AG ASSET ADVISORY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KBDC | 203K | $2.71M |
 | META | 86K | $63.42M |
 | AMZN | 5K | $1.19M |
 | AAPL | 4K | $1.08M |
 | NTAP | 4K | $480.47K |
 | CSCO | 4K | $273.68K |
 | ATO | 2K | $290.27K |
 | ABBV | 1K | $261.64K |
 | SPGI | 714 | $347.51K |
 | DE | 680 | $310.94K |
 | MSFT | 399 | $206.66K |
 | BLK | 350 | $408.06K |
Kayne Anderson BDC, Inc.
KBDC
Shares Held
203K
Value
$2.71M
Meta Platforms, Inc.
META
Shares Held
86K
Value
$63.42M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.19M
Apple Inc.
AAPL
Shares Held
4K
Value
$1.08M
NetApp, Inc.
NTAP
Shares Held
4K
Value
$480.47K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$273.68K
Atmos Energy Corporation
ATO
Shares Held
2K
Value
$290.27K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$261.64K
S&P Global Inc.
SPGI
Shares Held
714
Value
$347.51K
Deere & Company
DE
Shares Held
680
Value
$310.94K
Microsoft Corporation
MSFT
Shares Held
399
Value
$206.66K
BlackRock, Inc.
BLK
Shares Held
350
Value
$408.06K