Aaron Wealth Advisors

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

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Portfolio Holdings for Aaron Wealth Advisors

Aaron Wealth Advisors holds 449 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Ishares Tr Core Msci Eafe (IEFA) 8.4 $72M +2% 1.0M 70.28
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.3 $63M 608k 103.32
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 7.1 $62M +2% 757k 81.25
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Amgen (AMGN) 5.7 $50M -4% 190k 260.64
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Ishares Core Msci Emkt (IEMG) 3.4 $29M 554k 52.22
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Apple (AAPL) 3.1 $26M +7% 105k 250.42
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NVIDIA Corporation (NVDA) 3.0 $26M +52% 191k 134.29
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Microsoft Corporation (MSFT) 3.0 $26M +2% 61k 421.50
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Flexshares Tr Mornstar Upstr (GUNR) 2.2 $19M -12% 531k 36.36
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Vanguard Index Fds Sm Cp Val Etf (VBR) 2.2 $19M +9% 96k 198.18
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $16M +14% 27k 586.08
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.8 $16M +8% 56k 280.07
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.4 $12M -5% 253k 48.67
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Freeport-mcmoran CL B (FCX) 1.4 $12M 317k 38.08
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.4 $12M +966% 112k 105.48
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Amazon (AMZN) 1.3 $11M +8% 51k 219.39
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $9.2M +8% 23k 401.59
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Proshares Tr DJ BRKFLD GLB (TOLZ) 0.9 $8.0M +10% 163k 49.12
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.9 $7.7M 29k 266.72
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $7.6M +6% 17k 453.28
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $6.9M +9% 36k 189.30
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Meta Platforms Cl A (META) 0.8 $6.8M +7% 12k 585.51
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Wal-Mart Stores (WMT) 0.7 $5.9M +3% 65k 90.35
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Alphabet Cap Stk Cl C (GOOG) 0.7 $5.7M +6% 30k 190.44
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Ishares Tr Msci Eafe Etf (EFA) 0.7 $5.7M 75k 75.61
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Tesla Motors (TSLA) 0.6 $5.4M +24% 13k 403.83
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Bristol Myers Squibb (BMY) 0.6 $5.1M +2% 90k 56.56
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Visa Com Cl A (V) 0.6 $5.1M +4% 16k 316.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $5.1M +13% 9.4k 538.81
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Broadcom (AVGO) 0.6 $5.0M +10% 21k 231.84
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.5 $4.6M 88k 52.16
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JPMorgan Chase & Co. (JPM) 0.5 $4.5M +2% 19k 239.71
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $4.3M 7.3k 588.67
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $4.0M 18k 220.96
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Eli Lilly & Co. (LLY) 0.5 $4.0M -5% 5.1k 772.00
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $3.8M +23% 21k 185.13
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Vanguard Index Fds Growth Etf (VUG) 0.4 $3.7M 8.9k 410.44
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $3.3M +28% 17k 197.49
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Home Depot (HD) 0.4 $3.1M +11% 8.1k 388.97
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Exxon Mobil Corporation (XOM) 0.3 $2.9M 27k 107.57
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Mastercard Incorporated Cl A (MA) 0.3 $2.9M +2% 5.5k 526.52
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Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $2.9M +4% 83k 34.75
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Dbx Etf Tr Xtrack Msci All (DBAW) 0.3 $2.9M 84k 33.96
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Johnson & Johnson (JNJ) 0.3 $2.8M 19k 144.62
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $2.8M +12% 7.9k 351.79
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Costco Wholesale Corporation (COST) 0.3 $2.7M +8% 3.0k 916.27
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Procter & Gamble Company (PG) 0.3 $2.7M +7% 16k 167.65
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Oracle Corporation (ORCL) 0.3 $2.7M -5% 16k 166.64
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Waste Management (WM) 0.3 $2.7M +4% 14k 201.79
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Danaher Corporation (DHR) 0.3 $2.7M -8% 12k 229.55
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Automatic Data Processing (ADP) 0.3 $2.6M 8.8k 292.73
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Uber Technologies (UBER) 0.3 $2.6M -2% 43k 60.32
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McKesson Corporation (MCK) 0.3 $2.5M +8% 4.4k 569.91
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.5M -8% 19k 128.62
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Netflix (NFLX) 0.3 $2.3M +6% 2.6k 891.32
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UnitedHealth (UNH) 0.3 $2.3M +7% 4.5k 505.86
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Caterpillar (CAT) 0.3 $2.2M +6% 6.1k 362.78
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Eaton Corp SHS (ETN) 0.3 $2.2M 6.7k 331.89
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salesforce (CRM) 0.2 $2.1M +6% 6.4k 334.33
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Sap Se Spon Adr (SAP) 0.2 $2.1M +6% 8.6k 246.21
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Bank of America Corporation (BAC) 0.2 $2.1M +6% 47k 43.95
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Coca-Cola Company (KO) 0.2 $2.0M 32k 62.26
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Abbvie (ABBV) 0.2 $1.9M +6% 11k 177.70
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.9M +14% 30k 62.31
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Target Corporation (TGT) 0.2 $1.9M -6% 14k 135.18
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Cisco Systems (CSCO) 0.2 $1.9M +5% 32k 59.20
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.9M +19% 16k 115.22
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Novo-nordisk A S Adr (NVO) 0.2 $1.9M +6% 22k 86.02
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International Business Machines (IBM) 0.2 $1.9M +7% 8.4k 219.83
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $1.8M +8% 2.6k 693.08
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TJX Companies (TJX) 0.2 $1.7M +15% 14k 120.81
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Progressive Corporation (PGR) 0.2 $1.6M 6.7k 239.61
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McDonald's Corporation (MCD) 0.2 $1.6M +13% 5.6k 289.89
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.6M +3% 6.7k 240.28
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S&p Global (SPGI) 0.2 $1.6M 3.2k 498.03
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Abbott Laboratories (ABT) 0.2 $1.5M +36% 13k 113.11
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Toyota Motor Corp Ads (TM) 0.2 $1.5M +9% 7.5k 194.61
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Merck & Co (MRK) 0.2 $1.4M -2% 14k 99.48
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Qualcomm (QCOM) 0.2 $1.4M +8% 9.0k 153.62
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Wells Fargo & Company (WFC) 0.2 $1.4M +10% 20k 70.24
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Novartis Sponsored Adr (NVS) 0.2 $1.4M +7% 14k 97.31
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.3M 28k 47.82
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Royal Gold (RGLD) 0.2 $1.3M +4% 10k 131.85
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Applied Materials (AMAT) 0.2 $1.3M -4% 8.0k 162.63
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Linde SHS (LIN) 0.2 $1.3M 3.1k 418.67
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Walt Disney Company (DIS) 0.1 $1.3M +5% 12k 111.35
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Lowe's Companies (LOW) 0.1 $1.3M +10% 5.2k 246.78
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Chevron Corporation (CVX) 0.1 $1.3M +22% 8.9k 144.83
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Charles Schwab Corporation (SCHW) 0.1 $1.3M +13% 17k 74.01
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Intuitive Surgical Com New (ISRG) 0.1 $1.3M 2.4k 521.95
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American Express Company (AXP) 0.1 $1.3M +3% 4.2k 296.79
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.3M -2% 3.1k 402.70
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Astrazeneca Sponsored Adr (AZN) 0.1 $1.2M +8% 19k 65.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.2M 2.4k 511.25
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Thermo Fisher Scientific (TMO) 0.1 $1.2M -3% 2.3k 520.23
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Texas Instruments Incorporated (TXN) 0.1 $1.2M +3% 6.5k 187.51
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Advanced Micro Devices (AMD) 0.1 $1.2M -8% 10k 120.79
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Ing Groep Sponsored Adr (ING) 0.1 $1.2M +3% 77k 15.67
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General Mills (GIS) 0.1 $1.2M +15% 19k 63.77
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Shell Spon Ads (SHEL) 0.1 $1.2M +15% 19k 62.65
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $1.2M +13% 24k 49.46
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Pepsi (PEP) 0.1 $1.2M +16% 7.6k 152.06
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Sanofi Sponsored Adr (SNY) 0.1 $1.2M +7% 24k 48.23
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.1M 3.9k 289.81
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Mannkind Corp Com New (MNKD) 0.1 $1.1M 177k 6.43
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Union Pacific Corporation (UNP) 0.1 $1.1M +8% 4.9k 228.04
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Morgan Stanley Com New (MS) 0.1 $1.1M +7% 8.8k 125.72
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Raytheon Technologies Corp (RTX) 0.1 $1.1M +9% 9.5k 115.72
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Colgate-Palmolive Company (CL) 0.1 $1.1M +4% 12k 90.91
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Unilever Spon Adr New (UL) 0.1 $1.1M +14% 19k 56.70
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.1M -11% 8.3k 128.83
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Sony Group Corp Sponsored Adr (SONY) 0.1 $1.1M +500% 50k 21.16
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Cardinal Health (CAH) 0.1 $1.1M -15% 8.9k 118.27
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Booking Holdings (BKNG) 0.1 $1.0M +24% 211.00 4968.42
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Stryker Corporation (SYK) 0.1 $1.0M +8% 2.9k 360.05
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Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $1.0M 20k 51.11
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Adobe Systems Incorporated (ADBE) 0.1 $1.0M -4% 2.3k 444.70
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $1.0M 17k 60.56
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $1.0M +10% 86k 11.72
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Gilead Sciences (GILD) 0.1 $1.0M +15% 11k 92.37
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Marriott Intl Cl A (MAR) 0.1 $995k +2% 3.6k 278.94
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $988k +198% 36k 27.32
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At&t (T) 0.1 $945k +14% 42k 22.77
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Goldman Sachs (GS) 0.1 $940k +8% 1.6k 572.62
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $940k 9.3k 101.53
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Wheaton Precious Metals Corp (WPM) 0.1 $938k 17k 56.24
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Blackrock (BLK) 0.1 $927k NEW 904.00 1025.11
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Verizon Communications (VZ) 0.1 $920k +11% 23k 39.99
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Boston Scientific Corporation (BSX) 0.1 $907k +16% 10k 89.32
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Lockheed Martin Corporation (LMT) 0.1 $890k -11% 1.8k 486.05
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Philip Morris International (PM) 0.1 $889k +15% 7.4k 120.35
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Arista Networks Com Shs (ANET) 0.1 $888k NEW 8.0k 110.53
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Ge Aerospace Com New (GE) 0.1 $875k -9% 5.2k 166.79
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Servicenow (NOW) 0.1 $862k +24% 813.00 1060.12
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $857k 5.3k 161.77
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ConocoPhillips (COP) 0.1 $839k +20% 8.5k 99.17
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $826k 3.3k 253.75
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Deere & Company (DE) 0.1 $822k +4% 1.9k 423.67
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Illinois Tool Works (ITW) 0.1 $820k +11% 3.2k 253.59
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Hershey Company (HSY) 0.1 $793k +12% 4.7k 169.35
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Comcast Corp Cl A (CMCSA) 0.1 $790k -4% 21k 37.53
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Analog Devices (ADI) 0.1 $788k +17% 3.7k 212.46
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Emerson Electric (EMR) 0.1 $787k +20% 6.3k 123.93
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $784k +8% 54k 14.49
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Vanguard World Inf Tech Etf (VGT) 0.1 $784k +65% 1.3k 621.80
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Corning Incorporated (GLW) 0.1 $781k +18% 16k 47.52
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Relx Sponsored Adr (RELX) 0.1 $769k +9% 17k 45.42
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Citigroup Com New (C) 0.1 $750k +9% 11k 70.39
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Consolidated Edison (ED) 0.1 $730k +20% 8.2k 89.23
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Mondelez Intl Cl A (MDLZ) 0.1 $729k -20% 12k 59.73
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Palantir Technologies Cl A (PLTR) 0.1 $723k +13% 9.6k 75.63
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Kimberly-Clark Corporation (KMB) 0.1 $719k -9% 5.5k 131.04
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United Rentals (URI) 0.1 $695k +125% 987.00 704.44
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GSK Sponsored Adr (GSK) 0.1 $686k -2% 20k 33.82
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EOG Resources (EOG) 0.1 $673k +18% 5.5k 122.57
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Bank of New York Mellon Corporation (BK) 0.1 $668k +10% 8.7k 76.83
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Marsh & McLennan Companies (MMC) 0.1 $648k +4% 3.0k 212.41
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Bhp Group Sponsored Ads (BHP) 0.1 $647k +20% 13k 48.83
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $640k 15k 44.04
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Lam Research Corp Com New (LRCX) 0.1 $635k NEW 8.8k 72.23
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Icici Bank Adr (IBN) 0.1 $633k +9% 21k 29.86
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $631k 5.4k 117.50
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Totalenergies Se Sponsored Ads (TTE) 0.1 $628k -2% 12k 54.50
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $628k +201% 27k 23.18
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Sempra Energy (SRE) 0.1 $624k -14% 7.1k 87.72
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W.W. Grainger (GWW) 0.1 $620k +8% 588.00 1054.05
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Micron Technology (MU) 0.1 $616k +18% 7.3k 84.16
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Fiserv (FI) 0.1 $615k +12% 3.0k 205.42
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Palo Alto Networks (PANW) 0.1 $610k +124% 3.4k 181.96
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Paccar (PCAR) 0.1 $604k +13% 5.8k 104.02
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Northrop Grumman Corporation (NOC) 0.1 $602k 1.3k 469.13
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Kroger (KR) 0.1 $601k +13% 9.8k 61.15
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Kellogg Company (K) 0.1 $600k +2% 7.4k 80.97
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Honeywell International (HON) 0.1 $598k +17% 2.6k 225.89
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Chipotle Mexican Grill (CMG) 0.1 $596k 9.9k 60.30
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Starbucks Corporation (SBUX) 0.1 $594k +2% 6.5k 91.25
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Zoetis Cl A (ZTS) 0.1 $594k +39% 3.6k 162.93
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Intuit (INTU) 0.1 $586k -16% 933.00 628.50
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $584k -3% 7.7k 76.14
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Nextera Energy (NEE) 0.1 $580k +11% 8.1k 71.69
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Targa Res Corp (TRGP) 0.1 $574k +4% 3.2k 178.50
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Kura Oncology (KURA) 0.1 $572k -3% 66k 8.71
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Capital One Financial (COF) 0.1 $567k +10% 3.2k 178.32
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Moody's Corporation (MCO) 0.1 $559k +5% 1.2k 473.37
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Kkr & Co (KKR) 0.1 $555k 3.8k 147.91
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Medtronic SHS (MDT) 0.1 $549k +4% 6.9k 79.88
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Apollo Global Mgmt (APO) 0.1 $526k +16% 3.2k 165.16
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Airbnb Com Cl A (ABNB) 0.1 $525k +36% 4.0k 131.41
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Sherwin-Williams Company (SHW) 0.1 $523k 1.5k 339.93
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Virtus Etf Tr Ii Newfleet Abs Mbs (VABS) 0.1 $523k 22k 24.17
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Pfizer (PFE) 0.1 $521k +18% 20k 26.53
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Howmet Aerospace (HWM) 0.1 $515k +3% 4.7k 109.37
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FedEx Corporation (FDX) 0.1 $514k +9% 1.8k 281.33
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Ge Vernova (GEV) 0.1 $513k +3% 1.6k 328.93
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Cintas Corporation (CTAS) 0.1 $512k +2% 2.8k 182.70
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $508k +30% 6.0k 84.79
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Brookdale Senior Living (BKD) 0.1 $506k 101k 5.03
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Mizuho Financial Group Sponsored Adr (MFG) 0.1 $502k +12% 103k 4.89
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Motorola Solutions Com New (MSI) 0.1 $501k +9% 1.1k 462.23
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $501k -13% 2.6k 190.88
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Banco Santander Adr (SAN) 0.1 $498k +16% 109k 4.56
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Chubb (CB) 0.1 $493k 1.8k 276.30
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Metropcs Communications (TMUS) 0.1 $493k +5% 2.2k 220.73
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Southern Company (SO) 0.1 $492k +10% 6.0k 82.32
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Hdfc Bank Sponsored Ads (HDB) 0.1 $490k +20% 7.7k 63.86
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $488k 2.5k 195.79
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Royal Caribbean Cruises (RCL) 0.1 $487k +6% 2.1k 230.69
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Boeing Company (BA) 0.1 $486k +35% 2.7k 177.00
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Republic Services (RSG) 0.1 $486k +47% 2.4k 201.18
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British Amern Tob Sponsored Adr (BTI) 0.1 $485k +12% 13k 36.32
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Block Cl A (XYZ) 0.1 $484k +4% 5.7k 84.99
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Ameriprise Financial (AMP) 0.1 $475k +8% 892.00 532.43
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Ishares Msci Eurzone Etf (EZU) 0.1 $473k NEW 10k 47.20
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Discover Financial Services (DFS) 0.1 $473k +7% 2.7k 173.23
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Amphenol Corp Cl A (APH) 0.1 $470k +16% 6.8k 69.45
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $467k +4% 48k 9.72
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Nomura Hldgs Sponsored Adr (NMR) 0.1 $466k +6% 81k 5.79
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Edwards Lifesciences (EW) 0.1 $466k +52% 6.3k 74.03
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Cummins (CMI) 0.1 $462k +25% 1.3k 348.60
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O'reilly Automotive (ORLY) 0.1 $460k +5% 388.00 1185.80
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AmerisourceBergen (COR) 0.1 $457k +20% 2.0k 224.68
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Trane Technologies SHS (TT) 0.1 $452k +6% 1.2k 369.46
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Oneok (OKE) 0.1 $451k +9% 4.5k 100.40
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Rio Tinto Sponsored Adr (RIO) 0.1 $451k +13% 7.7k 58.81
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $448k 1.1k 425.50
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $447k +93% 8.8k 50.71
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Paypal Holdings (PYPL) 0.1 $445k +10% 5.2k 85.34
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Orix Corp Sponsored Adr (IX) 0.1 $445k +6% 4.2k 106.23
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Docusign (DOCU) 0.1 $444k +13% 4.9k 89.94
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Te Connectivity Ord Shs (TEL) 0.1 $442k -5% 3.1k 142.95
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Workday Cl A (WDAY) 0.1 $442k -8% 1.7k 258.03
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AutoZone (AZO) 0.1 $432k +10% 135.00 3202.00
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Agilent Technologies Inc C ommon (A) 0.1 $431k +19% 3.2k 134.34
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Hilton Worldwide Holdings (HLT) 0.0 $428k 1.7k 247.16
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $426k 3.3k 127.59
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BP Sponsored Adr (BP) 0.0 $425k +10% 14k 29.56
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Xcel Energy (XEL) 0.0 $423k +6% 6.3k 67.52
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Cheniere Energy Com New (LNG) 0.0 $420k +10% 2.0k 214.87
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Vertiv Holdings Com Cl A (VRT) 0.0 $419k -3% 3.7k 113.61
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Prudential Financial (PRU) 0.0 $417k +20% 3.5k 118.53
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Masco Corporation (MAS) 0.0 $414k +8% 5.7k 72.57
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Phillips 66 (PSX) 0.0 $414k +13% 3.6k 113.93
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Aon Shs Cl A (AON) 0.0 $414k +12% 1.2k 359.16
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Zoom Communications Cl A (ZM) 0.0 $414k +28% 5.1k 81.61
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Intel Corporation (INTC) 0.0 $413k +3% 21k 20.05
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Intercontinental Exchange (ICE) 0.0 $413k 2.8k 149.01
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Diageo Spon Adr New (DEO) 0.0 $411k +13% 3.2k 127.13
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Barclays Adr (BCS) 0.0 $410k +15% 31k 13.29
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Duke Energy Corp Com New (DUK) 0.0 $410k +68% 3.8k 107.74
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SYSCO Corporation (SYY) 0.0 $407k +42% 5.3k 76.46
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Doordash Cl A (DASH) 0.0 $407k +15% 2.4k 167.75
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Ishares Tr S&p 100 Etf (OEF) 0.0 $399k +66% 1.4k 288.85
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $397k 1.5k 264.13
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CVS Caremark Corporation (CVS) 0.0 $396k -31% 8.8k 44.89
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Ecolab (ECL) 0.0 $394k +4% 1.7k 234.32
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American Electric Power Company (AEP) 0.0 $393k +44% 4.3k 92.23
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Twilio Cl A (TWLO) 0.0 $393k NEW 3.6k 108.08
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Bill Com Holdings Ord (BILL) 0.0 $391k +10% 4.6k 84.71
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Air Products & Chemicals (APD) 0.0 $389k +8% 1.3k 290.04
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Cigna Corp (CI) 0.0 $386k +16% 1.4k 276.14
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Enbridge (ENB) 0.0 $386k 9.1k 42.43
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Constellation Energy (CEG) 0.0 $385k 1.7k 223.71
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AFLAC Incorporated (AFL) 0.0 $384k -6% 3.7k 103.44
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Applovin Corp Com Cl A (APP) 0.0 $382k NEW 1.2k 323.83
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Boston Beer Cl A (SAM) 0.0 $382k +11% 1.3k 299.98
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Us Bancorp Del Com New (USB) 0.0 $379k +4% 7.9k 47.83
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $377k -13% 4.1k 90.93
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Blackstone Group Inc Com Cl A (BX) 0.0 $374k +9% 2.2k 172.42
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Wabtec Corporation (WAB) 0.0 $373k +17% 2.0k 189.59
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General Dynamics Corporation (GD) 0.0 $371k -6% 1.4k 263.49
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ResMed (RMD) 0.0 $368k +25% 1.6k 228.69
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3M Company (MMM) 0.0 $366k +11% 2.8k 129.09
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Cme (CME) 0.0 $363k +4% 1.6k 232.23
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $362k -16% 13k 28.55
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Expedia Group Com New (EXPE) 0.0 $362k NEW 1.9k 186.33
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Natwest Group Spons Adr (NWG) 0.0 $357k +7% 35k 10.17
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $357k +8% 131k 2.72
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $355k 5.0k 71.04
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American Intl Group Com New (AIG) 0.0 $353k +11% 4.9k 72.80
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Essex Property Trust (ESS) 0.0 $353k +15% 1.2k 285.44
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Synchrony Financial (SYF) 0.0 $351k 5.4k 65.00
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Autodesk (ADSK) 0.0 $351k +5% 1.2k 295.57
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Dynatrace Com New (DT) 0.0 $350k +2% 6.4k 54.35
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Fastenal Company (FAST) 0.0 $348k +11% 4.8k 71.91
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National Grid Sponsored Adr Ne (NGG) 0.0 $347k +8% 5.8k 59.42
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $347k +15% 1.0k 342.19
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Johnson Ctls Intl SHS (JCI) 0.0 $346k +61% 4.4k 78.93
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General Motors Company (GM) 0.0 $345k -4% 6.5k 53.27
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Paylocity Holding Corporation (PCTY) 0.0 $343k 1.7k 199.47
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $342k -23% 6.8k 50.07
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Altria (MO) 0.0 $340k +14% 6.5k 52.29
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Monster Beverage Corp (MNST) 0.0 $339k +33% 6.5k 52.56
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Nike CL B (NKE) 0.0 $339k +12% 4.5k 75.67
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Truist Financial Corp equities (TFC) 0.0 $335k +3% 7.7k 43.38
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Sba Communications Corp Cl A (SBAC) 0.0 $332k +50% 1.6k 203.80
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Otis Worldwide Corp (OTIS) 0.0 $332k NEW 3.6k 92.61
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $331k +7% 25k 13.24
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Infosys Sponsored Adr (INFY) 0.0 $327k +18% 15k 21.92
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Us Foods Hldg Corp call (USFD) 0.0 $326k +29% 4.8k 67.46
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Marathon Petroleum Corp (MPC) 0.0 $326k +2% 2.3k 139.50
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F5 Networks (FFIV) 0.0 $325k +11% 1.3k 251.47
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Dbx Etf Tr Xtrckr Msci Us (USSG) 0.0 $325k 6.0k 53.98
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Marvell Technology (MRVL) 0.0 $322k NEW 2.9k 110.45
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United Parcel Service CL B (UPS) 0.0 $320k +23% 2.5k 126.10
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Allstate Corporation (ALL) 0.0 $320k +9% 1.7k 192.79
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Genpact SHS (G) 0.0 $319k +7% 7.4k 42.95
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Ishares Tr Eafe Value Etf (EFV) 0.0 $314k 6.0k 52.47
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Synopsys (SNPS) 0.0 $314k +27% 647.00 485.36
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Occidental Petroleum Corporation (OXY) 0.0 $314k +18% 6.4k 49.41
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Haleon Spon Ads (HLN) 0.0 $312k +11% 33k 9.54
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Allison Transmission Hldngs I (ALSN) 0.0 $308k +10% 2.9k 108.06
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PNC Financial Services (PNC) 0.0 $308k +14% 1.6k 192.85
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Hp (HPQ) 0.0 $307k -10% 9.4k 32.63
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PPG Industries (PPG) 0.0 $305k +26% 2.6k 119.45
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Dropbox Cl A (DBX) 0.0 $305k +4% 10k 30.04
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Sea Sponsord Ads (SE) 0.0 $303k +10% 2.9k 106.10
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Exelon Corporation (EXC) 0.0 $303k +6% 8.1k 37.64
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Loews Corporation (L) 0.0 $302k +5% 3.6k 84.69
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Argenx Se Sponsored Adr (ARGX) 0.0 $301k +10% 489.00 615.00
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $301k NEW 2.4k 123.15
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Cadence Design Systems (CDNS) 0.0 $298k +25% 992.00 300.46
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Corteva (CTVA) 0.0 $297k -8% 5.2k 56.96
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Dominion Resources (D) 0.0 $295k +35% 5.5k 53.86
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Textron (TXT) 0.0 $295k -36% 3.9k 76.49
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $293k 3.3k 88.40
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Veralto Corp Com Shs (VLTO) 0.0 $292k 2.9k 101.85
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Snap-on Incorporated (SNA) 0.0 $292k NEW 860.00 339.48
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Tyson Foods Cl A (TSN) 0.0 $291k NEW 5.1k 57.44
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Kilroy Realty Corporation (KRC) 0.0 $285k +20% 7.0k 40.45
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $283k 4.7k 60.35
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Ishares Esg Awr Msci Em (ESGE) 0.0 $281k 8.4k 33.39
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Cbre Group Cl A (CBRE) 0.0 $280k +14% 2.1k 131.29
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Nortonlifelock (GEN) 0.0 $280k NEW 10k 27.38
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Hca Holdings (HCA) 0.0 $279k -38% 930.00 300.15
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Copart (CPRT) 0.0 $278k NEW 4.8k 57.39
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Jacobs Engineering Group (J) 0.0 $278k NEW 2.1k 133.62
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James Hardie Inds Sponsored Adr (JHX) 0.0 $278k +14% 9.0k 30.81
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Msci (MSCI) 0.0 $277k +20% 461.00 600.01
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Kb Finl Group Sponsored Adr (KB) 0.0 $275k 4.8k 56.90
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Williams Companies (WMB) 0.0 $275k NEW 5.1k 54.12
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Citizens Financial (CFG) 0.0 $275k +23% 6.3k 43.76
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Curtiss-Wright (CW) 0.0 $275k +5% 774.00 354.87
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Ishares Tr Core Div Grwth (DGRO) 0.0 $274k NEW 4.5k 61.34
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Spotify Technology S A SHS (SPOT) 0.0 $274k 613.00 447.38
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Paychex (PAYX) 0.0 $273k +3% 1.9k 140.22
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Okta Cl A (OKTA) 0.0 $273k 3.5k 78.80
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Diamondback Energy (FANG) 0.0 $272k -5% 1.7k 163.83
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Travelers Companies (TRV) 0.0 $272k +17% 1.1k 240.89
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Edison International (EIX) 0.0 $270k 3.4k 79.84
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Intercontinental Hotels Grou Sponsored Ads (IHG) 0.0 $269k +11% 2.1k 124.92
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Fidelity National Information Services (FIS) 0.0 $266k +23% 3.3k 80.77
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Boyd Gaming Corporation (BYD) 0.0 $265k NEW 3.7k 72.54
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Ross Stores (ROST) 0.0 $264k -37% 1.7k 151.27
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Kla Corp Com New (KLAC) 0.0 $263k -27% 417.00 630.12
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WPP Adr (WPP) 0.0 $262k +5% 5.1k 51.40
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Packaging Corporation of America (PKG) 0.0 $261k +22% 1.2k 225.13
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Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.0 $258k NEW 3.5k 73.34
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Jabil Circuit (JBL) 0.0 $257k -8% 1.8k 143.90
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Zions Bancorporation (ZION) 0.0 $257k NEW 4.7k 54.25
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Wec Energy Group (WEC) 0.0 $257k NEW 2.7k 94.04
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Regeneron Pharmaceuticals (REGN) 0.0 $254k -22% 357.00 712.33
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eBay (EBAY) 0.0 $253k 4.1k 61.95
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Penn National Gaming (PENN) 0.0 $253k 13k 19.82
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Best Buy (BBY) 0.0 $253k NEW 2.9k 85.80
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.0 $251k +3% 7.6k 32.88
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Janus Henderson Group Ord Shs (JHG) 0.0 $248k +3% 5.8k 42.53
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Acuity Brands (AYI) 0.0 $246k NEW 842.00 292.13
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Ase Technology Hldg Sponsored Ads (ASX) 0.0 $246k +5% 24k 10.07
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Electronic Arts (EA) 0.0 $246k NEW 1.7k 146.30
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Hewlett Packard Enterprise (HPE) 0.0 $245k -3% 12k 21.35
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Williams-Sonoma (WSM) 0.0 $244k NEW 1.3k 185.18
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Clorox Company (CLX) 0.0 $242k NEW 1.5k 162.41
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Parker-Hannifin Corporation (PH) 0.0 $241k -13% 379.00 636.03
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International Flavors & Fragrances (IFF) 0.0 $241k -6% 2.9k 84.55
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AvalonBay Communities (AVB) 0.0 $240k NEW 1.1k 219.97
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Axalta Coating Sys (AXTA) 0.0 $239k 7.0k 34.22
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Mattel (MAT) 0.0 $239k +18% 14k 17.73
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Avadel Pharmaceuticals Com Shs (AVDL) 0.0 $238k 23k 10.51
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State Street Corporation (STT) 0.0 $238k NEW 2.4k 98.15
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Fox Corp Cl A Com (FOXA) 0.0 $237k NEW 4.9k 48.58
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Snowflake Cl A (SNOW) 0.0 $237k -24% 1.5k 154.41
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M&T Bank Corporation (MTB) 0.0 $236k NEW 1.3k 188.01
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Robert Half International (RHI) 0.0 $236k NEW 3.3k 70.46
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Avidity Biosciences Ord (RNA) 0.0 $236k +6% 8.1k 29.08
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Northern Trust Corporation (NTRS) 0.0 $235k NEW 2.3k 102.50
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Ishares Tr Esg Aware Msci (ESML) 0.0 $235k -8% 5.6k 42.05
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Pulte (PHM) 0.0 $234k +7% 2.2k 108.90
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Telefonica S A Sponsored Adr (TEF) 0.0 $234k +7% 58k 4.02
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Fortinet (FTNT) 0.0 $234k NEW 2.5k 94.48
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Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $233k +19% 9.2k 25.32
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CF Industries Holdings (CF) 0.0 $232k NEW 2.7k 85.32
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Ralph Lauren Corp Cl A (RL) 0.0 $232k NEW 1.0k 230.98
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Trip Com Group Ads (TCOM) 0.0 $232k NEW 3.4k 68.66
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Select Sector Spdr Tr Energy (XLE) 0.0 $231k -2% 2.7k 85.66
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American Water Works (AWK) 0.0 $231k +6% 1.9k 124.49
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Charter Communications Inc N Cl A (CHTR) 0.0 $230k NEW 672.00 342.77
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Hldgs (UAL) 0.0 $230k NEW 2.4k 97.10
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Lululemon Athletica (LULU) 0.0 $229k NEW 599.00 382.41
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Garmin SHS (GRMN) 0.0 $229k NEW 1.1k 206.26
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Nokia Corp Sponsored Adr (NOK) 0.0 $229k +14% 52k 4.43
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Bwx Technologies (BWXT) 0.0 $229k +2% 2.1k 111.39
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Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $229k +8% 28k 8.06
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Atlassian Corporation Cl A (TEAM) 0.0 $228k NEW 935.00 243.38
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Ametek (AME) 0.0 $228k NEW 1.3k 180.26
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Toll Brothers (TOL) 0.0 $224k -11% 1.8k 125.95
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Wynn Resorts (WYNN) 0.0 $223k 2.6k 86.16
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Skechers U S A Cl A (SKX) 0.0 $222k NEW 3.3k 67.24
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Mettler-Toledo International (MTD) 0.0 $222k +9% 181.00 1223.68
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MetLife (MET) 0.0 $221k +9% 2.7k 81.88
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MasTec (MTZ) 0.0 $221k NEW 1.6k 136.14
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Eni S P A Sponsored Adr (E) 0.0 $221k +2% 8.1k 27.36
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Premier Cl A (PINC) 0.0 $220k NEW 10k 21.20
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NetApp (NTAP) 0.0 $219k 1.9k 116.08
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Kinder Morgan (KMI) 0.0 $218k NEW 8.0k 27.40
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Eversource Energy (ES) 0.0 $218k +7% 3.8k 57.43
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TransDigm Group Incorporated (TDG) 0.0 $218k -7% 172.00 1267.28
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Verisign (VRSN) 0.0 $216k NEW 1.0k 206.96
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $216k 9.9k 21.78
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Gartner (IT) 0.0 $215k -23% 443.00 484.47
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Clean Harbors (CLH) 0.0 $214k -25% 930.00 230.14
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Cloudflare Cl A Com (NET) 0.0 $213k NEW 2.0k 107.68
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Verisk Analytics (VRSK) 0.0 $212k NEW 771.00 275.43
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $212k -11% 488.00 434.93
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Baker Hughes Company Cl A (BKR) 0.0 $212k NEW 5.2k 41.02
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Skyworks Solutions (SWKS) 0.0 $210k NEW 2.4k 88.68
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Burlington Stores (BURL) 0.0 $210k NEW 737.00 285.06
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Coinbase Global Com Cl A (COIN) 0.0 $209k NEW 842.00 248.30
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Cdw (CDW) 0.0 $209k -31% 1.2k 174.04
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $208k 3.0k 68.94
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Dbx Etf Tr Xtrackers Shrt (SHYL) 0.0 $208k 4.6k 44.76
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Under Armour Cl A (UAA) 0.0 $207k -7% 25k 8.28
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CRH Ord (CRH) 0.0 $206k NEW 2.2k 92.52
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Huntington Bancshares Incorporated (HBAN) 0.0 $206k 13k 16.27
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Kraft Heinz (KHC) 0.0 $205k -34% 6.7k 30.71
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Dupont De Nemours (DD) 0.0 $205k -3% 2.7k 76.25
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Zebra Technologies Corporati Cl A (ZBRA) 0.0 $205k NEW 530.00 386.25
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Woodside Energy Group Sponsored Adr (WDS) 0.0 $203k NEW 13k 15.60
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Lennar Corp Cl A (LEN) 0.0 $203k -21% 1.5k 136.37
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Check Point Software Tech Lt Ord (CHKP) 0.0 $203k 1.1k 186.70
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Grand Canyon Education (LOPE) 0.0 $202k NEW 1.2k 163.80
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Ameren Corporation (AEE) 0.0 $202k NEW 2.3k 89.14
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Newell Rubbermaid (NWL) 0.0 $197k NEW 20k 9.96
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Listed Fd Tr Roundhill Ball (METV) 0.0 $152k 11k 14.38
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Erasca (ERAS) 0.0 $70k 28k 2.51
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Wipro Spon Adr 1 Sh (WIT) 0.0 $64k NEW 18k 3.54
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Microvision Inc Del Com New (MVIS) 0.0 $28k -21% 22k 1.31
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Precigen (PGEN) 0.0 $20k 18k 1.12
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Opendoor Technologies (OPEN) 0.0 $20k 12k 1.60
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I-80 Gold Corp (IAUX) 0.0 $8.4k 17k 0.48
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Past Filings by Aaron Wealth Advisors

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