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Argo Wealth Advisory, LLC

13F filer · CIK 0002104895
Reported Aug 7, 2026
Net buyer this quarter
13F portfolio value$181MU.S. long equity reported on 13F
Positions371 new · 0 closed
Net flow last quarter+$188KBuys minus sells
Top 10 positions weight21.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 7, 202637 positions
ABBVAbbVie Inc.$9.74M5.37%0.00%Not reportedQ4 2025
CSCOCisco Systems, Inc.$4.64M2.56%0.00%-6.0%Q4 2025
XOMExxonMobil Holdings Corp$4.01M2.21%0.00%Not reportedQ4 2025
QQQInvesco QQQ Trust, Series 1$3.37M1.86%Not reported+58.9%Q4 2025
COSTCostco Wholesale Corp$3.25M1.79%0.00%-4.0%Q4 2025
MSFTMicrosoft Corp$3.06M1.69%0.00%-0.8%Q4 2025
NEENextera Energy Inc$2.89M1.59%0.00%-3.7%Q4 2025
AMGNAmgen Inc$2.84M1.57%0.00%-3.7%Q4 2025
UNHUnitedhealth Group Inc$2.79M1.54%0.00%-2.7%Q4 2025
VVisa Inc.$2.76M1.52%0.00%-1.5%Q4 2025
ITWIllinois Tool Works Inc$2.57M1.42%0.00%-3.2%Q4 2025
LOWLowes Companies Inc$2.5M1.38%0.00%-1.6%Q4 2025
PGPROCTER & GAMBLE Co$2.43M1.34%0.00%-1.3%Q4 2025
SYKStryker Corp$2.43M1.34%0.00%-1.0%Q4 2025
LMTLockheed Martin Corp$2.4M1.33%0.00%-3.4%Q4 2025
MCKMckesson Corp$2.37M1.31%0.00%-3.1%Q4 2025
XYLXylem Inc.$2.35M1.30%0.01%-1.0%Q4 2025
AJGArthur J. Gallagher & Co.$2.26M1.25%0.00%+2.3%Q4 2025
ADPAutomatic Data Processing Inc$2.22M1.23%0.00%+1.0%Q4 2025
PFEPfizer Inc$2.13M1.18%0.00%-3.0%Q4 2025
PEPPepsico Inc$2.09M1.15%0.00%-4.1%Q4 2025
AMTAmerican Tower Corp$2M1.10%0.00%-3.3%Q4 2025
JKHYJack Henry & Associates Inc$1.98M1.09%0.02%+0.6%Q4 2025
METAMeta Platforms, Inc.$1.87M1.03%Not reported-0.4%Q4 2025
FDSFactset Research Systems Inc$1.76M0.97%0.02%+3.3%Q4 2025
PTCPTC Inc.$1.73M0.95%0.01%+2.2%Q4 2025
NVDANvidia Corp$1.53M0.84%0.00%+0.6%Q4 2025
AAPLApple Inc.$1.53M0.84%0.00%-0.5%Q4 2025
HONHoneywell International Inc$1.26M0.70%0.00%-3.2%Q4 2025
LLYELI LILLY & Co$1.24M0.69%0.00%-7.2%Q4 2025
HONAHoneywell Aerospace Inc.$1.24M0.68%Not reported-3.8%Q2 2026
ACNAccenture plc$1.21M0.67%0.00%+7.0%Q4 2025
PLSEPulse Biosciences, Inc.$781K0.43%0.04%Not reportedQ4 2025
GOOGAlphabet Inc.$293K0.16%Not reported+9.2%Q4 2025
JPMJPMorgan Chase & Co$266K0.15%0.00%+10.6%Q4 2025
GOOGLAlphabet Inc.$218K0.12%0.00%NewQ2 2026
MAINMain Street Capital CORP$207K0.11%0.00%-4.7%Q4 2025
Q1 2026Reported Apr 21, 202635 positions
ABBVAbbVie Inc.$8.41M4.94%0.00%-0.3%Q4 2025
XOMExxonMobil Holdings Corp$4.98M2.92%0.00%Not reportedQ4 2025
COSTCostco Wholesale Corp$3.61M2.12%0.00%+0.3%Q4 2025
CSCOCisco Systems, Inc.$3.26M1.91%0.00%+0.2%Q4 2025
NEENextera Energy Inc$3.17M1.86%0.00%+0.3%Q4 2025
MSFTMicrosoft Corp$3.06M1.79%0.00%+1.7%Q4 2025
LMTLockheed Martin Corp$2.95M1.73%0.00%-0.9%Q4 2025
AMGNAmgen Inc$2.87M1.68%0.00%+0.2%Q4 2025
MCKMckesson Corp$2.8M1.64%0.00%-0.3%Q4 2025
LOWLowes Companies Inc$2.72M1.60%0.00%+0.2%Q4 2025
HONHoneywell International Inc$2.63M1.54%0.00%+1.7%Q4 2025
PFEPfizer Inc$2.56M1.50%0.00%+46.0%Q4 2025
SYKStryker Corp$2.56M1.50%0.00%+2.1%Q4 2025
ITWIllinois Tool Works Inc$2.55M1.50%0.00%+1.7%Q4 2025
PEPPepsico Inc$2.5M1.47%0.00%+7.0%Q4 2025
VVisa Inc.$2.47M1.45%0.00%+1.5%Q4 2025
PGPROCTER & GAMBLE Co$2.42M1.42%0.00%+16.0%Q4 2025
XYLXylem Inc.$2.4M1.41%0.01%+1.9%Q4 2025
JKHYJack Henry & Associates Inc$2.26M1.32%0.02%+1.8%Q4 2025
AMTAmerican Tower Corp$2.18M1.28%0.00%+27.5%Q4 2025
PTCPTC Inc.$2.12M1.24%0.01%+4.6%Q4 2025
AJGArthur J. Gallagher & Co.$2.09M1.22%0.00%+4.0%Q4 2025
ADPAutomatic Data Processing Inc$2M1.17%0.00%+4.9%Q4 2025
METAMeta Platforms, Inc.$1.91M1.12%Not reported+22.1%Q4 2025
UNHUnitedhealth Group Inc$1.87M1.10%0.00%+54.1%Q4 2025
ACNAccenture plc$1.8M1.05%0.00%+11.4%Q4 2025
QQQInvesco QQQ Trust, Series 1$1.66M0.98%Not reported+48.3%Q4 2025
FDSFactset Research Systems Inc$1.6M0.94%0.02%+32.2%Q4 2025
AAPLApple Inc.$1.35M0.79%0.00%+1.4%Q4 2025
NVDANvidia Corp$1.33M0.78%0.00%-0.6%Q4 2025
LLYELI LILLY & Co$1.03M0.60%0.00%-34.4%Q4 2025
PLSEPulse Biosciences, Inc.$608K0.36%0.04%Not reportedQ4 2025
MAINMain Street Capital CORP$221K0.13%0.00%Not reportedQ4 2025
GOOGAlphabet Inc.$218K0.13%Not reportedNot reportedQ4 2025
JPMJPMorgan Chase & Co$216K0.13%0.00%+9.5%Q4 2025
Q4 2025Reported Jan 26, 202636 positions
ABBVAbbVie Inc.$8.86M5.30%0.00%NewQ4 2025
MSFTMicrosoft Corp$3.93M2.35%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$3.53M2.11%0.00%NewQ4 2025
CSCOCisco Systems, Inc.$3.23M1.93%0.00%NewQ4 2025
COSTCostco Wholesale Corp$3.12M1.86%0.00%NewQ4 2025
VVisa Inc.$2.82M1.69%0.00%NewQ4 2025
LOWLowes Companies Inc$2.77M1.66%0.00%NewQ4 2025
NEENextera Energy Inc$2.73M1.63%0.00%NewQ4 2025
XYLXylem Inc.$2.69M1.61%0.01%NewQ4 2025
SYKStryker Corp$2.68M1.60%0.00%NewQ4 2025
MCKMckesson Corp$2.66M1.59%0.00%NewQ4 2025
AMGNAmgen Inc$2.66M1.59%0.00%NewQ4 2025
JKHYJack Henry & Associates Inc$2.56M1.53%0.02%NewQ4 2025
PTCPTC Inc.$2.48M1.48%0.01%NewQ4 2025
ADPAutomatic Data Processing Inc$2.41M1.44%0.00%NewQ4 2025
AJGArthur J. Gallagher & Co.$2.4M1.43%0.00%NewQ4 2025
LMTLockheed Martin Corp$2.38M1.43%0.00%NewQ4 2025
ITWIllinois Tool Works Inc$2.38M1.42%0.00%NewQ4 2025
HONHoneywell International Inc$2.23M1.34%0.00%NewQ4 2025
ACNAccenture plc$2.18M1.31%0.00%NewQ4 2025
PEPPepsico Inc$2.16M1.29%0.00%NewQ4 2025
PGPROCTER & GAMBLE Co$2.07M1.24%0.00%NewQ4 2025
LLYELI LILLY & Co$1.83M1.09%0.00%NewQ4 2025
METAMeta Platforms, Inc.$1.8M1.08%Not reportedNewQ4 2025
AMTAmerican Tower Corp$1.74M1.04%0.00%NewQ4 2025
FDSFactset Research Systems Inc$1.62M0.97%0.02%NewQ4 2025
PFEPfizer Inc$1.56M0.93%0.00%NewQ4 2025
UNHUnitedhealth Group Inc$1.48M0.88%0.00%NewQ4 2025
NVDANvidia Corp$1.43M0.85%0.00%NewQ4 2025
AAPLApple Inc.$1.42M0.85%0.00%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$1.19M0.71%Not reportedNewQ4 2025
PLSEPulse Biosciences, Inc.$387K0.23%0.04%NewQ4 2025
MAINMain Street Capital CORP$253K0.15%0.00%NewQ4 2025
GOOGAlphabet Inc.$238K0.14%Not reportedNewQ4 2025
JPMJPMorgan Chase & Co$217K0.13%0.00%NewQ4 2025
CRMSalesforce, Inc.$208K0.12%0.00%NewQ4 2025
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