Aaron Wealth Advisors

Aaron Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Aaron Wealth Advisors

Aaron Wealth Advisors holds 244 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amgen (AMGN) 9.5 $65M 249k 262.64
Microsoft Corporation (MSFT) 8.2 $56M 235k 239.82
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 6.8 $47M 703k 66.58
Ishares Tr Core Msci Eafe (IEFA) 5.7 $39M 629k 61.64
Apple (AAPL) 4.1 $28M 219k 129.93
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.9 $26M 478k 55.12
International Business Machines (IBM) 3.0 $21M 148k 140.89
Ishares U S Etf Tr Blackrock St Mat (NEAR) 2.8 $19M 386k 49.27
Flexshares Tr Mornstar Upstr (GUNR) 2.3 $16M 369k 43.47
Ishares Core Msci Emkt (IEMG) 2.3 $16M 331k 46.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $9.3M 24k 382.43
Select Sector Spdr Tr Financial Put Option (XLF) 1.4 $9.3M 272k 34.20
Barrick Gold Corp (GOLD) 1.3 $9.0M 525k 17.18
Proshares Tr DJ BRKFLD GLB (TOLZ) 1.3 $8.6M 194k 44.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $8.6M 54k 158.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $8.3M 27k 308.90
Freeport-mcmoran CL B (FCX) 1.2 $7.9M 208k 38.00
Alphabet Cap Stk Cl C (GOOG) 1.1 $7.6M 86k 88.73
Bristol Myers Squibb (BMY) 1.1 $7.5M 105k 71.95
Automatic Data Processing (ADP) 1.0 $6.5M 27k 238.86
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.9 $6.4M 130k 49.26
Ishares Tr Glb Infrastr Etf (IGF) 0.9 $6.3M 137k 45.84
Danaher Corporation (DHR) 0.9 $6.1M 23k 265.42
Mastercard Incorporated Cl A (MA) 0.9 $6.0M 17k 347.73
Rio Tinto Sponsored Adr (RIO) 0.8 $5.8M 82k 71.20
Visa Com Cl A (V) 0.8 $5.6M 27k 207.76
Royal Gold (RGLD) 0.8 $5.3M 47k 112.72
Waste Management (WM) 0.8 $5.2M 33k 156.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $5.0M 25k 200.54
Ishares Tr Msci Acwi Ex Us (ACWX) 0.7 $5.0M 110k 45.50
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.7 $4.8M 102k 46.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $4.7M 22k 214.24
Ishares Tr Msci Eafe Etf (EFA) 0.7 $4.6M 69k 65.64
Eli Lilly & Co. (LLY) 0.7 $4.6M 12k 365.84
Wal-Mart Stores (WMT) 0.7 $4.5M 32k 141.79
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $4.3M 86k 50.55
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.6 $4.3M 25k 174.26
Abbvie (ABBV) 0.6 $4.2M 26k 161.61
NVIDIA Corporation (NVDA) 0.6 $3.9M 27k 146.14
Wheaton Precious Metals Corp (WPM) 0.5 $3.7M 94k 39.08
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.7M 42k 88.23
Dbx Etf Tr Xtrack Msci All (DBAW) 0.5 $3.2M 120k 26.93
Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.2M 18k 174.36
Bank of America Corporation (BAC) 0.5 $3.1M 94k 33.12
Avidity Biosciences Ord (RNA) 0.4 $3.1M 138k 22.19
Coca-Cola Company (KO) 0.4 $3.0M 48k 63.61
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $2.8M 6.00 468711.00
Oracle Corporation (ORCL) 0.4 $2.7M 33k 81.74
Thomson Reuters Corp. Com New 0.4 $2.6M 23k 114.07
Alcoa (AA) 0.4 $2.6M 57k 45.47
Starbucks Corporation (SBUX) 0.4 $2.6M 26k 99.20
Johnson & Johnson (JNJ) 0.4 $2.5M 14k 176.65
Medtronic SHS (MDT) 0.4 $2.4M 32k 77.72
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $2.3M 86k 27.00
Chubb (CB) 0.3 $2.3M 10k 220.60
Schlumberger Com Stk (SLB) 0.3 $2.3M 43k 53.46
Colgate-Palmolive Company (CL) 0.3 $2.2M 29k 78.79
Albemarle Corporation (ALB) 0.3 $2.2M 10k 216.86
Northern Trust Corporation (NTRS) 0.3 $2.0M 23k 88.49
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.0M 5.2k 384.19
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.9M 26k 74.49
American Express Company (AXP) 0.3 $1.9M 13k 147.75
Uniti Group Inc Com reit (UNIT) 0.3 $1.9M 335k 5.53
NetApp (NTAP) 0.3 $1.8M 30k 60.06
Texas Instruments Incorporated (TXN) 0.3 $1.8M 11k 165.22
Home Depot (HD) 0.3 $1.8M 5.6k 315.86
Eaton Corp SHS (ETN) 0.3 $1.8M 11k 156.95
Novo-nordisk A S Adr (NVO) 0.3 $1.7M 13k 135.34
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.7M 6.3k 266.84
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.6M 19k 84.80
Dollar Tree (DLTR) 0.2 $1.6M 11k 141.44
Paycom Software (PAYC) 0.2 $1.5M 5.0k 310.31
McKesson Corporation (MCK) 0.2 $1.5M 4.0k 375.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.5M 10k 151.65
JPMorgan Chase & Co. (JPM) 0.2 $1.5M 11k 134.10
3M Company (MMM) 0.2 $1.5M 12k 119.92
Exxon Mobil Corporation (XOM) 0.2 $1.4M 13k 110.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.4M 4.0k 351.34
Dow (DOW) 0.2 $1.4M 27k 50.39
Novanta (NOVT) 0.2 $1.4M 10k 135.87
General Mills (GIS) 0.2 $1.4M 16k 83.85
Procter & Gamble Company (PG) 0.2 $1.3M 8.9k 151.56
Spdr Index Shs Fds S&p North Amer (NANR) 0.2 $1.3M 25k 54.22
Amazon (AMZN) 0.2 $1.3M 16k 84.00
Uber Technologies (UBER) 0.2 $1.3M 52k 24.73
Textron (TXT) 0.2 $1.2M 18k 70.80
Kkr & Co (KKR) 0.2 $1.2M 26k 46.42
Cisco Systems (CSCO) 0.2 $1.1M 24k 47.64
McDonald's Corporation (MCD) 0.2 $1.1M 4.3k 263.53
UnitedHealth (UNH) 0.2 $1.1M 2.1k 530.18
Hershey Company (HSY) 0.2 $1.1M 4.7k 231.57
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.0M 11k 94.64
Micron Technology (MU) 0.2 $1.0M 21k 49.98
CVS Caremark Corporation (CVS) 0.1 $1.0M 11k 93.19
Caterpillar (CAT) 0.1 $995k 4.2k 239.56
Synaptics, Incorporated (SYNA) 0.1 $956k 10k 95.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $941k 3.9k 241.88
Verizon Communications (VZ) 0.1 $937k 24k 39.40
First Majestic Silver Corp (AG) 0.1 $937k 112k 8.34
Cameco Corporation (CCJ) 0.1 $907k 40k 22.67
Kimberly-Clark Corporation (KMB) 0.1 $864k 6.4k 135.75
Pepsi (PEP) 0.1 $838k 4.6k 180.66
S&p Global (SPGI) 0.1 $795k 2.4k 334.94
Sanofi Sponsored Adr (SNY) 0.1 $783k 16k 48.43
Thermo Fisher Scientific (TMO) 0.1 $767k 1.4k 550.69
Merck & Co (MRK) 0.1 $762k 6.9k 110.95
Mondelez Intl Cl A (MDLZ) 0.1 $758k 11k 66.65
Universal Hlth Svcs CL B (UHS) 0.1 $748k 5.3k 140.89
Anthem (ELV) 0.1 $743k 1.4k 512.97
Ing Groep Sponsored Adr (ING) 0.1 $731k 60k 12.17
Lowe's Companies (LOW) 0.1 $730k 3.7k 199.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $728k 2.7k 266.28
Costco Wholesale Corporation (COST) 0.1 $727k 1.6k 456.50
Cme (CME) 0.1 $718k 4.3k 168.16
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $716k 4.0k 179.76
Kura Oncology (KURA) 0.1 $703k 57k 12.41
Abbott Laboratories (ABT) 0.1 $701k 6.4k 109.79
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $698k 17k 40.76
Lockheed Martin Corporation (LMT) 0.1 $693k 1.4k 486.49
American Intl Group Com New (AIG) 0.1 $685k 11k 63.24
Corning Incorporated (GLW) 0.1 $677k 21k 31.94
Vanguard Index Fds Small Cp Etf (VB) 0.1 $676k 3.7k 183.54
Baker Hughes Company Cl A (BKR) 0.1 $674k 23k 29.53
TJX Companies (TJX) 0.1 $663k 8.3k 79.60
Progressive Corporation (PGR) 0.1 $651k 5.0k 129.71
Nve Corp Com New (NVEC) 0.1 $648k 10k 64.75
Union Pacific Corporation (UNP) 0.1 $645k 3.1k 207.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $643k 11k 58.50
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $630k 2.2k 288.78
BlackRock (BLK) 0.1 $629k 887.00 708.63
Chevron Corporation (CVX) 0.1 $628k 3.5k 179.49
Linde SHS 0.1 $628k 1.9k 326.18
Charles Schwab Corporation (SCHW) 0.1 $613k 7.4k 83.26
salesforce (CRM) 0.1 $603k 4.5k 132.59
Gilead Sciences (GILD) 0.1 $601k 7.0k 85.85
ConocoPhillips (COP) 0.1 $599k 5.1k 118.00
Cardinal Health (CAH) 0.1 $593k 7.7k 76.87
Target Corporation (TGT) 0.1 $582k 3.9k 149.04
Qualcomm (QCOM) 0.1 $580k 5.3k 109.94
Altria (MO) 0.1 $563k 12k 45.71
Illumina (ILMN) 0.1 $553k 2.7k 202.20
Consolidated Edison (ED) 0.1 $550k 5.8k 95.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $546k 14k 38.98
Applied Materials (AMAT) 0.1 $543k 5.6k 97.38
Advanced Micro Devices (AMD) 0.1 $528k 8.2k 64.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $509k 3.8k 135.24
Mannkind Corp Com New (MNKD) 0.1 $508k 97k 5.27
Intel Corporation (INTC) 0.1 $507k 19k 26.43
Progress Software Corporation (PRGS) 0.1 $505k 10k 50.45
Sempra Energy (SRE) 0.1 $497k 3.2k 154.54
Air Products & Chemicals (APD) 0.1 $490k 1.6k 308.26
Illinois Tool Works (ITW) 0.1 $489k 2.2k 220.30
Northrop Grumman Corporation (NOC) 0.1 $486k 891.00 545.61
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $483k 3.3k 145.07
Kellogg Company (K) 0.1 $482k 6.8k 71.24
Walt Disney Company (DIS) 0.1 $476k 5.5k 86.88
EOG Resources (EOG) 0.1 $474k 3.7k 129.52
Nike CL B (NKE) 0.1 $466k 4.0k 117.01
Pfizer (PFE) 0.1 $464k 9.1k 51.24
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $456k 5.4k 84.88
Bce Com New (BCE) 0.1 $453k 10k 43.95
Teradyne (TER) 0.1 $452k 5.2k 87.35
At&t (T) 0.1 $451k 25k 18.41
Adobe Systems Incorporated (ADBE) 0.1 $446k 1.3k 336.53
Enbridge (ENB) 0.1 $441k 11k 39.10
Morgan Stanley Com New (MS) 0.1 $439k 5.2k 85.02
Stryker Corporation (SYK) 0.1 $438k 1.8k 244.49
Deere & Company (DE) 0.1 $426k 993.00 428.76
U.S. Physical Therapy (USPH) 0.1 $405k 5.0k 81.03
Essential Utils (WTRG) 0.1 $400k 8.4k 47.73
Marvell Technology (MRVL) 0.1 $398k 11k 37.04
Ishares Msci Eurzone Etf (EZU) 0.1 $389k 9.9k 39.48
Raytheon Technologies Corp (RTX) 0.1 $383k 3.8k 100.92
Teck Resources CL B (TECK) 0.1 $378k 10k 37.82
Penn National Gaming (PENN) 0.1 $377k 13k 29.70
Netease Sponsored Ads (NTES) 0.1 $370k 5.1k 72.63
Marriott Intl Cl A (MAR) 0.1 $361k 2.4k 148.89
Intuitive Surgical Com New (ISRG) 0.1 $354k 1.3k 265.35
Meta Platforms Cl A (META) 0.1 $351k 2.9k 120.34
GSK Sponsored Adr (GSK) 0.1 $350k 10k 35.14
Cdw (CDW) 0.1 $348k 2.0k 178.58
Select Sector Spdr Tr Energy (XLE) 0.1 $347k 4.0k 87.47
Comcast Corp Cl A (CMCSA) 0.0 $339k 9.7k 34.97
Block Cl A (SQ) 0.0 $334k 5.3k 62.84
Broadcom (AVGO) 0.0 $330k 590.00 559.13
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $330k 3.9k 84.75
Leggett & Platt (LEG) 0.0 $327k 10k 32.23
Nextera Energy (NEE) 0.0 $325k 3.9k 83.60
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $317k 4.8k 65.74
Diageo Spon Adr New (DEO) 0.0 $315k 1.8k 178.19
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $312k 4.6k 67.45
Marsh & McLennan Companies (MMC) 0.0 $303k 1.8k 165.48
Brookdale Senior Living (BKD) 0.0 $299k 109k 2.73
Te Connectivity SHS (TEL) 0.0 $298k 2.6k 114.80
Novartis Sponsored Adr (NVS) 0.0 $295k 3.3k 90.72
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $295k 4.3k 68.30
Intuit (INTU) 0.0 $294k 755.00 389.22
Asml Holding N V N Y Registry Shs (ASML) 0.0 $293k 537.00 546.40
Tesla Motors (TSLA) 0.0 $291k 2.4k 123.18
Corteva (CTVA) 0.0 $289k 4.9k 58.78
Emerson Electric (EMR) 0.0 $286k 3.0k 96.06
Sap Se Spon Adr (SAP) 0.0 $282k 2.7k 103.19
Ishares Tr Core Div Grwth (DGRO) 0.0 $279k 5.6k 50.00
Netflix (NFLX) 0.0 $274k 929.00 294.88
Icici Bank Adr (IBN) 0.0 $269k 12k 21.89
Kroger (KR) 0.0 $267k 6.0k 44.58
Philip Morris International (PM) 0.0 $264k 2.6k 101.21
General Dynamics Corporation (GD) 0.0 $262k 1.1k 248.11
Analog Devices (ADI) 0.0 $259k 1.6k 164.03
Ishares Tr Eafe Value Etf (EFV) 0.0 $259k 5.6k 45.88
Haleon Spon Ads (HLN) 0.0 $250k 31k 8.00
Cigna Corp (CI) 0.0 $250k 754.00 331.34
Wells Fargo & Company (WFC) 0.0 $249k 6.0k 41.29
Goldman Sachs (GS) 0.0 $247k 718.00 343.38
Sony Group Corporation Sponsored Adr (SONY) 0.0 $244k 3.2k 76.28
Diamondback Energy (FANG) 0.0 $243k 1.8k 136.78
Telefonica S A Sponsored Adr (TEF) 0.0 $240k 67k 3.57
Stmicroelectronics N V Ny Registry (STM) 0.0 $237k 6.7k 35.57
Dupont De Nemours (DD) 0.0 $233k 3.4k 68.63
Devon Energy Corporation (DVN) 0.0 $230k 3.7k 61.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $228k 5.4k 41.97
Occidental Petroleum Corporation (OXY) 0.0 $228k 3.6k 62.99
Moody's Corporation (MCO) 0.0 $228k 818.00 278.62
Astrazeneca Sponsored Adr (AZN) 0.0 $227k 3.3k 67.80
Tc Energy Corp (TRP) 0.0 $220k 5.5k 39.86
W.W. Grainger (GWW) 0.0 $219k 394.00 556.25
Cummins (CMI) 0.0 $216k 892.00 242.29
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $215k 9.9k 21.77
Toyota Motor Corp Ads (TM) 0.0 $214k 1.6k 136.58
Lam Research Corporation (LRCX) 0.0 $214k 508.00 420.30
Honeywell International (HON) 0.0 $213k 994.00 214.30
Phillips 66 (PSX) 0.0 $213k 2.0k 104.08
Hca Holdings (HCA) 0.0 $211k 879.00 239.96
Copa Holdings Sa Cl A (CPA) 0.0 $207k 2.5k 83.17
Halliburton Company (HAL) 0.0 $204k 5.2k 39.35
Ishares Tr Msci Uk Etf New (EWU) 0.0 $204k 6.6k 30.66
Telus Ord (TU) 0.0 $193k 10k 19.31
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $120k 18k 6.67
Avadel Pharmaceuticals Sponsored Adr (AVDL) 0.0 $91k 13k 7.16
Pitney Bowes (PBI) 0.0 $76k 20k 3.80
Listed Fd Tr Roundhill Ball (METV) 0.0 $76k 11k 7.18
Creative Med Technology Hldg Com New 0.0 $38k 100k 0.38
Energous 0.0 $16k 19k 0.84
Lipocine 0.0 $14k 36k 0.38