%
+$5,315.35 
TJX The TJX Companies, Inc.
+1.3%
+$3,489.28 
MET MetLife Inc.
+1.3%
+$4,420 
MRSH Marsh & McLennan Companies, Inc.
+1.27%
+$3,050.19 
COP ConocoPhillips
+1.27%
+$7,754.4 
LOW Lowe's Companies Inc.
+1.27%
+$3,231.44 
MS Morgan Stanley
+1.26%
+$4,314.34 
PEP PepsiCo, Inc.
+1.25%
+$3,001.04 
PH Parker-Hannifin Corporation
+1.25%
+$3,393.17 
AXP American Express Company
+1.22%
+$3,904.03 
SHW The Sherwin-Williams Company
+1.16%
+$3,688.71 
JNJ Johnson & Johnson
+1.13%
+$13,982.64 
CVX Chevron Corporation
+1.12%
+$6,939.63 
TMUS T-Mobile US, Inc.
+1.08%
+$2,771 
PWV Invesco Large Cap Value ETF
+1.06%
+$45,708.6 
WMT Walmart Inc.
+1.06%
+$7,260 
BRK-B Berkshire Hathaway Inc.
+1.05%
+$14,002.01 
IBM International Business Machines Corporation
+1.05%
+$2,202.55 
ISRG Intuitive Surgical, Inc.
+1.03%
+$2,996.77 
BAC Bank of America Corporation
+1%
+$9,378.15 
PG Procter & Gamble Co
+0.98%
+$4,179.55 
AVDE Avantis International Equity ETF
+0.98%
+$82,296.72 
BKNG Booking Holdings Inc.
+0.98%
+$1,875.96 
EVRG Evergy Inc.
+0.97%
+$10,000.31 
KO The Coca-Cola Company
+0.97%
+$10,018.73 
LLY Eli Lilly and Company
+0.96%
+$10,504.37 
VZ Verizon Communications Inc.
+0.96%
+$10,971.37 
GWW W.W. Grainger, Inc.
+0.95%
+$4,447.16 
LIN Linde plc
+0.86%
+$5,672.43 
HD The Home Depot, Inc.
+0.86%
+$3,471.61 
SO The Southern Company
+0.85%
+$1,615.76 
PAPI Parametric Equity Premium Income ETF
+0.78%
+$2,825.1 
APD Air Products and Chemicals, Inc.
+0.69%
+$1,905.35 
COST Costco Wholesale Corporation
+0.66%
+$2,438.89 
ABNB Airbnb, Inc.
+0.64%
+$1,637.25 
CAT Caterpillar Inc.
+0.61%
+$1,948.32 
MCD McDonald's Corporation
+0.61%
+$1,142.56 
UNP Union Pacific Corporation
+0.59%
+$1,679.23 
AVLV Avantis U.S. Large Cap Value ETF
+0.57%
+$10,558.13 
XOM Exxon Mobil Corporation
+0.56%
+$11,003.55 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.55%
+$1,227.8 
T AT&T Inc.
+0.55%
+$2,310.36 
CB Chubb Limited
+0.54%
+$1,424.85 
TXN Texas Instruments Inc
+0.51%
+$3,341.26 
AAPL Apple Inc.
+0.5%
+$41,100.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.44%
+$11,036.31 
SBUX Starbucks Corporation
+0.42%
+$1,103.72 
CME CME Group Inc.
+0.37%
+$2,266.94 
CRM Salesforce Inc
+0.34%
+$1,614.98 
PFE Pfizer Inc.
+0.32%
+$1,208.31 
MA Mastercard Incorporated
+0.3%
+$1,546.48 
SLV iShares Silver Trust
+0.29%
+$2,502.75 
WMB The Williams Companies, Inc.
+0.28%
+$1,623.37 
V Visa Inc. Class A
+0.27%
+$3,532.68 
AVUS Avantis U.S. Equity ETF
+0.22%
+$3,450.72 
DE Deere & Company
+0.18%
+$466.63 
MCK McKesson Corporation
+0.16%
+$598.21 
ABBV AbbVie Inc.
+0.14%
+$1,313.26 
ADI Analog Devices, Inc.
+0.13%
+$352.79 
UBER Uber Technologies, Inc.
+0.1%
+$402.71 
GLD SPDR Gold Shares
+0.07%
+$4,816.56 
TMO Thermo Fisher Scientific Inc.
+0.07%
+$463.14 
GQI Natixis Gateway Quality Income ETF
+0.07%
+$173.96 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$8,994.61 
IWV ISHARES RUSSELL 3000 ETF
+0.04%
+$400.14 
CVS CVS Health Corporation
+0.04%
+$138.04 
IWB iShares Russell 1000 ETF
+0.01%
+$31.25 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$60 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WELL Welltower Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
-3.93%
-$50,459.37 
STX Seagate Technology Holdings plc
-3.52%
-$7,031.37 
AMD Advanced Micro Devices, Inc.
-3.03%
-$30,789.18 
MU Micron Technology, Inc.
-3.01%
-$39,137 
SNDK SanDisk Corporation
-2.77%
-$5,722.41 
ANET Arista Networks, Inc.
-2.58%
-$14,430.82 
GLW Corning Incorporated
-2.46%
-$3,223.19 
KLAC KLA Corporation
-2.06%
-$5,245 
UNH UnitedHealth Group Incorporated
-1.93%
-$10,821.07 
NFLX Netflix, Inc.
-1.92%
-$16,815.33 
INTC Intel Corporation
-1.72%
-$21,944.84 
TER Teradyne, Inc.
-1.64%
-$2,500.9 
PLTR Palantir Technologies Inc.
-1.63%
-$21,493.18 
AVGO Broadcom Inc.
-1.6%
-$51,581.76 
AMAT Applied Materials, Inc.
-1.46%
-$13,221.12 
CSCO Cisco Systems, Inc.
-1.27%
-$11,890.2 
SNPS Synopsys, Inc.
-1.26%
-$3,510.5 
LRCX Lam Research Corporation
-1.19%
-$4,030.24 
APH Amphenol Corporation
-1.15%
-$6,137.34 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.05%
-$13,737.35 
REMX VanEck Rare Earth and Strategic Metals ETF
-1%
-$3,077.47 
ORCL Oracle Corporation
-0.95%
-$4,680.52 
QQQM Invesco NASDAQ 100 ETF
-0.71%
-$39,230.52 
IWF iShares Russell 1000 Growth ETF
-0.7%
-$5,046 
META Meta Platforms Inc Class A
-0.69%
-$17,486.32 
AVEM Avantis Emerging Markets Equity ETF
-0.65%
-$15,978.97 
GOOGL Alphabet Inc
-0.64%
-$19,131.84 
QQQ Invesco QQQ Trust, Series 1
-0.63%
-$3,847.2 
GOOG Alphabet Inc
-0.57%
-$15,225.27 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$28,057.25 
AMZN Amazon.com Inc
-0.48%
-$16,592.57 
MSFT Microsoft Corp.
-0.4%
-$22,976.7 
NVDA NVIDIA Corporation
-0.38%
-$27,445.61 
GILD Gilead Sciences Inc.
-0.3%
-$957.86 
ETN Eaton Corporation plc
-0.22%
-$1,418.42 
TRV The Travelers Companies, Inc.
-0.15%
-$874.38 
VRTX Vertex Pharmaceuticals Incorporated
-0.14%
-$780.7 
JBND JPMorgan Active Bond ETF
-0.09%
-$7,983.27 
NLR VanEck Uranium and Nuclear ETF
-0.02%
-$230.64 Events
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Dividends
Dividend Analysis
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| Trades 819 | Longs Won 537/819 65% | Profit Factor 7.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $197,081.85 |
| Average Win $76,470.82 | Best Trade (Oct 14) $2.51M | Sharpe Ratio -11.56 |
| Average Loss -$19,080.02 | Worst Trade (Oct 14) -$408,199.88 | Z-Score 9.19 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $43,570.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,177 | $6.15M | $8.31M | - | $2.16M | 35.06% | +0.497% |
| ABBV AbbVie Inc. | 3,203 | $596,186.47 | $909,043.43 | - | $312,856.96 | 52.48% | +0.145% |
| ABNB Airbnb, Inc. | 1,475 | $200,063.53 | $258,700.25 | - | $58,636.72 | 29.31% | +0.637% |
| ADI Analog Devices, Inc. | 672 | $216,635.11 | $271,807.2 | - | $55,172.09 | 25.47% | +0.13% |
| AMAT Applied Materials, Inc. | 2,112 | $357,205.18 | $894,960 | - | $537,754.82 | 150.55% | -1.456% |
| AMD Advanced Micro Devices, Inc. | 1,809 | $383,751.58 | $986,284.89 | - | $602,533.31 | 157.01% | -3.027% |
| AMZN Amazon.com Inc | 13,490 | $2.96M | $3.42M | - | $464,353.94 | 15.71% | -0.483% |
| ANET Arista Networks, Inc. | 3,019 | $398,789.81 | $545,835.2 | - | $147,045.39 | 36.87% | -2.576% |
| APD Air Products and Chemicals, Inc. | 934 | $268,100 | $278,929.76 | - | $10,829.76 | 4.04% | +0.688% |
| APH Amphenol Corporation | 6,564 | $289,347.68 | $528,763.02 | - | $239,415.34 | 82.74% | -1.147% |
| APO Apollo Global Management, Inc. | 1,741 | $227,392.01 | $198,752.56 | - | -$28,639.45 | -12.59% | +2.047% |
| ASML ASML Holding N.V. New York Registry Shares | 245 | $258,320.25 | $411,388.15 | - | $153,067.9 | 59.26% | +1.309% |
| AVDE Avantis International Equity ETF | 93,519 | $6.15M | $8.49M | - | $2.34M | 38.01% | +0.979% |
| AVEM Avantis Emerging Markets Equity ETF | 27,083 | $2.2M | $2.43M | - | $234,557.28 | 10.67% | -0.653% |
| AVGO Broadcom Inc. | 9,370 | $2.23M | $3.17M | - | $945,748.83 | 42.43% | -1.599% |
| AVLV Avantis U.S. Large Cap Value ETF | 19,921 | $1.36M | $1.87M | - | $512,193.77 | 37.7% | +0.568% |
| AVUS Avantis U.S. Equity ETF | 12,324 | $1.22M | $1.6M | - | $383,240.8 | 31.43% | +0.216% |
| AXP American Express Company | 1,018 | $304,130.69 | $323,423.69 | - | $19,293 | 6.34% | +1.222% |
| BA Boeing Company | 1,912 | $347,500.05 | $365,631.76 | - | $18,131.71 | 5.22% | +1.325% |
| BAC Bank of America Corporation | 18,210 | $856,374.05 | $950,835.15 | - | $94,461.1 | 11.03% | +0.996% |
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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 - $1.1M, JPMorgan Active Bond ETF - $602,309.59, SPDR S&P 500 ETF Trust - $269,283.22, Invesco NASDAQ 100 ETF - $227,447.06, and Applied Materials, Inc - $190,065.34. 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 - $156,603.12, Honeywell International Inc - $154,951.67, Salesforce Inc - $121,226.16, 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 $3.4M earned over time. The largest contributors to dividend income include JPMorgan Active Bond ETF - $567,366.18, Avantis International Equity ETF - $398,214.29, SPDR S&P 500 ETF Trust - $246,663.34, Verizon Communications Inc - $132,122.56, and Invesco Large Cap Value ETF - $123,716.48. 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.
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