Aaron Wealth Advisors

Aaron Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Aaron Wealth Advisors

Aaron Wealth Advisors holds 177 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Russell 1000 Growth ETF Vng Rus1000grw (VONG) 9.6 $34M 436k 78.54
Vanguard Russell 1000 Value ETF Vng Rus1000val (VONV) 9.0 $32M 437k 73.74
Ishares Core Msci Eafe Core Msci Eafe (IEFA) 6.9 $25M 329k 74.64
Microsoft Corporation (MSFT) 5.4 $20M 58k 336.31
Apple (AAPL) 4.2 $15M 86k 177.57
Vaneck High Yield Muni High Yld Munietf (HYD) 3.8 $13M 215k 62.43
Flexshares Upstream Na Mornstar Upstr (GUNR) 3.1 $11M 278k 39.49
Janus Hendrson Mortg Henderson Mtg (JMBS) 2.5 $8.8M 167k 52.68
Vanguard Intermediate Int-term Corp (VCIT) 2.4 $8.7M 94k 92.76
Ishares Core Msci Core Msci Emkt (IEMG) 2.3 $8.3M 138k 59.86
Vanguard Small Cap Value Sm Cp Val Etf (VBR) 2.3 $8.1M 46k 178.84
Ishares Msci Acwi Ex Us Msci Acwi Ex Us (ACWX) 1.8 $6.4M 116k 55.59
Vanguard Small Cap Sml Cp Grw Etf (VBK) 1.8 $6.3M 22k 281.76
Spdr S&p 500 Etf Tr Unit (SPY) 1.7 $6.1M 13k 474.90
iShares Russell 1000 Growth ETV IV Rus 1000 Grw Etf (IWF) 1.6 $5.7M 19k 305.57
Ishares Global Glb Infrastr Etf (IGF) 1.6 $5.7M 120k 47.58
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 1.5 $5.3M 67k 78.67
Avidity Biosciences Ord (RNA) 1.4 $5.1M 216k 23.77
Ishares Core Us Core Us Aggbd Et (AGG) 1.3 $4.5M 39k 114.06
Proshares Dj Brkfld Glbl DJ BRKFLD GLB (TOLZ) 1.2 $4.4M 93k 47.83
Xtrckr Msci Al Wrld Ex Xtrack Msci All (DBAW) 1.1 $4.0M 120k 33.68
Ishares Currency Hedg Hdg Msci Eafe (HEFA) 1.1 $3.9M 109k 35.33
Ishares Russell 2000 Russell 2000 Etf (IWM) 1.1 $3.8M 17k 222.40
Alphabet Cap Stk Cl C (GOOG) 1.1 $3.8M 1.3k 2893.54
Spdr Nuveen Bloomberg Nuveen Blmbrg Sh (SHM) 1.0 $3.6M 74k 49.17
International Business Machines (IBM) 1.0 $3.4M 26k 133.64
Spdr Nuveen Blmg Hg Yl Nuveen Bloomberg (HYMB) 0.9 $3.3M 54k 60.06
Wal-Mart Stores (WMT) 0.9 $3.1M 22k 144.66
Mastercard Cl A (MA) 0.8 $2.8M 7.9k 359.25
Visa Com Cl A (V) 0.6 $2.2M 10k 216.62
Amazon (AMZN) 0.6 $2.2M 648.00 3333.33
Chubb (CB) 0.6 $2.1M 11k 193.25
NVIDIA Corporation (NVDA) 0.6 $2.0M 6.8k 294.11
Alphabet, Inc. Cl A Cap Stk Cl A (GOOGL) 0.5 $1.9M 672.00 2895.83
Waste Management (WM) 0.5 $1.8M 11k 166.82
Meta Platforms Cl A (META) 0.5 $1.7M 5.0k 336.28
Xtrackers Usd High Yield Xtrack Usd High (HYLB) 0.5 $1.6M 41k 39.82
Global X Silver Miners Global X Silver (SIL) 0.5 $1.6M 45k 36.67
Starbucks Corporation (SBUX) 0.4 $1.6M 14k 116.93
TJX Companies (TJX) 0.4 $1.6M 21k 75.88
Automatic Data Processing (ADP) 0.4 $1.6M 6.4k 246.55
Uber Technologies (UBER) 0.4 $1.4M 34k 41.92
Simon Property (SPG) 0.4 $1.4M 8.5k 159.76
Bank of America Corporation (BAC) 0.4 $1.3M 29k 44.48
Bristol Myers Squibb (BMY) 0.3 $1.2M 19k 62.30
Medtronic Plc F SHS (MDT) 0.3 $1.2M 11k 103.44
Home Depot (HD) 0.3 $1.1M 2.7k 414.78
Technology Select Sector Technology (XLK) 0.3 $1.1M 6.5k 173.75
Berkshire Hathaway Cl B New (BRK.B) 0.3 $1.1M 3.8k 298.84
Spdr S&p Nrth Amrcn Ntrl S&p North Amer (NANR) 0.3 $1.1M 25k 44.00
Johnson & Johnson (JNJ) 0.3 $1.1M 6.3k 171.04
Vanguard Small Cap Etf Small Cp Etf (VB) 0.3 $1.0M 4.5k 226.00
Royal Gold (RGLD) 0.3 $991k 9.4k 105.15
Boeing Company (BA) 0.3 $981k 4.9k 201.15
Applied Materials (AMAT) 0.3 $946k 6.0k 157.20
Global X Mlp & Energy Glb X Mlp Enrg I (MLPX) 0.3 $932k 26k 35.30
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.3 $929k 2.3k 397.52
Hershey Company (HSY) 0.3 $916k 4.7k 193.29
UnitedHealth (UNH) 0.3 $900k 1.8k 501.67
salesforce (CRM) 0.3 $900k 3.5k 254.09
Advanced Micro Devices (AMD) 0.2 $875k 6.1k 143.87
Procter & Gamble Company (PG) 0.2 $870k 5.3k 163.41
Kura Oncology (KURA) 0.2 $795k 57k 13.99
Netflix (NFLX) 0.2 $792k 1.3k 601.82
Ing Groep Adr Rep 1 Or F Sponsored Adr (ING) 0.2 $788k 57k 13.91
Oracle Corporation (ORCL) 0.2 $781k 9.0k 87.15
Portillos Com Cl A (PTLO) 0.2 $773k 21k 37.50
BlackRock (BLK) 0.2 $772k 844.00 914.69
McDonald's Corporation (MCD) 0.2 $765k 2.9k 267.86
Amgen (AMGN) 0.2 $764k 3.4k 224.90
Block Cl A (SQ) 0.2 $757k 4.7k 161.37
McKesson Corporation (MCK) 0.2 $724k 2.9k 248.37
Accenture Plc F Shs Class A (ACN) 0.2 $720k 1.7k 414.03
Paypal Holdings (PYPL) 0.2 $719k 3.8k 188.57
Wheaton Precious Metals Corp (WPM) 0.2 $715k 17k 42.93
Anthem (ELV) 0.2 $707k 1.5k 463.00
Vanguard Ftse Emerging Ftse Emr Mkt Etf (VWO) 0.2 $692k 14k 49.40
Tesla Motors (TSLA) 0.2 $682k 646.00 1055.73
Cisco Systems (CSCO) 0.2 $662k 11k 63.34
General Motors Company (GM) 0.2 $646k 11k 58.58
Intel Corporation (INTC) 0.2 $633k 12k 51.43
Pool Corporation (POOL) 0.2 $620k 1.1k 565.69
Colgate-Palmolive Company (CL) 0.2 $608k 7.1k 85.23
General Mills (GIS) 0.2 $606k 9.0k 67.37
Essential Utils (WTRG) 0.2 $603k 11k 53.68
Hilton Worldwide Holdings (HLT) 0.2 $583k 3.7k 155.97
Glaxosmithkline Plc F Sponsored Adr 0.2 $571k 13k 44.08
Brookdale Senior Living (BKD) 0.2 $567k 110k 5.15
JPMorgan Chase & Co. (JPM) 0.2 $562k 3.6k 158.27
Netease Inc F Sponsored Ads (NTES) 0.2 $561k 5.5k 101.74
Coca-Cola Company (KO) 0.2 $552k 9.3k 59.15
Thermo Fisher Scientific (TMO) 0.2 $545k 818.00 666.26
3M Company (MMM) 0.1 $520k 2.9k 177.35
Ishares S&p 100 Etf Iv S&p 100 Etf (OEF) 0.1 $519k 2.4k 219.08
Eli Lilly & Co. (LLY) 0.1 $514k 1.9k 275.90
Charter Communicatn Cl A (CHTR) 0.1 $510k 783.00 651.34
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $503k 2.3k 219.55
Pepsi (PEP) 0.1 $490k 2.8k 173.45
Southwest Airlines (LUV) 0.1 $488k 11k 42.75
Costco Wholesale Corporation (COST) 0.1 $485k 856.00 566.59
Walt Disney Company (DIS) 0.1 $480k 3.1k 154.59
Abbott Laboratories (ABT) 0.1 $480k 3.4k 140.64
Interpublic Group of Companies (IPG) 0.1 $480k 13k 37.41
Linde Plc F SHS 0.1 $476k 1.4k 345.93
iShares Esg MSCI USA Small-Cap ETF Esg Aware Msci (ESML) 0.1 $467k 12k 40.29
Diageo Plc F Spon Adr New (DEO) 0.1 $459k 2.1k 219.83
Comcast Corp Cl A (CMCSA) 0.1 $456k 9.1k 50.26
Fulgent Genetics (FLGT) 0.1 $453k 4.5k 100.49
Taiwan Semiconductr F Sponsored Ads (TSM) 0.1 $443k 3.7k 120.22
Adobe Systems Incorporated (ADBE) 0.1 $439k 775.00 566.45
Proshares S&p 500 Div S&p 500 Dv Arist (NOBL) 0.1 $420k 4.3k 98.15
Qualcomm (QCOM) 0.1 $420k 2.3k 182.85
Omega Healthcare Investors (OHI) 0.1 $415k 14k 29.53
Caterpillar (CAT) 0.1 $414k 2.0k 206.28
Spdr S&p Bank Etf S&p Bk Etf (KBE) 0.1 $413k 7.6k 54.45
Enbridge (ENB) 0.1 $410k 11k 39.04
Te Connectivity Ltd F SHS (TEL) 0.1 $409k 2.5k 161.15
Corning Incorporated (GLW) 0.1 $408k 11k 37.23
iShares EST Aware MSCI EM ETF Esg Awr Msci Em (ESGE) 0.1 $408k 10k 39.69
Intuit (INTU) 0.1 $405k 630.00 642.86
Sanofi S A F Sponsored Adr (SNY) 0.1 $372k 7.4k 50.05
Danaher Corporation (DHR) 0.1 $370k 1.1k 328.60
Xtracker Msci Usa Esg Xtrckr Msci Us (USSG) 0.1 $369k 8.3k 44.34
Cdw (CDW) 0.1 $358k 1.8k 204.22
Nike CL B (NKE) 0.1 $353k 2.1k 166.35
Marsh & McLennan Companies (MMC) 0.1 $351k 2.0k 173.33
Enterprise Products Partners (EPD) 0.1 $346k 16k 21.92
General Dynamics Corporation (GD) 0.1 $345k 1.7k 207.96
Texas Instruments Incorporated (TXN) 0.1 $341k 1.8k 188.09
Broadcom (AVGO) 0.1 $338k 509.00 664.05
Intuitive Surgical Com New (ISRG) 0.1 $338k 941.00 359.19
Nextera Energy (NEE) 0.1 $337k 3.6k 93.35
Target Corporation (TGT) 0.1 $336k 1.5k 231.09
Micron Technology (MU) 0.1 $328k 3.5k 92.97
Ishares Esg Aware Msci Esg Aw Msci Eafe (ESGD) 0.1 $324k 4.1k 79.24
CVS Caremark Corporation (CVS) 0.1 $322k 3.1k 103.04
Canadian Pacific Railway 0.1 $321k 4.5k 71.78
Diamondback Energy (FANG) 0.1 $315k 2.9k 107.62
Thor Industries (THO) 0.1 $311k 3.0k 103.67
Morgan Stanley Com New (MS) 0.1 $308k 3.1k 97.96
Deere & Company (DE) 0.1 $307k 897.00 342.25
Nuveen Esg Us Aggregate Nuveen Esg Us (NUBD) 0.1 $305k 12k 25.66
Ishares S&p 500 Growth S&p 500 Grwt Etf (IVW) 0.1 $304k 3.6k 83.45
Yum! Brands (YUM) 0.1 $297k 2.1k 138.40
Edwards Lifesciences (EW) 0.1 $293k 2.3k 129.30
S&p Global (SPGI) 0.1 $290k 615.00 471.54
Paycom Software (PAYC) 0.1 $288k 696.00 413.79
Asml Hldgs Nv F N Y Registry Shs (ASML) 0.1 $285k 358.00 796.09
Sherwin-Williams Company (SHW) 0.1 $285k 812.00 350.99
Metropcs Communications (TMUS) 0.1 $278k 2.4k 115.74
Sony Group Corp F Sponsored Adr (SONY) 0.1 $277k 2.2k 125.97
Zoetis Cl A (ZTS) 0.1 $276k 1.1k 243.17
EOG Resources (EOG) 0.1 $270k 3.0k 88.64
Vanguard Russell 1000 Vng Rus1000idx (VONE) 0.1 $263k 1.2k 218.80
Vanguard S&p Mid Cap 400 Midcp 400 Grth (IVOG) 0.1 $256k 1.2k 211.05
Telefonica S A F Sponsored Adr (TEF) 0.1 $249k 59k 4.23
Merck & Co (MRK) 0.1 $246k 3.2k 76.42
MetLife (MET) 0.1 $242k 3.9k 62.44
Ishares S&p 500 Value S&p 500 Val Etf (IVE) 0.1 $242k 1.6k 156.13
Moody's Corporation (MCO) 0.1 $240k 616.00 389.61
Lowe's Companies (LOW) 0.1 $240k 931.00 257.79
Mondelez Intl Cl A (MDLZ) 0.1 $237k 3.6k 66.26
Keurig Dr Pepper (KDP) 0.1 $232k 6.3k 36.81
Abbvie (ABBV) 0.1 $231k 1.7k 135.33
Union Pacific Corporation (UNP) 0.1 $230k 915.00 251.37
Celanese Corporation (CE) 0.1 $227k 1.4k 167.65
eBay (EBAY) 0.1 $216k 3.3k 66.30
Prologis (PLD) 0.1 $215k 1.3k 167.97
PNC Financial Services (PNC) 0.1 $204k 1.0k 200.00
Walgreen Boots Alliance (WBA) 0.1 $204k 3.9k 52.03
Rush Street Interactive (RSI) 0.0 $165k 10k 16.50
Ase Technology Holding F Sponsored Ads (ASX) 0.0 $114k 15k 7.79
Axt (AXTI) 0.0 $88k 10k 8.77
Wheels Up Experience I F Com Cl A 0.0 $81k 18k 4.63
Banco Bradesco Sa F Sp Adr Pfd New (BBD) 0.0 $66k 20k 3.38
Lloyds Banking Group F Sponsored Adr (LYG) 0.0 $57k 23k 2.54
Banco Santander S A F Adr (SAN) 0.0 $34k 11k 3.20