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

Companies in the Aaron Wealth Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Russell 1000 Value Etf Vng Rus1000val (VONV) 7.9 $22M +6% 162k 132.92
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG) 7.9 $22M +5% 86k 250.01
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 6.4 $18M +67% 244k 72.05
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG) 6.0 $16M +138% 254k 64.36
Microsoft Corporation (MSFT) 4.6 $13M 53k 235.77
Janus Hendrson Mortg Bckd Securt Etf Henderson Mtg (JMBS) 3.4 $9.3M +32% 176k 53.06
Apple (AAPL) 3.4 $9.2M 75k 122.15
Avidity Biosciences Ord (RNA) 3.3 $8.9M -21% 410k 21.81
Vaneck Vectors High Yield Muni Etf High Yld Mun Etf (HYD) 3.3 $8.9M -6% 143k 62.15
Ishares Msci Acwi Ex Us Etf Msci Acwi Ex Us (ACWX) 2.7 $7.3M 132k 55.18
Vanguard Small Cap Valueetf Sm Cp Val Etf (VBR) 2.3 $6.3M +5% 38k 165.60
Flexshares Upstream Natural Idx Etf Mornstar Upstr (GUNR) 2.3 $6.2M +64% 170k 36.19
Vanguard Small Cap Growth Etf Sml Cp Grw Etf (VBK) 2.2 $6.0M +4% 22k 274.61
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 1.9 $5.0M 67k 75.86

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Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 1.6 $4.5M 18k 243.02
Xtrckr Msci Al Wrld Ex Us Hdgd Etf Xtrack Msci All (DBAW) 1.4 $3.9M 120k 32.67
Ishares Currency Hedg Msci Eafe Etf Hdg Msci Eafe (HEFA) 1.4 $3.9M -27% 118k 32.96
Proshares Dj Brkfld Glblinfstr Etf DJ BRKFLD GLB (TOLZ) 1.4 $3.7M -2% 85k 43.49
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 1.4 $3.7M 17k 220.90
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG) 1.3 $3.5M -55% 30k 113.82
Spdr Nuveen Blmbrg Brclys Hg Etf Nuveen Bbg Brcly (HYMB) 1.2 $3.2M -61% 54k 59.33
International Business Machines (IBM) 1.2 $3.2M -26% 24k 133.24
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond Etf Nuveen Blmbrg Sr (SHM) 1.1 $3.1M 62k 49.55
Mastercard Inc Class A Cl A (MA) 1.0 $2.7M 7.5k 355.94
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.9 $2.5M 1.2k 2067.84
Peloton Interactive Cl A Com (PTON) 0.9 $2.5M NEW 22k 112.43
First Majestic Silver Corp (AG) 0.8 $2.2M NEW 140k 15.58
Visa Inc Class A Com Cl A (V) 0.8 $2.1M +5% 10k 211.67
Uber Technologies (UBER) 0.7 $1.9M -27% 34k 54.50
Ishares Global Infrastructure Etf Glb Infrastr Etf (IGF) 0.7 $1.8M NEW 40k 45.05
Chubb (CB) 0.6 $1.7M 11k 157.90
Barrick Gold Corp (GOLD) 0.6 $1.6M NEW 79k 19.80
Amazon (AMZN) 0.6 $1.5M -10% 488.00 3092.21
Kura Oncology (KURA) 0.5 $1.5M -7% 52k 28.27
Spdr S&p 500 Etf Tr Unit (SPY) 0.5 $1.4M -85% 3.6k 396.17
Waste Management (WM) 0.5 $1.4M +2% 11k 129.01
Starbucks Corporation (SBUX) 0.5 $1.4M 13k 109.22
TJX Companies (TJX) 0.5 $1.3M 20k 66.14
Medtronic Plc F SHS (MDT) 0.5 $1.2M 11k 118.04
Zimmer Holdings (ZBH) 0.5 $1.2M NEW 7.7k 160.02
Automatic Data Processing (ADP) 0.4 $1.2M -3% 6.3k 188.33
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.4 $1.2M +64% 574.00 2060.98
Bristol Myers Squibb (BMY) 0.4 $1.2M 18k 63.10
Takeda Pharma Co Fsponsored Adr 1 Adr Reps 0.5 Ord Sponsored Ads (TAK) 0.4 $1.1M +389% 59k 18.26
Bank of America Corporation (BAC) 0.4 $1.1M +61% 28k 38.67
Square Inc Class A Cl A (SQ) 0.4 $1.1M 4.6k 227.02
Royal Gold (RGLD) 0.4 $1.0M -65% 9.4k 107.59
Facebook Inc Class A Cl A (FB) 0.4 $994k +10% 3.4k 294.43
Wal-Mart Stores (WMT) 0.4 $984k +103% 7.3k 135.72
Spdr S&p Nrth Amrcn Ntrlrsrc Etf S&p North Amer (NANR) 0.4 $964k 25k 38.48
Fulgent Genetics (FLGT) 0.3 $950k -8% 9.8k 96.61
Paypal Holdings (PYPL) 0.3 $929k +26% 3.8k 242.81
Global X Mlp & Energy Infrastructure Etf Glb X Mlp Enrg I (MLPX) 0.3 $834k 26k 31.59
salesforce (CRM) 0.3 $803k 3.8k 211.82
Technology Select Sectorspdr Etf Technology (XLK) 0.3 $802k 6.0k 132.67
Applied Materials (AMAT) 0.3 $780k 5.8k 133.47
Hershey Company (HSY) 0.3 $768k -50% 4.9k 158.09
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.3 $740k 2.3k 318.83
Intel Corporation (INTC) 0.3 $735k 12k 63.98
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) 0.3 $729k 14k 52.04
Home Depot (HD) 0.3 $714k 2.3k 305.00
Procter & Gamble Company (PG) 0.3 $695k -2% 5.1k 135.40
Brookdale Senior Living (BKD) 0.2 $665k 110k 6.05
Berkshire Hathaway Class B Cl B New (BRK.B) 0.2 $660k 2.6k 255.22
Wheaton Precious Metals Corp (WPM) 0.2 $660k -74% 17k 38.19
McDonald's Corporation (MCD) 0.2 $632k 2.8k 224.03
Ing Groep Adr Rep 1 Or Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (ING) 0.2 $632k NEW 52k 12.23
Advanced Micro Devices (AMD) 0.2 $630k -3% 8.0k 78.48
Energous (WATT) 0.2 $624k +1438% 154k 4.05
Oracle Corporation (ORCL) 0.2 $613k +168% 8.7k 70.13
3M Company (MMM) 0.2 $598k -7% 3.1k 192.47
Johnson & Johnson (JNJ) 0.2 $579k -7% 3.5k 164.35
General Mills (GIS) 0.2 $578k +2% 9.4k 61.28
Draftkings Com Cl A (DKNG) 0.2 $577k NEW 9.4k 61.25
McKesson Corporation (MCK) 0.2 $564k 2.9k 194.89
Colgate-Palmolive Company (CL) 0.2 $562k -5% 7.1k 78.74
BlackRock (BLK) 0.2 $557k NEW 739.00 753.72
Amgen (AMGN) 0.2 $553k 2.2k 248.76
UnitedHealth (UNH) 0.2 $548k 1.5k 371.78
Coca-Cola Company (KO) 0.2 $536k -2% 10k 52.67
Becton, Dickinson and (BDX) 0.2 $522k 2.1k 242.90
Netease Inc Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (NTES) 0.2 $522k 5.1k 103.10
Anthem (ANTM) 0.2 $516k 1.4k 358.83
Guidewire Software (GWRE) 0.2 $509k 5.0k 101.50
Enbridge (ENB) 0.2 $500k NEW 14k 36.37
General Motors Company (GM) 0.2 $499k NEW 8.7k 57.42
Omega Healthcare Investors (OHI) 0.2 $492k 14k 36.57
Essential Utils (WTRG) 0.2 $482k 11k 44.73
Cisco Systems (CSCO) 0.2 $458k 8.9k 51.68
Corning Incorporated (GLW) 0.2 $456k +3% 11k 43.49
Walt Disney Company (DIS) 0.2 $453k +12% 2.5k 184.37
Charter Communicatn Class A Cl A (CHTR) 0.2 $451k NEW 731.00 616.96
Pepsi (PEP) 0.2 $434k -5% 3.1k 141.23
Hilton Worldwide Holdings (HLT) 0.2 $412k NEW 3.4k 120.71
Pool Corporation (POOL) 0.2 $411k -2% 1.2k 344.80
Thor Industries (THO) 0.1 $404k NEW 3.0k 134.67
Kansas City Southern Com New (KSU) 0.1 $400k 1.5k 263.68
Comcast Corp Class A Cl A (CMCSA) 0.1 $399k 7.4k 53.99
Caterpillar (CAT) 0.1 $399k NEW 1.7k 231.84
Spdr S&p Bank Etf S&p Bk Etf (KBE) 0.1 $393k 7.6k 51.81
Interpublic Group of Companies (IPG) 0.1 $391k NEW 13k 29.20
Spdr Blmbrg Brcly Emg Mkt Lcl Etf Blombrg Brc Emrg (EBND) 0.1 $388k NEW 15k 25.97
Glaxosmithkline Plc Fsponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (GSK) 0.1 $375k -4% 11k 35.60
Netflix (NFLX) 0.1 $362k 694.00 521.61
Sanofi S A Fsponsored Adr 1 Adr Reps 0.5 Ord Sponsored Adr (SNY) 0.1 $361k +13% 7.3k 49.38
Ishares Esg Aware Msci Usa Etf Esg Aware Msci (ESML) 0.1 $359k 9.3k 38.45
Tesla Motors (TSLA) 0.1 $359k -9% 538.00 667.29
Accenture Plc Fclass A Shs Class A (ACN) 0.1 $358k -3% 1.3k 275.60
JPMorgan Chase & Co. (JPM) 0.1 $357k -35% 2.3k 151.98
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NVS) 0.1 $349k NEW 4.1k 85.41
Royal Dutch Shell Fsponsored Adr 1 Adr Reps 2 Ord Spons Adr A (RDS.A) 0.1 $343k NEW 8.8k 39.20
Linde Plc F SHS (LIN) 0.1 $337k NEW 1.2k 279.67
Paycom Software (PAYC) 0.1 $324k NEW 876.00 369.86
Te Connectivity Ltd F Reg Shs (TEL) 0.1 $315k NEW 2.4k 128.78
Thermo Fisher Scientific (TMO) 0.1 $302k -7% 663.00 455.51
CVS Caremark Corporation (CVS) 0.1 $301k NEW 4.0k 75.10
Adobe Systems Incorporated (ADBE) 0.1 $293k -11% 618.00 474.11
Eli Lilly & Co. (LLY) 0.1 $289k -3% 1.6k 186.21
NVIDIA Corporation (NVDA) 0.1 $284k -14% 533.00 532.83
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Spon Adr New (DEO) 0.1 $284k NEW 1.7k 164.16
General Dynamics Corporation (GD) 0.1 $274k NEW 1.5k 181.34
Deere & Company (DE) 0.1 $273k NEW 730.00 373.97
Metropcs Communications (TMUS) 0.1 $271k -2% 2.2k 124.94
Cdw (CDW) 0.1 $267k NEW 1.6k 165.43
Mondelez Intl Class A Cl A (MDLZ) 0.1 $266k -6% 4.5k 58.50
Merck & Co (MRK) 0.1 $262k -27% 3.4k 76.97
Telefonica S A Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (TEF) 0.1 $262k NEW 58k 4.52
Abbott Laboratories (ABT) 0.1 $258k 2.2k 119.67
American Intl Group Com New (AIG) 0.1 $255k NEW 5.5k 46.11
Target Corporation (TGT) 0.1 $254k 1.3k 197.97
Micron Technology (MU) 0.1 $254k 2.9k 87.95
Qualcomm (QCOM) 0.1 $253k -6% 1.9k 132.46
Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM) 0.1 $252k NEW 2.1k 117.98
Ishares Esg Aware Msci Eafe Etf Iv Esg Aw Msci Eafe (ESGD) 0.1 $249k +6% 3.3k 75.64
Keurig Dr Pepper (KDP) 0.1 $243k NEW 7.1k 34.28
Vanguard S&p Mid Cap 400growth Etf Midcp 400 Grth (IVOG) 0.1 $235k NEW 1.2k 193.73
Ishares Esg Aware Msci Em Etf Esg Awr Msci Em (ESGE) 0.1 $229k NEW 5.3k 43.26
Yum! Brands (YUM) 0.1 $226k -2% 2.1k 107.98
Nike Inc Class B CL B (NKE) 0.1 $223k -2% 1.7k 132.34
EOG Resources (EOG) 0.1 $222k NEW 3.1k 72.34
Texas Instruments Incorporated (TXN) 0.1 $219k NEW 1.2k 188.96
Diamondback Energy (FANG) 0.1 $215k NEW 2.9k 73.45
Nextera Energy (NEE) 0.1 $213k -7% 2.8k 75.42
Verizon Communications (VZ) 0.1 $204k -45% 3.5k 57.87
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Sponsored Ads (BABA) 0.1 $203k -12% 898.00 226.06
Danaher Corporation (DHR) 0.1 $201k -2% 894.00 224.83
Ishares Esg Aware Msci Usa Etf Iv Esg Awr Msci Usa (ESGU) 0.1 $201k -32% 2.2k 90.54
Axt (AXTI) 0.0 $116k 10k 11.60
Ase Technology Holding Funsponsored Adr 1 Adr Reps 2 Ord Sponsored Ads (ASX) 0.0 $87k NEW 11k 7.68
Banco Santander Sa Iam Fsponsored Adr 1 Adr Reps 1 Ord Adr (SAN) 0.0 $75k +7% 22k 3.40
Lipocine (LPCN) 0.0 $22k NEW 15k 1.47

Past Filings by Aaron Wealth Advisors

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