Aegis Wealth Management LLC

Q2 2025 13F Holdings

Location
Bethesda, MD
Holdings as of
6/30/2025
Value ($000)
$166,797
Num holdings
114
Date filed
8/7/2025
Form type
13F-HR
Prev filing
5/8/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type