Aaron Wealth Advisors

Aaron Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Aaron Wealth Advisors

Aaron Wealth Advisors holds 256 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 11.4 $69M 978k 70.35
Amgen (AMGN) 9.6 $58M 201k 288.02
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 8.6 $52M 715k 72.54
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.8 $47M 603k 78.02
Ishares Core Msci Emkt (IEMG) 3.5 $21M 422k 50.58
Proshares Tr DJ BRKFLD GLB (TOLZ) 3.5 $21M 464k 45.63
Microsoft Corporation (MSFT) 3.3 $20M 53k 376.04
Flexshares Tr Mornstar Upstr (GUNR) 3.2 $19M 473k 40.95
Apple (AAPL) 2.5 $15M 77k 192.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.2 $13M 74k 179.97
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.1 $13M 267k 48.32
Freeport-mcmoran CL B (FCX) 2.0 $12M 280k 42.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $11M 24k 475.31
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.6 $9.6M 40k 241.77
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $6.4M 21k 303.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $5.8M 16k 356.66
Ishares Tr Msci Eafe Etf (EFA) 0.9 $5.2M 69k 75.35
Ishares Tr Msci Acwi Ex Us (ACWX) 0.9 $5.2M 101k 51.04
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.9 $5.2M 24k 216.94
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.8 $4.9M 102k 47.79
Bristol Myers Squibb (BMY) 0.7 $4.3M 84k 51.31
Amazon (AMZN) 0.6 $3.8M 25k 151.94
Ishares Tr Russell 2000 Etf (IWM) 0.6 $3.7M 18k 200.71
NVIDIA Corporation (NVDA) 0.6 $3.4M 6.9k 495.19
Ishares Tr Core S&p500 Etf (IVV) 0.6 $3.4M 7.1k 477.62
Uber Technologies (UBER) 0.6 $3.3M 54k 61.57
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $3.3M 64k 51.63
Danaher Corporation (DHR) 0.5 $3.0M 13k 231.34
Visa Com Cl A (V) 0.5 $3.0M 12k 260.35
Dbx Etf Tr Xtrack Msci All (DBAW) 0.4 $2.7M 89k 30.21
Wal-Mart Stores (WMT) 0.4 $2.6M 17k 157.65
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $2.6M 83k 31.51
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.6M 8.2k 310.90
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.5M 18k 140.93
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.4M 17k 139.69
Accenture Plc Ireland Shs Class A (ACN) 0.4 $2.3M 6.6k 350.91
Waste Management (WM) 0.4 $2.2M 12k 179.10
Johnson & Johnson (JNJ) 0.3 $2.1M 13k 156.74
Eli Lilly & Co. (LLY) 0.3 $2.1M 3.6k 582.92
Home Depot (HD) 0.3 $2.0M 5.8k 346.57
International Business Machines (IBM) 0.3 $2.0M 12k 163.55
JPMorgan Chase & Co. (JPM) 0.3 $2.0M 12k 170.10
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.0M 19k 105.23
McKesson Corporation (MCK) 0.3 $1.9M 4.1k 462.98
Automatic Data Processing (ADP) 0.3 $1.9M 8.0k 232.97
Target Corporation (TGT) 0.3 $1.8M 13k 142.42
Meta Platforms Cl A (META) 0.3 $1.8M 5.2k 353.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.8M 6.4k 277.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M 4.0k 436.84
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.7M 15k 108.25
Mastercard Incorporated Cl A (MA) 0.3 $1.6M 3.8k 426.54
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.6M 9.6k 165.25
Oracle Corporation (ORCL) 0.3 $1.5M 14k 105.43
Procter & Gamble Company (PG) 0.2 $1.5M 10k 146.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.5M 31k 47.90
Eaton Corp SHS (ETN) 0.2 $1.5M 6.1k 240.82
Coca-Cola Company (KO) 0.2 $1.5M 25k 58.93
UnitedHealth (UNH) 0.2 $1.4M 2.7k 526.47
Exxon Mobil Corporation (XOM) 0.2 $1.4M 14k 99.98
salesforce (CRM) 0.2 $1.3M 5.1k 263.12
Caterpillar (CAT) 0.2 $1.3M 4.4k 295.67
Advanced Micro Devices (AMD) 0.2 $1.3M 8.7k 147.40
Spdr Index Shs Fds S&p North Amer (NANR) 0.2 $1.2M 25k 51.00
S&p Global (SPGI) 0.2 $1.2M 2.8k 440.52
McDonald's Corporation (MCD) 0.2 $1.2M 4.1k 296.51
Avidity Biosciences Ord (RNA) 0.2 $1.2M 134k 9.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.2M 16k 76.13
Royal Gold (RGLD) 0.2 $1.2M 9.7k 120.96
Tesla Motors (TSLA) 0.2 $1.2M 4.7k 248.46
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.8k 660.08
Applied Materials (AMAT) 0.2 $1.1M 6.6k 162.07
Cisco Systems (CSCO) 0.2 $1.1M 21k 50.52
General Mills (GIS) 0.2 $1.1M 16k 65.14
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.0M 2.6k 406.89
Abbvie (ABBV) 0.2 $1.0M 6.6k 154.97
Ing Groep Sponsored Adr (ING) 0.2 $1.0M 68k 15.02
Intel Corporation (INTC) 0.2 $1.0M 20k 50.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $956k 2.3k 409.52
Broadcom (AVGO) 0.2 $952k 853.00 1116.25
Merck & Co (MRK) 0.2 $935k 8.6k 109.02
Hershey Company (HSY) 0.2 $926k 5.0k 186.44
Bank of America Corporation (BAC) 0.2 $919k 27k 33.67
Adobe Systems Incorporated (ADBE) 0.2 $917k 1.5k 596.73
Progressive Corporation (PGR) 0.2 $913k 5.7k 159.28
Linde SHS (LIN) 0.2 $912k 2.2k 410.71
Vanguard Index Fds Small Cp Etf (VB) 0.1 $902k 4.2k 213.34
Union Pacific Corporation (UNP) 0.1 $882k 3.6k 245.62
Verizon Communications (VZ) 0.1 $862k 23k 37.70
Mondelez Intl Cl A (MDLZ) 0.1 $856k 12k 72.43
TJX Companies (TJX) 0.1 $856k 9.1k 93.81
Charles Schwab Corporation (SCHW) 0.1 $846k 12k 68.80
Cardinal Health (CAH) 0.1 $844k 8.4k 100.80
BlackRock (BLK) 0.1 $832k 1.0k 811.80
Qualcomm (QCOM) 0.1 $823k 5.7k 144.63
Wheaton Precious Metals Corp (WPM) 0.1 $822k 17k 49.34
Novo-nordisk A S Adr (NVO) 0.1 $809k 7.8k 103.45
Pepsi (PEP) 0.1 $808k 4.8k 169.84
Texas Instruments Incorporated (TXN) 0.1 $801k 4.7k 170.46
Kura Oncology (KURA) 0.1 $790k 55k 14.38
Kimberly-Clark Corporation (KMB) 0.1 $780k 6.4k 121.51
CVS Caremark Corporation (CVS) 0.1 $779k 9.9k 78.96
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $765k 5.3k 145.01
Lowe's Companies (LOW) 0.1 $762k 3.4k 222.55
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $753k 17k 44.62
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $728k 3.3k 219.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $716k 3.0k 237.22
Abbott Laboratories (ABT) 0.1 $707k 6.4k 110.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $695k 9.3k 75.10
Colgate-Palmolive Company (CL) 0.1 $694k 8.7k 79.71
Walt Disney Company (DIS) 0.1 $683k 7.6k 90.29
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) 0.1 $673k 13k 50.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $667k 16k 41.10
Thermo Fisher Scientific (TMO) 0.1 $664k 1.3k 530.79
Lockheed Martin Corporation (LMT) 0.1 $655k 1.4k 453.31
Illinois Tool Works (ITW) 0.1 $651k 2.5k 261.94
Chevron Corporation (CVX) 0.1 $645k 4.3k 149.15
Netflix (NFLX) 0.1 $636k 1.3k 486.88
Intuit (INTU) 0.1 $633k 1.0k 625.03
Sap Se Spon Adr (SAP) 0.1 $628k 4.1k 154.59
Stryker Corporation (SYK) 0.1 $618k 2.1k 299.46
ConocoPhillips (COP) 0.1 $614k 5.3k 116.07
Asml Holding N V N Y Registry Shs (ASML) 0.1 $600k 793.00 756.92
Novartis Sponsored Adr (NVS) 0.1 $596k 5.9k 100.97
Brookdale Senior Living (BKD) 0.1 $586k 101k 5.82
Gilead Sciences (GILD) 0.1 $586k 7.2k 81.01
Marriott Intl Cl A (MAR) 0.1 $583k 2.6k 225.51
Intuitive Surgical Com New (ISRG) 0.1 $580k 1.7k 337.35
Sanofi Sponsored Adr (SNY) 0.1 $574k 12k 49.73
Comcast Corp Cl A (CMCSA) 0.1 $568k 13k 43.85
Sony Group Corp Sponsored Adr (SONY) 0.1 $564k 6.0k 94.69
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $560k 3.2k 173.89
Consolidated Edison (ED) 0.1 $560k 6.2k 90.97
Toyota Motor Corp Ads (TM) 0.1 $554k 3.0k 183.38
American Express Company (AXP) 0.1 $552k 2.9k 187.34
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $546k 5.4k 101.77
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $541k 5.2k 104.92
Textron (TXT) 0.1 $505k 6.3k 80.42
Nike CL B (NKE) 0.1 $504k 4.6k 108.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $503k 8.9k 56.40
Sempra Energy (SRE) 0.1 $493k 6.6k 74.73
Micron Technology (MU) 0.1 $473k 5.5k 85.34
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $464k 4.5k 104.00
GSK Sponsored Adr (GSK) 0.1 $453k 12k 37.06
Wells Fargo & Company (WFC) 0.1 $449k 9.1k 49.22
EOG Resources (EOG) 0.1 $449k 3.7k 120.95
Marsh & McLennan Companies (MMC) 0.1 $447k 2.4k 189.47
Northrop Grumman Corporation (NOC) 0.1 $439k 938.00 468.32
Lam Research Corporation (LRCX) 0.1 $436k 557.00 783.16
Deere & Company (DE) 0.1 $431k 1.1k 399.69
Moody's Corporation (MCO) 0.1 $419k 1.1k 390.56
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $417k 2.4k 170.38
Air Products & Chemicals (APD) 0.1 $414k 1.5k 273.80
Raytheon Technologies Corp (RTX) 0.1 $408k 4.8k 84.14
General Electric Com New (GE) 0.1 $401k 3.1k 127.63
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $399k 5.3k 75.54
Dow (DOW) 0.1 $399k 7.3k 54.84
Morgan Stanley Com New (MS) 0.1 $398k 4.3k 93.25
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $397k 1.1k 376.87
3M Company (MMM) 0.1 $395k 3.6k 109.32
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $380k 4.8k 79.22
W.W. Grainger (GWW) 0.1 $374k 451.00 828.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $373k 3.3k 111.63
Te Connectivity SHS (TEL) 0.1 $369k 2.6k 140.50
Starbucks Corporation (SBUX) 0.1 $367k 3.8k 96.00
Icici Bank Adr (IBN) 0.1 $363k 15k 23.84
Block Cl A (SQ) 0.1 $362k 4.7k 77.35
Sherwin-Williams Company (SHW) 0.1 $358k 1.1k 311.90
General Dynamics Corporation (GD) 0.1 $354k 1.4k 259.67
Mannkind Corp Com New (MNKD) 0.1 $353k 97k 3.64
Bhp Group Sponsored Ads (BHP) 0.1 $352k 5.1k 68.31
Analog Devices (ADI) 0.1 $351k 1.8k 198.56
Kellogg Company (K) 0.1 $349k 6.2k 55.91
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $348k 5.4k 64.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $348k 4.5k 77.73
Astrazeneca Sponsored Adr (AZN) 0.1 $348k 5.2k 67.35
Cdw (CDW) 0.1 $341k 1.5k 227.32
FedEx Corporation (FDX) 0.1 $331k 1.3k 252.97
Booking Holdings (BKNG) 0.1 $330k 93.00 3547.22
Penn National Gaming (PENN) 0.1 $328k 13k 26.02
Philip Morris International (PM) 0.1 $327k 3.5k 94.08
Enbridge (ENB) 0.1 $324k 9.0k 36.02
Cadence Design Systems (CDNS) 0.1 $321k 1.2k 272.37
Boeing Company (BA) 0.1 $320k 1.2k 260.66
Avadel Pharmaceuticals Sponsored Adr (AVDL) 0.1 $320k 23k 14.12
Corning Incorporated (GLW) 0.1 $320k 11k 30.45
Nextera Energy (NEE) 0.1 $318k 5.2k 60.74
Ishares Tr Eafe Value Etf (EFV) 0.1 $316k 6.1k 52.10
Unilever Spon Adr New (UL) 0.1 $314k 6.5k 48.48
Phillips 66 (PSX) 0.1 $312k 2.3k 133.14
Veralto Corp Com Shs (VLTO) 0.1 $308k 3.7k 82.26
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $300k 35k 8.61
Relx Sponsored Adr (RELX) 0.0 $298k 7.5k 39.66
Chipotle Mexican Grill (CMG) 0.0 $295k 129.00 2286.96
Nomura Hldgs Sponsored Adr (NMR) 0.0 $288k 64k 4.51
At&t (T) 0.0 $288k 17k 16.78
Goldman Sachs (GS) 0.0 $288k 746.00 385.77
Boston Scientific Corporation (BSX) 0.0 $287k 5.0k 57.81
Dupont De Nemours (DD) 0.0 $279k 3.6k 76.93
Copa Holdings Sa Cl A (CPA) 0.0 $275k 2.6k 106.31
Emerson Electric (EMR) 0.0 $273k 2.8k 97.33
Diamondback Energy (FANG) 0.0 $270k 1.7k 155.08
National Grid Sponsored Adr Ne (NGG) 0.0 $267k 3.9k 67.99
Intercontinental Exchange (ICE) 0.0 $266k 2.1k 128.43
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $261k 5.2k 50.30
Shell Spon Ads (SHEL) 0.0 $254k 3.9k 65.80
Metropcs Communications (TMUS) 0.0 $251k 1.6k 160.33
Invitation Homes (INVH) 0.0 $251k 7.3k 34.11
Arista Networks (ANET) 0.0 $249k 1.1k 235.50
Zoetis Cl A (ZTS) 0.0 $249k 1.3k 197.37
Lululemon Athletica (LULU) 0.0 $246k 482.00 511.29
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $246k 4.7k 52.43
Occidental Petroleum Corporation (OXY) 0.0 $242k 4.1k 59.71
Ameriprise Financial (AMP) 0.0 $242k 637.00 379.83
Pulte (PHM) 0.0 $239k 2.3k 103.22
Corteva (CTVA) 0.0 $236k 4.9k 47.92
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.0 $235k 5.3k 44.24
AFLAC Incorporated (AFL) 0.0 $234k 2.8k 82.50
Honeywell International (HON) 0.0 $233k 1.1k 209.71
Targa Res Corp (TRGP) 0.0 $232k 2.7k 86.87
Marathon Petroleum Corp (MPC) 0.0 $231k 1.6k 148.36
Dbx Etf Tr Xtrackers Shrt (SHYL) 0.0 $231k 5.2k 44.37
Orix Corp Sponsored Adr (IX) 0.0 $231k 2.5k 93.39
Cintas Corporation (CTAS) 0.0 $231k 383.00 602.66
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $229k 10k 22.26
Kroger (KR) 0.0 $228k 5.0k 45.71
Paychex (PAYX) 0.0 $227k 1.9k 119.11
Anthem (ELV) 0.0 $227k 481.00 471.56
Bank of New York Mellon Corporation (BK) 0.0 $226k 4.3k 52.05
James Hardie Inds Sponsored Adr (JHX) 0.0 $223k 5.8k 38.67
Select Sector Spdr Tr Energy (XLE) 0.0 $223k 2.7k 83.84
Cheniere Energy Com New (LNG) 0.0 $223k 1.3k 170.71
Cummins (CMI) 0.0 $220k 918.00 239.57
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $219k 23k 9.68
Southern Company (SO) 0.0 $217k 3.1k 70.12
Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $215k 7.0k 30.91
Totalenergies Se Sponsored Ads (TTE) 0.0 $214k 3.2k 67.38
Citigroup Com New (C) 0.0 $212k 4.1k 51.44
Servicenow (NOW) 0.0 $211k 299.00 706.49
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.0 $210k 6.8k 30.78
Aon Shs Cl A (AON) 0.0 $209k 718.00 291.02
HSBC HLDGS Spon Adr New (HSBC) 0.0 $209k 5.1k 40.54
AutoZone (AZO) 0.0 $207k 80.00 2585.61
Ishares Tr S&p 100 Etf (OEF) 0.0 $207k 926.00 223.30
Palo Alto Networks (PANW) 0.0 $206k 700.00 294.88
Prudential Financial (PRU) 0.0 $206k 2.0k 103.71
Paccar (PCAR) 0.0 $205k 2.1k 97.65
Synopsys (SNPS) 0.0 $205k 398.00 514.91
SM Energy (SM) 0.0 $204k 5.3k 38.72
Pfizer (PFE) 0.0 $204k 7.1k 28.79
Amphenol Corp Cl A (APH) 0.0 $203k 2.0k 99.13
Chubb (CB) 0.0 $201k 891.00 226.00
Ishares Tr Esg Aware Msci (ESML) 0.0 $201k 5.3k 38.01
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $195k 21k 9.11
Listed Fd Tr Roundhill Ball (METV) 0.0 $122k 11k 11.51
Allogene Therapeutics (ALLO) 0.0 $34k 11k 3.21
Erasca (ERAS) 0.0 $29k 13k 2.13