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Aon shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Aon (AON) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Aon

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All positions including Aon held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 575 352.88

More positions owned by Cypress Wealth Services

Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
NVIDIA Corporation (NVDA)

View all positions for Cypress Wealth Services

Top funds holding Aon

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
Massachusetts Financial Services
Dodge & Cox
Geode Capital Management
Berkshire Hathaway
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
Farallon Capital Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Eagle Capital Management
Independent Franchise Partners

View all funds holding Aon