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, MBX, and represent 28.37% of Aaron Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$7.6M), IEFA (+$7.2M), SPY (+$5.4M), KLAC, TSM, IWF, VUG, GUNR, AMZN, V.
- Started 89 new stock positions in LYV, WING, FDXF, LYFT, DD, TU, CHKP, TXRH, AEM, XOP.
- Reduced shares in these 10 stocks: SGOV (-$60M), VONV (-$12M), VONG (-$8.3M), VBR, Honeywell International, Clearw.a.hld., ECL, SCHW, LOW, FCX.
- Sold out of its positions in ADT, AGCO, ASTS, ACM, WMS, AWK, COR, AIZ, BCE, OZK.
- Aaron Wealth Advisors was a net seller of stock by $-12M.
- Aaron Wealth Advisors has $2.0B in assets under management (AUM), dropping by 11.77%.
- Central Index Key (CIK): 0001812198
Tip: Access up to 7 years of quarterly data
Positions held by Aaron Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Aaron Wealth Advisors
Aaron Wealth Advisors holds 688 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Aaron Wealth Advisors has 688 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Aaron Wealth Advisors June 30, 2026 positions
- Download the Aaron Wealth Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 7.9 | $156M | +4% | 1.6M | 96.58 |
|
| NVIDIA Corporation (NVDA) | 6.7 | $133M | 663k | 200.09 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 5.3 | $104M | -10% | 976k | 106.31 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 5.2 | $102M | -7% | 798k | 127.81 |
|
| Mbx Biosciences (MBX) | 3.3 | $65M | 1.2M | 55.20 |
|
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| Amgen (AMGN) | 3.2 | $63M | 174k | 362.12 |
|
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| Ishares Core Msci Emkt (IEMG) | 3.1 | $61M | +14% | 733k | 82.84 |
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| Apple (AAPL) | 3.0 | $59M | 205k | 289.36 |
|
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| Flexshares Tr Mornstar Upstr (GUNR) | 2.8 | $56M | +5% | 1.1M | 49.28 |
|
| Microsoft Corporation (MSFT) | 1.8 | $36M | +2% | 95k | 373.02 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.8 | $36M | 97k | 365.70 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.8 | $35M | -5% | 142k | 242.99 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.6 | $31M | 620k | 49.78 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $29M | +3% | 80k | 357.37 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $29M | +16% | 60k | 477.57 |
|
| Amazon (AMZN) | 1.4 | $27M | +8% | 114k | 238.34 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $23M | +30% | 31k | 746.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $20M | -2% | 55k | 353.33 |
|
| Broadcom (AVGO) | 0.9 | $18M | +5% | 47k | 377.75 |
|
| Micron Technology (MU) | 0.8 | $16M | 14k | 1154.29 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $14M | +2% | 12k | 1199.44 |
|
| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.6 | $13M | +3% | 213k | 59.27 |
|
| Caterpillar (CAT) | 0.6 | $13M | -2% | 12k | 1064.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $13M | -5% | 25k | 500.40 |
|
| Meta Platforms Cl A (META) | 0.6 | $12M | +7% | 21k | 563.29 |
|
| Tesla Motors (TSLA) | 0.6 | $12M | 28k | 420.60 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $12M | +2% | 36k | 327.33 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.6 | $11M | +4% | 105k | 106.47 |
|
| Applied Materials (AMAT) | 0.6 | $11M | 15k | 723.00 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $11M | +2% | 42k | 253.97 |
|
| Wal-Mart Stores (WMT) | 0.5 | $11M | 94k | 113.26 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.5 | $11M | -7% | 168k | 62.89 |
|
| Advanced Micro Devices (AMD) | 0.5 | $10M | +12% | 18k | 580.93 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $9.5M | +8% | 4.8k | 1989.44 |
|
| Visa Com Cl A (V) | 0.5 | $9.2M | +25% | 27k | 343.09 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $8.7M | -5% | 20k | 433.33 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $8.1M | 59k | 136.72 |
|
|
| Cisco Systems (CSCO) | 0.4 | $7.6M | -3% | 65k | 117.46 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $6.6M | 63k | 103.88 |
|
|
| Intel Corporation (INTC) | 0.3 | $6.3M | +2% | 45k | 139.63 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.3 | $6.0M | 18k | 338.72 |
|
|
| Bristol Myers Squibb (BMY) | 0.3 | $5.8M | 100k | 57.62 |
|
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| Abbvie (ABBV) | 0.3 | $5.3M | 21k | 251.64 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $5.2M | -3% | 7.6k | 686.81 |
|
| Kla Corp Com New (KLAC) | 0.3 | $5.2M | +873% | 17k | 301.71 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.3 | $5.1M | -92% | 51k | 100.67 |
|
| Home Depot (HD) | 0.3 | $5.1M | +39% | 14k | 352.70 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $5.0M | -4% | 5.3k | 935.47 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $4.9M | +299% | 40k | 124.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.9M | +19% | 9.5k | 513.63 |
|
| Morgan Stanley Com New (MS) | 0.2 | $4.7M | +8% | 23k | 209.04 |
|
| Bank of America Corporation (BAC) | 0.2 | $4.6M | 81k | 56.98 |
|
|
| UnitedHealth (UNH) | 0.2 | $4.5M | +20% | 11k | 415.63 |
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| Corning Incorporated (GLW) | 0.2 | $4.5M | +7% | 18k | 255.43 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.4M | +482% | 51k | 86.14 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $4.4M | 5.8k | 748.98 |
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| Goldman Sachs (GS) | 0.2 | $4.3M | 4.3k | 1011.37 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $4.3M | 18k | 242.43 |
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| Ge Vernova (GEV) | 0.2 | $4.2M | -2% | 3.6k | 1174.86 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $4.1M | 44k | 95.09 |
|
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| Ge Aerospace Com New (GE) | 0.2 | $4.1M | -5% | 11k | 373.73 |
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| Citigroup Com New (C) | 0.2 | $4.1M | +2% | 29k | 139.96 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $4.1M | 22k | 189.73 |
|
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| Uber Technologies (UBER) | 0.2 | $4.0M | +6% | 55k | 72.16 |
|
| Sandisk Corp (SNDK) | 0.2 | $4.0M | -2% | 1.7k | 2273.73 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $3.9M | +2% | 25k | 156.72 |
|
| Eaton Corp SHS (ETN) | 0.2 | $3.8M | +5% | 8.8k | 426.14 |
|
| Coca-Cola Company (KO) | 0.2 | $3.8M | -3% | 46k | 81.27 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.7M | 5.00 | 748850.00 |
|
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| Waste Management (WM) | 0.2 | $3.7M | 17k | 222.88 |
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| Procter & Gamble Company (PG) | 0.2 | $3.7M | -14% | 25k | 146.64 |
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| Linde SHS (LIN) | 0.2 | $3.6M | +22% | 6.9k | 518.94 |
|
| Oracle Corporation (ORCL) | 0.2 | $3.4M | +5% | 23k | 146.55 |
|
| Merck & Co (MRK) | 0.2 | $3.4M | -2% | 27k | 128.50 |
|
| Philip Morris International (PM) | 0.2 | $3.4M | 19k | 180.91 |
|
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| Texas Instruments Incorporated (TXN) | 0.2 | $3.4M | +18% | 11k | 298.07 |
|
| Chevron Corporation (CVX) | 0.2 | $3.3M | +7% | 20k | 165.76 |
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| McKesson Corporation (MCK) | 0.2 | $3.3M | -6% | 4.3k | 755.60 |
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| International Business Machines (IBM) | 0.2 | $3.3M | 12k | 281.21 |
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| Ing Groep Sponsored Adr (ING) | 0.2 | $3.1M | +2% | 100k | 31.38 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $3.1M | -17% | 41k | 76.11 |
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| Monster Beverage Corp (MNST) | 0.2 | $3.1M | 32k | 96.12 |
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| Wells Fargo & Company (WFC) | 0.2 | $3.1M | 37k | 82.64 |
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| Cummins (CMI) | 0.2 | $3.0M | 4.2k | 713.21 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.2 | $3.0M | +7% | 150k | 19.89 |
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| TJX Companies (TJX) | 0.2 | $3.0M | +8% | 20k | 151.50 |
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| Western Digital (WDC) | 0.1 | $2.9M | +10% | 4.6k | 638.72 |
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| Shell Spon Ads (SHEL) | 0.1 | $2.9M | +8% | 38k | 77.54 |
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| Netflix (NFLX) | 0.1 | $2.9M | 41k | 71.40 |
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| Arista Networks Com Shs (ANET) | 0.1 | $2.9M | +12% | 17k | 169.88 |
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| Analog Devices (ADI) | 0.1 | $2.9M | 7.2k | 397.17 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $2.8M | -3% | 24k | 116.67 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $2.8M | +13% | 34k | 83.31 |
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| CVS Caremark Corporation (CVS) | 0.1 | $2.7M | +5% | 27k | 103.45 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $2.7M | 198k | 13.80 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.7M | 9.0k | 300.46 |
|
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| Automatic Data Processing (ADP) | 0.1 | $2.7M | +9% | 12k | 223.95 |
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| Marvell Technology (MRVL) | 0.1 | $2.7M | +44% | 9.0k | 297.89 |
|
| Deere & Company (DE) | 0.1 | $2.7M | +10% | 4.2k | 634.46 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.7M | +6% | 29k | 91.68 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $2.5M | +2% | 18k | 144.61 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.5M | +36% | 3.3k | 763.16 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.5M | 5.0k | 496.73 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.5M | +25% | 9.1k | 272.00 |
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| Dell Technologies CL C (DELL) | 0.1 | $2.5M | +32% | 5.7k | 431.46 |
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| Qualcomm (QCOM) | 0.1 | $2.5M | +20% | 13k | 184.79 |
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| Gilead Sciences (GILD) | 0.1 | $2.5M | 19k | 126.34 |
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| Palo Alto Networks (PANW) | 0.1 | $2.4M | +35% | 7.2k | 341.02 |
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| American Express Company (AXP) | 0.1 | $2.4M | +18% | 7.2k | 338.25 |
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| Sap Se Spon Adr (SAP) | 0.1 | $2.4M | +28% | 16k | 154.11 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $2.4M | +10% | 102k | 23.58 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.4M | 15k | 164.27 |
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| Royal Gold (RGLD) | 0.1 | $2.3M | 11k | 199.61 |
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| Jabil Circuit (JBL) | 0.1 | $2.3M | -3% | 5.9k | 385.48 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $2.2M | +2% | 23k | 95.98 |
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| Dbx Etf Tr Xtrack Msci All (DBAW) | 0.1 | $2.2M | 45k | 48.48 |
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| Amphenol Corp Cl A (APH) | 0.1 | $2.2M | +7% | 12k | 176.32 |
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| Consolidated Edison (ED) | 0.1 | $2.2M | +6% | 20k | 110.63 |
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| Progressive Corporation (PGR) | 0.1 | $2.1M | +9% | 9.8k | 218.45 |
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| Howmet Aerospace (HWM) | 0.1 | $2.1M | 7.9k | 268.86 |
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| McDonald's Corporation (MCD) | 0.1 | $2.1M | -25% | 7.7k | 270.31 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.1M | +3% | 6.9k | 303.16 |
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| Walt Disney Company (DIS) | 0.1 | $2.1M | +19% | 22k | 96.25 |
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| State Street Corporation (STT) | 0.1 | $2.1M | +5% | 12k | 169.60 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $2.0M | +31% | 214k | 9.58 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $2.0M | 44k | 46.93 |
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| Chubb (CB) | 0.1 | $2.0M | +22% | 5.9k | 340.74 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $2.0M | -2% | 79k | 25.06 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $2.0M | -34% | 21k | 92.27 |
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| S&p Global (SPGI) | 0.1 | $1.9M | +17% | 5.0k | 385.31 |
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| Emerson Electric (EMR) | 0.1 | $1.9M | +10% | 13k | 143.15 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $1.9M | -3% | 11k | 168.42 |
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| Cardinal Health (CAH) | 0.1 | $1.9M | -19% | 7.9k | 237.56 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $1.9M | +35% | 39k | 47.94 |
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| Verizon Communications (VZ) | 0.1 | $1.9M | +4% | 44k | 42.34 |
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| Capital One Financial (COF) | 0.1 | $1.9M | +2% | 9.2k | 200.62 |
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| 10x Genomics Cl A Com (TXG) | 0.1 | $1.8M | +3% | 48k | 38.34 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | -20% | 3.7k | 501.36 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.8M | +4% | 16k | 112.32 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $1.8M | -4% | 40k | 45.12 |
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| United Rentals (URI) | 0.1 | $1.8M | -9% | 1.6k | 1132.89 |
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| Boeing Company (BA) | 0.1 | $1.8M | +17% | 8.3k | 216.47 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.8M | -4% | 4.7k | 370.59 |
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| At&t (T) | 0.1 | $1.8M | +6% | 85k | 20.70 |
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| Illumina (ILMN) | 0.1 | $1.7M | +6% | 10k | 175.84 |
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| General Dynamics Corporation (GD) | 0.1 | $1.7M | -22% | 4.9k | 354.24 |
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| Casey's General Stores (CASY) | 0.1 | $1.7M | -5% | 2.2k | 794.79 |
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| Datadog Cl A Com (DDOG) | 0.1 | $1.7M | +34% | 6.7k | 260.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | 2.3k | 736.40 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.7M | +7% | 12k | 148.32 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.7M | 84k | 20.06 |
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| Northern Trust Corporation (NTRS) | 0.1 | $1.7M | +5% | 9.6k | 173.84 |
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| GSK Sponsored Adr (GSK) | 0.1 | $1.7M | +5% | 32k | 52.42 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $1.6M | 4.1k | 401.41 |
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| Delta Air Lines Com New (DAL) | 0.1 | $1.6M | +2% | 18k | 93.66 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.6M | +23% | 13k | 126.58 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $1.6M | -9% | 11k | 143.10 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $1.6M | -7% | 5.6k | 289.43 |
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| Target Corporation (TGT) | 0.1 | $1.6M | -8% | 12k | 130.61 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $1.6M | +67% | 62k | 25.83 |
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| ConocoPhillips (COP) | 0.1 | $1.6M | +26% | 15k | 103.96 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | +26% | 17k | 90.74 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.6M | +4% | 25k | 61.76 |
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| Illinois Tool Works (ITW) | 0.1 | $1.6M | +37% | 5.7k | 270.51 |
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| Southern Company (SO) | 0.1 | $1.5M | +55% | 16k | 95.71 |
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| Twilio Cl A (TWLO) | 0.1 | $1.5M | +3% | 7.5k | 206.33 |
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| Icici Bank Adr (IBN) | 0.1 | $1.5M | 53k | 29.03 |
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| Citizens Financial (CFG) | 0.1 | $1.5M | +5% | 22k | 70.07 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.5M | +3% | 15k | 102.19 |
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| Danaher Corporation (DHR) | 0.1 | $1.5M | 7.9k | 190.48 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.5M | +2% | 25k | 60.12 |
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| Curtiss-Wright (CW) | 0.1 | $1.5M | +5% | 2.0k | 757.76 |
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| Crown Holdings (CCK) | 0.1 | $1.5M | -16% | 13k | 111.82 |
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| W.W. Grainger (GWW) | 0.1 | $1.5M | +10% | 1.1k | 1360.40 |
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| MKS Instruments (MKSI) | 0.1 | $1.5M | -16% | 3.3k | 444.80 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.4M | 3.9k | 370.04 |
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| Us Bancorp Com New (USB) | 0.1 | $1.4M | +6% | 24k | 60.40 |
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| Blackrock (BLK) | 0.1 | $1.4M | 1.5k | 961.56 |
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| Brookdale Senior Living (BKD) | 0.1 | $1.4M | -2% | 88k | 16.09 |
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| Barclays Adr (BCS) | 0.1 | $1.4M | +10% | 53k | 26.86 |
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| Masco Corporation (MAS) | 0.1 | $1.4M | +11% | 17k | 81.37 |
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| L3harris Technologies (LHX) | 0.1 | $1.4M | 4.8k | 290.63 |
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| eBay (EBAY) | 0.1 | $1.4M | +13% | 12k | 111.75 |
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| First Industrial Realty Trust (FR) | 0.1 | $1.4M | -2% | 22k | 61.31 |
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| Pepsi (PEP) | 0.1 | $1.4M | -5% | 10k | 135.40 |
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| salesforce (CRM) | 0.1 | $1.3M | +3% | 8.6k | 156.67 |
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| Snap-on Incorporated (SNA) | 0.1 | $1.3M | -2% | 3.3k | 402.40 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.3M | +21% | 3.5k | 375.32 |
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| Nextera Energy (NEE) | 0.1 | $1.3M | +11% | 15k | 87.77 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $1.3M | +30% | 4.1k | 317.53 |
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| AFLAC Incorporated (AFL) | 0.1 | $1.3M | +24% | 11k | 117.25 |
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| Monolithic Power Systems (MPWR) | 0.1 | $1.3M | -8% | 926.00 | 1382.36 |
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| Intuit (INTU) | 0.1 | $1.3M | +69% | 4.9k | 261.00 |
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| Anthem (ELV) | 0.1 | $1.3M | +21% | 3.3k | 386.73 |
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| Orix Corp Sponsored Adr (IX) | 0.1 | $1.3M | -2% | 33k | 38.04 |
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| Trane Technologies SHS (TT) | 0.1 | $1.2M | +3% | 2.5k | 491.23 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.2M | 13k | 94.93 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | +26% | 2.4k | 509.43 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $1.2M | -10% | 29k | 42.66 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | 9.0k | 137.53 |
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| Teradyne (TER) | 0.1 | $1.2M | -12% | 2.6k | 483.97 |
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| Block Cl A (XYZ) | 0.1 | $1.2M | +9% | 16k | 76.00 |
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| Spdr Index Shs Fds St Str Sp N Am (NANR) | 0.1 | $1.2M | 16k | 75.50 |
|
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| Applovin Corp Com Cl A (APP) | 0.1 | $1.2M | +15% | 2.4k | 515.23 |
|
| Cognex Corporation (CGNX) | 0.1 | $1.2M | 17k | 72.42 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | +23% | 9.7k | 124.44 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.2M | +12% | 3.5k | 344.32 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.1 | $1.2M | +19% | 15k | 82.40 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $1.2M | +52% | 11k | 104.96 |
|
| Tapestry (TPR) | 0.1 | $1.2M | -3% | 8.1k | 146.38 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | -39% | 3.0k | 397.81 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $1.2M | +6% | 37k | 31.67 |
|
| Cirrus Logic (CRUS) | 0.1 | $1.2M | -9% | 7.8k | 148.53 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $1.1M | +3% | 197k | 5.83 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.1M | +4% | 12k | 92.09 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $1.1M | +16% | 42k | 27.21 |
|
| Servicenow (NOW) | 0.1 | $1.1M | -9% | 11k | 99.28 |
|
| Natwest Group Spons Adr (NWG) | 0.1 | $1.1M | +11% | 63k | 17.63 |
|
| Fastenal Company (FAST) | 0.1 | $1.1M | +23% | 23k | 48.03 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $1.1M | +3% | 12k | 93.40 |
|
| Centene Corporation (CNC) | 0.1 | $1.1M | +56% | 17k | 64.19 |
|
| Travel Leisure Ord (TNL) | 0.1 | $1.1M | -16% | 14k | 76.43 |
|
| Fortinet (FTNT) | 0.1 | $1.1M | +30% | 7.2k | 153.62 |
|
| Rockwell Automation (ROK) | 0.1 | $1.1M | +39% | 2.2k | 495.29 |
|
| Booking Holdings (BKNG) | 0.1 | $1.1M | +1550% | 6.1k | 178.24 |
|
| Eversource Energy (ES) | 0.1 | $1.1M | -6% | 15k | 72.27 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.1M | 34k | 31.71 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.1M | +43% | 1.1k | 965.00 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $1.1M | -11% | 13k | 82.87 |
|
| Yeti Hldgs (YETI) | 0.1 | $1.1M | +14% | 22k | 49.56 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $1.1M | -9% | 7.3k | 146.11 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.1 | $1.1M | +11% | 22k | 47.74 |
|
| BP Sponsored Adr (BP) | 0.1 | $1.0M | +6% | 28k | 36.95 |
|
| Essex Property Trust (ESS) | 0.1 | $1.0M | +33% | 3.6k | 291.59 |
|
| Five Below (FIVE) | 0.1 | $1.0M | -2% | 5.7k | 179.79 |
|
| Schneider National CL B (SNDR) | 0.1 | $1.0M | +8% | 28k | 36.53 |
|
| Keysight Technologies (KEYS) | 0.1 | $1.0M | -9% | 2.9k | 350.07 |
|
| Spdr Series Trust Sp O&g Expl Pro (XOP) | 0.1 | $1.0M | NEW | 6.6k | 154.26 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.0M | 13k | 77.11 |
|
|
| PNC Financial Services (PNC) | 0.1 | $1.0M | -14% | 4.1k | 246.22 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $1.0M | +6% | 76k | 13.28 |
|
| Mannkind Corp Com New (MNKD) | 0.1 | $1.0M | 235k | 4.26 |
|
|
| F5 Networks (FFIV) | 0.1 | $1.0M | +13% | 2.4k | 415.96 |
|
| Astrazeneca Ord (AZN) | 0.1 | $996k | -20% | 5.3k | 189.62 |
|
| ON Semiconductor (ON) | 0.1 | $990k | +5% | 11k | 94.54 |
|
| Valero Energy Corporation (VLO) | 0.0 | $983k | 3.8k | 260.44 |
|
|
| Phillips 66 (PSX) | 0.0 | $981k | +4% | 5.8k | 169.05 |
|
| Expedia Group Com New (EXPE) | 0.0 | $973k | +4% | 3.8k | 255.88 |
|
| Loews Corporation (L) | 0.0 | $968k | +2% | 8.6k | 113.21 |
|
| Exelon Corporation (EXC) | 0.0 | $965k | +2% | 21k | 46.62 |
|
Past Filings by Aaron Wealth Advisors
SEC 13F filings are viewable for Aaron Wealth Advisors going back to 2020
- Aaron Wealth Advisors 2026 Q2 filed July 16, 2026
- 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