Aaron Wealth Advisors LLC

CIK Number: 0001812198

872.4M
Market Value
445
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IEFA iShares Core MS...
81.08
+0.21% 1.03M +2.35% 72.45M 67.51 8.41%
2 VONG Vanguard Russel...
104.55
-0.16% 608.34K -1.71% 62.85M 67.99 7.30%
3 VONV Vanguard Russel...
83.34
+0.12% 756.92K +2.09% 61.5M 68.36 7.14%
4 AMGN Amgen Inc.
289.47
-0.2% 189.88K -4.42% 49.49M 255.48 5.75%
5 IEMG iShares Core MS...
57.95
+0.06% 553.46K -0.35% 28.9M 53.48 3.36%
6 AAPL Apple Inc.
196.65
+0.51% 105.27K +7.67% 26.36M 182.28 3.06%
7 NVDA NVIDIA Corporat...
145.35
+0.86% 191.18K +52.32% 25.67M 85.34 2.98%
8 MSFT Microsoft Corpo...
480.04
+0.42% 60.71K +2.22% 25.59M 291.57 2.97%
9 GUNR FlexShares Morn...
40.85
-0.58% 531.22K -12.63% 19.31M 43.51 2.24%
10 VBR Vanguard Small ...
190.22
+0.31% 96.13K +9.87% 19.05M 175.8 2.21%
11 SPY SPDR S&P 500 ET...
597.18
-0.06% 27.07K +14.74% 15.86M 451.03 1.84%
12 VBK Vanguard Small ...
270.09
+0.63% 55.47K +8.78% 15.53M 244.91 1.80%
13 LMBS First Trust Low...
49.13
+0.05% 253.27K -5.85% 12.33M 47.95 1.43%
14 FCX Freeport-McMoRa...
41.16
-0.52% 316.97K +0.26% 12.07M 39.16 1.40%
15 SUB iShares Short-T...
106.06
-0.03% 112.17K +966.29% 11.83M 105.37 1.37%
16 AMZN Amazon.com, Inc...
212.83
-0.93% 50.78K +8.49% 11.14M 166.66 1.29%
17 IWF iShares Russell...
405.89
-0.16% 22.99K +8.67% 9.23M 280.16 1.07%
18 TOLZ ProShares DJ Br...
53.75
-0.3% 163.38K +10.56% 8.03M 46.45 0.93%
19 VONE Vanguard Russel...
271.39
+0.03% 28.81K +1.34% 7.68M 203.62 0.89%
20 BRK-B Berkshire Hatha...
484.88
+0.29% 16.71K +6.16% 7.58M 333.88 0.88%
21 GOOGL Alphabet Inc.
173.24
-1.54% 36.28K +9.58% 6.87M 149.7 0.80%
22 META Meta Platforms,...
695.19
-0.29% 11.62K +7.05% 6.81M 399.69 0.79%
23 WMT Walmart Inc.
95.10
+0.90% 65.4K +3.77% 5.91M 53.7 0.69%
24 GOOG Alphabet Inc.
174.09
-1.77% 30.02K +6.18% 5.72M 142.51 0.66%
25 EFA iShares MSCI EA...
87.08
+0.13% 74.95K +0.18% 5.67M 73.96 0.66%
26 TSLA Tesla, Inc.
322.05
+1.80% 13.41K +24.98% 5.42M 280.34 0.63%
27 BMY Bristol-Myers S...
46.84
-0.84% 90.4K +2.50% 5.11M 67.66 0.59%
28 V Visa Inc.
340.13
-4.95% 16K +4.17% 5.06M 221.33 0.59%
29 VOO Vanguard 500 In...
548.98
-0.07% 9.38K +13.66% 5.05M 443.99 0.59%
30 AVGO Broadcom Inc.
251.06
+0.68% 21.35K +10.71% 4.95M 125.7 0.57%
31 ACWX iShares MSCI AC...
59.26
+0.08% 88.16K -0.26% 4.6M 52.33 0.53%
32 JPM JPMorgan Chase ...
273.87
+1.61% 18.97K +2.80% 4.55M 163.15 0.53%
33 IVV iShares Core S&...
598.25
-0.09% 7.3K +0.30% 4.3M 405.47 0.50%
34 IWM iShares Russell...
209.53
+0.47% 18.11K -0.45% 4M 204.67 0.46%
35 LLY Eli Lilly and C...
784.39
-0.87% 5.12K -5.27% 3.95M 510.85 0.46%
36 IWD iShares Russell...
189.04
+0.14% 20.68K +23.47% 3.83M 167.86 0.44%
37 VUG Vanguard Growth...
419.50
-0.18% 8.9K -0.31% 3.65M 285.43 0.42%
38 TSM Taiwan Semicond...
213.47
-0.2% 16.91K +28.56% 3.34M 152.79 0.39%
39 HD The Home Depot,...
346.36
-0.69% 8.07K +11.22% 3.14M 326.6 0.36%
40 XOM Exxon Mobil Cor...
113.17
-0.73% 26.88K -0.16% 2.89M 110.8 0.34%
41 MA Mastercard Inco...
538.23
-5.48% 5.47K +2.36% 2.88M 371.53 0.33%
42 HEFA iShares Currenc...
37.66
+0.19% 82.78K +4.60% 2.88M 33.88 0.33%
43 DBAW Xtrackers MSCI ...
36.71
+0.16% 83.98K 0.00% 2.85M 32.14 0.33%
44 JNJ Johnson & Johns...
150.78
-1.05% 19.36K +0.90% 2.8M 170.63 0.33%
45 ACN Accenture plc
305.95
-1.95% 7.94K +12.57% 2.79M 334.27 0.32%
46 COST Costco Wholesal...
974.23
-0.36% 3K +8.79% 2.74M 658.62 0.32%
47 PG The Procter & G...
157.83
-0.44% 16.35K +7.75% 2.74M 156.39 0.32%
48 ORCL Oracle Corporat...
210.53
+1.13% 16.34K -5.42% 2.72M 93.15 0.32%
49 WM Waste Managemen...
233.14
-0.5% 13.47K +4.72% 2.72M 163.98 0.32%
50 DHR Danaher Corpora...
194.44
-0.67% 11.81K -8.52% 2.71M 251.27 0.31%
51 ADP Automatic Data ...
306.50
-0.36% 8.8K +1.18% 2.58M 229.9 0.30%
52 UBER Uber Technologi...
83.42
-1.59% 42.6K -2.89% 2.57M 36.19 0.30%
53 MCK McKesson Corpor...
729.29
+0.68% 4.37K +8.00% 2.49M 358.62 0.29%
54 ITOT iShares Core S&...
130.17
+0.02% 19.35K -8.81% 2.49M 105.94 0.29%
55 NFLX Netflix, Inc.
1221.28
+0.05% 2.57K +6.78% 2.29M 499.3 0.27%
56 UNH UnitedHealth Gr...
306.90
-0.64% 4.47K +7.66% 2.26M 514.16 0.26%
57 CAT Caterpillar Inc...
359.65
+0.55% 6.1K +6.55% 2.21M 271.02 0.26%
58 ETN Eaton Corporati...
333.86
+1.01% 6.65K -0.83% 2.21M 163.25 0.26%
59 CRM Salesforce, Inc...
258.89
-1.47% 6.37K +6.88% 2.13M 236.52 0.25%
60 SAP SAP SE
289.98
-0.91% 8.61K +6.44% 2.12M 165.99 0.25%
61 BAC Bank of America...
45.01
+1.75% 47.16K +6.24% 2.07M 38.65 0.24%
62 KO The Coca-Cola C...
69.14
-0.68% 31.9K +0.96% 1.99M 60.18 0.23%
63 ABBV AbbVie Inc.
185.28
-0.11% 10.72K +6.47% 1.9M 157.33 0.22%
64 IJH iShares Core S&...
60.41
+0.30% 30.43K +14.26% 1.9M 49.79 0.22%
65 TGT Target Corporat...
95.22
+0.22% 14.02K -6.63% 1.9M 144.76 0.22%
66 CSCO Cisco Systems, ...
65.84
+0.79% 31.97K +5.21% 1.89M 50.52 0.22%
67 IJR iShares Core S&...
106.23
+0.36% 16.16K +19.31% 1.86M 95.81 0.22%
68 NVO Novo Nordisk A/...
74.04
-0.4% 21.57K +6.92% 1.86M 97.59 0.22%
69 IBM International B...
283.05
-0.01% 8.42K +7.67% 1.85M 140.15 0.21%
70 ASML ASML Holding N....
760.67
+0.11% 2.58K +8.60% 1.78M 819.35 0.21%
71 TJX The TJX Compani...
122.46
-0.45% 14.06K +15.33% 1.7M 88.33 0.20%
72 PGR The Progressive...
260.31
-2.05% 6.75K -1.2% 1.62M 147.32 0.19%
73 MCD McDonald's Corp...
289.18
-1.07% 5.57K +13.86% 1.61M 261.17 0.19%
74 VB Vanguard Small ...
231.29
+0.49% 6.72K +3.09% 1.61M 214.46 0.19%
75 SPGI S&P Global Inc.
502.50
+0.29% 3.22K +1.35% 1.6M 380.68 0.19%
76 ABT Abbott Laborato...
132.35
+0.06% 12.99K +36.70% 1.47M 112.87 0.17%
77 TM Toyota Motor Co...
175.74
+1.03% 7.52K +9.89% 1.46M 187.04 0.17%
78 MRK Merck & Co., In...
79.28
+1.28% 14.1K -2% 1.4M 109.64 0.16%
79 QCOM QUALCOMM Incorp...
153.68
-0.51% 9.05K +8.31% 1.39M 147.69 0.16%
80 WFC Wells Fargo & C...
74.74
+3.09% 19.63K +10.48% 1.38M 51.54 0.16%
81 NVS Novartis AG
115.98
-0.37% 14.12K +7.51% 1.37M 97.52 0.16%
82 VEA Vanguard Develo...
55.87
+0.22% 28.12K 0.00% 1.34M 43.48 0.16%
83 RGLD Royal Gold, Inc...
179.15
-0.36% 9.99K +4.35% 1.32M 119.03 0.15%
84 AMAT Applied Materia...
172.86
-0.71% 8.04K -4.22% 1.31M 127.36 0.15%
85 LIN Linde plc
458.39
-0.54% 3.1K +1.37% 1.3M 387.75 0.15%
86 DIS The Walt Disney...
117.66
-0.4% 11.59K +5.48% 1.29M 111.69 0.15%
87 LOW Lowe's Companie...
210.74
-0.56% 5.22K +10.57% 1.29M 216.65 0.15%
88 CVX Chevron Corpora...
148.11
-0.5% 8.86K +22.19% 1.28M 158.11 0.15%
89 SCHW The Charles Sch...
89.92
+1.08% 17.15K +13.92% 1.27M 60.04 0.15%
90 ISRG Intuitive Surgi...
509.41
-0.53% 2.43K -0.25% 1.27M 304.35 0.15%
91 AXP American Expres...
296.45
+1.24% 4.23K +3.73% 1.25M 176.88 0.15%
92 VRTX Vertex Pharmace...
448.37
+1.44% 3.11K -2.26% 1.25M 308.83 0.15%
93 AZN AstraZeneca PLC
70.76
-0.3% 18.84K +8.27% 1.23M 70.66 0.14%
94 QQQ Invesco QQQ Tru...
528.82
-0.05% 2.39K +1.53% 1.22M 351.74 0.14%
95 TMO Thermo Fisher S...
392.55
+0.59% 2.34K -3.1% 1.22M 585.3 0.14%
96 TXN Texas Instrumen...
198.42
+0.37% 6.46K +3.77% 1.21M 170.76 0.14%
97 AMD Advanced Micro ...
126.81
-0.22% 10.02K -8.72% 1.21M 126.9 0.14%
98 ING ING Groep N.V.
20.77
+1.39% 77.03K +3.87% 1.21M 11.91 0.14%
99 GIS General Mills, ...
52.91
-0.32% 18.61K +15.33% 1.19M 72.34 0.14%
100 SHEL Shell plc
71.98
-0.48% 18.77K +15.38% 1.18M 66.54 0.14%
101 HSBC HSBC Holdings p...
59.17
+1.12% 23.76K +13.87% 1.18M 42.25 0.14%
102 PEP PepsiCo, Inc.
128.98
-0.24% 7.64K +16.25% 1.16M 169.44 0.13%
103 SNY Sanofi
47.62
-1.25% 23.9K +7.49% 1.15M 50.14 0.13%
104 VTI Vanguard Total ...
294.00
0.00% 3.93K 0.00% 1.14M 223.76 0.13%
105 MNKD MannKind Corpor...
3.81
+1.60% 177K 0.00% 1.14M 5.19 0.13%
106 UNP Union Pacific C...
221.93
+0.61% 4.93K +8.90% 1.12M 234.33 0.13%
107 MS Morgan Stanley
132.44
+1.81% 8.76K +7.06% 1.1M 95.17 0.13%
108 RTX RTX Corporation
145.80
-1.8% 9.48K +9.91% 1.1M 101.35 0.13%
109 CL Colgate-Palmoli...
88.05
-0.65% 12.02K +4.92% 1.09M 80.64 0.13%
110 UL Unilever PLC
62.09
-0.18% 18.98K +14.14% 1.08M 53.81 0.12%
111 ESGU iShares ESG Awa...
130.27
-0.06% 8.27K -11.75% 1.07M 101.14 0.12%
112 SONY Sony Group Corp...
25.85
+0.74% 50.23K +500.73% 1.06M 17.94 0.12%
113 CAH Cardinal Health...
165.51
+0.36% 8.93K -15.3% 1.06M 83.77 0.12%
114 BKNG Booking Holding...
5279.76
-0.4% 211 +24.85% 1.05M 3616.14 0.12%
115 SYK Stryker Corpora...
373.25
-0.03% 2.9K +8.40% 1.05M 282.46 0.12%
116 NANR SPDR S&P North ...
57.60
-0.58% 20.12K 0.00% 1.03M 57.68 0.12%
117 ADBE Adobe Inc.
377.76
-1.29% 2.3K -4.83% 1.02M 460.82 0.12%
118 MLPX Global X MLP & ...
61.55
-0.39% 16.87K 0.00% 1.02M 42.14 0.12%
119 MUFG Mitsubishi UFJ ...
13.51
+0.93% 85.56K +10.06% 1M 9.06 0.12%
120 GILD Gilead Sciences...
108.11
+0.10% 10.84K +15.74% 1M 85.63 0.12%
121 MAR Marriott Intern...
257.55
+0.53% 3.57K +2.68% 994.7K 179.12 0.12%
122 SCHD Schwab U.S. Div...
26.61
-0.39% 36.15K +198.22% 987.52K 23.6 0.11%
123 T AT&T Inc.
27.64
-0.02% 41.5K +14.40% 945K 19.41 0.11%
124 GS The Goldman Sac...
635.73
+1.78% 1.64K +8.60% 940.24K 416.46 0.11%
125 IVW iShares S&P 500...
105.23
-0.15% 9.25K 0.00% 939.46K 66.92 0.11%
126 WPM Wheaton Preciou...
91.09
-0.18% 16.68K 0.00% 937.97K 40.6 0.11%
127 BLK BlackRock, Inc.
977.73
+0.88% 904 +100.00% 926.7K 1025.11 0.11%
128 VZ Verizon Communi...
41.62
-0.56% 23K +11.62% 919.57K 41.82 0.11%
129 BSX Boston Scientif...
101.38
-0.34% 10.15K +16.90% 906.87K 68.37 0.11%
130 LMT Lockheed Martin...
468.20
-2.32% 1.83K -11.85% 889.46K 488.04 0.10%
131 PM Philip Morris I...
182.40
-0.58% 7.38K +15.41% 888.66K 105.33 0.10%
132 ANET Arista Networks...
90.14
+0.52% 8.04K +100.00% 888.44K 110.53 0.10%
133 GE General Electri...
235.86
+0.05% 5.24K -9.18% 874.48K 117.94 0.10%
134 NOW ServiceNow, Inc...
980.04
-2.47% 813 +24.31% 861.88K 823.91 0.10%
135 VOE Vanguard Mid-Ca...
161.64
+0.09% 5.3K 0.00% 857.22K 136.19 0.10%
136 COP ConocoPhillips
93.73
-1.85% 8.46K +20.81% 839.28K 113.33 0.10%
137 VOT Vanguard Mid-Ca...
272.25
+0.44% 3.25K 0.00% 825.96K 180 0.10%
138 DE Deere & Company
524.91
+0.34% 1.94K +4.30% 821.5K 399.63 0.10%
139 ITW Illinois Tool W...
241.16
-0.01% 3.23K +11.67% 820.11K 232.13 0.10%
140 HSY The Hershey Com...
169.75
+0.52% 4.68K +12.09% 792.73K 213.23 0.09%
141 CMCSA Comcast Corpora...
34.23
-0.87% 21.05K -4.24% 790.01K 38.33 0.09%
142 ADI Analog Devices,...
229.66
+0.97% 3.71K +17.66% 788.44K 196.16 0.09%
143 EMR Emerson Electri...
128.58
+0.95% 6.35K +20.71% 786.71K 106.35 0.09%
144 SMFG Sumitomo Mitsui...
14.95
+0.03% 54.14K +9.00% 784.45K 11.27 0.09%
145 VGT Vanguard Inform...
630.91
+0.27% 1.26K +65.79% 783.47K 597.94 0.09%
146 GLW Corning Incorpo...
50.43
-0.1% 16.44K +18.56% 781.28K 36.94 0.09%
147 RELX RELX Plc
52.34
-0.3% 16.92K +9.75% 768.46K 42.46 0.09%
148 C Citigroup Inc.
78.25
+1.15% 10.66K +9.07% 750.08K 59.15 0.09%
149 ED Consolidated Ed...
100.65
-0.69% 8.18K +20.00% 729.63K 93.74 0.08%
150 MDLZ Mondelez Intern...
66.30
-0.08% 12.2K -20.39% 728.83K 65.83 0.08%