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 221 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 9.8 $53M +207% 227k 232.90
Vanguard Russell 1000 Value ETF Vng Rus1000val (VONV) 7.7 $42M +65% 700k 59.69
Vanguard Russell 1000 Growth ETF Vng Rus1000grw (VONG) 5.6 $30M +23% 558k 54.21
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) 5.6 $30M +14% 574k 52.67
Apple (AAPL) 5.5 $30M +30% 215k 138.20
Amgen (AMGN) 3.2 $18M +36% 78k 225.40
International Business Machines (IBM) 3.2 $17M +448% 145k 118.81
iShares Core MSCI Emerging ETF Core Msci Emkt (IEMG) 2.6 $14M +3% 334k 42.98
Flexshares Upstream Natural Idx ETF Mornstar Upstr (GUNR) 2.6 $14M +20% 381k 37.59
Barrick Gold Corp (GOLD) 2.3 $12M NEW 801k 15.50
BlackRock Short Maturity Bond ETF Blackrock St Mat (NEAR) 1.9 $11M +2% 213k 49.26
Uniti Group Inc Com reit (UNIT) 1.7 $9.4M NEW 1.4M 6.95
ProShares DJ BRKFLD GLBL Infstr ETF DJ BRKFLD GLB (TOLZ) 1.5 $8.3M +22% 203k 40.73
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 1.5 $8.1M +2989% 84k 96.15

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Vanguard Small Cap Value ETF Sm Cp Val Etf (VBR) 1.5 $7.9M +11% 55k 143.40
Rio Tinto PLC F Sponsored Adr (RIO) 1.3 $7.1M NEW 128k 55.06
Janus Henderson Aaa Clo ETF Hendrson Aaa Cl (JAAA) 1.1 $6.2M -25% 125k 49.10
Spdr S&p 500 Etf Tr Unit (SPY) 1.1 $6.1M -4% 17k 357.20
Automatic Data Processing (ADP) 1.1 $6.1M +311% 27k 226.20
iShares Global Infrastructure ETF Glb Infrastr Etf (IGF) 1.1 $6.0M +18% 142k 41.83
Freeport Mcmoran CL B (FCX) 1.0 $5.7M +33% 208k 27.33
Waste Management (WM) 0.9 $5.1M +199% 32k 160.21
Danaher Corporation (DHR) 0.9 $5.1M +22% 20k 258.31
Vanguard Small Cap Growth ETF Sml Cp Grw Etf (VBK) 0.9 $4.9M +9% 25k 195.14
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.9 $4.8M +2493% 50k 95.65
Mastercard Inc Class A Cl A (MA) 0.9 $4.8M +111% 17k 284.34
SPDR Nuveen Bloomberg Barclays Short Term Nuveen Blmbrg Sh (SHM) 0.9 $4.7M 102k 46.09
Visa Inc Class A Com Cl A (V) 0.8 $4.5M +129% 26k 177.63
iShares MSCI Acwi Ex US ETF IV Msci Acwi Ex Us (ACWX) 0.8 $4.5M 112k 40.01
Berkshire Hathaway Inc New CL B Cl B New (BRK.B) 0.8 $4.4M +82% 16k 267.00
Vaneck Vectors High-Yield Municipal High Yld Munietf (HYD) 0.8 $4.3M +17% 86k 49.93
Vanguard Russell 1000 ETF Vng Rus1000idx (VONE) 0.8 $4.1M +35% 25k 163.38
Eli Lilly & Co. (LLY) 0.7 $4.0M +474% 13k 323.33
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.7 $4.0M -4% 19k 210.41
iShares MSCI EAFE ETF Msci Eafe Etf (EFA) 0.7 $3.9M 69k 56.01
Avidity Biosciences Ord (RNA) 0.6 $3.5M 216k 16.33
Wal-Mart Stores (WMT) 0.6 $3.5M +40% 27k 129.70
XTRCKR MSCI Al WRLD Ex US HDGD ETF Xtrack Msci All (DBAW) 0.6 $3.3M 120k 27.83
NVIDIA Corporation (NVDA) 0.6 $3.2M +233% 27k 121.40
Abbvie (ABBV) 0.6 $3.2M +514% 24k 134.21
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.6 $3.0M 18k 164.92
iShares Currency Hedg MSCI EAFE ETF Hdg Msci Eafe (HEFA) 0.5 $2.8M -3% 95k 29.89
Albemarle Corporation (ALB) 0.5 $2.7M NEW 10k 264.45
Medtronic PLC F SHS (MDT) 0.5 $2.6M +196% 32k 80.75
Coca-Cola Company (KO) 0.4 $2.3M +67% 42k 56.03
Thomson Reuters Corp F Com New (TRI) 0.4 $2.3M NEW 23k 102.61
Amazon (AMZN) 0.4 $2.3M +11% 20k 113.02
Starbucks Corporation (SBUX) 0.4 $2.2M 26k 84.26
Atlassian Corp PLC F Class A Cl A (TEAM) 0.4 $2.2M NEW 11k 210.62
Bank of America Corporation (BAC) 0.4 $2.0M 67k 30.20
Colgate-Palmolive Company (CL) 0.4 $2.0M +288% 28k 70.25
Alcoa (AA) 0.4 $1.9M NEW 57k 33.66
Chubb (CB) 0.3 $1.9M -4% 10k 181.91
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.3 $1.9M +295% 5.2k 358.58
NetApp (NTAP) 0.3 $1.9M NEW 30k 61.85
Paycom Software (PAYC) 0.3 $1.9M NEW 5.6k 329.96
Taiwan Semiconductor MFG Ads LTD Ads 1ads Equals 5ords Sponsored Ads (TSM) 0.3 $1.8M +694% 27k 68.55
Oracle Corporation (ORCL) 0.3 $1.8M 29k 61.09
American Express Company (AXP) 0.3 $1.6M +596% 12k 134.88
Accenture PLC F Class A Shs Class A (ACN) 0.3 $1.5M +2% 5.9k 257.33
Schlumberger LTD F Com Stk (SLB) 0.3 $1.5M NEW 42k 35.89
Northern Trust Corporation (NTRS) 0.3 $1.5M 17k 85.56
Bristol Myers Squibb (BMY) 0.3 $1.5M -4% 21k 71.08
iShares Total US Stock Market ETF IV Core S&p Ttl Stk (ITOT) 0.3 $1.5M 18k 79.52
Uber Technologies (UBER) 0.3 $1.4M +55% 53k 26.50
Texas Instruments Incorporated (TXN) 0.2 $1.3M +263% 8.6k 154.80
3M Company (MMM) 0.2 $1.3M +261% 12k 110.52
Novo-Nordisk A S F Adr (NVO) 0.2 $1.2M +414% 13k 99.64
SPDR S&P NRTH Amrcn NTRL RSRC ETF S&p North Amer (NANR) 0.2 $1.2M 25k 47.68
Square Cl A (SQ) 0.2 $1.2M +329% 21k 55.01
Novanta (NOVT) 0.2 $1.2M NEW 10k 115.60
Kkr & Co (KKR) 0.2 $1.1M NEW 26k 43.01
UnitedHealth (UNH) 0.2 $1.1M +19% 2.2k 505.10
Hershey Company (HSY) 0.2 $1.1M +2% 4.9k 220.46
Cameco Corporation (CCJ) 0.2 $1.1M NEW 40k 26.50
Johnson & Johnson (JNJ) 0.2 $1.1M -6% 6.5k 163.30
McKesson Corporation (MCK) 0.2 $1.0M 3.0k 339.99
Textron (TXT) 0.2 $1.0M 17k 58.28
Synaptics, Incorporated (SYNA) 0.2 $1000k NEW 10k 99.02
Tesla Motors (TSLA) 0.2 $984k +418% 3.7k 265.23
Dollar Tree (DLTR) 0.2 $983k NEW 7.2k 136.09
Select STR Financial Select SPDR ETF Financial (XLF) 0.2 $929k 31k 30.35
Eaton Corp PLC F SHS (ETN) 0.2 $906k NEW 6.8k 133.31
Royal Gold (RGLD) 0.2 $891k -4% 9.5k 93.85
General Mills (GIS) 0.2 $839k +11% 11k 76.62
Cme (CME) 0.1 $811k +364% 4.6k 177.23
McDonald's Corporation (MCD) 0.1 $809k +8% 3.5k 230.88
Kura Oncology (KURA) 0.1 $774k 57k 13.67
Home Depot (HD) 0.1 $766k +22% 2.8k 276.04
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.1 $732k +17% 2.7k 267.25
Thermo Fisher Scientific (TMO) 0.1 $729k +2% 1.4k 506.95
First Majestic Silver Corp (AG) 0.1 $700k 92k 7.62
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $689k +2% 2.4k 289.62
Anthem (ELV) 0.1 $677k 1.5k 454.36
Vanguard Small Cap ETF Small Cp Etf (VB) 0.1 $663k -7% 3.9k 170.96
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR) 0.1 $647k NEW 7.4k 87.20
Global X MLP & Energy Infrastructure ETF Glb X Mlp Enrg I (MLPX) 0.1 $640k 17k 37.51
Corning Incorporated (GLW) 0.1 $609k +93% 21k 29.02
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.1 $606k NEW 2.8k 219.25
salesforce (CRM) 0.1 $603k -69% 4.2k 143.81
Linde PLC F SHS (LIN) 0.1 $539k +18% 2.0k 269.77
Wheaton Precious Metals Corp (WPM) 0.1 $539k 17k 32.36
Pepsi (PEP) 0.1 $537k +16% 3.3k 163.27
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $527k -2% 4.1k 128.57
Advanced Micro Devices (AMD) 0.1 $526k +4% 8.3k 63.37
Facebook Inc Class A Cl A (META) 0.1 $519k -30% 3.8k 135.65
Fidelity Nasdaq Composite Ind ETF IV Nasdaq Compsit (ONEQ) 0.1 $518k 13k 41.44
Micron Technology (MU) 0.1 $512k NEW 10k 50.11
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.1 $511k 14k 36.48
Costco Wholesale Corporation (COST) 0.1 $511k -14% 1.1k 472.27
BlackRock (BLK) 0.1 $511k +12% 929.00 550.05
Capital One Financial (COF) 0.1 $494k -8% 5.4k 92.10
American Intl Group Com New (AIG) 0.1 $493k 10k 47.51
I N G Groep N V F Sponsored Adr (ING) 0.1 $486k -5% 57k 8.50
iShares Global Consumer Stap ETF IV Glb Cnsm Stp Etf (KXI) 0.1 $477k -47% 8.9k 53.60
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD) 0.1 $477k -12% 3.5k 135.86
Baker Hughes A GE Cl A (BKR) 0.1 $475k 23k 20.97
Marvell Technology (MRVL) 0.1 $471k NEW 11k 42.90
N V E Corp Com New (NVEC) 0.1 $467k NEW 10k 46.70
SPDR Gold Trust Gold Shs (GLD) 0.1 $464k -30% 3.0k 154.67
Qualcomm (QCOM) 0.1 $453k +42% 4.0k 112.97
Procter & Gamble Company (PG) 0.1 $442k -57% 3.5k 126.32
Altria (MO) 0.1 $441k NEW 11k 40.41
Universal HLTH SVCS Class B CL B (UHS) 0.1 $432k NEW 4.9k 88.09
Nextera Energy (NEE) 0.1 $431k +43% 5.5k 78.48
Essential Utils (WTRG) 0.1 $429k 10k 41.36
Brookdale Senior Living (BKD) 0.1 $428k 100k 4.27
Progress Software Corporation (PRGS) 0.1 $426k NEW 10k 42.60
JPMorgan Chase & Co. (JPM) 0.1 $425k -9% 4.1k 104.45
Bce Com New (BCE) 0.1 $419k NEW 10k 41.90
iShares Esg Aware MSCI USA ETF IV Esg Awr Msci Usa (ESGU) 0.1 $418k +41% 5.3k 79.33
Hilton Worldwide Holdings (HLT) 0.1 $413k +2% 3.4k 120.65
Walt Disney Company (DIS) 0.1 $410k +14% 4.4k 94.25
Shell PLC ADR CMN Spon Ads (SHEL) 0.1 $409k NEW 8.2k 49.79
Walgreen Boots Alliance (WBA) 0.1 $403k +25% 13k 31.43
Teradyne (TER) 0.1 $393k NEW 5.2k 75.14
Intuit (INTU) 0.1 $393k +35% 1.0k 387.19
Enbridge (ENB) 0.1 $390k 11k 37.14
Diageo PLC F Spon Adr New (DEO) 0.1 $389k +2% 2.3k 169.94
Marsh & McLennan Companies (MMC) 0.1 $388k +7% 2.6k 149.17
Netease Inc F Sponsored Ads (NTES) 0.1 $388k -3% 5.1k 75.59
Merck & Co (MRK) 0.1 $385k 4.5k 86.21
U.S. Physical Therapy (USPH) 0.1 $380k NEW 5.0k 76.00
Abbott Laboratories (ABT) 0.1 $365k +11% 3.8k 96.87
General Dynamics Corporation (GD) 0.1 $364k -3% 1.7k 212.00
EOG Resources (EOG) 0.1 $357k 3.2k 111.60
Charles Schwab Corporation (SCHW) 0.1 $354k +39% 4.9k 71.85
Roblox Corp Cl A (RBLX) 0.1 $352k NEW 9.8k 35.79
iShares S&P 100 ETF S&p 100 Etf (OEF) 0.1 $349k -66% 2.1k 162.48
CVS Caremark Corporation (CVS) 0.1 $348k 3.6k 95.39
iShares S&P Midcap 400 Growth ETF S&p Mc 400gr Etf (IJK) 0.1 $347k 5.5k 62.95
Penn National Gaming (PENN) 0.1 $344k -4% 13k 27.51
Target Corporation (TGT) 0.1 $341k NEW 2.3k 148.45
iShares Esg MSCI EAFE ETF IV Esg Aw Msci Eafe (ESGD) 0.1 $340k -9% 6.1k 56.11
Leggett & Platt (LEG) 0.1 $339k NEW 10k 33.22
iShares National Muni Bond ETF National Mun Etf (MUB) 0.1 $335k 3.3k 102.51
Morgan Stanley Com New (MS) 0.1 $333k 4.2k 79.12
Caterpillar (CAT) 0.1 $331k -5% 2.0k 163.86
S&p Global (SPGI) 0.1 $330k +31% 1.1k 305.27
iShares MSCI Acwi LW CRBN TGT ETF Msci Lw Crb Tg (CRBN) 0.1 $330k 2.6k 126.73
Interpublic Group of Companies (IPG) 0.1 $328k 13k 25.61
Broadcom (AVGO) 0.1 $320k +4% 720.00 444.44
Deere & Company (DE) 0.1 $315k -7% 942.00 334.39
iShares Russell Mid Cap ETF Rus Mid Cap Etf (IWR) 0.1 $309k -81% 5.0k 62.15
Cdw (CDW) 0.1 $308k 2.0k 155.87
Intel Corporation (INTC) 0.1 $307k +8% 12k 25.78
Te Connectivity LTD F SHS (TEL) 0.1 $305k +4% 2.8k 110.39
Teck Resources LTD F Class B CL B (TECK) 0.1 $304k NEW 10k 30.40
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.1 $300k -3% 5.2k 57.84
Exxon Mobil Corporation (XOM) 0.1 $297k NEW 3.4k 87.25
Mondelez Intl Class A Cl A (MDLZ) 0.1 $296k +25% 5.4k 54.78
Roper Industries (ROP) 0.0 $270k +2% 752.00 359.04
Keurig Dr Pepper (KDP) 0.0 $266k +16% 7.4k 35.85
Pfizer (PFE) 0.0 $258k +11% 5.9k 43.68
Union Pacific Corporation (UNP) 0.0 $256k -12% 1.3k 194.68
W.W. Grainger (GWW) 0.0 $256k +3% 524.00 488.55
Icici Bank Adr (IBN) 0.0 $250k NEW 12k 20.97
MetLife (MET) 0.0 $249k -10% 4.1k 60.70
Paypal Holdings (PYPL) 0.0 $245k NEW 2.8k 86.00
Edwards Lifesciences (EW) 0.0 $245k +39% 3.0k 82.58
Sanofi S A F Sponsored Adr (SNY) 0.0 $242k -29% 6.4k 38.08
Nike Inc Class B CL B (NKE) 0.0 $241k +16% 2.9k 83.19
ProShares S&P 500 DIV Aristocrat ETF S&p 500 Dv Arist (NOBL) 0.0 $240k -70% 3.0k 80.00
Moody's Corporation (MCO) 0.0 $238k +22% 978.00 243.35
Devon Energy Corporation (DVN) 0.0 $237k 3.9k 60.12
Yum! Brands (YUM) 0.0 $236k 2.2k 106.21
Nuveen Esg US Aggregate Bond ETF Nuveen Esg Us (NUBD) 0.0 $233k 11k 21.63
Progressive Corporation (PGR) 0.0 $232k NEW 2.0k 116.23
Vanguard Mega Cap Growth ETF Mega Grwth Ind (MGK) 0.0 $231k -49% 1.3k 174.34
Invitation Homes (INVH) 0.0 $225k NEW 6.7k 33.83
Sherwin-Williams Company (SHW) 0.0 $225k +17% 1.1k 204.55
Chevron Corporation (CVX) 0.0 $225k NEW 1.6k 143.95
Verizon Communications (VZ) 0.0 $223k +23% 5.9k 37.89
Intuitive Surgical Com New (ISRG) 0.0 $221k NEW 1.2k 187.77
Netflix (NFLX) 0.0 $220k NEW 934.00 235.55
Stmicroelectronics NV F Ny Registry (STM) 0.0 $218k NEW 7.1k 30.89
Charter Communications Inc New CL A Cl A (CHTR) 0.0 $216k +6% 713.00 302.95
Cadence Design Systems (CDNS) 0.0 $215k NEW 1.3k 163.62
General Motors Company (GM) 0.0 $213k -17% 6.6k 32.09
Adobe Systems Incorporated (ADBE) 0.0 $212k -16% 769.00 275.68
Eversource Energy (ES) 0.0 $212k NEW 2.7k 77.97
TJX Companies (TJX) 0.0 $211k NEW 3.4k 62.04
Thor Industries (THO) 0.0 $211k 3.0k 69.96
Lockheed Martin Corporation (LMT) 0.0 $210k NEW 544.00 386.03
iShares Esg MSCI Em ETF Esg Awr Msci Em (ESGE) 0.0 $210k -38% 7.6k 27.66
Telefonica SA F Sponsored Adr (TEF) 0.0 $208k 64k 3.24
Xtrackrs SHRT Dur HGH YLD BND ETF Xtrackers Shrt (SHYL) 0.0 $206k -18% 5.0k 41.57
Cisco Systems (CSCO) 0.0 $206k -40% 5.2k 40.00
Diamondback Energy (FANG) 0.0 $206k NEW 1.7k 120.40
Humana (HUM) 0.0 $203k NEW 418.00 485.65
Tc Energy Corp (TRP) 0.0 $201k NEW 5.0k 40.20
Telus Ord (TU) 0.0 $199k NEW 10k 19.90
At&t (T) 0.0 $188k 12k 15.33
Mymd Pharmaceuticals (MYMD) 0.0 $131k NEW 50k 2.62
Haleon PLC ADR CMN Spon Ads 0.0 $122k NEW 20k 6.10
Lloyds Banking Group F Sponsored Adr (LYG) 0.0 $96k +124% 54k 1.79
Pitney Bowes (PBI) 0.0 $47k NEW 20k 2.35
Rent The Runway Com Cl A (RENT) 0.0 $39k NEW 18k 2.20
Sonendo (SONX) 0.0 $27k NEW 25k 1.08
Lipocine (LPCN) 0.0 $20k -68% 45k 0.44
Energous (WATT) 0.0 $20k 19k 1.05

Past Filings by Aaron Wealth Advisors

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