Aaron Wealth Advisors LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Aaron Wealth Advisors LLC

CIK Number: 0001812198

978.94M
Market Value
448
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 28, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IEFA iShares Core MS...
84.85
+0.15% 1.07M +3.78% 80.93M 67.8 9.28% Share
2 VONV Vanguard Russel...
87.96
-0.1% 720.43K -4.82% 59.46M 68.36 6.82% Share
3 AMGN Amgen Inc.
283.85
-1.07% 186.18K -1.95% 58M 255.48 6.65% Share
4 VONG Vanguard Russel...
114.73
+0.90% 584.67K -3.89% 54.25M 67.99 6.22% Share
5 IEMG iShares Core MS...
62.23
+0.39% 563.4K +1.80% 30.41M 53.49 3.49% Share
6 AAPL Apple Inc.
238.47
+3.81% 106.31K +0.99% 23.61M 182.67 2.71% Share
7 MSFT Microsoft Corpo...
505.35
+0.05% 60.92K +0.35% 22.87M 291.87 2.62% Share
8 GUNR FlexShares Morn...
42.65
-0.7% 582.1K +9.58% 22.59M 43.1 2.59% Share
9 VBR Vanguard Small ...
207.42
-0.07% 100.11K +4.14% 18.65M 176.21 2.14% Share
10 LMBS First Trust Low...
49.61
+0.02% 352.42K +39.15% 17.32M 48.29 1.99% Share
11 NVDA NVIDIA Corporat...
170.63
-0.09% 140.01K -26.76% 15.17M 85.34 1.74% Share
12 VBK Vanguard Small ...
290.53
-0.35% 58.1K +4.75% 14.63M 245.22 1.68% Share
13 FCX Freeport-McMoRa...
46.22
+2.84% 382.08K +20.54% 14.47M 38.94 1.66% Share
14 SPY SPDR S&P 500 ET...
643.65
+0.53% 24.82K -8.31% 13.88M 451.03 1.59% Share
15 SUB iShares Short-T...
106.85
+0.02% 98.63K -12.07% 10.42M 105.37 1.19% Share
16 AMZN Amazon.com, Inc...
225.99
+0.29% 53.84K +6.01% 10.24M 168 1.17% Share
17 BRK-B Berkshire Hatha...
501.46
+0.06% 19.15K +14.59% 10.2M 359.18 1.17% Share
18 TOLZ ProShares DJ Br...
53.17
-0.21% 159.55K -2.35% 8.4M 46.45 0.96% Share
19 IWF iShares Russell...
445.97
+0.97% 21.19K -7.83% 7.65M 280.16 0.88% Share
20 VONE Vanguard Russel...
292.68
+0.47% 28.08K -2.55% 7.13M 203.62 0.82% Share
21 META Meta Platforms,...
737.05
+0.26% 12.33K +6.05% 7.1M 409.77 0.81% Share
22 EFA iShares MSCI EA...
90.73
+0.17% 72.61K -3.13% 5.93M 73.96 0.68% Share
23 WMT Walmart Inc.
99.44
+1.62% 66.24K +1.29% 5.82M 54.13 0.67% Share
24 GOOGL Alphabet Inc.
230.66
+9.14% 37.24K +2.67% 5.76M 149.83 0.66% Share
25 V Visa Inc.
350.83
+0.22% 16.4K +2.49% 5.75M 224.47 0.66% Share
26 BMY Bristol-Myers S...
47.50
+0.19% 90.94K +0.59% 5.55M 67.62 0.64% Share
27 JAAA Janus Henderson...
50.65
+0.05% 106.03K +1.1K% 5.38M 50.64 0.62% Share
28 GOOG Alphabet Inc.
231.10
+9.01% 31.78K +5.88% 4.97M 143.27 0.57% Share
29 JPM JPMorgan Chase ...
299.47
-0.08% 20.19K +6.42% 4.95M 168.11 0.57% Share
30 VOO Vanguard S&P 50...
591.76
+0.52% 9.14K -2.59% 4.7M 443.99 0.54% Share
31 LLY Eli Lilly and C...
737.66
+0.34% 5.65K +10.41% 4.67M 540.56 0.54% Share
32 BRK-A Berkshire Hatha...
751911.41
+0.10% 5 +100.00% 3.99M 798441.6 0.46% Share
33 AVGO Broadcom Inc.
302.39
+1.39% 23.24K +8.84% 3.89M 129.09 0.45% Share
34 IWM iShares Russell...
233.71
-0.08% 18.3K +1.08% 3.65M 204.61 0.42% Share
35 TSLA Tesla, Inc.
334.09
+1.44% 14.05K +4.75% 3.64M 279.38 0.42% Share
36 IWD iShares Russell...
200.41
-0.09% 17.93K -13.29% 3.37M 167.86 0.39% Share
37 XOM Exxon Mobil Cor...
111.95
-2.39% 28.06K +4.42% 3.34M 111.15 0.38% Share
38 JNJ Johnson & Johns...
177.98
-0.04% 20.07K +3.67% 3.33M 170.46 0.38% Share
39 VUG Vanguard Growth...
459.86
+1.08% 8.89K -0.18% 3.3M 285.43 0.38% Share
40 UBER Uber Technologi...
92.91
+0.11% 44.94K +5.47% 3.27M 38.09 0.38% Share
41 MA Mastercard Inco...
593.13
+0.21% 5.83K +6.49% 3.19M 382.29 0.37% Share
42 TSM Taiwan Semicond...
231.43
+1.33% 18.83K +11.37% 3.13M 154.14 0.36% Share
43 ACWX iShares MSCI AC...
62.45
+0.19% 55.85K -36.64% 3.1M 52.33 0.35% Share
44 WM Waste Managemen...
224.34
-0.62% 13.37K -0.69% 3.1M 163.98 0.35% Share
45 IVV iShares Core S&...
646.88
+0.54% 5.47K -25.04% 3.08M 405.47 0.35% Share
46 MCK McKesson Corpor...
690.96
-0.1% 4.45K +1.83% 3M 364.27 0.34% Share
47 COST Costco Wholesal...
949.78
+1.17% 3.15K +5.28% 2.98M 673.01 0.34% Share
48 DBAW Xtrackers MSCI ...
38.13
0.00% 83.98K 0.00% 2.97M 32.14 0.34% Share
49 PG The Procter & G...
158.17
+0.11% 16.95K +3.71% 2.89M 156.89 0.33% Share
50 HD The Home Depot,...
407.52
+0.30% 7.54K -6.47% 2.76M 326.6 0.32% Share
51 HEFA iShares Currenc...
38.60
-0.32% 75.07K -9.31% 2.72M 33.88 0.31% Share
52 ADP Automatic Data ...
298.86
-0.3% 8.9K +1.14% 2.72M 230.75 0.31% Share
53 UNH UnitedHealth Gr...
307.54
-0.41% 4.78K +6.87% 2.5M 514.77 0.29% Share
54 NFLX Netflix, Inc.
1226.18
+0.99% 2.66K +3.70% 2.48M 514.76 0.28% Share
55 KO The Coca-Cola C...
69.01
-0.07% 34.15K +7.05% 2.45M 60.94 0.28% Share
56 ABBV AbbVie Inc.
211.88
-0.02% 11.65K +8.71% 2.44M 161.52 0.28% Share
57 ACN Accenture plc
253.91
-0.88% 7.73K -2.65% 2.41M 334.27 0.28% Share
58 SAP Sap Se
270.87
+1.75% 8.91K +3.53% 2.39M 169.48 0.27% Share
59 ORCL Oracle Corporat...
223.47
-0.81% 16.51K +1.08% 2.31M 93.65 0.26% Share
60 ITOT iShares Core S&...
140.94
+0.45% 18.85K -2.59% 2.3M 105.94 0.26% Share
61 IBM International B...
244.17
+1.11% 8.7K +3.33% 2.16M 143.65 0.25% Share
62 CSCO Cisco Systems, ...
67.67
-0.19% 33.48K +4.70% 2.07M 51.02 0.24% Share
63 BAC Bank of America...
50.09
-0.65% 47.56K +0.86% 1.98M 38.68 0.23% Share
64 PGR The Progressive...
246.73
+0.35% 7.01K +3.90% 1.98M 152.41 0.23% Share
65 ABT Abbott Laborato...
132.19
+0.56% 14.29K +10.03% 1.9M 114.67 0.22% Share
66 CAT Caterpillar Inc...
415.17
-0.21% 5.59K -8.3% 1.84M 271.02 0.21% Share
67 ETN Eaton Corporati...
342.99
-0.22% 6.75K +1.40% 1.83M 164.75 0.21% Share
68 CRM Salesforce, Inc...
256.40
+1.40% 6.81K +6.94% 1.83M 238.58 0.21% Share
69 MCD McDonald's Corp...
316.32
+0.18% 5.81K +4.25% 1.81M 263.26 0.21% Share
70 SPGI S&P Global Inc.
539.26
-0.07% 3.43K +6.49% 1.74M 388.45 0.20% Share
71 ASML ASML Holding N....
736.82
+1.51% 2.61K +1.40% 1.73M 817.19 0.20% Share
72 TJX The TJX Compani...
139.48
+0.66% 14.16K +0.68% 1.72M 88.56 0.20% Share
73 QCOM QUALCOMM Incorp...
157.28
-0.94% 10.61K +17.28% 1.63M 148.56 0.19% Share
74 NVS Novartis AG
128.24
+1.26% 14.57K +3.24% 1.62M 97.96 0.19% Share
75 RGLD Royal Gold, Inc...
180.91
-1.13% 9.88K -1.02% 1.62M 119.03 0.19% Share
76 VRTX Vertex Pharmace...
396.62
-1.09% 3.31K +6.20% 1.6M 319.1 0.18% Share
77 IJH iShares Core S&...
64.79
-0.18% 27.1K -10.94% 1.58M 49.79 0.18% Share
78 LIN Linde plc
471.78
-0.5% 3.32K +7.06% 1.55M 392.89 0.18% Share
79 CVX Chevron Corpora...
157.97
-2.39% 9.22K +4.10% 1.54M 158.47 0.18% Share
80 ING ING Groep N.V.
24.07
+0.50% 78.04K +1.32% 1.53M 12.01 0.18% Share
81 DHR Danaher Corpora...
199.48
-2.11% 7.44K -37% 1.52M 251.27 0.17% Share
82 IJR iShares Core S&...
117.03
-0.1% 14.56K -9.89% 1.52M 95.81 0.17% Share
83 AZN AstraZeneca PLC
82.11
+2.39% 20.51K +8.85% 1.51M 70.89 0.17% Share
84 NVO Novo Nordisk A/...
56.77
+0.68% 21.68K +0.51% 1.51M 97.44 0.17% Share
85 WFC Wells Fargo & C...
80.55
-1.5% 20.62K +5.07% 1.48M 52.52 0.17% Share
86 VB Vanguard Small ...
250.77
-0.17% 6.59K -1.82% 1.46M 214.46 0.17% Share
87 SHEL Shell plc
72.73
-1.44% 19.5K +3.89% 1.43M 66.79 0.16% Share
88 HSBC HSBC Holdings p...
64.75
+1.04% 24.82K +4.46% 1.43M 42.89 0.16% Share
89 RTX RTX Corporation
158.08
+0.04% 10.67K +12.52% 1.41M 104.81 0.16% Share
90 TM Toyota Motor Co...
193.06
-0.27% 7.93K +5.46% 1.4M 186.49 0.16% Share
91 SNY Sanofi
49.89
+0.63% 25.06K +4.84% 1.39M 50.39 0.16% Share
92 SCHW The Charles Sch...
96.22
+0.10% 17.43K +1.64% 1.36M 60.34 0.16% Share
93 TGT Target Corporat...
92.37
-0.08% 13.04K -6.95% 1.36M 144.76 0.16% Share
94 UNP Union Pacific C...
221.73
-0.12% 5.74K +16.45% 1.36M 234.6 0.16% Share
95 SONY Sony Group Corp...
27.03
+0.30% 52.57K +4.65% 1.33M 18.27 0.15% Share
96 PM Philip Morris I...
163.25
-2.48% 8.4K +13.80% 1.33M 111.8 0.15% Share
97 T AT&T Inc.
29.05
-0.12% 45.99K +10.80% 1.3M 20.28 0.15% Share
98 WPM Wheaton Preciou...
102.52
+0.94% 16.68K 0.00% 1.29M 40.6 0.15% Share
99 AMAT Applied Materia...
156.25
-0.84% 8.87K +10.27% 1.29M 129.01 0.15% Share
100 MRK Merck & Co., In...
84.18
-1.52% 14.27K +1.24% 1.28M 109.4 0.15% Share
101 CAH Cardinal Health...
150.43
+0.59% 9.26K +3.75% 1.28M 85.72 0.15% Share
102 CL Colgate-Palmoli...
83.82
-0.68% 13.51K +12.44% 1.27M 82.09 0.15% Share
103 GILD Gilead Sciences...
112.99
+0.25% 11.15K +2.90% 1.25M 86.37 0.14% Share
104 ISRG Intuitive Surgi...
441.18
-5.95% 2.51K +3.21% 1.24M 310.29 0.14% Share
105 MUFG Mitsubishi UFJ ...
15.01
-2.06% 91.13K +6.50% 1.24M 9.34 0.14% Share
106 TMO Thermo Fisher S...
484.55
-0.61% 2.49K +6.19% 1.24M 580.19 0.14% Share
107 UL Unilever PLC
64.26
+1.13% 19.58K +3.19% 1.17M 53.98 0.13% Share
108 AXP American Expres...
323.71
-2.26% 4.32K +2.13% 1.16M 178.8 0.13% Share
109 GE GE Aerospace
276.02
+0.23% 5.8K +10.59% 1.16M 125.81 0.13% Share
110 DIS The Walt Disney...
117.33
-0.79% 11.71K +1.05% 1.16M 111.56 0.13% Share
111 TXN Texas Instrumen...
195.74
-2.04% 6.4K -1.01% 1.15M 170.76 0.13% Share
112 QQQ Invesco QQQ Tru...
570.07
+0.79% 2.33K -2.22% 1.09M 351.74 0.13% Share
113 ADBE Adobe Inc.
348.50
+0.83% 2.83K +22.97% 1.09M 446.38 0.12% Share
114 BSX Boston Scientif...
107.52
+0.81% 10.75K +5.89% 1.08M 70.18 0.12% Share
115 VTI Vanguard Total ...
317.38
+0.44% 3.93K 0.00% 1.08M 223.76 0.12% Share
116 MLPX Global X MLP & ...
60.84
-0.04% 16.87K 0.00% 1.08M 42.14 0.12% Share
117 AMD Advanced Micro ...
162.13
-0.12% 10.42K +3.96% 1.07M 125.98 0.12% Share
118 SYK Stryker Corpora...
388.55
-0.36% 2.86K -1.38% 1.07M 282.46 0.12% Share
119 NANR SPDR S&P North ...
61.77
-0.9% 19.12K -4.97% 1.06M 57.68 0.12% Share
120 VZ Verizon Communi...
43.73
-0.16% 23.27K +1.21% 1.06M 41.87 0.12% Share
121 LOW Lowe's Companie...
260.63
+0.73% 4.53K -13.28% 1.06M 216.65 0.12% Share
122 PEP PepsiCo, Inc.
148.64
-1.09% 7K -8.43% 1.05M 169.43 0.12% Share
123 MS Morgan Stanley
148.58
-0.18% 8.91K +1.67% 1.04M 95.52 0.12% Share
124 MDLZ Mondelez Intern...
61.30
-0.79% 15.3K +25.39% 1.04M 66.24 0.12% Share
125 BKNG Booking Holding...
5582.95
+1.41% 222 +5.21% 1.02M 3665.23 0.12% Share
126 ED Consolidated Ed...
97.85
+0.67% 9.11K +11.43% 1.01M 95.47 0.12% Share
127 GS The Goldman Sac...
730.30
-0.08% 1.82K +11.08% 996.43K 429.41 0.11% Share
128 SCHD Schwab U.S. Div...
27.60
-0.87% 34.02K -5.88% 951.21K 23.6 0.11% Share
129 LMT Lockheed Martin...
448.74
-0.83% 2.1K +14.86% 939.17K 482.69 0.11% Share
130 PLTR Palantir Techno...
154.86
-1.42% 10.93K +14.38% 922.58K 47.25 0.11% Share
131 BABA Alibaba Group H...
136.45
-1.52% 6.94K +15.87% 917.28K 105.41 0.11% Share
132 GIS General Mills, ...
49.74
+0.86% 15.34K -17.57% 917K 72.34 0.11% Share
133 DE Deere & Company
469.13
-1.6% 1.95K +0.31% 912.82K 399.84 0.10% Share
134 BLK BlackRock, Inc.
1099.45
-1.37% 947 +4.76% 896.32K 1021.54 0.10% Share
135 MNKD MannKind Corpor...
5.51
-4.01% 175.76K -0.7% 884.06K 5.19 0.10% Share
136 RELX RELX Plc
45.81
+0.81% 17.5K +3.43% 882.13K 42.73 0.10% Share
137 COP ConocoPhillips
94.67
-4.37% 8.39K -0.83% 881.43K 113.33 0.10% Share
138 ITW Illinois Tool W...
261.14
-0.43% 3.52K +8.91% 873.6K 233.42 0.10% Share
139 SMFG Sumitomo Mitsui...
16.14
-1.97% 56.44K +4.24% 872.49K 11.44 0.10% Share
140 IVW iShares S&P 500...
115.07
+1.05% 9.19K -0.72% 852.74K 66.92 0.10% Share
141 TTE TotalEnergies S...
61.69
-1.44% 12.97K +12.63% 839.35K 67.4 0.10% Share
142 MAR Marriott Intern...
265.07
+0.22% 3.51K -1.57% 836.08K 179.12 0.10% Share
143 GSK GSK plc
39.37
+1.05% 21.37K +5.34% 827.87K 37.72 0.09% Share
144 C Citigroup Inc.
95.02
+0.25% 11.6K +8.89% 823.7K 60.12 0.09% Share
145 HSY The Hershey Com...
184.76
-0.55% 4.77K +1.84% 815.3K 212.47 0.09% Share
146 VOE Vanguard Mid-Ca...
171.30
-0.26% 5.06K -4.53% 812.17K 136.19 0.09% Share
147 KMB Kimberly-Clark ...
128.00
-0.65% 5.68K +3.44% 807.52K 135.7 0.09% Share
148 LRCX Lam Research Co...
97.74
+0.73% 11.1K +26.38% 807.26K 72.33 0.09% Share
149 MMC Marsh & McLenna...
205.27
-0.08% 3.29K +7.84% 802.37K 186.74 0.09% Share
150 GLW Corning Incorpo...
69.38
+1.32% 17.45K +6.15% 798.95K 37.45 0.09% Share