Institutions / Argo Wealth Advisory, LLC
Argo Wealth Advisory, LLC
CIK 2104895 · Institution · as of Jun 30, 2026
Portfolio value
$181.21M
Positions
50
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$181.21M+8.4%Positions
50-3.8%Top holdings
Jun 30, 2026View all 50 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Merrimack Str Tr | $12.45M | 6.9% |
| J P Morgan Exchange Traded F | $12.38M | 6.8% |
| Pacer Fds Tr | $11.91M | 6.6% |
| Dimensional ETF Trust | $11.77M | 6.5% |
| AbbVie Inc. | $9.74M | 5.4% |
| WisdomTree Tr | $9.62M | 5.3% |
| Vanguard World Fd | $7.99M | 4.4% |
| PIMCO ETF Tr | $7.49M | 4.1% |
| iShares Tr | $6.28M | 3.5% |
| WisdomTree Tr | $5.86M | 3.2% |
| Vanguard Specialized Funds | $4.95M | 2.7% |
| Cisco Systems, Inc. | $4.64M | 2.6% |
| Exxon Mobil Corp | $4.01M | 2.2% |
| Vanguard Index Fds | $3.88M | 2.1% |
| Invesco Qqq Tr | $3.37M | 1.9% |
| Costco Wholesale Corp /New | $3.25M | 1.8% |
| Microsoft Corp | $3.06M | 1.7% |
| Nextera Energy Inc | $2.89M | 1.6% |
| Amgen Inc | $2.84M | 1.6% |
| Unitedhealth Group Inc | $2.79M | 1.5% |
| Visa Inc | $2.76M | 1.5% |
| Illinois Tool Works Inc | $2.57M | 1.4% |
| Lowes Companies Inc | $2.50M | 1.4% |
| PROCTER & GAMBLE Co | $2.43M | 1.3% |
| Stryker Corp | $2.43M | 1.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 92204A702 | $6.93M | +58K +655.12% | 66,813 4.41% of portfolio | medium |
| Q2 2026 as of | Add | 921908844 | $2.83M | +12K +133.45% | 20,905 2.73% of portfolio | low |
| Q2 2026 as of | Exit | Honeywell International Inc | $-2.23M | -11K -100.00% | — | low |
| Q2 2026 as of | Add | 46090E103 | $1.94M | +3K +135.53% | 4,574 1.86% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc | $1.26M | +6K | 5,632 0.70% of portfolio | low |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $1.24M | +6K | 5,594 0.68% of portfolio | low |
| Q2 2026 as of | Add | 72201R585 | $932.6K | +35K +14.22% | 282,413 4.13% of portfolio | low |
| Q2 2026 as of | Add | Unitedhealth Group Inc | $929.0K | +2K +49.94% | 6,710 1.54% of portfolio | low |
| Q2 2026 as of | Trim | ELI LILLY & Co | $-796.4K | -664 -39.06% | 1,036 0.69% of portfolio | low |
| Q2 2026 as of | Add | 69374H881 | $796.1K | +13K +7.16% | 191,489 6.57% of portfolio | low |