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CIK: 0001812198
Total reported value
$2.0B
$2.0B
326 檔
14.1%
As reported in its official Q2 2024 Form 13F filing, Aaron Wealth Advisors LLC's tracked investment portfolio stood at $2.0B with 326 total positions.
During Q2 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 326 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.73% | — | +2.49% | |
| 2 | AMGN | Amgen Inc | Stock-Healthcare | 8.91% | -0.29% | -0.57% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 8.01% | -0.19% | -0.09% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-Other | 7.80% | -0.51% | +0.91% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.97% | +0.55% | +3.45% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.15% | +2.38% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.16% | -0.52% | -1.55% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.46% | +0.11% | +4.21% | |
| 9 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.13% | -0.07% | -8.27% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.94% | -0.11% | +1.57% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.82% | +0.30% | +0.60% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.21% | +975.13% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.46% | +0.13% | +1.64% | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.43% | -0.16% | -0.96% | |
| 15 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 1.23% | -0.06% | -60.50% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.06% | +0.01% | -0.32% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.14% | +5.27% | |
| 18 | VONE | Vanguard Russell 1000 | ETF-Other | 0.97% | +0.01% | +12.53% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.81% | -0.02% | +8.06% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.08% | +1.40% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.74% | -0.03% | -0.69% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.19% | +7.33% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.67% | — | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.04% | +14.19% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.11% | +4.62% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | — | +113.17% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.06% | +8.12% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.13% | +5.41% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +0.24% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.01% | -0.41% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.10% | -0.55% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.49% | -0.05% | -0.14% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | — | +14.38% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.01% | +1.46% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.45% | — | -5.51% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.42% | -0.01% | +3.64% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | — | +74.58% | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.39% | — | -0.42% | |
| 39 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.39% | — | — | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.37% | -0.03% | +3.83% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.02% | +0.43% | |
| 42 | MCK | Mckesson CORP | Stock-Healthcare | 0.35% | -0.06% | +2.58% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.15% | +8.50% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | +0.07% | -0.18% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.12% | +3.43% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.05% | +0.94% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.32% | +0.03% | +11.90% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.01% | -0.17% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | +0.02% | -0.32% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.07% | +3.55% |
According to official SEC Form 13F filings, Aaron Wealth Advisors LLC reported a total U.S. public equity portfolio value of $2.0B across 326 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IEFA, AMGN, VONG) accounted for 14.1% of total reported equity market value during Q2 2024.
During Q2 2024, Aaron Wealth Advisors LLC's top holdings by market value included IEFA (9.7%)、AMGN (8.9%)、VONG (8.0%). The largest single position, IEFA, represented 9.7% of total portfolio value.
In Q2 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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