Aaron Wealth Advisors

Aaron Wealth Advisors as of March 31, 2023

Portfolio Holdings for Aaron Wealth Advisors

Aaron Wealth Advisors holds 251 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.9 $65M 225k 288.30
Amgen (AMGN) 8.3 $60M 250k 241.75
Ishares Tr Core Msci Eafe (IEFA) 7.0 $51M 760k 66.85
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 5.8 $42M 630k 66.81
Apple (AAPL) 5.2 $38M 227k 164.90
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 4.9 $36M 569k 62.89
Ishares Core Msci Emkt (IEMG) 2.7 $20M 409k 48.79
Flexshares Tr Mornstar Upstr (GUNR) 2.4 $17M 410k 42.29
International Business Machines (IBM) 2.3 $17M 130k 131.09
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.9 $14M 282k 49.60
Freeport-mcmoran CL B (FCX) 1.5 $11M 267k 40.91
Proshares Tr DJ BRKFLD GLB (TOLZ) 1.5 $11M 238k 45.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $10M 25k 409.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $10M 64k 158.76
Barrick Gold Corp (GOLD) 1.3 $9.7M 525k 18.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $9.0M 29k 308.77
Alphabet Cap Stk Cl C (GOOG) 1.1 $8.1M 78k 104.00
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $8.0M 162k 49.51
NVIDIA Corporation (NVDA) 1.1 $7.9M 29k 277.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $7.2M 33k 216.41
Bristol Myers Squibb (BMY) 1.0 $7.1M 103k 69.31
Ishares Tr Glb Infrastr Etf (IGF) 0.9 $6.5M 136k 47.70
Mastercard Incorporated Cl A (MA) 0.9 $6.4M 18k 363.41
Automatic Data Processing (ADP) 0.8 $6.1M 28k 222.63
Visa Com Cl A (V) 0.8 $6.1M 27k 225.46
Royal Gold (RGLD) 0.8 $6.1M 47k 129.71
Danaher Corporation (DHR) 0.8 $5.8M 23k 252.04
Rio Tinto Sponsored Adr (RIO) 0.8 $5.6M 82k 68.60
Waste Management (WM) 0.7 $5.4M 33k 163.17
Ishares Tr Msci Acwi Ex Us (ACWX) 0.7 $5.4M 110k 48.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $5.2M 21k 244.33
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $5.2M 28k 186.33
Ishares Tr Msci Eafe Etf (EFA) 0.7 $5.0M 69k 71.52
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.7 $4.9M 102k 47.55
Wal-Mart Stores (WMT) 0.6 $4.6M 31k 147.45
Wheaton Precious Metals Corp (WPM) 0.6 $4.5M 94k 48.16
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $4.4M 86k 51.74
Abbvie (ABBV) 0.6 $4.3M 27k 159.37
Charles Schwab Corporation (SCHW) 0.5 $3.6M 68k 52.38
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.4M 33k 103.73
Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.3M 18k 178.40
Oracle Corporation (ORCL) 0.4 $3.1M 34k 92.92
Coca-Cola Company (KO) 0.4 $3.1M 49k 62.03
Thomson Reuters Corp. Com New 0.4 $3.0M 23k 130.12
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $3.0M 6.00 495034.00
Dbx Etf Tr Xtrack Msci All (DBAW) 0.4 $2.8M 96k 28.94
Starbucks Corporation (SBUX) 0.4 $2.7M 26k 104.13
Bank of America Corporation (BAC) 0.4 $2.6M 90k 28.60
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $2.5M 86k 29.47
Alcoa (AA) 0.3 $2.4M 57k 42.56
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $2.4M 25k 93.02
Amazon (AMZN) 0.3 $2.2M 21k 103.29
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.2M 5.3k 411.08
Novo-nordisk A S Adr (NVO) 0.3 $2.1M 13k 159.14
Avidity Biosciences Ord (RNA) 0.3 $2.1M 138k 15.35
Johnson & Johnson (JNJ) 0.3 $2.1M 14k 155.00
American Express Company (AXP) 0.3 $2.1M 13k 164.95
Schlumberger Com Stk (SLB) 0.3 $2.1M 43k 49.10
Chubb (CB) 0.3 $2.1M 11k 194.18
Texas Instruments Incorporated (TXN) 0.3 $2.0M 11k 186.01
NetApp (NTAP) 0.3 $1.9M 30k 63.85
Eaton Corp SHS (ETN) 0.3 $1.9M 11k 171.34
Medtronic SHS (MDT) 0.3 $1.9M 23k 80.62
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.8M 6.4k 285.81
Thermo Fisher Scientific (TMO) 0.3 $1.8M 3.2k 576.37
Eli Lilly & Co. (LLY) 0.2 $1.8M 5.1k 343.42
Home Depot (HD) 0.2 $1.7M 5.9k 295.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.7M 8.3k 204.10
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.7M 19k 90.55
Uber Technologies (UBER) 0.2 $1.7M 53k 31.70
Northern Trust Corporation (NTRS) 0.2 $1.6M 19k 88.13
Exxon Mobil Corporation (XOM) 0.2 $1.6M 15k 109.66
Novanta (NOVT) 0.2 $1.6M 9.8k 159.09
Dollar Tree (DLTR) 0.2 $1.6M 11k 143.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.5M 4.0k 376.07
Dow (DOW) 0.2 $1.5M 27k 54.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.5M 9.7k 152.26
McKesson Corporation (MCK) 0.2 $1.4M 4.0k 356.05
General Mills (GIS) 0.2 $1.4M 17k 85.46
JPMorgan Chase & Co. (JPM) 0.2 $1.4M 11k 130.31
Procter & Gamble Company (PG) 0.2 $1.4M 9.5k 148.69
Kkr & Co (KKR) 0.2 $1.4M 27k 52.52
Colgate-Palmolive Company (CL) 0.2 $1.4M 18k 75.15
Spdr Index Shs Fds S&p North Amer (NANR) 0.2 $1.3M 25k 53.63
Hershey Company (HSY) 0.2 $1.3M 5.1k 254.41
Micron Technology (MU) 0.2 $1.3M 21k 60.34
Textron (TXT) 0.2 $1.2M 17k 70.63
Cisco Systems (CSCO) 0.2 $1.2M 23k 52.27
UnitedHealth (UNH) 0.2 $1.1M 2.4k 472.59
McDonald's Corporation (MCD) 0.2 $1.1M 4.0k 279.61
salesforce (CRM) 0.1 $1.1M 5.3k 199.78
Altria (MO) 0.1 $1.0M 24k 44.62
Cameco Corporation (CCJ) 0.1 $1.0M 40k 26.17
Pepsi (PEP) 0.1 $992k 5.4k 182.30
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $924k 9.6k 96.70
Caterpillar (CAT) 0.1 $909k 4.0k 228.84
Verizon Communications (VZ) 0.1 $906k 23k 38.89
Meta Platforms Cl A (META) 0.1 $882k 4.2k 211.94
Cme (CME) 0.1 $874k 4.6k 191.52
S&p Global (SPGI) 0.1 $867k 2.5k 344.77
Advanced Micro Devices (AMD) 0.1 $862k 8.8k 98.01
Merck & Co (MRK) 0.1 $844k 7.9k 106.39
Kimberly-Clark Corporation (KMB) 0.1 $833k 6.2k 134.22
Nve Corp Com New (NVEC) 0.1 $830k 10k 82.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $824k 3.3k 250.16
Mondelez Intl Cl A (MDLZ) 0.1 $795k 11k 69.72
Progressive Corporation (PGR) 0.1 $773k 5.4k 143.06
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $769k 2.4k 315.07
Vanguard Index Fds Small Cp Etf (VB) 0.1 $758k 4.0k 189.56
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $757k 3.9k 194.89
Corning Incorporated (GLW) 0.1 $755k 21k 35.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $749k 2.3k 320.93
Linde SHS (LIN) 0.1 $736k 2.1k 355.44
Qualcomm (QCOM) 0.1 $735k 5.8k 127.58
Illumina (ILMN) 0.1 $724k 3.1k 232.55
Applied Materials (AMAT) 0.1 $720k 5.9k 122.83
Lowe's Companies (LOW) 0.1 $719k 3.6k 199.97
Ing Groep Sponsored Adr (ING) 0.1 $718k 61k 11.87
Lockheed Martin Corporation (LMT) 0.1 $715k 1.5k 472.73
Costco Wholesale Corporation (COST) 0.1 $714k 1.4k 496.87
Chevron Corporation (CVX) 0.1 $704k 4.3k 163.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $702k 11k 63.89
Anthem (ELV) 0.1 $699k 1.5k 459.81
CVS Caremark Corporation (CVS) 0.1 $694k 9.3k 74.31
Kura Oncology (KURA) 0.1 $693k 57k 12.23
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $684k 17k 39.95
TJX Companies (TJX) 0.1 $667k 8.5k 78.36
Baker Hughes Company Cl A (BKR) 0.1 $666k 23k 28.86
Walt Disney Company (DIS) 0.1 $661k 6.6k 100.13
Sanofi Sponsored Adr (SNY) 0.1 $660k 12k 54.42
Tesla Motors (TSLA) 0.1 $659k 3.2k 207.46
Gilead Sciences (GILD) 0.1 $655k 7.9k 82.97
Union Pacific Corporation (UNP) 0.1 $649k 3.2k 201.26
Universal Hlth Svcs CL B (UHS) 0.1 $644k 5.1k 127.10
BlackRock (BLK) 0.1 $629k 940.00 669.12
Intel Corporation (INTC) 0.1 $609k 19k 32.67
Cardinal Health (CAH) 0.1 $603k 8.0k 75.50
Target Corporation (TGT) 0.1 $591k 3.6k 165.63
Sempra Energy (SRE) 0.1 $582k 3.8k 151.16
Stryker Corporation (SYK) 0.1 $581k 2.0k 285.47
Progress Software Corporation (PRGS) 0.1 $575k 10k 57.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $566k 14k 40.40
Nike CL B (NKE) 0.1 $564k 4.6k 122.64
Illinois Tool Works (ITW) 0.1 $556k 2.3k 243.45
Teradyne (TER) 0.1 $554k 5.2k 107.51
Consolidated Edison (ED) 0.1 $545k 5.7k 95.67
Abbott Laboratories (ABT) 0.1 $537k 5.3k 101.26
UMB Financial Corporation (UMBF) 0.1 $535k 9.3k 57.72
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $532k 3.5k 151.76
American Intl Group Com New (AIG) 0.1 $523k 10k 50.36
Morgan Stanley Com New (MS) 0.1 $517k 5.9k 87.80
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $505k 3.8k 134.07
Pfizer (PFE) 0.1 $499k 12k 40.80
Broadcom (AVGO) 0.1 $491k 765.00 641.54
U.S. Physical Therapy (USPH) 0.1 $490k 5.0k 97.91
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $489k 5.4k 91.16
Adobe Systems Incorporated (ADBE) 0.1 $485k 1.3k 385.37
Deere & Company (DE) 0.1 $462k 1.1k 412.88
Netease Sponsored Ads (NTES) 0.1 $456k 5.2k 88.44
Bce Com New (BCE) 0.1 $448k 10k 44.79
At&t (T) 0.1 $446k 23k 19.25
ConocoPhillips (COP) 0.1 $439k 4.4k 99.21
Air Products & Chemicals (APD) 0.1 $434k 1.5k 287.21
Comcast Corp Cl A (CMCSA) 0.1 $419k 11k 37.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $418k 5.7k 73.83
Raytheon Technologies Corp (RTX) 0.1 $414k 4.2k 97.93
Asml Holding N V N Y Registry Shs (ASML) 0.1 $412k 605.00 680.71
Marriott Intl Cl A (MAR) 0.1 $411k 2.5k 166.04
EOG Resources (EOG) 0.1 $411k 3.6k 114.63
Kellogg Company (K) 0.1 $408k 6.1k 66.96
Sap Se Spon Adr (SAP) 0.1 $403k 3.2k 126.55
Northrop Grumman Corporation (NOC) 0.1 $401k 869.00 461.72
Enbridge (ENB) 0.1 $401k 11k 38.15
Mannkind Corp Com New (MNKD) 0.1 $398k 97k 4.10
GSK Sponsored Adr (GSK) 0.1 $386k 11k 35.58
Cdw (CDW) 0.1 $385k 2.0k 194.89
Intuit (INTU) 0.1 $384k 861.00 445.83
Marsh & McLennan Companies (MMC) 0.1 $383k 2.3k 166.55
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $379k 4.1k 92.09
Penn National Gaming (PENN) 0.1 $370k 13k 29.66
Essential Utils (WTRG) 0.1 $366k 8.4k 43.65
Teck Resources CL B (TECK) 0.1 $365k 10k 36.50
Sony Group Corporation Sponsored Adr (SONY) 0.0 $363k 4.0k 90.65
Analog Devices (ADI) 0.0 $359k 1.8k 197.22
Brookdale Senior Living (BKD) 0.0 $356k 121k 2.95
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $354k 3.9k 90.45
Block Cl A (SQ) 0.0 $353k 5.1k 68.65
Intuitive Surgical Com New (ISRG) 0.0 $353k 1.4k 255.47
Te Connectivity SHS (TEL) 0.0 $352k 2.7k 131.15
Stmicroelectronics N V Ny Registry (STM) 0.0 $347k 6.5k 53.49
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $346k 4.9k 69.92
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $343k 4.8k 71.51
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $336k 4.7k 71.84
Toyota Motor Corp Ads (TM) 0.0 $332k 2.3k 141.69
Netflix (NFLX) 0.0 $330k 956.00 345.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $328k 6.8k 48.37
W.W. Grainger (GWW) 0.0 $327k 474.00 688.81
Philip Morris International (PM) 0.0 $326k 3.4k 97.25
3M Company (MMM) 0.0 $323k 3.1k 105.11
Novartis Sponsored Adr (NVS) 0.0 $323k 3.5k 92.00
Leggett & Platt (LEG) 0.0 $319k 10k 31.88
Diageo Spon Adr New (DEO) 0.0 $314k 1.7k 181.18
Nextera Energy (NEE) 0.0 $313k 4.1k 77.08
Corteva (CTVA) 0.0 $299k 5.0k 60.31
General Dynamics Corporation (GD) 0.0 $289k 1.3k 228.21
FedEx Corporation (FDX) 0.0 $283k 1.2k 228.49
Cadence Design Systems (CDNS) 0.0 $274k 1.3k 210.09
Ishares Tr Eafe Value Etf (EFV) 0.0 $274k 5.6k 48.53
Kroger (KR) 0.0 $271k 5.5k 49.37
Icici Bank Adr (IBN) 0.0 $264k 12k 21.58
Astrazeneca Sponsored Adr (AZN) 0.0 $264k 3.8k 69.41
Emerson Electric (EMR) 0.0 $262k 3.0k 87.14
Haleon Spon Ads (HLN) 0.0 $261k 32k 8.14
Lam Research Corporation (LRCX) 0.0 $257k 484.00 530.12
Abb Sponsored Adr (ABBNY) 0.0 $255k 7.4k 34.30
General Electric Com New (GE) 0.0 $255k 2.7k 95.60
Goldman Sachs (GS) 0.0 $251k 768.00 327.11
Occidental Petroleum Corporation (OXY) 0.0 $250k 4.0k 62.43
Dupont De Nemours (DD) 0.0 $249k 3.5k 71.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $246k 5.4k 45.17
Copa Holdings Sa Cl A (CPA) 0.0 $243k 2.6k 92.35
Edwards Lifesciences (EW) 0.0 $236k 2.9k 82.73
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $236k 14k 16.48
Metropcs Communications (TMUS) 0.0 $235k 1.6k 144.84
Boeing Company (BA) 0.0 $234k 1.1k 212.43
Interpublic Group of Companies (IPG) 0.0 $233k 6.3k 37.24
Unilever Spon Adr New (UL) 0.0 $233k 4.5k 51.93
Moody's Corporation (MCO) 0.0 $232k 759.00 306.02
Diamondback Energy (FANG) 0.0 $230k 1.7k 135.17
Cummins (CMI) 0.0 $226k 945.00 238.88
Hca Holdings (HCA) 0.0 $223k 844.00 263.68
Aon Shs Cl A (AON) 0.0 $222k 703.00 315.29
Phillips 66 (PSX) 0.0 $220k 2.2k 101.38
Select Sector Spdr Tr Energy (XLE) 0.0 $220k 2.7k 82.83
Telus Ord (TU) 0.0 $219k 11k 19.86
Wells Fargo & Company (WFC) 0.0 $213k 5.7k 37.38
Honeywell International (HON) 0.0 $212k 1.1k 191.12
Chipotle Mexican Grill (CMG) 0.0 $210k 123.00 1708.29
Avadel Pharmaceuticals Sponsored Adr 0.0 $207k 23k 9.16
Cheniere Energy Com New (LNG) 0.0 $206k 1.3k 157.60
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $206k 4.7k 43.86
Regeneron Pharmaceuticals (REGN) 0.0 $204k 248.00 821.67
Dbx Etf Tr Xtrackers Shrt (SHYL) 0.0 $203k 4.7k 43.65
Ameriprise Financial (AMP) 0.0 $203k 662.00 306.50
Hp (HPQ) 0.0 $202k 6.9k 29.35
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $201k 9.0k 22.35
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $115k 18k 6.39
Listed Fd Tr Roundhill Ball (METV) 0.0 $99k 11k 9.38
Pitney Bowes (PBI) 0.0 $78k 20k 3.89
Lipocine 0.0 $11k 36k 0.32
Energous 0.0 $10k 19k 0.54