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Agp Franklin, LLC
AGP Franklin, LLC is a Registered Investment Adviser (RIA) headquartered in Franklin, Tennessee, with additional DBA names Aspen Grove Asset Management and Strong Tower Wealth Management. Founded in 2021, the firm operates with approximately 6 financial advisors and offers holistic wealth management, investment advisory, portfolio management, and financial planning services to individuals, families, and small businesses. They emphasize a comprehensive, goal-driven approach and serve clients nationally.
Investment Strategy
AGP Franklin follows a long-term, fundamentals-based investment philosophy. The firm constructs diversified portfolios tailored to each client's goals, risk tolerance, and time horizon, utilizing individual stocks, bonds, mutual funds, ETFs, and real estate investment trusts (REITs). Their financial planning includes retirement, estate, trust, insurance, and cash flow analysis. The approach focuses on fundamental analysis, with periodic rebalancing or adjustments based on changing circumstances, market conditions, or liquidity needs.
Latest 13F Filing Activity
Agp Franklin, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $189M. The fund increased holdings in Palantir Technologies Inc., Nvidia Corporation, Oracle Corp. among other positions. Agp Franklin, LLC reduced exposure to Invesco Exch Traded FD TR II, Unitedhealth Group Inc., Palo Alto Networks Inc. among others.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC | 7.03% | $13.3M | 97,481 | $78.09 | $136.32 | +$3.8M |
N NVDA | NVIDIA CORPORATION | 6.04% | $11.4M | 72,227 | $129.13 | $157.99 | +$3.3M |
A AMZN | AMAZON COM INC | 4.21% | $8.0M | 36,312 | $215.16 | $219.39 | +$1.6M |
J JPM | JPMORGAN CHASE & CO. | 3.51% | $6.6M | 22,882 | $240.46 | $289.91 | +$1.4M |
M MSFT | MICROSOFT CORP | 3.41% | $6.4M | 12,961 | $411.41 | $497.41 | +$1.5M |
Industry Allocation
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