Aaron Wealth Advisors

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

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Positions held by Aaron Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aaron Wealth Advisors

Aaron Wealth Advisors holds 191 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Msci Eafe Core Msci Eafe (IEFA) 7.4 $30M -96% 502k 58.85
Vanguard Russell 1000 Value Etf Vng Rus1000val (VONV) 6.7 $27M -98% 422k 63.55
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG) 6.4 $26M -98% 453k 56.28
Apple (AAPL) 5.6 $22M -99% 164k 136.71
Microsoft Corporation (MSFT) 4.8 $19M -99% 74k 256.82
Ishares Core Msci Core Msci Emkt (IEMG) 4.0 $16M -98% 324k 49.06
Amgen (AMGN) 3.5 $14M -93% 57k 243.30
Zuora Com Cl A (ZUO) 3.3 $13M -93% 1.5M 8.95
Flexshares Upstream Mornstar Upstr (GUNR) 3.1 $13M -97% 315k 39.67
Blackrock Short Maturity Blackrock St Mat (NEAR) 2.6 $10M NEW 207k 49.26
Janus Henderson Aaa Clo Hendrson Aaa Cl (JAAA) 2.1 $8.3M NEW 169k 49.04
Proshares Dj Brkfld Glbl DJ BRKFLD GLB (TOLZ) 1.9 $7.6M -97% 166k 46.00
Vanguard Small Cap Value Sm Cp Val Etf (VBR) 1.8 $7.3M -99% 49k 149.81
Spdr S&p 500 Etf Tr Unit (SPY) 1.7 $6.7M -99% 18k 377.20

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Alphabet Cap Stk Cl C (GOOG) 1.5 $6.0M -99% 2.7k 2187.32
Ishares Global Glb Infrastr Etf (IGF) 1.4 $5.6M -98% 120k 46.74
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 1.4 $5.4M -99% 16k 346.85
Ishares Msci Acwi Ex Us Msci Acwi Ex Us (ACWX) 1.3 $5.1M -98% 112k 44.99
Spdr Nuven Blm Sht Tm Nuveen Blmbrg Sh (SHM) 1.2 $4.8M -97% 102k 47.26
Vanguard Small Cap Sml Cp Grw Etf (VBK) 1.1 $4.6M -99% 23k 196.99
Freeport-mcmoran CL B (FCX) 1.1 $4.5M +106% 155k 29.26
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 1.1 $4.4M -98% 70k 62.49
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 1.1 $4.3M -99% 20k 218.65
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 1.1 $4.2M -99% 1.9k 2178.90
Danaher Corporation (DHR) 1.0 $4.1M -93% 16k 253.49
Vaneck High Yield Muni High Yld Munietf (HYD) 1.0 $3.9M -99% 73k 53.84
International Business Machines (IBM) 0.9 $3.7M -99% 27k 141.19
Xtrckr Msci Al Wrld Ex Xtrack Msci All (DBAW) 0.9 $3.5M -96% 120k 29.35
Vanguard Russell 1000 Vng Rus1000idx (VONE) 0.8 $3.2M -99% 19k 171.79
Avidity Biosciences Ord (RNA) 0.8 $3.1M -94% 216k 14.53
Ishares Currency Hedg Hdg Msci Eafe (HEFA) 0.8 $3.1M -97% 98k 31.82
Ishares Russell 2000 Russell 2000 Etf (IWM) 0.8 $3.1M -99% 18k 169.32
Mastercard Cl A (MA) 0.6 $2.5M -99% 8.0k 315.39
Berkshire Hathaway Cl B New (BRK.B) 0.6 $2.5M -99% 9.0k 272.98
Wal-Mart Stores (WMT) 0.6 $2.3M -99% 19k 121.58
salesforce (CRM) 0.6 $2.3M -99% 14k 164.98
Visa Com Cl A (V) 0.5 $2.2M -99% 11k 196.83
Chubb (CB) 0.5 $2.1M -99% 11k 196.56
Bank of America Corporation (BAC) 0.5 $2.1M -97% 66k 31.12
Oracle Corporation (ORCL) 0.5 $2.0M -98% 29k 69.84
Starbucks Corporation (SBUX) 0.5 $2.0M -97% 26k 76.37
Amazon (AMZN) 0.5 $1.9M -99% 18k 106.17
Ishares Russell Mid Cap Rus Mid Cap Etf (IWR) 0.4 $1.8M -98% 28k 64.65
Northern Trust Corporation (NTRS) 0.4 $1.7M -78% 18k 96.43
Bristol Myers Squibb (BMY) 0.4 $1.7M -98% 22k 76.98
Waste Management (WM) 0.4 $1.6M -99% 11k 152.91
Accenture Plc F Shs Class A (ACN) 0.4 $1.6M -98% 5.8k 277.63
Coca-Cola Company (KO) 0.4 $1.6M -95% 25k 62.90
Ishares Total Us Core S&p Ttl Stk (ITOT) 0.4 $1.5M -95% 18k 83.76
Automatic Data Processing (ADP) 0.3 $1.4M -99% 6.5k 209.94
Select Sector Health Sbi Healthcare (XLV) 0.3 $1.3M -99% 10k 128.20
Johnson & Johnson (JNJ) 0.3 $1.2M -99% 6.9k 177.49
Spdr S&p Nrth Amrcn Ntrl S&p North Amer (NANR) 0.3 $1.2M -98% 25k 49.20
NVIDIA Corporation (NVDA) 0.3 $1.2M -99% 8.0k 151.52
Procter & Gamble Company (PG) 0.3 $1.2M -99% 8.3k 143.72
Ishares S&p 100 Etf S&p 100 Etf (OEF) 0.3 $1.1M -99% 6.4k 172.37
Royal Gold (RGLD) 0.3 $1.1M -99% 10k 106.77
Textron (TXT) 0.3 $1.0M -98% 17k 61.07
Simon Property (SPG) 0.3 $1.0M -99% 11k 94.89
Kura Oncology (KURA) 0.3 $1.0M -93% 57k 18.32
Hershey Company (HSY) 0.3 $1.0M -99% 4.8k 214.97
McKesson Corporation (MCK) 0.2 $977k -99% 3.0k 325.99
Ishares Global Consumer Glb Cnsm Stp Etf (KXI) 0.2 $972k -98% 17k 57.81
Medtronic Plc F SHS (MDT) 0.2 $964k -99% 11k 89.69
Select Str Financial Financial (XLF) 0.2 $962k -98% 31k 31.43
UnitedHealth (UNH) 0.2 $924k -99% 1.8k 513.62
Meta Platforms Cl A (META) 0.2 $891k -99% 5.5k 161.12
Proshares S&p 500 Div S&p 500 Dv Arist (NOBL) 0.2 $862k -98% 10k 85.27
Enterprise Products Partners (EPD) 0.2 $851k -91% 35k 24.36
McDonald's Corporation (MCD) 0.2 $797k -99% 3.2k 246.67
Ishares Core Us Core Us Aggbd Et (AGG) 0.2 $762k -99% 7.5k 101.60
Thermo Fisher Scientific (TMO) 0.2 $758k -99% 1.4k 542.59
General Mills (GIS) 0.2 $739k -98% 9.8k 75.43
Vanguard Small Cap Etf Small Cp Etf (VB) 0.2 $736k -99% 4.2k 176.08
Spdr Gold Shares Etf Gold Shs (GLD) 0.2 $726k -99% 4.3k 168.33
Anthem (ANTM) 0.2 $711k -99% 1.5k 482.03
Eli Lilly & Co. (LLY) 0.2 $705k -99% 2.2k 323.84
Uber Technologies (UBER) 0.2 $690k -97% 34k 20.44
Baker Hughes Cl A (BKR) 0.2 $660k -97% 23k 28.87
First Majestic Silver Corp (AG) 0.2 $659k -94% 92k 7.18
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $657k -99% 2.3k 281.73
Invsc Qqq Trust Srs 1 Unit Ser 1 (QQQ) 0.2 $654k -99% 2.3k 280.21
Global X Mlp & Energy Glb X Mlp Enrg I (MLPX) 0.2 $650k -97% 17k 38.09
Home Depot (HD) 0.2 $619k -99% 2.3k 274.14
Capital One Financial (COF) 0.2 $611k -99% 5.9k 104.05
Costco Wholesale Corporation (COST) 0.2 $609k -99% 1.3k 478.77
Advanced Micro Devices (AMD) 0.2 $606k -99% 7.9k 76.45
Wheaton Precious Metals Corp (WPM) 0.2 $600k -97% 17k 36.02
Ing Groep Adr Rep 1 Or F Sponsored Adr (ING) 0.2 $599k -89% 60k 9.91
Vanguard Ftse Europe Ftse Europe Etf (VGK) 0.1 $594k -79% 11k 52.77
Abbvie (ABBV) 0.1 $591k -98% 3.9k 152.95
Ishares Russell 1000 Rus 1000 Val Etf (IWD) 0.1 $584k -97% 4.0k 144.84
Vanguard Ftse Emerging Ftse Emr Mkt Etf (VWO) 0.1 $583k -97% 14k 41.62
Gsk Plc Adr F Sponsored Adr (GSK) 0.1 $579k -97% 13k 43.48
Ishares S&p 500 Value S&p 500 Val Etf (IVE) 0.1 $576k -98% 4.2k 137.40
Colgate-Palmolive Company (CL) 0.1 $576k -98% 7.2k 80.07
Schwab Us Tips Etf Us Tips Etf (SCHP) 0.1 $572k -98% 10k 55.76
Fidelity Nasdaq Nasdaq Compsit (ONEQ) 0.1 $539k NEW 13k 43.12
American Intl Group Com New (AIG) 0.1 $521k -98% 10k 51.11
JPMorgan Chase & Co. (JPM) 0.1 $507k -99% 4.5k 112.49
BlackRock (BLK) 0.1 $502k -99% 825.00 608.48
Ishares Core S&p 500 Core S&p500 Etf (IVV) 0.1 $498k -98% 1.3k 379.00
Netease Inc F Sponsored Ads (NTES) 0.1 $494k -98% 5.3k 93.26
Linde Plc F SHS (LIN) 0.1 $485k -99% 1.7k 287.32
Tesla Motors (TSLA) 0.1 $481k -99% 715.00 672.73
Vanguard Mega Cap Growth Mega Grwth Ind (MGK) 0.1 $476k -99% 2.6k 181.33
Pepsi (PEP) 0.1 $470k -99% 2.8k 166.37
Essential Utils (WTRG) 0.1 $468k -98% 10k 45.78
Brookdale Senior Living (BKD) 0.1 $454k -85% 100k 4.54
Sanofi S A F Sponsored Adr (SNY) 0.1 $448k -97% 9.0k 49.92
Enbridge (ENB) 0.1 $443k -97% 11k 42.18
Ishares Esg Msci Usa Small-cap Etf Esg Aware Msci (ESML) 0.1 $431k -96% 14k 31.43
3M Company (MMM) 0.1 $428k -99% 3.3k 129.34
Ishares Esg Aware Msci Esg Aw Msci Eafe (ESGD) 0.1 $419k -97% 6.7k 62.62
Intel Corporation (INTC) 0.1 $411k -98% 11k 37.41
Baxter International (BAX) 0.1 $406k -81% 6.3k 64.11
Omega Healthcare Investors (OHI) 0.1 $405k -96% 14k 28.18
Merck & Co (MRK) 0.1 $402k -98% 4.4k 91.18
Ishares Esg Msci Em Etf Esg Awr Msci Em (ESGE) 0.1 $398k -96% 12k 32.28
Penn National Gaming (PENN) 0.1 $396k NEW 13k 30.40
General Dynamics Corporation (GD) 0.1 $394k -99% 1.8k 220.98
Diageo Plc F Spon Adr New (DEO) 0.1 $388k -99% 2.2k 173.68
Walgreen Boots Alliance (WBA) 0.1 $386k -93% 10k 37.89
Caterpillar (CAT) 0.1 $382k -99% 2.1k 178.42
Marsh & McLennan Companies (MMC) 0.1 $375k -99% 2.4k 155.15
Hilton Worldwide Holdings (HLT) 0.1 $373k -99% 3.4k 111.18
Cisco Systems (CSCO) 0.1 $370k -98% 8.7k 42.62
Abbott Laboratories (ABT) 0.1 $368k -99% 3.4k 108.52
Texas Instruments Incorporated (TXN) 0.1 $363k -99% 2.4k 153.62
Walt Disney Company (DIS) 0.1 $358k -98% 3.8k 94.16
Qualcomm (QCOM) 0.1 $358k -99% 2.8k 127.54
Interpublic Group of Companies (IPG) 0.1 $356k -97% 13k 27.52
EOG Resources (EOG) 0.1 $356k -99% 3.2k 110.28
Ishares Msci Acwi Lw Msci Lw Crb Tg (CRBN) 0.1 $356k NEW 2.6k 136.71
Ishares S&p Mid Cap 400 S&p Mc 400gr Etf (IJK) 0.1 $351k -68% 5.5k 63.68
Ishares National Muni National Mun Etf (MUB) 0.1 $347k -78% 3.3k 106.18
Corning Incorporated (GLW) 0.1 $341k -97% 11k 31.47
Broadcom (AVGO) 0.1 $336k -99% 692.00 485.55
Adobe Systems Incorporated (ADBE) 0.1 $335k -99% 916.00 365.72
CVS Caremark Corporation (CVS) 0.1 $332k -98% 3.6k 92.66
Ishares S&p 500 Growth S&p 500 Grwt Etf (IVW) 0.1 $324k -98% 5.4k 60.25
Telefonica S A F Sponsored Adr (TEF) 0.1 $323k -76% 63k 5.12
Union Pacific Corporation (UNP) 0.1 $320k -99% 1.5k 212.91
Morgan Stanley Com New (MS) 0.1 $318k -98% 4.2k 75.84
Charter Communicatn Cl A (CHTR) 0.1 $314k -99% 672.00 467.26
Ishares Esg Aware Msci Usa Etf Iv Esg Awr Msci Usa (ESGU) 0.1 $312k NEW 3.7k 83.89
Cdw (CDW) 0.1 $311k -99% 2.0k 157.07
Deere & Company (DE) 0.1 $304k -99% 1.0k 299.21
Block Cl A (SQ) 0.1 $303k -99% 4.9k 61.31
Te Connectivity Ltd F SHS (TEL) 0.1 $298k -99% 2.6k 112.84
Nextera Energy (NEE) 0.1 $296k -98% 3.8k 77.28
Intuit (INTU) 0.1 $288k -99% 749.00 384.51
Roper Industries (ROP) 0.1 $288k NEW 731.00 393.98
MetLife (MET) 0.1 $287k -98% 4.6k 62.64
Ishares Us Financial Ser U.s. Fin Svc Etf (IYG) 0.1 $286k -99% 1.9k 148.19
Fulgent Genetics (FLGT) 0.1 $283k -98% 5.2k 54.45
Taiwan Semiconductr F Sponsored Ads (TSM) 0.1 $277k -99% 3.4k 81.64
Pfizer (PFE) 0.1 $277k -96% 5.3k 52.25
S&p Global (SPGI) 0.1 $276k -99% 819.00 337.00
Novo-nordisk A S F Adr (NVO) 0.1 $271k -98% 2.4k 111.34
Mondelez Intl Cl A (MDLZ) 0.1 $267k -98% 4.3k 61.95
Xtrackrs Shrt Dur Hgh Xtrackers Shrt (SHYL) 0.1 $258k -97% 6.1k 42.23
At&t (T) 0.1 $258k -90% 12k 20.90
Yum! Brands (YUM) 0.1 $256k -99% 2.3k 113.42
General Motors Company (GM) 0.1 $255k -98% 8.0k 31.74
Nike CL B (NKE) 0.1 $254k -98% 2.5k 101.84
Comcast Corp Cl A (CMCSA) 0.1 $253k -98% 6.5k 39.12
Astrazeneca Plc Iam Co F Sponsored Adr (AZN) 0.1 $250k -98% 3.8k 65.86
Nuveen Esg Us Aggregate Nuveen Esg Us (NUBD) 0.1 $246k -96% 11k 22.84
Verizon Communications (VZ) 0.1 $242k -97% 4.8k 50.57
W.W. Grainger (GWW) 0.1 $230k -99% 508.00 452.76
American Express Company (AXP) 0.1 $229k -99% 1.7k 138.28
Thor Industries (THO) 0.1 $225k -98% 3.0k 74.60
Keurig Dr Pepper (KDP) 0.1 $224k -96% 6.3k 35.30
Charles Schwab Corporation (SCHW) 0.1 $223k -98% 3.5k 63.10
Devon Energy Corporation (DVN) 0.1 $218k -98% 4.0k 55.08
Moody's Corporation (MCO) 0.1 $217k -99% 800.00 271.25
Asml Holding N V F N Y Registry Shs (ASML) 0.1 $215k -99% 452.00 475.66
Energy Transfer Partn Com Ut Ltd Ptn (ET) 0.1 $210k NEW 21k 9.96
Sherwin-Williams Company (SHW) 0.1 $209k -99% 937.00 223.05
Invesco Senior Loan Etf Sr Ln Etf (BKLN) 0.1 $202k -95% 10k 20.20
Edwards Lifesciences (EW) 0.1 $202k -99% 2.1k 94.92
Cme (CME) 0.1 $201k -99% 986.00 203.85
Lipocine (LPCN) 0.0 $116k +23% 145k 0.80
Ase Technology Holding F Sponsored Ads (ASX) 0.0 $108k -79% 21k 5.14
Wipro Ltd F Spon Adr 1 Sh (WIT) 0.0 $90k -76% 17k 5.31
Banco Bradesco Sa F Sp Adr Pfd New (BBD) 0.0 $50k -81% 16k 3.23
Lloyds Banking Group F Sponsored Adr (LYG) 0.0 $48k -67% 24k 2.01
Nomura Holdings F Sponsored Adr (NMR) 0.0 $45k -49% 13k 3.51
Wheels Up Experience I F Com Cl A (UP) 0.0 $39k -67% 20k 1.95
Energous (WATT) 0.0 $19k -16% 19k 0.99

Past Filings by Aaron Wealth Advisors

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