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Aaron Wealth Advisors

Latest statistics and disclosures from Aaron Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SGOV, IEFA, VONG, VONV, and represent 29.07% of Aaron Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$13M), IEFA (+$10M), NVDA (+$8.7M), GOOGL (+$6.2M), VONV (+$6.1M), VONG (+$6.1M), AMZN (+$6.0M), LMBS (+$5.4M), MSFT, AVGO.
Started 99 new stock positions in SSB, WING, IFF, SNDK, GLOB, VLTO, KNSL, FTV, VAC, AIZ.
Reduced shares in these 10 stocks: SGOV (-$49M), JAAA (-$18M), AMGN (-$5.1M), FCX, TTC, MAS, Unilever, HD, MIDD, CF.
Sold out of its positions in ARES, BDX, BF.B, CF, CPB, COTY, DVA, DRVN, EQNR, WTRG.
Aaron Wealth Advisors was a net buyer of stock by $104M.
Aaron Wealth Advisors has $1.8B in assets under management (AUM), dropping by 8.41%.
Central Index Key (CIK): 0001812198

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Portfolio Holdings for Aaron Wealth Advisors

Aaron Wealth Advisors holds 674 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Aaron Wealth Advisors has 674 total positions. Only the first 250 positions are shown.

Sign up to view all of the Aaron Wealth Advisors Dec. 31, 2025 positions
Download the Aaron Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation Put Option (NVDA)	7.1	$131M	+7%	701k	186.50	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	6.4	$116M	-29%	1.2M	100.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.3	$116M	+9%	1.3M	89.46	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	4.8	$88M	+7%	721k	121.75	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	4.4	$81M	+8%	877k	92.30	View chart
Apple (AAPL)	3.5	$64M	+25%	234k	271.86	View chart
Amgen (AMGN)	3.0	$54M	-8%	166k	327.31	View chart
Microsoft Corporation (MSFT)	2.8	$52M	+7%	107k	483.62	View chart
Flexshares Tr Mornstar Upstr (GUNR)	2.4	$43M	+5%	942k	45.85	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$36M	+2%	539k	67.22	View chart
Amazon (AMZN)	1.6	$30M	+25%	130k	230.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$29M		138k	211.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$27M	+30%	85k	313.00	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.4	$26M	+2%	88k	302.11	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.3	$23M	+30%	458k	49.99	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$20M	+19%	64k	313.80	View chart
Meta Platforms Cl A (META)	1.0	$19M	+20%	28k	660.09	View chart
Broadcom (AVGO)	1.0	$18M	+23%	53k	346.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$16M		24k	681.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$16M	+14%	32k	502.65	View chart
Tesla Motors (TSLA)	0.8	$16M	+20%	35k	449.72	View chart
Eli Lilly & Co. (LLY)	0.7	$13M	+21%	12k	1074.68	View chart
JPMorgan Chase & Co. (JPM)	0.7	$13M	+19%	40k	322.22	View chart
Freeport-mcmoran CL B (FCX)	0.7	$12M	-20%	238k	50.79	View chart
Wal-Mart Stores (WMT)	0.6	$12M	+9%	106k	111.41	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.6	$11M	+2%	195k	54.15	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$10M	+5%	97k	106.70	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$10M	+36%	34k	303.89	View chart
Visa Com Cl A (V)	0.5	$9.7M	+15%	28k	350.71	View chart
Johnson & Johnson (JNJ)	0.5	$8.5M	+15%	41k	206.95	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$7.9M	-8%	26k	309.04	View chart
Exxon Mobil Corporation (XOM)	0.4	$7.1M	+21%	59k	120.34	View chart
Caterpillar (CAT)	0.4	$7.1M	+61%	12k	572.89	View chart
Mastercard Incorporated Cl A (MA)	0.4	$6.9M	+40%	12k	570.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$6.1M		63k	96.03	View chart
Palantir Technologies Cl A (PLTR)	0.3	$6.0M	+22%	34k	177.75	View chart
Abbvie (ABBV)	0.3	$5.8M	+18%	25k	228.49	View chart
Cisco Systems (CSCO)	0.3	$5.7M	+30%	74k	77.03	View chart
Bristol Myers Squibb (BMY)	0.3	$5.3M	+2%	98k	53.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$5.2M	-2%	8.2k	627.16	View chart
Bank of America Corporation (BAC)	0.3	$5.0M	+21%	91k	55.00	View chart
Ge Aerospace Com New (GE)	0.3	$4.9M	+17%	16k	308.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$4.7M	-3%	10k	473.30	View chart
Costco Wholesale Corporation (COST)	0.3	$4.7M	+7%	5.4k	862.34	View chart
Lam Research Corp Com New (LRCX)	0.2	$4.5M	+8%	26k	171.18	View chart
Oracle Corporation (ORCL)	0.2	$4.5M	+16%	23k	194.91	View chart
Uber Technologies (UBER)	0.2	$4.3M		53k	81.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$4.3M		8.9k	487.86	View chart
Procter & Gamble Company (PG)	0.2	$4.2M	+9%	29k	143.31	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.2M	+14%	23k	183.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$4.1M		6.0k	685.01	View chart
Qualcomm (QCOM)	0.2	$4.0M	+56%	24k	171.05	View chart
Applied Materials (AMAT)	0.2	$4.0M	+28%	16k	256.99	View chart
Micron Technology (MU)	0.2	$4.0M	+30%	14k	285.41	View chart
Goldman Sachs (GS)	0.2	$3.9M	+21%	4.4k	879.00	View chart
Morgan Stanley Com New (MS)	0.2	$3.9M	+17%	22k	177.53	View chart
Wells Fargo & Company (WFC)	0.2	$3.8M	+22%	41k	93.20	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$3.8M		5.00	754800.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.8M		18k	210.34	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$3.7M	+37%	3.5k	1069.86	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.7M	+7%	14k	268.30	View chart
Waste Management (WM)	0.2	$3.7M	+14%	17k	219.71	View chart
Abbott Laboratories (ABT)	0.2	$3.7M	+33%	29k	125.29	View chart
Charles Schwab Corporation (SCHW)	0.2	$3.7M	+13%	37k	99.91	View chart
Netflix (NFLX)	0.2	$3.7M	+637%	39k	93.76	View chart
Advanced Micro Devices (AMD)	0.2	$3.6M	+58%	17k	214.17	View chart
Intuitive Surgical Com New (ISRG)	0.2	$3.6M	+22%	6.3k	566.45	View chart
Citigroup Com New (C)	0.2	$3.5M	+12%	30k	116.69	View chart
McDonald's Corporation (MCD)	0.2	$3.5M	+17%	12k	305.63	View chart
Coca-Cola Company (KO)	0.2	$3.4M	+34%	49k	69.91	View chart
Home Depot (HD)	0.2	$3.4M	-25%	10k	344.12	View chart
UnitedHealth (UNH)	0.2	$3.4M	+3%	10k	330.11	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$3.4M		50k	67.13	View chart
Philip Morris International (PM)	0.2	$3.4M	+32%	21k	160.40	View chart
McKesson Corporation (MCK)	0.2	$3.3M	-4%	4.0k	820.46	View chart
Booking Holdings (BKNG)	0.2	$3.3M	+43%	613.00	5355.33	View chart
salesforce (CRM)	0.2	$3.2M	+48%	12k	264.92	View chart
Automatic Data Processing (ADP)	0.2	$3.1M	+21%	12k	257.23	View chart
Chevron Corporation (CVX)	0.2	$3.1M	+17%	20k	152.41	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.1M	+25%	5.3k	579.45	View chart
International Business Machines (IBM)	0.2	$3.0M	+39%	10k	296.21	View chart
Merck & Co (MRK)	0.2	$3.0M	+61%	28k	105.26	View chart
General Dynamics Corporation (GD)	0.2	$3.0M	+8%	8.9k	336.66	View chart
Capital One Financial (COF)	0.2	$2.9M	+16%	12k	242.36	View chart
Monster Beverage Corp (MNST)	0.2	$2.9M		38k	76.67	View chart
Walt Disney Company (DIS)	0.2	$2.9M	+21%	26k	113.77	View chart
CVS Caremark Corporation (CVS)	0.2	$2.9M	+6%	36k	79.36	View chart
TJX Companies (TJX)	0.2	$2.9M	+28%	19k	153.61	View chart
Intuit (INTU)	0.2	$2.8M	+22%	4.3k	662.42	View chart
Medtronic SHS (MDT)	0.2	$2.8M	+16%	29k	96.06	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.8M	+18%	7.9k	349.99	View chart
Eaton Corp SHS (ETN)	0.2	$2.7M	+18%	8.6k	318.53	View chart
American Express Company (AXP)	0.1	$2.7M	+38%	7.4k	369.95	View chart
Expedia Group Com New (EXPE)	0.1	$2.7M	+11%	9.6k	283.31	View chart
Novartis Sponsored Adr (NVS)	0.1	$2.7M	+26%	20k	137.87	View chart
Royal Gold (RGLD)	0.1	$2.6M	+10%	12k	222.29	View chart
Astrazeneca Sponsored Adr	0.1	$2.6M	+31%	28k	91.93	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$2.6M	+27%	33k	78.67	View chart
Airbnb Com Cl A (ABNB)	0.1	$2.5M	+5%	19k	135.72	View chart
Sap Se Spon Adr (SAP)	0.1	$2.5M	+19%	10k	242.91	View chart
Gilead Sciences (GILD)	0.1	$2.5M	+16%	20k	122.74	View chart
Deere & Company (DE)	0.1	$2.4M	+115%	5.2k	465.65	View chart
Boston Scientific Corporation (BSX)	0.1	$2.4M	+40%	25k	95.35	View chart
Kla Corp Com New (KLAC)	0.1	$2.4M	+21%	2.0k	1215.08	View chart
S&p Global (SPGI)	0.1	$2.3M	+19%	4.5k	522.59	View chart
Colgate-Palmolive Company (CL)	0.1	$2.3M	+46%	30k	79.02	View chart
Linde SHS (LIN)	0.1	$2.3M		5.4k	426.39	View chart
Ing Groep Sponsored Adr (ING)	0.1	$2.3M	+6%	83k	28.00	View chart
Zoom Communications Cl A (ZM)	0.1	$2.3M	+12%	27k	86.29	View chart
Lowe's Companies (LOW)	0.1	$2.3M	+21%	9.6k	241.17	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.2M	+25%	4.9k	453.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.2M		9.0k	246.17	View chart
Mbx Biosciences (MBX)	0.1	$2.2M	+40%	70k	31.54	View chart
Cummins (CMI)	0.1	$2.2M	+3%	4.3k	510.45	View chart
At&t (T)	0.1	$2.2M	+8%	88k	24.84	View chart
Union Pacific Corporation (UNP)	0.1	$2.2M	+18%	9.4k	231.32	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.1M	-23%	52k	41.36	View chart
Genpact SHS (G)	0.1	$2.1M	+5%	46k	46.78	View chart
Crown Holdings (CCK)	0.1	$2.1M		21k	102.97	View chart
Cardinal Health (CAH)	0.1	$2.1M	+65%	10k	205.50	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$2.1M	+38%	14k	146.58	View chart
Ge Vernova (GEV)	0.1	$2.1M	+14%	3.2k	653.57	View chart
Toyota Motor Corp Ads (TM)	0.1	$2.1M	+24%	9.6k	214.06	View chart
Consolidated Edison (ED)	0.1	$2.0M	+21%	21k	99.32	View chart
Progressive Corporation (PGR)	0.1	$2.0M	+10%	8.9k	227.72	View chart
Arista Networks Com Shs (ANET)	0.1	$2.0M	-23%	15k	131.03	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$2.0M		3.3k	605.01	View chart
Analog Devices (ADI)	0.1	$2.0M	+11%	7.4k	271.20	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.0M	+10%	17k	116.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.0M	+17%	7.6k	257.98	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$2.0M	+4%	5.6k	353.61	View chart
Blackrock (BLK)	0.1	$2.0M	+55%	1.8k	1070.34	View chart
United Rentals (URI)	0.1	$1.9M	+30%	2.4k	809.32	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$1.9M		17k	117.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.9M	-19%	13k	148.69	View chart
Emerson Electric (EMR)	0.1	$1.9M	+22%	14k	132.72	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$1.9M	-34%	46k	41.22	View chart
Casey's General Stores (CASY)	0.1	$1.8M	+169%	3.3k	552.71	View chart
Amphenol Corp Cl A (APH)	0.1	$1.8M	+44%	14k	135.14	View chart
Autodesk (ADSK)	0.1	$1.8M	+4%	6.1k	296.01	View chart
Shell Spon Ads (SHEL)	0.1	$1.8M	+24%	24k	73.48	View chart
Howmet Aerospace (HWM)	0.1	$1.8M	+7%	8.7k	205.02	View chart
Intel Corporation (INTC)	0.1	$1.8M	+29%	48k	36.90	View chart
Palo Alto Networks (PANW)	0.1	$1.8M	-23%	9.6k	184.20	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$1.8M	+178%	58k	30.54	View chart
Danaher Corporation (DHR)	0.1	$1.8M	+331%	7.7k	228.92	View chart
Cirrus Logic (CRUS)	0.1	$1.7M	+15%	15k	118.50	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$1.7M	+23%	67k	25.60	View chart
Banco Santander Sa Adr (SAN)	0.1	$1.7M	+23%	145k	11.73	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.1	$1.7M	+28%	107k	15.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.7M		26k	66.00	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.7M	+5%	2.5k	673.82	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.7M	+34%	14k	117.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.6M		14k	120.18	View chart
Hca Holdings (HCA)	0.1	$1.6M	+34%	3.5k	466.86	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$1.6M	+68%	24k	69.40	View chart
Essex Property Trust (ESS)	0.1	$1.6M	+14%	6.2k	261.68	View chart
Jabil Circuit (JBL)	0.1	$1.6M	-5%	7.1k	228.02	View chart
Epam Systems (EPAM)	0.1	$1.6M	+58%	7.9k	204.88	View chart
Verizon Communications (VZ)	0.1	$1.6M	-8%	39k	40.73	View chart
Ecolab (ECL)	0.1	$1.6M	+69%	6.0k	262.52	View chart
Curtiss-Wright (CW)	0.1	$1.6M	+4%	2.8k	551.27	View chart
Avery Dennison Corporation (AVY)	0.1	$1.6M	+38%	8.6k	181.88	View chart
Pepsi (PEP)	0.1	$1.6M	+69%	11k	143.52	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.5M		8.8k	173.49	View chart
Snap-on Incorporated (SNA)	0.1	$1.5M	+23%	4.4k	344.60	View chart
Agilent Technologies Inc C ommon (A)	0.1	$1.5M	+15%	11k	136.07	View chart
Target Corporation (TGT)	0.1	$1.5M	+116%	15k	97.75	View chart
Chubb (CB)	0.1	$1.5M	+34%	4.7k	312.12	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$1.5M	-11%	7.6k	194.34	View chart
Illumina (ILMN)	0.1	$1.5M	+7%	11k	131.17	View chart
State Street Corporation (STT)	0.1	$1.5M	+10%	11k	129.01	View chart
Tyson Foods Cl A (TSN)	0.1	$1.5M	-27%	25k	58.62	View chart
Armstrong World Industries (AWI)	0.1	$1.4M	+35%	7.6k	191.10	View chart
Tapestry (TPR)	0.1	$1.4M	+3%	11k	127.77	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.1	$1.4M	+19%	74k	19.33	View chart
Marriott Intl Cl A (MAR)	0.1	$1.4M	+25%	4.6k	310.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.4M		2.3k	614.31	View chart
Universal Hlth Svcs CL B (UHS)	0.1	$1.4M	+35%	6.6k	218.02	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$1.4M	+18%	61k	23.31	View chart
O'reilly Automotive (ORLY)	0.1	$1.4M	+65%	16k	91.21	View chart
American Intl Group Com New (AIG)	0.1	$1.4M	+5%	17k	85.55	View chart
Corning Incorporated (GLW)	0.1	$1.4M	+2%	16k	87.56	View chart
Allison Transmission Hldngs I (ALSN)	0.1	$1.4M	-14%	14k	97.90	View chart
Synchrony Financial (SYF)	0.1	$1.4M	+7%	16k	83.43	View chart
RPM International (RPM)	0.1	$1.4M	+259%	13k	104.00	View chart
Boyd Gaming Corporation (BYD)	0.1	$1.4M	-20%	16k	85.24	View chart
L3harris Technologies (LHX)	0.1	$1.4M	+10%	4.6k	293.61	View chart
Sherwin-Williams Company (SHW)	0.1	$1.3M	-38%	4.1k	324.03	View chart
First Industrial Realty Trust (FR)	0.1	$1.3M	+5%	23k	57.27	View chart
Ingredion Incorporated (INGR)	0.1	$1.3M	+36%	12k	110.26	View chart
Five Below (FIVE)	0.1	$1.3M	+6%	7.0k	188.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.3M		3.9k	335.27	View chart
MGIC Investment (MTG)	0.1	$1.3M	+76%	45k	29.22	View chart
Unilever Spon Adr New (UL)	0.1	$1.3M	NEW	20k	65.40	View chart
Constellation Energy (CEG)	0.1	$1.3M	+49%	3.7k	353.27	View chart
Us Bancorp Del Com New (USB)	0.1	$1.3M	+37%	24k	53.36	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$1.3M	-2%	19k	67.83	View chart
GSK Sponsored Adr (GSK)	0.1	$1.3M	+24%	26k	49.04	View chart
Fox Corp Cl A Com (FOXA)	0.1	$1.3M	-14%	17k	73.07	View chart
Clearwater Analytics Hldgs I Cl A (CWAN)	0.1	$1.3M	+22%	52k	24.12	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$1.3M	+27%	26k	48.46	View chart
Exelon Corporation (EXC)	0.1	$1.2M	+64%	29k	43.59	View chart
Northern Trust Corporation (NTRS)	0.1	$1.2M	+12%	9.1k	136.59	View chart
Bhp Group Sponsored Ads (BHP)	0.1	$1.2M	+37%	20k	60.37	View chart
3M Company (MMM)	0.1	$1.2M	+65%	7.7k	160.10	View chart
Travel Leisure Ord (TNL)	0.1	$1.2M	+7%	17k	70.53	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$1.2M	-7%	7.0k	173.53	View chart
Citizens Financial (CFG)	0.1	$1.2M	+16%	21k	58.41	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$1.2M	-7%	6.3k	193.43	View chart
Hldgs (UAL)	0.1	$1.2M	+78%	11k	111.82	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.2M	-10%	40k	29.89	View chart
Datadog Cl A Com (DDOG)	0.1	$1.2M	+13%	8.8k	135.99	View chart
Fortinet (FTNT)	0.1	$1.2M	+92%	15k	79.41	View chart
Take-Two Interactive Software (TTWO)	0.1	$1.2M	+140%	4.7k	256.03	View chart
Eversource Energy (ES)	0.1	$1.2M	+28%	17k	67.33	View chart
Servicenow (NOW)	0.1	$1.2M	+193%	7.6k	153.19	View chart
ConocoPhillips (COP)	0.1	$1.1M	-4%	12k	93.61	View chart
Williams-Sonoma (WSM)	0.1	$1.1M	+14%	6.4k	178.59	View chart
Mannkind Corp Com New (MNKD)	0.1	$1.1M		201k	5.67	View chart
Clean Harbors (CLH)	0.1	$1.1M	+216%	4.9k	234.48	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.1M	+37%	22k	50.88	View chart
Newmont Mining Corporation (NEM)	0.1	$1.1M	+15%	11k	99.85	View chart
Insulet Corporation (PODD)	0.1	$1.1M	+78%	3.9k	284.24	View chart
Acuity Brands (AYI)	0.1	$1.1M	+14%	3.1k	360.04	View chart
Cognex Corporation (CGNX)	0.1	$1.1M	+26%	31k	35.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.1M		9.0k	123.26	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.1M	+36%	20k	56.62	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$1.1M	+38%	30k	36.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.1M	+26%	2.3k	468.78	View chart
10x Genomics Cl A Com (TXG)	0.1	$1.1M	+68%	66k	16.31	View chart
Docusign (DOCU)	0.1	$1.1M	+12%	16k	68.40	View chart
Honeywell International (HON)	0.1	$1.1M	+11%	5.5k	195.09	View chart
Moody's Corporation (MCO)	0.1	$1.1M	+45%	2.1k	510.85	View chart
Fiserv (FI)	0.1	$1.1M	+246%	16k	67.17	View chart
Barclays Adr (BCS)	0.1	$1.1M	+24%	42k	25.45	View chart
AFLAC Incorporated (AFL)	0.1	$1.0M	+24%	9.4k	110.27	View chart
Twilio Cl A (TWLO)	0.1	$1.0M	+8%	7.2k	142.24	View chart
Stryker Corporation (SYK)	0.1	$1.0M	+25%	2.9k	351.47	View chart
Donaldson Company (DCI)	0.1	$1.0M	+14%	12k	88.66	View chart
Trane Technologies SHS (TT)	0.1	$1.0M	+17%	2.6k	389.26	View chart
Dropbox Cl A (DBX)	0.1	$1.0M	+16%	36k	27.80	View chart
Snowflake Com Shs (SNOW)	0.1	$998k	-6%	4.6k	219.36	View chart
Keurig Dr Pepper (KDP)	0.1	$992k	+28%	35k	28.01	View chart
PNC Financial Services (PNC)	0.1	$989k	+45%	4.7k	208.73	View chart
Southern Company (SO)	0.1	$983k	+7%	11k	87.20	View chart
Brookdale Senior Living (BKD)	0.1	$983k		91k	10.79	View chart
General Motors Company (GM)	0.1	$982k	+31%	12k	81.32	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.1	$981k	+24%	134k	7.32	View chart
Xylem (XYL)	0.1	$977k	+23%	7.2k	136.18	View chart

Past Filings by Aaron Wealth Advisors

SEC 13F filings are viewable for Aaron Wealth Advisors going back to 2020

Aaron Wealth Advisors 2025 Q4 filed Jan. 21, 2026
Aaron Wealth Advisors 2025 Q3 filed Oct. 3, 2025
Aaron Wealth Advisors 2025 Q2 filed July 9, 2025
Aaron Wealth Advisors 2025 Q1 filed April 28, 2025
Aaron Wealth Advisors 2024 Q4 filed Jan. 15, 2025
Aaron Wealth Advisors 2024 Q3 filed Oct. 17, 2024
Aaron Wealth Advisors 2024 Q2 filed July 22, 2024
Aaron Wealth Advisors 2024 Q1 filed April 25, 2024
Aaron Wealth Advisors 2023 Q4 filed Jan. 26, 2024
Aaron Wealth Advisors 2023 Q3 filed Oct. 19, 2023
Aaron Wealth Advisors 2023 Q2 filed July 26, 2023
Aaron Wealth Advisors 2023 Q1 filed May 2, 2023
Aaron Wealth Advisors 2022 Q4 filed Jan. 24, 2023
Aaron Wealth Advisors 2022 Q3 filed Oct. 21, 2022
Aaron Wealth Advisors 2022 Q2 filed July 22, 2022
Aaron Wealth Advisors 2022 Q1 filed May 10, 2022

View all past filings

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