Aaron Wealth Advisors
Latest statistics and disclosures from Aaron Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, AMGN, VONV, VONG, IEMG, and represent 38.10% of Aaron Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEMG, GUNR, BRK.A, FCX, WMT, NVDA, AMZN, TOLZ, AMGN, IJH.
- Started 57 new stock positions in IAUX, COF, ESGE, ABNB, URI, DXCM, MFG, LYG, MDT, ECL.
- Reduced shares in these 10 stocks: HYD, IEFA, LMBS, RNA, UBER, BRK.B, IBM, SCHD, VZ, NANR.
- Sold out of its positions in ALLO, RNA, LNG, HYD.
- Aaron Wealth Advisors was a net buyer of stock by $56M.
- Aaron Wealth Advisors has $698M in assets under management (AUM), dropping by 15.71%.
- Central Index Key (CIK): 0001812198
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Portfolio Holdings for Aaron Wealth Advisors
Aaron Wealth Advisors holds 309 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 10.0 | $70M | -3% | 941k | 74.22 |
|
| Amgen (AMGN) | 8.4 | $59M | +2% | 207k | 284.32 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 8.2 | $57M | 728k | 78.64 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 7.6 | $53M | +2% | 616k | 86.67 |
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| Ishares Core Msci Emkt (IEMG) | 3.8 | $27M | +22% | 516k | 51.60 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 3.4 | $24M | +21% | 575k | 41.07 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 3.3 | $23M | +7% | 498k | 45.93 |
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| Microsoft Corporation (MSFT) | 3.2 | $22M | 52k | 420.72 |
|
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| Freeport-mcmoran CL B (FCX) | 2.3 | $16M | +22% | 344k | 47.02 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.1 | $15M | 75k | 191.88 |
|
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| Apple (AAPL) | 2.0 | $14M | +4% | 81k | 171.48 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $13M | 24k | 523.07 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.5 | $11M | +4% | 41k | 260.72 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.5 | $11M | -18% | 217k | 48.25 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $8.5M | +36% | 9.4k | 903.53 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $7.1M | 21k | 337.05 |
|
|
| Amazon (AMZN) | 0.9 | $6.3M | +39% | 35k | 180.38 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.9 | $6.0M | +6% | 25k | 238.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $5.9M | -13% | 14k | 420.52 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $5.5M | 69k | 79.86 |
|
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.8 | $5.4M | 101k | 53.39 |
|
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.7 | $4.9M | 102k | 47.44 |
|
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| Bristol Myers Squibb (BMY) | 0.7 | $4.6M | 85k | 54.23 |
|
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| Visa Com Cl A (V) | 0.6 | $3.9M | +20% | 14k | 279.08 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $3.8M | 18k | 210.30 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $3.8M | NEW | 6.00 | 634440.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $3.8M | 7.1k | 525.70 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.7M | +42% | 25k | 150.93 |
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| Meta Platforms Cl A (META) | 0.5 | $3.7M | +45% | 7.5k | 485.58 |
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| Eli Lilly & Co. (LLY) | 0.5 | $3.5M | +26% | 4.5k | 777.96 |
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| Danaher Corporation (DHR) | 0.5 | $3.4M | +3% | 14k | 249.72 |
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| Wal-Mart Stores (WMT) | 0.5 | $3.3M | +233% | 55k | 60.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.2M | +18% | 21k | 152.26 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.1M | +35% | 16k | 200.30 |
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| Uber Technologies (UBER) | 0.4 | $3.1M | -25% | 40k | 76.99 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.8M | +32% | 18k | 158.19 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.4 | $2.8M | -3% | 80k | 34.88 |
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| Dbx Etf Tr Xtrack Msci All (DBAW) | 0.4 | $2.8M | -5% | 84k | 32.82 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.7M | -4% | 7.9k | 344.18 |
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| Home Depot (HD) | 0.4 | $2.6M | +17% | 6.9k | 383.62 |
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| Waste Management (WM) | 0.4 | $2.6M | 12k | 213.15 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.4M | +3% | 6.9k | 346.61 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.4M | +44% | 20k | 116.24 |
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| Target Corporation (TGT) | 0.3 | $2.3M | 13k | 177.21 |
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| McKesson Corporation (MCK) | 0.3 | $2.3M | +3% | 4.3k | 536.85 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.3M | +22% | 4.7k | 481.60 |
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| Procter & Gamble Company (PG) | 0.3 | $2.3M | +35% | 14k | 162.25 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.1M | 19k | 115.30 |
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| Oracle Corporation (ORCL) | 0.3 | $2.0M | +12% | 16k | 125.61 |
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| Automatic Data Processing (ADP) | 0.3 | $2.0M | 8.0k | 249.74 |
|
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| Coca-Cola Company (KO) | 0.3 | $2.0M | +30% | 32k | 61.18 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.9M | +23% | 11k | 180.48 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.9M | 4.0k | 480.70 |
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| salesforce (CRM) | 0.3 | $1.9M | +23% | 6.3k | 301.16 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.9M | -2% | 6.0k | 312.68 |
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| Broadcom (AVGO) | 0.3 | $1.9M | +64% | 1.4k | 1325.41 |
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| UnitedHealth (UNH) | 0.3 | $1.8M | +37% | 3.7k | 494.70 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $1.8M | +83% | 14k | 128.40 |
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| Caterpillar (CAT) | 0.2 | $1.7M | +6% | 4.7k | 366.43 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.7M | 9.6k | 179.11 |
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| Abbvie (ABBV) | 0.2 | $1.7M | +42% | 9.3k | 182.10 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | +30% | 2.3k | 732.63 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.7M | +117% | 1.7k | 970.47 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.6M | +321% | 27k | 60.74 |
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| Merck & Co (MRK) | 0.2 | $1.6M | +41% | 12k | 131.95 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.6M | -8% | 14k | 110.52 |
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| Applied Materials (AMAT) | 0.2 | $1.5M | +11% | 7.4k | 206.23 |
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| International Business Machines (IBM) | 0.2 | $1.5M | -34% | 8.0k | 190.96 |
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| Bank of America Corporation (BAC) | 0.2 | $1.5M | +41% | 39k | 37.92 |
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| Kura Oncology (KURA) | 0.2 | $1.5M | +24% | 69k | 21.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | -9% | 28k | 50.17 |
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| McDonald's Corporation (MCD) | 0.2 | $1.4M | +19% | 4.9k | 281.95 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $1.3M | +72% | 5.2k | 251.68 |
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| Cisco Systems (CSCO) | 0.2 | $1.3M | +23% | 26k | 49.91 |
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| Sap Se Spon Adr (SAP) | 0.2 | $1.2M | +54% | 6.3k | 195.03 |
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| Tesla Motors (TSLA) | 0.2 | $1.2M | +43% | 6.8k | 175.78 |
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| Linde SHS (LIN) | 0.2 | $1.2M | +14% | 2.5k | 464.32 |
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| Royal Gold (RGLD) | 0.2 | $1.2M | 9.6k | 121.81 |
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| S&p Global (SPGI) | 0.2 | $1.2M | -2% | 2.7k | 425.45 |
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| Walt Disney Company (DIS) | 0.2 | $1.2M | +24% | 9.4k | 122.36 |
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| Progressive Corporation (PGR) | 0.2 | $1.1M | -2% | 5.6k | 206.82 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.1M | +5% | 2.7k | 418.01 |
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| Ing Groep Sponsored Adr (ING) | 0.2 | $1.1M | 68k | 16.49 |
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| Spdr Index Shs Fds S&p North Amer (NANR) | 0.2 | $1.1M | -17% | 20k | 54.58 |
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| General Mills (GIS) | 0.2 | $1.1M | -4% | 16k | 69.97 |
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| Netflix (NFLX) | 0.2 | $1.1M | +37% | 1.8k | 607.33 |
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| Qualcomm (QCOM) | 0.2 | $1.1M | +12% | 6.4k | 169.30 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | +10% | 4.7k | 228.59 |
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| Intel Corporation (INTC) | 0.2 | $1.1M | +19% | 24k | 44.17 |
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| Chevron Corporation (CVX) | 0.1 | $1.0M | +52% | 6.6k | 157.74 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.0M | +81% | 11k | 96.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.0M | 2.3k | 444.01 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.0M | +73% | 8.9k | 114.96 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.0M | +14% | 4.1k | 245.93 |
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| Cardinal Health (CAH) | 0.1 | $999k | +6% | 8.9k | 111.90 |
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| Pepsi (PEP) | 0.1 | $990k | +18% | 5.7k | 175.01 |
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| Hershey Company (HSY) | 0.1 | $985k | 5.1k | 194.50 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $981k | -22% | 12k | 80.63 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $974k | +25% | 1.9k | 504.69 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $971k | +9% | 13k | 72.34 |
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| TJX Companies (TJX) | 0.1 | $970k | +4% | 9.6k | 101.42 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $969k | +33% | 1.7k | 581.21 |
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| Abbott Laboratories (ABT) | 0.1 | $944k | +29% | 8.3k | 113.66 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $913k | +11% | 5.2k | 174.21 |
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| Lowe's Companies (LOW) | 0.1 | $889k | 3.5k | 254.73 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $837k | +49% | 17k | 48.60 |
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| Colgate-Palmolive Company (CL) | 0.1 | $832k | +6% | 9.2k | 90.05 |
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| CVS Caremark Corporation (CVS) | 0.1 | $829k | +5% | 10k | 79.76 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $827k | 17k | 48.99 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $823k | 5.3k | 155.91 |
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| Stryker Corporation (SYK) | 0.1 | $819k | +10% | 2.3k | 357.87 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $797k | -4% | 6.2k | 129.35 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $789k | +125% | 12k | 67.75 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $785k | 17k | 47.13 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $781k | 9.3k | 84.44 |
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| General Electric Com New (GE) | 0.1 | $781k | +41% | 4.4k | 175.53 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $770k | 3.0k | 259.90 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $769k | -7% | 11k | 70.00 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $764k | -2% | 3.2k | 235.79 |
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| American Express Company (AXP) | 0.1 | $744k | +10% | 3.3k | 227.69 |
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| ConocoPhillips (COP) | 0.1 | $726k | +7% | 5.7k | 127.28 |
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| Shell Spon Ads (SHEL) | 0.1 | $725k | +180% | 11k | 67.04 |
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| Wells Fargo & Company (WFC) | 0.1 | $718k | +35% | 12k | 57.96 |
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| GSK Sponsored Adr (GSK) | 0.1 | $714k | +36% | 17k | 42.87 |
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| BlackRock (BLK) | 0.1 | $685k | -19% | 822.00 | 833.70 |
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| Verizon Communications (VZ) | 0.1 | $681k | -29% | 16k | 41.96 |
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| Marriott Intl Cl A (MAR) | 0.1 | $677k | +3% | 2.7k | 252.31 |
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| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.1 | $675k | 13k | 50.36 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $672k | -2% | 1.7k | 399.08 |
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| Brookdale Senior Living (BKD) | 0.1 | $665k | 101k | 6.61 |
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| Textron (TXT) | 0.1 | $660k | +9% | 6.9k | 95.93 |
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| Unilever Spon Adr New (UL) | 0.1 | $658k | +102% | 13k | 50.19 |
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| Intuit (INTU) | 0.1 | $658k | 1.0k | 650.00 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $657k | +16% | 15k | 43.35 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $654k | +38% | 6.7k | 97.53 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $647k | 1.4k | 454.94 |
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| Lam Research Corporation (LRCX) | 0.1 | $642k | +18% | 661.00 | 971.46 |
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| Illinois Tool Works (ITW) | 0.1 | $639k | -4% | 2.4k | 268.33 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $624k | +22% | 7.3k | 85.74 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $618k | +46% | 7.7k | 79.91 |
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| Virtus Etf Tr Ii Newfleet Abs Mbs (VABS) | 0.1 | $617k | NEW | 26k | 23.97 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $616k | +72% | 60k | 10.23 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $613k | 4.5k | 136.05 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $606k | -10% | 15k | 41.77 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $602k | 3.2k | 186.81 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $591k | 5.4k | 110.13 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $586k | +97% | 10k | 57.69 |
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| Micron Technology (MU) | 0.1 | $573k | -12% | 4.9k | 117.89 |
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| Consolidated Edison (ED) | 0.1 | $568k | 6.3k | 90.81 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $567k | +179% | 14k | 39.36 |
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| Sempra Energy (SRE) | 0.1 | $562k | +18% | 7.8k | 71.83 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $555k | 8.9k | 62.06 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $543k | +148% | 7.9k | 68.83 |
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| Morgan Stanley Com New (MS) | 0.1 | $537k | +33% | 5.7k | 94.16 |
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| Relx Sponsored Adr (RELX) | 0.1 | $510k | +56% | 12k | 43.29 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $489k | +88% | 13k | 37.23 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $476k | +15% | 74k | 6.42 |
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| W.W. Grainger (GWW) | 0.1 | $471k | +2% | 463.00 | 1017.30 |
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| Gilead Sciences (GILD) | 0.1 | $471k | -11% | 6.4k | 73.25 |
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| EOG Resources (EOG) | 0.1 | $468k | 3.7k | 127.84 |
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| Deere & Company (DE) | 0.1 | $462k | +4% | 1.1k | 410.56 |
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| Diageo Spon Adr New (DEO) | 0.1 | $456k | NEW | 3.1k | 148.74 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $452k | +37% | 7.4k | 60.78 |
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| Dow (DOW) | 0.1 | $450k | +6% | 7.8k | 57.93 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $450k | -7% | 2.2k | 205.98 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $449k | 2.5k | 182.61 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $447k | +68% | 38k | 11.77 |
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| Mannkind Corp Com New (MNKD) | 0.1 | $439k | 97k | 4.53 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $438k | 4.8k | 91.25 |
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| Philip Morris International (PM) | 0.1 | $434k | +36% | 4.7k | 91.62 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $434k | +61% | 6.4k | 68.22 |
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| Phillips 66 (PSX) | 0.1 | $428k | +12% | 2.6k | 163.34 |
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| General Dynamics Corporation (GD) | 0.1 | $427k | +10% | 1.5k | 282.49 |
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| Booking Holdings (BKNG) | 0.1 | $421k | +24% | 116.00 | 3627.88 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $418k | 1.1k | 397.76 |
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| Block Cl A (SQ) | 0.1 | $409k | +3% | 4.8k | 84.58 |
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| FedEx Corporation (FDX) | 0.1 | $409k | +7% | 1.4k | 289.74 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $404k | 3.3k | 120.99 |
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| Nike CL B (NKE) | 0.1 | $400k | -8% | 4.3k | 93.98 |
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| Goldman Sachs (GS) | 0.1 | $398k | +27% | 953.00 | 417.69 |
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| At&t (T) | 0.1 | $395k | +30% | 22k | 17.60 |
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| Cdw (CDW) | 0.1 | $394k | +2% | 1.5k | 255.78 |
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| Nextera Energy (NEE) | 0.1 | $393k | +17% | 6.1k | 63.91 |
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| Analog Devices (ADI) | 0.1 | $392k | +12% | 2.0k | 197.79 |
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| Emerson Electric (EMR) | 0.1 | $391k | +23% | 3.4k | 113.42 |
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| Boston Scientific Corporation (BSX) | 0.1 | $391k | +15% | 5.7k | 68.49 |
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| Te Connectivity SHS (TEL) | 0.1 | $389k | 2.7k | 145.24 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $387k | +52% | 33k | 11.84 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $384k | -14% | 802.00 | 478.88 |
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| Orix Corp Sponsored Adr (IX) | 0.1 | $384k | +40% | 3.5k | 110.20 |
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| Avadel Pharmaceuticals Sponsored Adr (AVDL) | 0.1 | $382k | 23k | 16.89 |
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| Corning Incorporated (GLW) | 0.1 | $381k | +10% | 12k | 32.96 |
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| Sherwin-Williams Company (SHW) | 0.1 | $380k | -4% | 1.1k | 347.33 |
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| Icici Bank Adr (IBN) | 0.1 | $379k | -5% | 14k | 26.41 |
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| Kellogg Company (K) | 0.1 | $376k | +5% | 6.6k | 57.29 |
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| BP Sponsored Adr (BP) | 0.1 | $369k | NEW | 9.8k | 37.68 |
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| Citigroup Com New (C) | 0.1 | $366k | +40% | 5.8k | 63.24 |
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| Arista Networks (ANET) | 0.1 | $360k | +17% | 1.2k | 289.97 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $355k | -5% | 4.2k | 84.09 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $350k | +11% | 1.7k | 201.50 |
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| Kroger (KR) | 0.0 | $344k | +20% | 6.0k | 57.13 |
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| Air Products & Chemicals (APD) | 0.0 | $339k | -7% | 1.4k | 242.27 |
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| Servicenow (NOW) | 0.0 | $332k | +45% | 435.00 | 762.40 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $329k | 6.1k | 54.40 |
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| Enbridge (ENB) | 0.0 | $326k | 9.0k | 36.18 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $326k | -13% | 112.00 | 2906.77 |
|
| Starbucks Corporation (SBUX) | 0.0 | $326k | -6% | 3.6k | 91.38 |
|
| Banco Santander Adr (SAN) | 0.0 | $324k | NEW | 67k | 4.84 |
|
| Targa Res Corp (TRGP) | 0.0 | $323k | +8% | 2.9k | 111.99 |
|
| Moody's Corporation (MCO) | 0.0 | $322k | -23% | 820.00 | 393.03 |
|
| James Hardie Inds Sponsored Adr (JHX) | 0.0 | $321k | +37% | 7.9k | 40.46 |
|
| Honeywell International (HON) | 0.0 | $321k | +40% | 1.6k | 205.25 |
|
| Cadence Design Systems (CDNS) | 0.0 | $321k | -12% | 1.0k | 311.28 |
|
| Dbx Etf Tr Xtrckr Msci Us (USSG) | 0.0 | $318k | +21% | 6.4k | 49.36 |
|
| Corteva (CTVA) | 0.0 | $317k | +11% | 5.5k | 57.67 |
|
| Diamondback Energy (FANG) | 0.0 | $314k | -8% | 1.6k | 198.17 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $312k | +18% | 4.8k | 64.99 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $309k | NEW | 4.9k | 63.74 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $305k | NEW | 9.5k | 32.23 |
|
| Boeing Company (BA) | 0.0 | $304k | +28% | 1.6k | 192.99 |
|
| Cigna Corp (CI) | 0.0 | $304k | NEW | 837.00 | 363.19 |
|
| Ameriprise Financial (AMP) | 0.0 | $304k | +8% | 693.00 | 438.44 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $303k | NEW | 1.8k | 164.96 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $300k | +20% | 5.2k | 57.62 |
|
| Paccar (PCAR) | 0.0 | $296k | +13% | 2.4k | 123.89 |
|
| Intercontinental Exchange (ICE) | 0.0 | $295k | +3% | 2.1k | 137.43 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $293k | NEW | 21k | 13.89 |
|
| Anthem (ELV) | 0.0 | $291k | +16% | 562.00 | 518.54 |
|
| Invitation Homes (INVH) | 0.0 | $289k | +10% | 8.1k | 35.61 |
|
| AFLAC Incorporated (AFL) | 0.0 | $287k | +18% | 3.3k | 85.86 |
|
| Dupont De Nemours (DD) | 0.0 | $287k | +3% | 3.7k | 76.67 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $285k | +20% | 2.5k | 115.35 |
|
| Cintas Corporation (CTAS) | 0.0 | $284k | +8% | 414.00 | 687.03 |
|
| Chubb (CB) | 0.0 | $282k | +21% | 1.1k | 259.13 |
|
| Hca Holdings (HCA) | 0.0 | $281k | NEW | 843.00 | 333.53 |
|
| Fiserv (FI) | 0.0 | $280k | NEW | 1.8k | 159.82 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $271k | NEW | 68k | 3.98 |
|
| Kkr & Co (KKR) | 0.0 | $266k | NEW | 2.6k | 100.58 |
|
| Oneok (OKE) | 0.0 | $265k | NEW | 3.3k | 80.17 |
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $259k | -4% | 2.5k | 104.16 |
|
| AutoZone (AZO) | 0.0 | $258k | +2% | 82.00 | 3151.65 |
|
| Capital One Financial (COF) | 0.0 | $258k | NEW | 1.7k | 148.89 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $257k | NEW | 1.2k | 213.31 |
|
| United Rentals (URI) | 0.0 | $255k | NEW | 354.00 | 721.11 |
|
| Metropcs Communications (TMUS) | 0.0 | $254k | 1.6k | 163.22 |
|
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $253k | +4% | 7.1k | 35.49 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $252k | -24% | 2.8k | 88.66 |
|
| SM Energy (SM) | 0.0 | $251k | -4% | 5.0k | 49.85 |
|
| D.R. Horton (DHI) | 0.0 | $251k | NEW | 1.5k | 164.55 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $251k | 2.7k | 94.41 |
|
|
| Prudential Financial (PRU) | 0.0 | $250k | +7% | 2.1k | 117.40 |
|
| American Intl Group Com New (AIG) | 0.0 | $247k | NEW | 3.2k | 78.17 |
|
| Paychex (PAYX) | 0.0 | $247k | +5% | 2.0k | 122.80 |
|
| Dex (DXCM) | 0.0 | $246k | NEW | 1.8k | 138.70 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $243k | NEW | 94k | 2.59 |
|
| Cummins (CMI) | 0.0 | $243k | -10% | 825.00 | 294.65 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $243k | NEW | 8.0k | 30.50 |
|
| Zoetis Cl A (ZTS) | 0.0 | $242k | +13% | 1.4k | 169.21 |
|
| Southern Company (SO) | 0.0 | $239k | +7% | 3.3k | 71.74 |
|
| Medtronic SHS (MDT) | 0.0 | $238k | NEW | 2.7k | 87.15 |
|
| Constellation Energy (CEG) | 0.0 | $238k | NEW | 1.3k | 184.85 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $236k | 4.7k | 50.28 |
|
|
| Halliburton Company (HAL) | 0.0 | $235k | NEW | 6.0k | 39.42 |
|
| Hp (HPQ) | 0.0 | $234k | NEW | 7.7k | 30.22 |
|
| Apollo Global Mgmt (APO) | 0.0 | $232k | NEW | 2.1k | 112.45 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $231k | -12% | 4.6k | 50.74 |
|
| Okta Cl A (OKTA) | 0.0 | $231k | NEW | 2.2k | 104.62 |
|
| Pfizer (PFE) | 0.0 | $230k | +17% | 8.3k | 27.75 |
|
| 3M Company (MMM) | 0.0 | $229k | -40% | 2.2k | 106.07 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $226k | NEW | 235.00 | 962.49 |
|
| Lululemon Athletica (LULU) | 0.0 | $225k | +19% | 576.00 | 390.65 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $225k | NEW | 1.3k | 171.98 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $223k | NEW | 5.0k | 44.70 |
|
| Masco Corporation (MAS) | 0.0 | $223k | NEW | 2.8k | 78.88 |
|
| Palo Alto Networks (PANW) | 0.0 | $221k | +11% | 779.00 | 284.13 |
|
| CSX Corporation (CSX) | 0.0 | $220k | NEW | 5.9k | 37.07 |
|
| Aon Shs Cl A (AON) | 0.0 | $220k | -8% | 660.00 | 333.72 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $220k | +3% | 5.5k | 40.27 |
|
| Penn National Gaming (PENN) | 0.0 | $220k | -4% | 12k | 18.21 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $219k | -3% | 10k | 21.97 |
|
| Pulte (PHM) | 0.0 | $217k | -22% | 1.8k | 120.62 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $215k | NEW | 20k | 10.99 |
|
| Eversource Energy (ES) | 0.0 | $211k | NEW | 3.5k | 59.77 |
|
| Howmet Aerospace (HWM) | 0.0 | $211k | NEW | 3.1k | 68.43 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $210k | NEW | 1.4k | 145.55 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $210k | NEW | 2.6k | 81.67 |
|
| Trane Technologies SHS (TT) | 0.0 | $210k | NEW | 699.00 | 300.20 |
|
| Synopsys (SNPS) | 0.0 | $209k | -8% | 366.00 | 571.50 |
|
| Fastenal Company (FAST) | 0.0 | $207k | NEW | 2.7k | 77.14 |
|
| Dbx Etf Tr Xtrackers Shrt (SHYL) | 0.0 | $207k | -10% | 4.6k | 44.53 |
|
| WPP Adr (WPP) | 0.0 | $206k | NEW | 4.3k | 47.40 |
|
| American Electric Power Company (AEP) | 0.0 | $206k | NEW | 2.4k | 86.10 |
|
| Discover Financial Services (DFS) | 0.0 | $206k | NEW | 1.6k | 131.09 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $205k | NEW | 4.7k | 43.24 |
|
| Ecolab (ECL) | 0.0 | $205k | NEW | 888.00 | 230.90 |
|
| Republic Services (RSG) | 0.0 | $205k | NEW | 1.1k | 191.44 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $205k | -10% | 828.00 | 247.41 |
|
| Workday Cl A (WDAY) | 0.0 | $205k | NEW | 751.00 | 272.75 |
|
| Allstate Corporation (ALL) | 0.0 | $203k | NEW | 1.2k | 173.01 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $202k | NEW | 363.00 | 555.79 |
|
| Nucor Corporation (NUE) | 0.0 | $201k | NEW | 1.0k | 197.90 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $201k | NEW | 14k | 13.95 |
|
| Barclays Adr (BCS) | 0.0 | $198k | NEW | 21k | 9.45 |
|
| Haleon Spon Ads (HLN) | 0.0 | $173k | NEW | 20k | 8.49 |
|
| Listed Fd Tr Roundhill Ball (METV) | 0.0 | $131k | 11k | 12.43 |
|
|
| Creative Med Technology Hldg Com New (CELZ) | 0.0 | $85k | NEW | 16k | 5.21 |
|
| Li-cycle Holdings Corp Common Shares (LICY) | 0.0 | $81k | NEW | 79k | 1.03 |
|
| Erasca (ERAS) | 0.0 | $57k | +107% | 28k | 2.06 |
|
| I-80 Gold Corp (IAUX) | 0.0 | $23k | NEW | 17k | 1.34 |
|
Past Filings by Aaron Wealth Advisors
SEC 13F filings are viewable for Aaron Wealth Advisors going back to 2020
- 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
- Aaron Wealth Advisors 2022 Q1 filed May 10, 2022
- Aaron Wealth Advisors 2021 Q4 filed Jan. 21, 2022
- Aaron Wealth Advisors 2021 Q3 filed Oct. 21, 2021
- Aaron Wealth Advisors 2021 Q2 filed July 29, 2021
- Aaron Wealth Advisors 2021 Q1 filed April 29, 2021
- Aaron Wealth Advisors 2020 Q4 filed Feb. 4, 2021