Aaron Wealth Advisors
Latest statistics and disclosures from Aaron Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, AMGN, VONV, VONG, IEMG, and represent 35.26% of Aaron Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEFA, AAPL, AVGO, NVDA, LMBS, MSFT, VBK, VBR, AMZN, GUNR.
- Started 109 new stock positions in DUK, MTD, MVIS, PLTR, SE, HDB, AWK, EMN, WYNN, DBX.
- Reduced shares in these 10 stocks: TOLZ, AMGN, ACWX, , DOW, SPY, INVH, CPRT, , NKE.
- Sold out of its positions in BCOV, CPRT, DOW, GEVO, INVH, KRMD, TEL, CPA.
- Aaron Wealth Advisors was a net buyer of stock by $82M.
- Aaron Wealth Advisors has $840M in assets under management (AUM), dropping by 16.53%.
- Central Index Key (CIK): 0001812198
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Aaron Wealth Advisors holds 427 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core Msci Eafe (IEFA) | 9.4 | $79M | +4% | 1.0M | 78.05 |
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Amgen (AMGN) | 7.6 | $64M | -3% | 199k | 322.21 |
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 7.4 | $62M | 741k | 83.33 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 7.1 | $60M | 619k | 96.52 |
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Ishares Core Msci Emkt (IEMG) | 3.8 | $32M | +4% | 555k | 57.41 |
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Microsoft Corporation (MSFT) | 3.0 | $26M | +11% | 59k | 430.30 |
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Flexshares Tr Mornstar Upstr (GUNR) | 3.0 | $25M | +7% | 608k | 41.25 |
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Apple (AAPL) | 2.7 | $23M | +16% | 98k | 233.00 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.1 | $18M | +14% | 88k | 200.78 |
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Freeport-mcmoran CL B (FCX) | 1.9 | $16M | 316k | 49.92 |
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NVIDIA Corporation (NVDA) | 1.8 | $15M | +23% | 126k | 121.44 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.6 | $14M | +21% | 51k | 267.37 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $14M | -2% | 24k | 573.76 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.6 | $13M | +25% | 269k | 49.41 |
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Amazon (AMZN) | 1.0 | $8.7M | +26% | 47k | 186.33 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $7.9M | 21k | 375.38 |
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Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.9 | $7.5M | -24% | 148k | 50.56 |
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.9 | $7.4M | 28k | 260.07 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $7.2M | +9% | 16k | 460.26 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $6.3M | 75k | 83.63 |
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Meta Platforms Cl A (META) | 0.7 | $6.2M | +26% | 11k | 572.44 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.5M | +24% | 33k | 165.85 |
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Wal-Mart Stores (WMT) | 0.6 | $5.1M | +8% | 63k | 80.75 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.6 | $5.1M | -11% | 88k | 57.22 |
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.6 | $4.9M | 102k | 48.14 |
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Eli Lilly & Co. (LLY) | 0.6 | $4.8M | +14% | 5.4k | 885.94 |
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Alphabet Cap Stk Cl C (GOOG) | 0.6 | $4.7M | +23% | 28k | 167.19 |
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Bristol Myers Squibb (BMY) | 0.5 | $4.6M | +4% | 88k | 51.74 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.4M | -2% | 8.3k | 527.67 |
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Visa Com Cl A (V) | 0.5 | $4.2M | +9% | 15k | 274.95 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.2M | 7.3k | 576.84 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $4.0M | 18k | 220.89 |
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JPMorgan Chase & Co. (JPM) | 0.5 | $3.9M | +16% | 19k | 210.86 |
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Danaher Corporation (DHR) | 0.4 | $3.6M | 13k | 278.02 |
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Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.4M | 8.9k | 383.92 |
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Broadcom (AVGO) | 0.4 | $3.3M | +1232% | 19k | 172.50 |
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Uber Technologies (UBER) | 0.4 | $3.3M | +4% | 44k | 75.16 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $3.2M | 17k | 189.80 |
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Exxon Mobil Corporation (XOM) | 0.4 | $3.2M | +22% | 27k | 117.22 |
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Johnson & Johnson (JNJ) | 0.4 | $3.1M | +7% | 19k | 162.06 |
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Oracle Corporation (ORCL) | 0.4 | $2.9M | +7% | 17k | 170.40 |
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Home Depot (HD) | 0.3 | $2.9M | +6% | 7.3k | 405.18 |
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Dbx Etf Tr Xtrack Msci All (DBAW) | 0.3 | $2.9M | 84k | 34.90 |
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Tesla Motors (TSLA) | 0.3 | $2.8M | +44% | 11k | 261.62 |
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Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $2.8M | 79k | 35.42 |
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Waste Management (WM) | 0.3 | $2.7M | 13k | 207.60 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.7M | +26% | 21k | 125.62 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $2.6M | +14% | 5.3k | 493.76 |
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Procter & Gamble Company (PG) | 0.3 | $2.6M | +8% | 15k | 173.20 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.5M | +6% | 7.1k | 353.48 |
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Costco Wholesale Corporation (COST) | 0.3 | $2.4M | +14% | 2.8k | 886.52 |
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UnitedHealth (UNH) | 0.3 | $2.4M | +18% | 4.2k | 584.68 |
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Automatic Data Processing (ADP) | 0.3 | $2.4M | +4% | 8.7k | 276.73 |
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Novo-nordisk A S Adr (NVO) | 0.3 | $2.4M | +25% | 20k | 119.07 |
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Target Corporation (TGT) | 0.3 | $2.3M | +13% | 15k | 155.86 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $2.3M | +189% | 13k | 173.67 |
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Coca-Cola Company (KO) | 0.3 | $2.3M | 32k | 71.86 |
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Caterpillar (CAT) | 0.3 | $2.2M | +15% | 5.7k | 391.15 |
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Eaton Corp SHS (ETN) | 0.3 | $2.2M | +6% | 6.7k | 331.46 |
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McKesson Corporation (MCK) | 0.2 | $2.0M | -7% | 4.0k | 494.42 |
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Abbvie (ABBV) | 0.2 | $2.0M | +6% | 10k | 197.48 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.0M | +24% | 2.4k | 833.25 |
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Sap Se Spon Adr (SAP) | 0.2 | $1.9M | +20% | 8.1k | 229.10 |
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Advanced Micro Devices (AMD) | 0.2 | $1.8M | +9% | 11k | 164.08 |
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Bank of America Corporation (BAC) | 0.2 | $1.8M | +13% | 44k | 39.68 |
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Progressive Corporation (PGR) | 0.2 | $1.7M | +11% | 6.8k | 253.76 |
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International Business Machines (IBM) | 0.2 | $1.7M | +2% | 7.8k | 221.08 |
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Netflix (NFLX) | 0.2 | $1.7M | +26% | 2.4k | 709.27 |
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Applied Materials (AMAT) | 0.2 | $1.7M | +10% | 8.4k | 202.05 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.7M | 27k | 62.32 |
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S&p Global (SPGI) | 0.2 | $1.6M | +7% | 3.2k | 516.62 |
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Merck & Co (MRK) | 0.2 | $1.6M | +9% | 14k | 113.56 |
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salesforce (CRM) | 0.2 | $1.6M | +9% | 6.0k | 273.70 |
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Cisco Systems (CSCO) | 0.2 | $1.6M | +16% | 30k | 53.22 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.6M | 14k | 116.96 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.5M | +3% | 6.5k | 237.22 |
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Novartis Sponsored Adr (NVS) | 0.2 | $1.5M | +25% | 13k | 115.02 |
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Thermo Fisher Scientific (TMO) | 0.2 | $1.5M | +28% | 2.4k | 618.57 |
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McDonald's Corporation (MCD) | 0.2 | $1.5M | +4% | 4.9k | 304.51 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.5M | 28k | 52.81 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.5M | +8% | 3.2k | 465.08 |
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Linde SHS (LIN) | 0.2 | $1.5M | +14% | 3.1k | 476.86 |
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TJX Companies (TJX) | 0.2 | $1.4M | +11% | 12k | 117.54 |
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Qualcomm (QCOM) | 0.2 | $1.4M | +20% | 8.4k | 170.05 |
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Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.4M | +26% | 17k | 77.91 |
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Ing Groep Sponsored Adr (ING) | 0.2 | $1.3M | +6% | 74k | 18.16 |
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Royal Gold (RGLD) | 0.2 | $1.3M | 9.6k | 140.30 |
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Kura Oncology (KURA) | 0.2 | $1.3M | -3% | 68k | 19.54 |
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Texas Instruments Incorporated (TXN) | 0.2 | $1.3M | +10% | 6.2k | 206.57 |
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Sanofi Sponsored Adr (SNY) | 0.2 | $1.3M | +13% | 22k | 57.63 |
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Lowe's Companies (LOW) | 0.2 | $1.3M | +19% | 4.7k | 270.82 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | +16% | 2.4k | 517.80 |
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Toyota Motor Corp Ads (TM) | 0.1 | $1.2M | +21% | 6.8k | 178.57 |
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Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | +38% | 2.1k | 584.67 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | +27% | 2.4k | 491.26 |
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General Mills (GIS) | 0.1 | $1.2M | +2% | 16k | 73.85 |
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Colgate-Palmolive Company (CL) | 0.1 | $1.2M | +18% | 12k | 103.81 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.2M | 9.4k | 126.18 |
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Cardinal Health (CAH) | 0.1 | $1.2M | +8% | 11k | 110.52 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | 2.4k | 488.08 |
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Spdr Index Shs Fds S&p North Amer (NANR) | 0.1 | $1.1M | 20k | 56.63 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | +16% | 15k | 73.67 |
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Pepsi (PEP) | 0.1 | $1.1M | +13% | 6.6k | 170.05 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.1M | 11k | 106.19 |
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Union Pacific Corporation (UNP) | 0.1 | $1.1M | +8% | 4.5k | 246.48 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.1M | +32% | 3.9k | 283.16 |
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Mannkind Corp Com New (MNKD) | 0.1 | $1.1M | 177k | 6.29 |
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American Express Company (AXP) | 0.1 | $1.1M | +10% | 4.1k | 271.20 |
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Ge Aerospace Com New (GE) | 0.1 | $1.1M | +26% | 5.8k | 188.58 |
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Abbott Laboratories (ABT) | 0.1 | $1.1M | +16% | 9.5k | 114.01 |
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Unilever Spon Adr New (UL) | 0.1 | $1.1M | +23% | 17k | 64.96 |
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Shell Spon Ads (SHEL) | 0.1 | $1.1M | +31% | 16k | 65.95 |
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Chevron Corporation (CVX) | 0.1 | $1.1M | +7% | 7.3k | 147.27 |
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Walt Disney Company (DIS) | 0.1 | $1.1M | +9% | 11k | 96.19 |
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Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | +11% | 8.6k | 121.16 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.0M | 12k | 84.53 |
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Wheaton Precious Metals Corp (WPM) | 0.1 | $1.0M | 17k | 61.08 |
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Wells Fargo & Company (WFC) | 0.1 | $1.0M | +24% | 18k | 56.49 |
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Charles Schwab Corporation (SCHW) | 0.1 | $976k | +4% | 15k | 64.81 |
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Stryker Corporation (SYK) | 0.1 | $968k | +13% | 2.7k | 361.26 |
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HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $943k | +20% | 21k | 45.19 |
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Verizon Communications (VZ) | 0.1 | $925k | +17% | 21k | 44.91 |
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Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $918k | 17k | 54.43 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $918k | +27% | 22k | 41.77 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $889k | 5.3k | 167.67 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $886k | 9.3k | 95.75 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $867k | -6% | 6.1k | 142.28 |
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Marriott Intl Cl A (MAR) | 0.1 | $863k | +24% | 3.5k | 248.60 |
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Morgan Stanley Com New (MS) | 0.1 | $853k | +28% | 8.2k | 104.24 |
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GSK Sponsored Adr (GSK) | 0.1 | $847k | +11% | 21k | 40.88 |
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Sony Group Corp Sponsored Adr (SONY) | 0.1 | $808k | +26% | 8.4k | 96.57 |
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CVS Caremark Corporation (CVS) | 0.1 | $806k | +23% | 13k | 62.88 |
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Hershey Company (HSY) | 0.1 | $801k | -17% | 4.2k | 191.78 |
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At&t (T) | 0.1 | $798k | +25% | 36k | 22.00 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $793k | 3.3k | 243.47 |
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $791k | +20% | 78k | 10.18 |
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Gilead Sciences (GILD) | 0.1 | $785k | +40% | 9.4k | 83.84 |
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Philip Morris International (PM) | 0.1 | $777k | +29% | 6.4k | 121.40 |
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Deere & Company (DE) | 0.1 | $776k | +10% | 1.9k | 417.30 |
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BlackRock (BLK) | 0.1 | $775k | +9% | 816.00 | 949.51 |
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Totalenergies Se Sponsored Ads (TTE) | 0.1 | $764k | +32% | 12k | 64.62 |
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Illinois Tool Works (ITW) | 0.1 | $759k | +15% | 2.9k | 262.10 |
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Goldman Sachs (GS) | 0.1 | $749k | +26% | 1.5k | 495.11 |
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Arista Networks (ANET) | 0.1 | $745k | +31% | 1.9k | 383.81 |
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ConocoPhillips (COP) | 0.1 | $738k | +10% | 7.0k | 105.28 |
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Relx Sponsored Adr (RELX) | 0.1 | $732k | +18% | 15k | 47.46 |
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Boston Scientific Corporation (BSX) | 0.1 | $728k | +26% | 8.7k | 83.80 |
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Analog Devices (ADI) | 0.1 | $726k | +38% | 3.2k | 230.17 |
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Booking Holdings (BKNG) | 0.1 | $712k | +15% | 169.00 | 4212.12 |
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Consolidated Edison (ED) | 0.1 | $710k | +5% | 6.8k | 104.13 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $696k | 15k | 47.85 |
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Sempra Energy (SRE) | 0.1 | $695k | 8.3k | 83.63 |
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Intuit (INTU) | 0.1 | $694k | -9% | 1.1k | 621.00 |
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Bhp Group Sponsored Ads (BHP) | 0.1 | $685k | 11k | 62.11 |
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Brookdale Senior Living (BKD) | 0.1 | $683k | 101k | 6.79 |
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Northrop Grumman Corporation (NOC) | 0.1 | $670k | +35% | 1.3k | 527.88 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $667k | 7.9k | 84.17 |
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Lam Research Corporation (LRCX) | 0.1 | $654k | +14% | 802.00 | 816.01 |
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Marsh & McLennan Companies (MMC) | 0.1 | $653k | +6% | 2.9k | 223.09 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $642k | 5.4k | 119.55 |
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Micron Technology (MU) | 0.1 | $640k | +7% | 6.2k | 103.71 |
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $627k | +19% | 50k | 12.63 |
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Corning Incorporated (GLW) | 0.1 | $626k | +17% | 14k | 45.15 |
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Starbucks Corporation (SBUX) | 0.1 | $617k | +59% | 6.3k | 97.49 |
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Hca Holdings (HCA) | 0.1 | $615k | +46% | 1.5k | 406.43 |
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Nextera Energy (NEE) | 0.1 | $613k | +16% | 7.3k | 84.53 |
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Citigroup Com New (C) | 0.1 | $612k | +38% | 9.8k | 62.60 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $611k | 9.0k | 67.85 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $601k | -5% | 3.0k | 197.17 |
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Sherwin-Williams Company (SHW) | 0.1 | $598k | +35% | 1.6k | 381.67 |
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $595k | +7% | 9.0k | 66.29 |
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Medtronic SHS (MDT) | 0.1 | $592k | +70% | 6.6k | 90.03 |
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Servicenow (NOW) | 0.1 | $585k | +22% | 654.00 | 894.39 |
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Kellogg Company (K) | 0.1 | $583k | +2% | 7.2k | 80.71 |
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Icici Bank Adr (IBN) | 0.1 | $578k | +29% | 19k | 29.85 |
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Emerson Electric (EMR) | 0.1 | $575k | +44% | 5.3k | 109.37 |
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EOG Resources (EOG) | 0.1 | $571k | +19% | 4.6k | 122.92 |
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Bank of New York Mellon Corporation (BK) | 0.1 | $566k | +41% | 7.9k | 71.86 |
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Cintas Corporation (CTAS) | 0.1 | $566k | +437% | 2.7k | 205.88 |
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W.W. Grainger (GWW) | 0.1 | $563k | +15% | 542.00 | 1038.81 |
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Chipotle Mexican Grill (CMG) | 0.1 | $559k | +32% | 9.7k | 57.62 |
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Textron (TXT) | 0.1 | $541k | -9% | 6.1k | 88.58 |
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Moody's Corporation (MCO) | 0.1 | $533k | +18% | 1.1k | 474.59 |
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Virtus Etf Tr Ii Newfleet Abs Mbs (VABS) | 0.1 | $527k | -15% | 22k | 24.35 |
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Chubb (CB) | 0.1 | $519k | +12% | 1.8k | 288.39 |
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Zoetis Cl A (ZTS) | 0.1 | $512k | +63% | 2.6k | 195.38 |
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Palo Alto Networks (PANW) | 0.1 | $511k | +24% | 1.5k | 341.80 |
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Paccar (PCAR) | 0.1 | $506k | +72% | 5.1k | 98.68 |
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $500k | +29% | 46k | 10.84 |
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Kroger (KR) | 0.1 | $497k | +41% | 8.7k | 57.30 |
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Te Connectivity Ord Shs | 0.1 | $492k | NEW | 3.3k | 150.97 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $489k | 2.5k | 198.07 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $487k | NEW | 4.6k | 106.12 |
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Southern Company (SO) | 0.1 | $487k | +17% | 5.4k | 90.18 |
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Regeneron Pharmaceuticals (REGN) | 0.1 | $484k | +14% | 460.00 | 1051.24 |
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Kkr & Co (KKR) | 0.1 | $482k | +14% | 3.7k | 130.58 |
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Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $481k | +13% | 15k | 31.73 |
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Pfizer (PFE) | 0.1 | $480k | +41% | 17k | 28.94 |
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Banco Santander Adr (SAN) | 0.1 | $479k | +19% | 94k | 5.10 |
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Rio Tinto Sponsored Adr (RIO) | 0.1 | $479k | +31% | 6.7k | 71.17 |
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Fiserv (FI) | 0.1 | $478k | +24% | 2.7k | 179.65 |
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Intel Corporation (INTC) | 0.1 | $469k | -18% | 20k | 23.46 |
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Honeywell International (HON) | 0.1 | $466k | +27% | 2.3k | 206.71 |
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FedEx Corporation (FDX) | 0.1 | $458k | +4% | 1.7k | 273.68 |
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Orix Corp Sponsored Adr (IX) | 0.1 | $456k | +7% | 3.9k | 116.05 |
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Workday Cl A (WDAY) | 0.1 | $456k | +55% | 1.9k | 244.41 |
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Targa Res Corp (TRGP) | 0.1 | $456k | +8% | 3.1k | 148.01 |
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Howmet Aerospace (HWM) | 0.1 | $455k | +20% | 4.5k | 100.25 |
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General Dynamics Corporation (GD) | 0.1 | $455k | -6% | 1.5k | 302.20 |
|
Intercontinental Exchange (ICE) | 0.1 | $451k | +9% | 2.8k | 160.64 |
|
Kla Corp Com New (KLAC) | 0.1 | $448k | +65% | 578.00 | 774.41 |
|
Constellation Energy (CEG) | 0.1 | $447k | +10% | 1.7k | 260.02 |
|
Trane Technologies SHS (TT) | 0.1 | $446k | +33% | 1.1k | 388.85 |
|
AFLAC Incorporated (AFL) | 0.1 | $446k | +6% | 4.0k | 111.80 |
|
Vanguard World Inf Tech Etf (VGT) | 0.1 | $446k | 760.00 | 586.52 |
|
|
Motorola Solutions Com New (MSI) | 0.1 | $445k | +44% | 990.00 | 449.63 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $445k | 1.1k | 423.12 |
|
|
Masco Corporation (MAS) | 0.1 | $442k | NEW | 5.3k | 83.94 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $441k | 4.8k | 91.93 |
|
|
Metropcs Communications (TMUS) | 0.1 | $437k | +17% | 2.1k | 206.36 |
|
British Amern Tob Sponsored Adr (BTI) | 0.1 | $434k | +33% | 12k | 36.58 |
|
Capital One Financial (COF) | 0.1 | $432k | +40% | 2.9k | 149.73 |
|
Anthem (ELV) | 0.1 | $430k | +7% | 826.00 | 520.00 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $428k | 3.3k | 128.20 |
|
|
O'reilly Automotive (ORLY) | 0.1 | $423k | +52% | 367.00 | 1151.60 |
|
Phillips 66 (PSX) | 0.1 | $423k | +7% | 3.2k | 131.45 |
|
Ross Stores (ROST) | 0.1 | $422k | +49% | 2.8k | 150.51 |
|
Cigna Corp (CI) | 0.0 | $415k | +23% | 1.2k | 346.44 |
|
Ecolab (ECL) | 0.0 | $413k | +28% | 1.6k | 255.33 |
|
BP Sponsored Adr (BP) | 0.0 | $409k | +22% | 13k | 31.39 |
|
Diageo Spon Adr New (DEO) | 0.0 | $401k | +50% | 2.9k | 140.34 |
|
Agilent Technologies Inc C ommon (A) | 0.0 | $398k | NEW | 2.7k | 148.48 |
|
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $397k | NEW | 6.3k | 62.56 |
|
Cdw (CDW) | 0.0 | $397k | +20% | 1.8k | 226.30 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $396k | -2% | 1.5k | 263.83 |
|
Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $394k | -7% | 76k | 5.22 |
|
Hilton Worldwide Holdings (HLT) | 0.0 | $394k | +42% | 1.7k | 230.50 |
|
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $392k | -6% | 5.0k | 78.39 |
|
Ameriprise Financial (AMP) | 0.0 | $385k | +12% | 819.00 | 469.81 |
|
Xcel Energy (XEL) | 0.0 | $385k | +37% | 5.9k | 65.30 |
|
AutoZone (AZO) | 0.0 | $384k | +34% | 122.00 | 3150.04 |
|
Ge Vernova (GEV) | 0.0 | $383k | NEW | 1.5k | 254.98 |
|
Vertiv Holdings Com Cl A (VRT) | 0.0 | $382k | +53% | 3.8k | 99.49 |
|
AmerisourceBergen (COR) | 0.0 | $381k | +85% | 1.7k | 225.08 |
|
Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $381k | +19% | 91k | 4.18 |
|
Amphenol Corp Cl A (APH) | 0.0 | $379k | +5% | 5.8k | 65.16 |
|
Hp (HPQ) | 0.0 | $379k | +33% | 11k | 35.87 |
|
Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $376k | +20% | 121k | 3.12 |
|
National Grid Sponsored Adr Ne (NGG) | 0.0 | $374k | NEW | 5.4k | 69.67 |
|
Oneok (OKE) | 0.0 | $373k | +12% | 4.1k | 91.13 |
|
Airbnb Com Cl A (ABNB) | 0.0 | $372k | +40% | 2.9k | 126.81 |
|
Marathon Petroleum Corp (MPC) | 0.0 | $372k | +9% | 2.3k | 162.91 |
|
Enbridge (ENB) | 0.0 | $368k | 9.1k | 40.61 |
|
|
Paypal Holdings (PYPL) | 0.0 | $368k | NEW | 4.7k | 78.02 |
|
Air Products & Chemicals (APD) | 0.0 | $367k | -17% | 1.2k | 297.74 |
|
Block Cl A (SQ) | 0.0 | $366k | +9% | 5.4k | 67.13 |
|
Discover Financial Services (DFS) | 0.0 | $358k | +55% | 2.5k | 140.29 |
|
Kraft Heinz (KHC) | 0.0 | $357k | NEW | 10k | 35.11 |
|
Lennar Corp Cl A (LEN) | 0.0 | $355k | +37% | 1.9k | 187.48 |
|
United Rentals (URI) | 0.0 | $355k | +21% | 438.00 | 809.73 |
|
Aon Shs Cl A (AON) | 0.0 | $355k | +35% | 1.0k | 345.99 |
|
Prudential Financial (PRU) | 0.0 | $353k | +45% | 2.9k | 121.10 |
|
Royal Caribbean Cruises (RCL) | 0.0 | $352k | NEW | 2.0k | 177.36 |
|
Nike CL B (NKE) | 0.0 | $352k | -34% | 4.0k | 88.40 |
|
Avidity Biosciences Ord (RNA) | 0.0 | $349k | NEW | 7.6k | 45.93 |
|
3M Company (MMM) | 0.0 | $348k | +9% | 2.5k | 136.70 |
|
Us Bancorp Del Com New (USB) | 0.0 | $347k | +26% | 7.6k | 45.73 |
|
ConAgra Foods (CAG) | 0.0 | $342k | +40% | 11k | 32.52 |
|
Cummins (CMI) | 0.0 | $341k | +27% | 1.1k | 323.79 |
|
Apollo Global Mgmt (APO) | 0.0 | $341k | +8% | 2.7k | 124.91 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $339k | 5.9k | 57.53 |
|
|
Dynatrace Com New (DT) | 0.0 | $335k | NEW | 6.3k | 53.47 |
|
Corteva (CTVA) | 0.0 | $333k | -3% | 5.7k | 58.79 |
|
Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $332k | +15% | 23k | 14.22 |
|
Cme (CME) | 0.0 | $331k | +25% | 1.5k | 220.65 |
|
Republic Services (RSG) | 0.0 | $330k | +57% | 1.6k | 200.84 |
|
Boston Beer Cl A (SAM) | 0.0 | $329k | NEW | 1.1k | 289.14 |
|
Barclays Adr (BCS) | 0.0 | $325k | +22% | 27k | 12.15 |
|
International Flavors & Fragrances (IFF) | 0.0 | $321k | NEW | 3.1k | 104.93 |
|
Dbx Etf Tr Xtrckr Msci Us (USSG) | 0.0 | $321k | -5% | 6.0k | 53.27 |
|
Truist Financial Corp equities (TFC) | 0.0 | $320k | +29% | 7.5k | 42.77 |
|
American Intl Group Com New (AIG) | 0.0 | $319k | +22% | 4.4k | 73.23 |
|
Veralto Corp Com Shs (VLTO) | 0.0 | $319k | 2.9k | 111.85 |
|
|
Cheniere Energy Com New (LNG) | 0.0 | $319k | +18% | 1.8k | 179.84 |
|
James Hardie Inds Sponsored Adr (JHX) | 0.0 | $317k | +10% | 7.9k | 40.15 |
|
Essex Property Trust (ESS) | 0.0 | $316k | NEW | 1.1k | 295.42 |
|
ResMed (RMD) | 0.0 | $313k | NEW | 1.3k | 244.12 |
|
Toll Brothers (TOL) | 0.0 | $312k | NEW | 2.0k | 154.49 |
|
Palantir Technologies Cl A (PLTR) | 0.0 | $312k | NEW | 8.4k | 37.20 |
|
Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $311k | +8% | 7.3k | 42.37 |
|
Haleon Spon Ads (HLN) | 0.0 | $311k | +23% | 29k | 10.58 |
|
Autodesk (ADSK) | 0.0 | $311k | NEW | 1.1k | 275.48 |
|
Fastenal Company (FAST) | 0.0 | $310k | NEW | 4.3k | 71.42 |
|
Boeing Company (BA) | 0.0 | $309k | +18% | 2.0k | 152.04 |
|
Centene Corporation (CNC) | 0.0 | $308k | NEW | 4.1k | 75.28 |
|
Exelon Corporation (EXC) | 0.0 | $308k | +11% | 7.6k | 40.55 |
|
Baxter International (BAX) | 0.0 | $307k | NEW | 8.1k | 37.97 |
|
Natwest Group Spons Adr (NWG) | 0.0 | $305k | +28% | 33k | 9.36 |
|
General Motors Company (GM) | 0.0 | $305k | +43% | 6.8k | 44.84 |
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $304k | +21% | 2.0k | 153.13 |
|
Wabtec Corporation (WAB) | 0.0 | $304k | NEW | 1.7k | 181.77 |
|
Diamondback Energy (FANG) | 0.0 | $303k | +10% | 1.8k | 172.40 |
|
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $303k | 8.3k | 36.41 |
|
|
American Electric Power Company (AEP) | 0.0 | $302k | +20% | 2.9k | 102.60 |
|
Doordash Cl A (DASH) | 0.0 | $300k | NEW | 2.1k | 142.73 |
|
Clean Harbors (CLH) | 0.0 | $300k | NEW | 1.2k | 241.71 |
|
Avadel Pharmaceuticals Com Shs (AVDL) | 0.0 | $297k | 23k | 13.12 |
|
|
Edison International (EIX) | 0.0 | $296k | NEW | 3.4k | 87.09 |
|
Kb Finl Group Sponsored Adr (KB) | 0.0 | $294k | +21% | 4.8k | 61.75 |
|
Gartner (IT) | 0.0 | $292k | NEW | 576.00 | 506.76 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $292k | 3.3k | 88.14 |
|
|
SYSCO Corporation (SYY) | 0.0 | $291k | NEW | 3.7k | 78.06 |
|
Altria (MO) | 0.0 | $290k | NEW | 5.7k | 51.04 |
|
Pulte (PHM) | 0.0 | $288k | 2.0k | 143.53 |
|
|
Allstate Corporation (ALL) | 0.0 | $288k | +16% | 1.5k | 189.65 |
|
CSX Corporation (CSX) | 0.0 | $284k | +26% | 8.2k | 34.53 |
|
United Parcel Service CL B (UPS) | 0.0 | $281k | NEW | 2.1k | 136.34 |
|
Infosys Sponsored Adr (INFY) | 0.0 | $280k | NEW | 13k | 22.27 |
|
Bunge Global Sa Com Shs (BG) | 0.0 | $280k | NEW | 2.9k | 96.64 |
|
Paylocity Holding Corporation (PCTY) | 0.0 | $278k | NEW | 1.7k | 164.97 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $277k | +6% | 438.00 | 631.82 |
|
Occidental Petroleum Corporation (OXY) | 0.0 | $276k | +21% | 5.4k | 51.54 |
|
Zoom Video Communications In Cl A (ZM) | 0.0 | $275k | NEW | 3.9k | 69.74 |
|
Synchrony Financial (SYF) | 0.0 | $273k | NEW | 5.5k | 49.88 |
|
Edwards Lifesciences (EW) | 0.0 | $273k | NEW | 4.1k | 65.99 |
|
Carrier Global Corporation (CARR) | 0.0 | $273k | -15% | 3.4k | 80.49 |
|
Dick's Sporting Goods (DKS) | 0.0 | $271k | NEW | 1.3k | 208.70 |
|
Genpact SHS (G) | 0.0 | $270k | NEW | 6.9k | 39.21 |
|
Docusign (DOCU) | 0.0 | $269k | NEW | 4.3k | 62.09 |
|
PPG Industries (PPG) | 0.0 | $268k | NEW | 2.0k | 132.46 |
|
Leidos Holdings (LDOS) | 0.0 | $267k | NEW | 1.6k | 163.04 |
|
Loews Corporation (L) | 0.0 | $267k | +11% | 3.4k | 79.05 |
|
eBay (EBAY) | 0.0 | $266k | +3% | 4.1k | 65.11 |
|
Old Dominion Freight Line (ODFL) | 0.0 | $266k | NEW | 1.3k | 198.63 |
|
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $265k | 4.7k | 56.60 |
|
|
TransDigm Group Incorporated (TDG) | 0.0 | $264k | -11% | 185.00 | 1427.13 |
|
Telefonica S A Sponsored Adr (TEF) | 0.0 | $264k | +402% | 54k | 4.86 |
|
Sba Communications Corp Cl A (SBAC) | 0.0 | $261k | NEW | 1.1k | 240.70 |
|
Duke Energy Corp Com New (DUK) | 0.0 | $260k | NEW | 2.3k | 115.30 |
|
PNC Financial Services (PNC) | 0.0 | $258k | NEW | 1.4k | 184.85 |
|
Stanley Black & Decker (SWK) | 0.0 | $257k | NEW | 2.3k | 110.13 |
|
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $256k | 6.1k | 41.82 |
|
|
Synopsys (SNPS) | 0.0 | $256k | 506.00 | 506.39 |
|
|
American Water Works (AWK) | 0.0 | $255k | NEW | 1.7k | 146.24 |
|
F5 Networks (FFIV) | 0.0 | $255k | NEW | 1.2k | 220.20 |
|
Okta Cl A (OKTA) | 0.0 | $254k | +19% | 3.4k | 74.34 |
|
Paychex (PAYX) | 0.0 | $253k | -9% | 1.9k | 134.19 |
|
Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $253k | NEW | 7.7k | 32.72 |
|
Monster Beverage Corp (MNST) | 0.0 | $252k | NEW | 4.8k | 52.17 |
|
Wynn Resorts (WYNN) | 0.0 | $251k | NEW | 2.6k | 95.88 |
|
FTI Consulting (FCN) | 0.0 | $251k | NEW | 1.1k | 227.56 |
|
Axalta Coating Sys (AXTA) | 0.0 | $251k | NEW | 6.9k | 36.19 |
|
Allison Transmission Hldngs I (ALSN) | 0.0 | $249k | NEW | 2.6k | 96.07 |
|
Dupont De Nemours (DD) | 0.0 | $249k | -27% | 2.8k | 89.11 |
|
WPP Adr (WPP) | 0.0 | $248k | +3% | 4.9k | 51.16 |
|
Mettler-Toledo International (MTD) | 0.0 | $248k | NEW | 165.00 | 1499.70 |
|
Dropbox Cl A (DBX) | 0.0 | $246k | NEW | 9.7k | 25.43 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $246k | +28% | 878.00 | 280.49 |
|
Sea Sponsord Ads (SE) | 0.0 | $244k | NEW | 2.6k | 94.28 |
|
Hewlett Packard Enterprise (HPE) | 0.0 | $243k | NEW | 12k | 20.46 |
|
Curtiss-Wright (CW) | 0.0 | $242k | NEW | 737.00 | 328.69 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $242k | +3% | 2.8k | 87.80 |
|
Penn National Gaming (PENN) | 0.0 | $241k | 13k | 18.86 |
|
|
Eversource Energy (ES) | 0.0 | $241k | NEW | 3.5k | 68.05 |
|
Under Armour Cl A (UAA) | 0.0 | $241k | NEW | 27k | 8.91 |
|
Argenx Se Sponsored Adr (ARGX) | 0.0 | $241k | NEW | 444.00 | 542.08 |
|
Eni S P A Sponsored Adr (E) | 0.0 | $239k | NEW | 7.9k | 30.31 |
|
Iqvia Holdings (IQV) | 0.0 | $238k | NEW | 1.0k | 236.97 |
|
Xylem (XYL) | 0.0 | $238k | NEW | 1.8k | 135.03 |
|
Jabil Circuit (JBL) | 0.0 | $235k | NEW | 2.0k | 119.83 |
|
Universal Hlth Svcs CL B (UHS) | 0.0 | $234k | NEW | 1.0k | 229.01 |
|
Snowflake Cl A (SNOW) | 0.0 | $234k | NEW | 2.0k | 114.86 |
|
Huntington Ingalls Inds (HII) | 0.0 | $234k | NEW | 884.00 | 264.38 |
|
Dominion Resources (D) | 0.0 | $233k | NEW | 4.0k | 57.79 |
|
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $232k | 4.6k | 50.88 |
|
|
Cbre Group Cl A (CBRE) | 0.0 | $232k | NEW | 1.9k | 124.48 |
|
NetApp (NTAP) | 0.0 | $230k | NEW | 1.9k | 123.51 |
|
Us Foods Hldg Corp call (USFD) | 0.0 | $230k | NEW | 3.7k | 61.50 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.0 | $229k | 828.00 | 276.76 |
|
|
Avery Dennison Corporation (AVY) | 0.0 | $227k | NEW | 1.0k | 220.76 |
|
Carlisle Companies (CSL) | 0.0 | $226k | NEW | 502.00 | 449.75 |
|
Kilroy Realty Corporation (KRC) | 0.0 | $226k | NEW | 5.8k | 38.70 |
|
Travelers Companies (TRV) | 0.0 | $225k | NEW | 961.00 | 234.12 |
|
Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $225k | +19% | 23k | 9.76 |
|
Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $225k | 9.9k | 22.70 |
|
|
Spotify Technology S A SHS (SPOT) | 0.0 | $223k | NEW | 606.00 | 368.53 |
|
Fidelity National Information Services (FIS) | 0.0 | $223k | NEW | 2.7k | 83.75 |
|
Msci (MSCI) | 0.0 | $223k | NEW | 382.00 | 582.93 |
|
Dover Corporation (DOV) | 0.0 | $221k | NEW | 1.2k | 191.74 |
|
Eastman Chemical Company (EMN) | 0.0 | $220k | NEW | 2.0k | 111.95 |
|
Bill Com Holdings Ord (BILL) | 0.0 | $220k | NEW | 4.2k | 52.76 |
|
Interpublic Group of Companies (IPG) | 0.0 | $218k | NEW | 6.9k | 31.63 |
|
Bwx Technologies (BWXT) | 0.0 | $218k | NEW | 2.0k | 108.70 |
|
Mattel (MAT) | 0.0 | $217k | NEW | 11k | 19.05 |
|
Becton, Dickinson and (BDX) | 0.0 | $216k | +2% | 894.00 | 241.10 |
|
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $215k | NEW | 552.00 | 389.12 |
|
Cadence Design Systems (CDNS) | 0.0 | $214k | -32% | 790.00 | 271.03 |
|
Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $214k | NEW | 1.9k | 110.49 |
|
Janus Henderson Group Ord Shs (JHG) | 0.0 | $214k | NEW | 5.6k | 38.07 |
|
Dbx Etf Tr Xtrackers Shrt (SHYL) | 0.0 | $212k | 4.6k | 45.62 |
|
|
Johnson Ctls Intl SHS (JCI) | 0.0 | $211k | NEW | 2.7k | 77.61 |
|
Citizens Financial (CFG) | 0.0 | $210k | NEW | 5.1k | 41.07 |
|
Scotts Miracle-gro Cl A (SMG) | 0.0 | $209k | NEW | 2.4k | 86.70 |
|
Westlake Chemical Corporation (WLK) | 0.0 | $209k | NEW | 1.4k | 150.29 |
|
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $208k | NEW | 1.1k | 192.81 |
|
Jd.com Spon Ads Cl A (JD) | 0.0 | $208k | NEW | 5.2k | 40.00 |
|
D.R. Horton (DHI) | 0.0 | $205k | -31% | 1.1k | 190.77 |
|
Packaging Corporation of America (PKG) | 0.0 | $205k | NEW | 950.00 | 215.40 |
|
Cirrus Logic (CRUS) | 0.0 | $205k | NEW | 1.6k | 124.21 |
|
SM Energy (SM) | 0.0 | $205k | 5.1k | 39.97 |
|
|
Tractor Supply Company (TSCO) | 0.0 | $204k | NEW | 702.00 | 290.93 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $204k | NEW | 3.0k | 67.51 |
|
MetLife (MET) | 0.0 | $204k | NEW | 2.5k | 82.48 |
|
Tenet Healthcare Corp Com New (THC) | 0.0 | $203k | NEW | 1.2k | 166.20 |
|
Newmont Mining Corporation (NEM) | 0.0 | $201k | NEW | 3.8k | 53.45 |
|
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $198k | NEW | 26k | 7.58 |
|
Nokia Corp Sponsored Adr (NOK) | 0.0 | $196k | +190% | 45k | 4.37 |
|
Orange Sponsored Adr (ORAN) | 0.0 | $195k | NEW | 17k | 11.48 |
|
Huntington Bancshares Incorporated (HBAN) | 0.0 | $188k | NEW | 13k | 14.70 |
|
Listed Fd Tr Roundhill Ball (METV) | 0.0 | $143k | 11k | 13.49 |
|
|
Erasca (ERAS) | 0.0 | $76k | 28k | 2.73 |
|
|
Creative Med Technology Hldg Com New (CELZ) | 0.0 | $61k | 20k | 3.10 |
|
|
Microvision Inc Del Com New (MVIS) | 0.0 | $31k | NEW | 27k | 1.14 |
|
Opendoor Technologies (OPEN) | 0.0 | $24k | NEW | 12k | 2.00 |
|
I-80 Gold Corp (IAUX) | 0.0 | $20k | 17k | 1.16 |
|
|
Precigen (PGEN) | 0.0 | $17k | NEW | 18k | 0.95 |
|
Luminar Technologies Com Cl A (LAZR) | 0.0 | $16k | NEW | 18k | 0.90 |
|
Past Filings by Aaron Wealth Advisors
SEC 13F filings are viewable for Aaron Wealth Advisors going back to 2020
- 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
- Aaron Wealth Advisors 2021 Q4 filed Jan. 21, 2022
- Aaron Wealth Advisors 2021 Q3 filed Oct. 21, 2021
- Aaron Wealth Advisors 2021 Q2 filed July 29, 2021
- Aaron Wealth Advisors 2021 Q1 filed April 29, 2021
- Aaron Wealth Advisors 2020 Q4 filed Feb. 4, 2021