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Aaron Wealth Advisors

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

Top 5 stock holdings are IEFA, NVDA, VONV, VONG, SGOV, and represent 29.28% of Aaron Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: MBX (+$33M), IEFA (+$22M), VONV (+$20M), VONG (+$16M), LMBS (+$7.6M), IEMG (+$7.2M), GUNR (+$6.9M), TSM (+$6.1M), AMGN, VBK.
Started 97 new stock positions in DAR, TTC, FTS, RYAAY, UBS, PKX, GTM, SLF, STM, PSO.
Reduced shares in these 10 stocks: SGOV (-$51M), AAPL (-$8.4M), NVDA (-$7.3M), AMZN (-$5.2M), MSFT (-$5.1M), META, FCX, AVGO, AstraZeneca, BRK.B.
Sold out of its positions in AYI, UHAL.B, AMH, AME, AWI, AstraZeneca, AN, Avidity Biosciences Ord, TECH, BFAM.
Aaron Wealth Advisors was a net seller of stock by $-37M.
Aaron Wealth Advisors has $1.8B in assets under management (AUM), dropping by -3.73%.
Central Index Key (CIK): 0001812198

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Portfolio Holdings for Aaron Wealth Advisors

Aaron Wealth Advisors holds 690 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Aaron Wealth Advisors has 690 total positions. Only the first 250 positions are shown.

Sign up to view all of the Aaron Wealth Advisors March 31, 2026 positions
Download the Aaron Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	7.9	$139M	+18%	1.5M	90.53	View chart
NVIDIA Corporation (NVDA)	6.5	$115M	-5%	659k	174.40	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	5.8	$102M	+23%	1.1M	93.74	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	5.4	$95M	+19%	863k	109.69	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.7	$65M	-44%	647k	100.66	View chart
Amgen (AMGN)	3.5	$62M	+5%	175k	351.85	View chart
Flexshares Tr Mornstar Upstr (GUNR)	3.3	$59M	+13%	1.1M	55.16	View chart
Apple (AAPL)	2.9	$51M	-14%	201k	253.79	View chart
Ishares Core Msci Emkt (IEMG)	2.5	$45M	+19%	642k	69.75	View chart
Mbx Biosciences (MBX)	2.0	$35M	+1568%	1.2M	29.85	View chart
Microsoft Corporation (MSFT)	2.0	$35M	-12%	93k	370.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.9	$33M	+9%	151k	217.25	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.7	$30M	+33%	610k	49.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.7	$29M	+11%	97k	302.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$22M	-8%	77k	287.56	View chart
Amazon (AMZN)	1.2	$22M	-19%	105k	208.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.0	$17M	+53%	52k	337.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$16M	-11%	57k	286.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$16M		24k	650.34	View chart
Broadcom (AVGO)	0.8	$14M	-17%	44k	309.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$13M	-16%	26k	479.20	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.7	$12M	+5%	206k	59.98	View chart
Wal-Mart Stores (WMT)	0.7	$12M	-10%	95k	124.28	View chart
Meta Platforms Cl A (META)	0.7	$12M	-28%	20k	572.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$11M	+3%	101k	106.50	View chart
Freeport Mcmoran CL B (FCX)	0.6	$11M	-23%	182k	58.78	View chart
Tesla Motors (TSLA)	0.6	$11M	-17%	29k	371.75	View chart
Eli Lilly & Co. (LLY)	0.6	$10M	-7%	11k	919.78	View chart
JPMorgan Chase & Co. (JPM)	0.6	$10M	-13%	35k	294.16	View chart
Johnson & Johnson (JNJ)	0.6	$10M		41k	244.44	View chart
Exxon Mobil Corporation (XOM)	0.6	$9.9M		59k	169.66	View chart
Caterpillar (CAT)	0.5	$8.6M	-2%	12k	708.48	View chart
Visa Com Cl A (V)	0.4	$6.5M	-22%	21k	302.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$6.1M		63k	97.13	View chart
Bristol Myers Squibb (BMY)	0.3	$6.0M		99k	60.65	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$5.9M	+26%	4.4k	1320.83	View chart
Costco Wholesale Corporation (COST)	0.3	$5.6M	+2%	5.6k	996.43	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$5.3M	-29%	18k	295.12	View chart
Applied Materials (AMAT)	0.3	$5.3M		15k	341.79	View chart
Cisco Systems (CSCO)	0.3	$5.2M	-9%	67k	77.59	View chart
Micron Technology (MU)	0.3	$4.8M		14k	337.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$4.7M	-3%	7.9k	597.55	View chart
Abbvie (ABBV)	0.3	$4.6M	-17%	21k	217.49	View chart
Lam Research Corp Com New (LRCX)	0.3	$4.5M	-19%	21k	213.66	View chart
Procter & Gamble Company (PG)	0.2	$4.2M		29k	144.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.2M		10k	426.40	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.2M	-5%	22k	192.90	View chart
Bank of America Corporation (BAC)	0.2	$4.0M	-10%	82k	48.75	View chart
McKesson Corporation (MCK)	0.2	$4.0M	+14%	4.6k	865.36	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.0M	-33%	8.0k	499.69	View chart
Netflix (NFLX)	0.2	$3.9M	+4%	41k	96.15	View chart
Chevron Corporation (CVX)	0.2	$3.9M	-6%	19k	206.90	View chart
Waste Management (WM)	0.2	$3.8M		17k	229.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$3.8M		8.8k	436.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.8M		18k	213.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$3.7M	-4%	5.7k	653.24	View chart
Uber Technologies (UBER)	0.2	$3.7M	-2%	52k	71.93	View chart
Palantir Technologies Cl A (PLTR)	0.2	$3.7M	-24%	25k	146.28	View chart
Novartis Sponsored Adr (NVS)	0.2	$3.7M	+22%	24k	152.75	View chart
Goldman Sachs (GS)	0.2	$3.6M	-3%	4.3k	845.99	View chart
Coca-Cola Company (KO)	0.2	$3.6M	-2%	48k	76.05	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$3.6M		5.00	718140.00	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.2	$3.6M	+32%	43k	82.49	View chart
Morgan Stanley Com New (MS)	0.2	$3.5M	-3%	21k	164.57	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$3.4M		50k	68.47	View chart
Home Depot (HD)	0.2	$3.4M	+3%	10k	328.91	View chart
Ge Aerospace Com New (GE)	0.2	$3.3M	-25%	12k	283.77	View chart
Merck & Co (MRK)	0.2	$3.3M	-4%	27k	120.29	View chart
Oracle Corporation (ORCL)	0.2	$3.3M	-3%	22k	147.11	View chart
McDonald's Corporation (MCD)	0.2	$3.3M	-9%	11k	310.79	View chart
Citigroup Com New (C)	0.2	$3.2M	-5%	29k	113.41	View chart
Shell Spon Ads (SHEL)	0.2	$3.2M	+41%	35k	93.00	View chart
Ge Vernova (GEV)	0.2	$3.2M	+14%	3.7k	872.90	View chart
Advanced Micro Devices (AMD)	0.2	$3.2M	-6%	16k	203.44	View chart
Philip Morris International (PM)	0.2	$3.1M	-10%	19k	165.34	View chart
Charles Schwab Corporation (SCHW)	0.2	$3.1M	-11%	33k	93.98	View chart
Wells Fargo & Company (WFC)	0.2	$3.0M	-8%	38k	79.61	View chart
Eaton Corp SHS (ETN)	0.2	$3.0M	-3%	8.3k	357.69	View chart
Royal Gold (RGLD)	0.2	$2.9M		12k	254.49	View chart
TJX Companies (TJX)	0.2	$2.9M	-2%	18k	159.70	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$2.9M	+59%	23k	125.46	View chart
International Business Machines (IBM)	0.2	$2.8M	+14%	12k	242.39	View chart
Linde SHS (LIN)	0.2	$2.8M	+3%	5.6k	495.76	View chart
Gilead Sciences (GILD)	0.2	$2.7M	-5%	19k	139.37	View chart
Kla Corp Com New (KLAC)	0.1	$2.6M	-9%	1.8k	1472.41	View chart
Ing Groep Sponsored Adr (ING)	0.1	$2.5M	+18%	98k	26.05	View chart
UnitedHealth (UNH)	0.1	$2.4M	-13%	8.9k	270.59	View chart
Toyota Motor Corp Ads (TM)	0.1	$2.4M	+20%	12k	206.09	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$2.4M	+30%	140k	16.97	View chart
Monster Beverage Corp (MNST)	0.1	$2.4M	-14%	33k	72.46	View chart
Colgate-Palmolive Company (CL)	0.1	$2.3M	-7%	27k	85.23	View chart
Cummins (CMI)	0.1	$2.3M		4.3k	538.02	View chart
At&t (T)	0.1	$2.3M	-9%	80k	28.99	View chart
Analog Devices (ADI)	0.1	$2.3M		7.2k	318.14	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.3M	-12%	4.6k	491.53	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.3M	-21%	4.9k	461.08	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.3M	+2%	5.0k	446.54	View chart
Automatic Data Processing (ADP)	0.1	$2.2M	-9%	11k	203.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.2M		9.0k	248.01	View chart
Corning Incorporated (GLW)	0.1	$2.2M		16k	135.97	View chart
Banco Santander Sa Adr (SAN)	0.1	$2.2M	+35%	196k	11.28	View chart
Bhp Billiton Sponsored Ads (BHP)	0.1	$2.2M	+46%	30k	72.74	View chart
General Dynamics Corporation (GD)	0.1	$2.2M	-28%	6.3k	343.22	View chart
Deere & Company (DE)	0.1	$2.2M	-26%	3.8k	563.43	View chart
Verizon Communications (VZ)	0.1	$2.1M	+7%	42k	50.20	View chart
Sap Se Spon Adr (SAP)	0.1	$2.1M	+17%	12k	171.21	View chart
Consolidated Edison (ED)	0.1	$2.1M	-10%	18k	113.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.1M	+14%	15k	142.43	View chart
Cardinal Health (CAH)	0.1	$2.1M	-4%	9.8k	211.31	View chart
Lowe's Companies (LOW)	0.1	$2.1M	-8%	8.8k	236.30	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$2.1M	-4%	16k	131.01	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.0M		17k	118.63	View chart
Intel Corporation (INTC)	0.1	$2.0M	-8%	44k	44.13	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$1.9M		45k	42.69	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.8M	-15%	44k	42.50	View chart
Arista Networks Com Shs (ANET)	0.1	$1.8M		15k	122.78	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.8M	+7%	9.5k	194.14	View chart
American Express Company (AXP)	0.1	$1.8M	-17%	6.1k	302.48	View chart
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG)	0.1	$1.8M	+23%	92k	19.75	View chart
Howmet Aerospace (HWM)	0.1	$1.8M	-10%	7.8k	230.46	View chart
CVS Caremark Corporation (CVS)	0.1	$1.8M	-31%	25k	71.82	View chart
S&p Global (SPGI)	0.1	$1.8M	-6%	4.2k	425.34	View chart
Progressive Corporation (PGR)	0.1	$1.8M		9.0k	198.24	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$1.8M	+27%	86k	20.70	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$1.8M	+32%	81k	21.66	View chart
Union Pacific Corporation (UNP)	0.1	$1.8M	-22%	7.2k	242.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.7M	-13%	6.6k	261.96	View chart
Walt Disney Company (DIS)	0.1	$1.7M	-29%	18k	96.38	View chart
Casey's General Stores (CASY)	0.1	$1.7M	-30%	2.3k	727.86	View chart
GSK Sponsored Adr (GSK)	0.1	$1.7M	+17%	30k	55.19	View chart
L3harris Technologies (LHX)	0.1	$1.7M	+5%	4.8k	345.19	View chart
Pepsi (PEP)	0.1	$1.7M		11k	155.29	View chart
Capital One Financial (COF)	0.1	$1.6M	-26%	9.0k	182.43	View chart
Marriott Intl Cl A (MAR)	0.1	$1.6M	+7%	5.0k	327.07	View chart
Jabil Circuit (JBL)	0.1	$1.6M	-14%	6.1k	265.63	View chart
Target Corporation (TGT)	0.1	$1.6M	-11%	13k	121.20	View chart
ConocoPhillips (COP)	0.1	$1.6M		12k	132.00	View chart
Crown Holdings (CCK)	0.1	$1.6M	-23%	16k	100.25	View chart
Emerson Electric (EMR)	0.1	$1.6M	-16%	12k	131.02	View chart
Chubb (CB)	0.1	$1.6M		4.8k	325.93	View chart
Airbnb Com Cl A (ABNB)	0.1	$1.6M	-33%	12k	126.28	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$1.6M	+25%	33k	48.18	View chart
Booking Holdings (BKNG)	0.1	$1.6M	-39%	371.00	4210.32	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.6M	-43%	7.8k	198.29	View chart
salesforce (CRM)	0.1	$1.6M	-30%	8.3k	186.69	View chart
Hca Holdings (HCA)	0.1	$1.5M	-10%	3.2k	473.24	View chart
Danaher Corporation (DHR)	0.1	$1.5M		7.8k	189.60	View chart
Amphenol Corp Cl A (APH)	0.1	$1.5M	-15%	12k	126.35	View chart
State Street Corporation (STT)	0.1	$1.5M		12k	126.56	View chart
Blackrock (BLK)	0.1	$1.4M	-18%	1.5k	961.71	View chart
Qualcomm (QCOM)	0.1	$1.4M	-53%	11k	128.78	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$1.4M	-26%	4.1k	343.99	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.4M	+24%	24k	58.47	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	-53%	14k	102.67	View chart
Boeing Company (BA)	0.1	$1.4M	+272%	7.1k	199.03	View chart
Icici Bank Adr (IBN)	0.1	$1.4M	+110%	54k	25.90	View chart
Unilever Spon Adr New (UL)	0.1	$1.4M	+22%	24k	56.97	View chart
Ecolab (ECL)	0.1	$1.4M	-13%	5.2k	266.02	View chart
Spdr Index Shs Fds State Street Spd (NANR)	0.1	$1.4M	-13%	16k	84.00	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.4M	-26%	10k	130.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.3M		2.3k	577.18	View chart
Avery Dennison Corporation (AVY)	0.1	$1.3M	-10%	7.8k	172.68	View chart
Five Below (FIVE)	0.1	$1.3M	-16%	5.8k	228.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	-21%	11k	124.32	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$1.3M	-23%	2.5k	522.71	View chart
Allison Transmission Hldngs I (ALSN)	0.1	$1.3M	-19%	11k	117.06	View chart
First Industrial Realty Trust (FR)	0.1	$1.3M		23k	57.85	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.3M	+62%	1.9k	682.45	View chart
Astrazeneca Ord (AZN)	0.1	$1.3M	NEW	6.6k	197.22	View chart
Servicenow (NOW)	0.1	$1.3M	+64%	13k	104.55	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.1	$1.3M	+21%	163k	7.94	View chart
United Rentals (URI)	0.1	$1.3M	-26%	1.8k	728.56	View chart
Starbucks Corporation (SBUX)	0.1	$1.3M	+25%	14k	89.59	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$1.3M	-20%	6.0k	211.90	View chart
Curtiss-Wright (CW)	0.1	$1.3M	-34%	1.9k	681.12	View chart
Honeywell International (HON)	0.1	$1.3M		5.6k	226.03	View chart
Nextera Energy (NEE)	0.1	$1.3M	+12%	14k	92.88	View chart
Northern Trust Corporation (NTRS)	0.1	$1.3M		9.1k	139.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.3M		3.9k	320.81	View chart
Cirrus Logic (CRUS)	0.1	$1.3M	-40%	8.7k	144.62	View chart
Intuit (INTU)	0.1	$1.3M	-31%	2.9k	432.38	View chart
Clearwater Analytics Hldgs I Cl A (CWAN)	0.1	$1.3M		53k	23.65	View chart
BP Sponsored Adr (BP)	0.1	$1.3M	+26%	27k	47.00	View chart
Snap-on Incorporated (SNA)	0.1	$1.2M	-22%	3.4k	363.22	View chart
Citizens Financial (CFG)	0.1	$1.2M		21k	59.97	View chart
Newmont Mining Corporation (NEM)	0.1	$1.2M		12k	108.25	View chart
Brookdale Senior Living (BKD)	0.1	$1.2M		90k	13.68	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$1.2M	+38%	13k	93.29	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$1.2M	+67%	15k	84.60	View chart
Medtronic SHS (MDT)	0.1	$1.2M	-51%	14k	86.65	View chart
Clean Harbors (CLH)	0.1	$1.2M	-11%	4.3k	286.73	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M	+31%	2.0k	604.52	View chart
Tapestry (TPR)	0.1	$1.2M	-25%	8.4k	141.11	View chart
Travel Leisure Ord (TNL)	0.1	$1.2M		17k	69.19	View chart
Us Bancorp Com New (USB)	0.1	$1.2M	-7%	23k	52.01	View chart
Relx Sponsored Adr (RELX)	0.1	$1.2M	+86%	35k	33.15	View chart
Illumina (ILMN)	0.1	$1.1M	-17%	9.3k	123.27	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.1M		40k	28.71	View chart
Delta Air Lines Com New (DAL)	0.1	$1.1M	-27%	17k	66.48	View chart
Sandisk Corp (SNDK)	0.1	$1.1M	+24%	1.8k	635.34	View chart
Western Digital (WDC)	0.1	$1.1M	+7%	4.2k	270.49	View chart
Hershey Company (HSY)	0.1	$1.1M	+42%	5.4k	207.89	View chart
Eversource Energy (ES)	0.1	$1.1M	-7%	16k	69.28	View chart
O'reilly Automotive (ORLY)	0.1	$1.1M	-23%	12k	92.31	View chart
Monolithic Power Systems (MPWR)	0.1	$1.1M	-3%	1.0k	1093.35	View chart
Illinois Tool Works (ITW)	0.1	$1.1M	+26%	4.2k	260.34	View chart
W.W. Grainger (GWW)	0.1	$1.1M		978.00	1090.81	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.1M	-44%	4.4k	243.09	View chart
Johnson Controls Internation SHS (JCI)	0.1	$1.1M	+10%	8.1k	130.95	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.1M	+28%	29k	36.75	View chart
Zoom Communications Cl A (ZM)	0.1	$1.1M	-51%	13k	80.39	View chart
FedEx Corporation (FDX)	0.1	$1.0M	+9%	2.9k	356.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.0M		34k	30.68	View chart
Pdd Holdings Sponsored Ads (PDD)	0.1	$1.0M	+154%	10k	102.18	View chart
Trane Technologies SHS (TT)	0.1	$1.0M	-5%	2.5k	416.80	View chart
Orix Corp Sponsored Adr (IX)	0.1	$1.0M	+44%	34k	29.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.0M		9.0k	113.11	View chart
Phillips 66 (PSX)	0.1	$1.0M		5.6k	182.18	View chart
Barclays Adr (BCS)	0.1	$1.0M	+14%	48k	21.16	View chart
Southern Company (SO)	0.1	$1.0M	-8%	10k	96.52	View chart
PNC Financial Services (PNC)	0.1	$1.0M		4.8k	208.09	View chart
Stryker Corporation (SYK)	0.1	$999k	+4%	3.0k	328.59	View chart
Tyson Foods Cl A (TSN)	0.1	$999k	-37%	16k	64.07	View chart
Sherwin-Williams Company (SHW)	0.1	$996k	-25%	3.1k	320.55	View chart
eBay (EBAY)	0.1	$994k	+73%	11k	91.02	View chart
Pfizer (PFE)	0.1	$991k	+21%	35k	28.08	View chart
Exelon Corporation (EXC)	0.1	$988k	-29%	20k	49.02	View chart
10x Genomics Cl A Com (TXG)	0.1	$985k	-30%	46k	21.23	View chart
United Parcel Svcs CL B (UPS)	0.1	$983k		10k	98.38	View chart
AFLAC Incorporated (AFL)	0.1	$971k	-5%	8.9k	109.71	View chart
Williams Companies (WMB)	0.1	$969k	-10%	13k	72.78	View chart
Cheniere Energy Com New (LNG)	0.1	$968k		3.4k	283.76	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$956k	+14%	190k	5.03	View chart
Valero Energy Corporation (VLO)	0.1	$939k		3.8k	247.08	View chart
SLB Com Stk (SLB)	0.1	$937k	-4%	18k	51.39	View chart
Masco Corporation (MAS)	0.1	$936k	+51%	16k	60.37	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$935k	+2%	2.4k	390.42	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$924k	+23%	37k	24.88	View chart
Eni Spa Sponsored Adr (E)	0.1	$918k	+21%	16k	56.61	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.1	$911k	+33%	42k	21.68	View chart
Twilio Cl A (TWLO)	0.1	$911k		7.2k	125.82	View chart
Keysight Technologies (KEYS)	0.1	$906k	-5%	3.2k	282.37	View chart
MKS Instruments (MKSI)	0.1	$903k	-26%	3.9k	229.81	View chart
Autodesk (ADSK)	0.1	$896k	-38%	3.7k	239.40	View chart
Loews Corporation (L)	0.1	$891k	-5%	8.3k	106.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$890k	-48%	13k	67.53	View chart
Block Cl A (XYZ)	0.1	$887k	+108%	15k	60.18	View chart
General Motors Company (GM)	0.0	$880k	-2%	12k	74.50	View chart
Oneok (OKE)	0.0	$876k	-6%	9.7k	90.39	View chart
Fastenal Company (FAST)	0.0	$868k	-21%	19k	46.40	View chart

Past Filings by Aaron Wealth Advisors

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

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

View all past filings

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