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CIK: 0001812198
Total reported value
$2.0B
$2.0B
309 檔
13.5%
During the Q1 2024 filing period, Aaron Wealth Advisors LLC (CIK: 0001812198) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 309 reported positions.
During Q1 2024, Aaron Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 309 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 10.02% | — | -3.78% | |
| 2 | AMGN | Amgen Inc | Stock-Healthcare | 8.42% | -0.29% | +2.68% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 8.20% | -0.51% | +1.75% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.65% | -0.19% | +2.12% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.82% | +0.55% | +22.28% | |
| 6 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.39% | -0.52% | +21.77% | |
| 7 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 3.28% | -0.06% | +7.34% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.15% | -0.75% | |
| 9 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.31% | -0.07% | +22.81% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.07% | -0.11% | +1.54% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.11% | +4.27% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.80% | +0.30% | — | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.55% | +0.13% | +4.47% | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.50% | -0.16% | -18.83% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.21% | +36.67% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | +0.01% | +0.00% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.14% | +39.53% | |
| 18 | VONE | Vanguard Russell 1000 | ETF-Other | 0.86% | +0.01% | +6.26% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.08% | -13.35% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.79% | -0.02% | — | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.77% | -0.03% | -0.43% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.70% | — | — | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.66% | -0.05% | +1.00% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.10% | +20.32% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.01% | -0.06% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.55% | -0.01% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +0.27% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.19% | +42.79% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.04% | +45.67% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.11% | +26.75% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.49% | — | +3.25% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.13% | +233.77% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.06% | +18.89% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.01% | +35.56% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.45% | -0.01% | -25.17% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.02% | +32.93% | |
| 37 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.40% | — | -3.31% | |
| 38 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.40% | — | -5.08% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | — | -4.42% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | +0.07% | +17.31% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.37% | -0.03% | -0.11% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.34% | -0.03% | +3.95% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.15% | +44.84% | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.33% | -0.01% | +1.36% | |
| 45 | MCK | Mckesson CORP | Stock-Healthcare | 0.33% | -0.06% | +3.28% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | +0.02% | +22.30% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.05% | +35.91% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.31% | — | +0.01% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.01% | +12.13% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.29% | +0.01% | -0.04% |
According to official SEC Form 13F filings, Aaron Wealth Advisors LLC reported a total U.S. public equity portfolio value of $2.0B across 309 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IEFA, AMGN, VONV) accounted for 13.5% of total reported equity market value during Q1 2024.
During Q1 2024, Aaron Wealth Advisors LLC's top holdings by market value included IEFA (10.0%)、AMGN (8.4%)、VONV (8.2%). The largest single position, IEFA, represented 10.0% of total portfolio value.
In Q1 2024, Aaron Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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