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CIK: 0001812198
Total reported value
$2.0B
$2.0B
427 檔
15.0%
The Q3 2024 SEC filing reveals that Aaron Wealth Advisors LLC held a total portfolio value of $2.0B, covering 427 public equity positions.
In Q3 2024, Aaron Wealth Advisors LLC displayed an active expansion posture, initiating 3 new positions and adding to 44 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 427 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.36% | — | +4.39% | |
| 2 | AMGN | Amgen Inc | Stock-Healthcare | 7.62% | -0.29% | -3.30% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 7.36% | -0.51% | +0.99% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.12% | -0.19% | +0.63% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.80% | +0.55% | +4.05% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | -0.15% | +11.02% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.99% | -0.52% | +7.33% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.11% | +16.25% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.09% | -0.11% | +14.36% | |
| 10 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.88% | -0.07% | +0.35% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | +0.21% | +23.56% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.62% | +0.13% | +21.13% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +0.30% | -2.34% | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.58% | -0.16% | +25.18% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.14% | +26.93% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | +0.01% | +0.51% | |
| 17 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.89% | -0.06% | -24.86% | |
| 18 | VONE | Vanguard Russell 1000 | ETF-Other | 0.88% | +0.01% | +0.14% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.08% | +9.78% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.75% | -0.02% | -0.05% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.04% | +26.11% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.19% | +24.69% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.13% | +8.33% | |
| 24 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.60% | -0.03% | -11.60% | |
| 25 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.59% | — | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.11% | +14.64% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.06% | +23.82% | |
| 28 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.54% | -0.05% | +4.43% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | -2.33% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.10% | +9.88% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | +1.76% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | +0.01% | +0.09% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.01% | +16.13% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.43% | — | +0.37% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | — | -0.63% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.12% | +1232.96% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.39% | -0.01% | +4.70% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | — | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.15% | +22.66% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.02% | +7.99% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.01% | +7.20% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | +0.07% | +6.05% | |
| 43 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.35% | — | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | — | +44.82% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.33% | — | -0.61% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.32% | -0.03% | +1.79% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.32% | — | +26.34% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | +0.02% | +14.19% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.05% | +8.09% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.30% | -0.03% | +6.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +16.25% | Add |
| 2 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +21.13% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +189.20% | Add |
| 4 | VBR | Vanguard Small-cap Value ETF | +0.2% | +14.36% | Add |
| 5 | LMBS | First Trust Low Duration Opp | +0.2% | +25.18% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +26.11% | Add |
| 7 | TSLA | Tesla Inc | +0.1% | +44.82% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +23.56% | Add |
| 9 | AVGO | Broadcom Inc | +0.1% | +1232.96% | Add |
| 10 | WMT | Walmart Inc | +0.1% | +8.33% | Add |
| 11 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.1% | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | +0.1% | +26.93% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +9.78% | Add |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | +4.43% | Add |
| 16 | MAS | Masco CORP | +0.1% | NEW | New buy |
| 17 | ITOT | Ishares Core S&p Total U.s. | 0% | +26.34% | Add |
| 18 | UNH | Unitedhealth Group Inc | 0% | +18.95% | Add |
| 19 | CAT | Caterpillar Inc | 0% | +15.76% | Add |
| 20 | LMT | Lockheed Martin CORP | 0% | +38.77% | Add |
| 21 | TMO | Thermo Fisher Scientific Inc | 0% | +28.41% | Add |
| 22 | ORCL | Oracle CORP | 0% | +7.20% | Add |
| 23 | XOM | Exxon Mobil CORP | 0% | +22.66% | Add |
| 24 | SAP | Sap Se-sponsored Adr | 0% | +20.46% | Add |
| 25 | PGR | Progressive CORP | 0% | +11.30% | Add |
| 26 | IBM | Intl Business Machines CORP | 0% | +2.92% | Add |
| 27 | LOW | Lowe's Cos Inc | 0% | +19.86% | Add |
| 28 | HD | Home Depot Inc | 0% | +6.05% | Add |
| 29 | MA | Mastercard Inc - A | 0% | +14.19% | Add |
| 30 | ACN | Accenture plc | 0% | +6.80% | Add |
| 31 | NFLX | Netflix Inc | 0% | +26.99% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +16.13% | Add |
| 33 | JNJ | Johnson & Johnson | 0% | +7.99% | Add |
| 34 | ADP | Automatic Data Processing | 0% | +4.17% | Add |
| 35 | COST | Costco Wholesale CORP | 0% | +15.00% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | +9.88% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | +24.69% | Add |
| 38 | GOOG | Alphabet Inc-cl C | 0% | +23.82% | Add |
| 39 | LLY | Eli Lilly & Co | 0% | +14.64% | Add |
| 40 | TEL | TE Connectivity plc | -0.1% | EXIT | Sold out |
| 41 | VONE | Vanguard Russell 1000 | -0.1% | +0.14% | Add |
| 42 | MCK | Mckesson CORP | -0.1% | -7.28% | Trim |
| 43 | IEMG | Ishares Core Msci Emerging | -0.2% | +4.05% | Add |
| 44 | GUNR | Flexshares Global Upstream N | -0.2% | +7.33% | Add |
| 45 | FCX | Freeport-mcmoran Inc | -0.3% | +0.35% | Add |
| 46 | MSFT | Microsoft CORP | -0.3% | +11.02% | Add |
| 47 | TOLZ | Proshares Glb Infrastructure | -0.3% | -24.86% | Trim |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | +4.39% | Add |
| 49 | VONV | Vanguard Russell 1000 Value | -0.4% | +0.99% | Add |
| 50 | VONG | Vanguard Russell 1000 Growth | -0.9% | +0.63% | Add |
According to official SEC Form 13F filings, Aaron Wealth Advisors LLC reported a total U.S. public equity portfolio value of $2.0B across 427 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, AMGN, VONV) accounted for 15.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $491.6K
Top Position Liquidated / Trimmed
TEL
前期市值: $404.7K
During Q3 2024, Aaron Wealth Advisors LLC's top holdings by market value included IEFA (9.4%)、AMGN (7.6%)、VONV (7.4%). The largest single position, IEFA, represented 9.4% of total portfolio value.
In Q3 2024, Aaron Wealth Advisors LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 44 positions, trimming 2 holdings, and fully liquidating 1 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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