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CIK: 0001812198
Total reported value
$2.0B
$2.0B
449 檔
13.5%
As reported in its official Q4 2024 Form 13F filing, Aaron Wealth Advisors LLC's tracked investment portfolio stood at $2.0B with 449 total positions.
In Q4 2024, Aaron Wealth Advisors LLC displayed an active expansion posture, initiating 59 new positions and adding to 72 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 449 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.41% | +0.20% | +2.35% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.30% | -0.28% | -1.71% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 7.14% | -0.34% | +2.09% | |
| 4 | AMGN | Amgen Inc | Stock-Healthcare | 5.75% | +0.27% | -4.42% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.36% | +0.01% | -0.35% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.42% | +7.67% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.69% | +52.32% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | +0.53% | +2.22% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.24% | +0.13% | -12.63% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.21% | -0.10% | +9.87% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | -0.02% | +14.74% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.80% | -0.16% | +8.78% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.43% | -0.08% | -5.85% | |
| 14 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.40% | +0.01% | +0.26% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.37% | -0.26% | +966.29% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.12% | +8.49% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.07% | -0.01% | +8.67% | |
| 18 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.93% | -0.04% | +10.56% | |
| 19 | VONE | Vanguard Russell 1000 | ETF-Other | 0.89% | -0.04% | +1.34% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | +0.03% | +6.16% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | -0.12% | +9.58% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | +0.11% | +7.05% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.14% | +3.77% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.08% | +6.18% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.01% | +0.18% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.11% | +24.98% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.59% | +0.01% | +2.50% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.02% | +4.17% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | +13.66% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.06% | +10.71% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.53% | -0.01% | -0.26% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.01% | +2.80% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | +0.30% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | -0.02% | -0.45% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | -0.02% | -5.27% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | +0.06% | +23.47% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | -0.02% | -0.31% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +0.03% | +28.56% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.16% | +11.22% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.41% | EXIT | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | +0.04% | +2.36% | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.33% | — | +4.60% | |
| 43 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.33% | -0.04% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.02% | +0.90% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.32% | — | +12.57% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.02% | +8.79% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.01% | +7.75% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.03% | -5.42% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.32% | -0.03% | +4.72% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.31% | -0.01% | -8.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SUB | Ishares Short-term National | +1.2% | +966.29% | Add |
| 2 | NVDA | Nvidia CORP | +1.2% | +52.32% | Add |
| 3 | AAPL | Apple Inc | +0.4% | +7.67% | Add |
| 4 | TSLA | Tesla Inc | +0.3% | +24.98% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | +8.49% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +14.74% | Add |
| 7 | VONG | Vanguard Russell 1000 Growth | +0.2% | -1.71% | Trim |
| 8 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +8.78% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | +10.71% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.58% | Add |
| 11 | VBR | Vanguard Small-cap Value ETF | +0.1% | +9.87% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +8.67% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +28.56% | Add |
| 14 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +6.18% | Add |
| 16 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 17 | V | Visa Inc-class A Shares | +0.1% | +4.17% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +3.77% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +13.66% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +2.80% | Add |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 22 | NFLX | Netflix Inc | +0.1% | +6.78% | Add |
| 23 | IWD | Ishares Russell 1000 Value E | +0.1% | +23.47% | Add |
| 24 | CRM | Salesforce Inc | +0.1% | +6.88% | Add |
| 25 | EZU | Ishares Msci Eurozone ETF | +0.1% | NEW | New buy |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +7.05% | Add |
| 27 | BMY | Bristol-myers Squibb Co | +0.1% | +2.50% | Add |
| 28 | MCK | Mckesson CORP | +0.1% | +8.00% | Add |
| 29 | TWLO | Twilio Inc - A | +0.1% | NEW | New buy |
| 30 | TOLZ | Proshares Glb Infrastructure | 0% | +10.56% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | +13.95% | Add |
| 32 | ABT | Abbott Laboratories | 0% | +36.70% | Add |
| 33 | APP | Applovin Corp-class A | 0% | NEW | New buy |
| 34 | WFC | Wells Fargo & Co | 0% | +10.48% | Add |
| 35 | EXPE | Expedia Group Inc | 0% | NEW | New buy |
| 36 | URI | United Rentals Inc | 0% | +125.34% | Add |
| 37 | VGT | Vanguard Info Tech ETF | 0% | +65.79% | Add |
| 38 | BKNG | Booking Holdings Inc | 0% | +24.85% | Add |
| 39 | OTIS | Otis Worldwide CORP | 0% | NEW | New buy |
| 40 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 41 | BAC | Bank Of America CORP | 0% | +6.24% | Add |
| 42 | COST | Costco Wholesale CORP | 0% | +8.79% | Add |
| 43 | JAZZ | Jazz Pharmaceuticals plc | 0% | NEW | New buy |
| 44 | SCHW | Schwab (charles) CORP | 0% | +13.92% | Add |
| 45 | SNA | Snap-on Inc | 0% | NEW | New buy |
| 46 | TSN | Tyson Foods Inc-cl A | 0% | NEW | New buy |
| 47 | GEN | Gen Digital Inc | 0% | NEW | New buy |
| 48 | CPRT | Copart Inc | 0% | NEW | New buy |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | +19.31% | Add |
| 50 | J | Jacobs Solutions Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Aaron Wealth Advisors LLC reported a total U.S. public equity portfolio value of $2.0B across 449 disclosed positions in Q4 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, VONG, VONV) accounted for 13.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $926.7K
Top Position Liquidated / Trimmed
SHM
前期市值: $4.9M
During Q4 2024, Aaron Wealth Advisors LLC's top holdings by market value included IEFA (8.4%)、VONG (7.3%)、VONV (7.1%). The largest single position, IEFA, represented 8.4% of total portfolio value.
In Q4 2024, Aaron Wealth Advisors LLC made 199 total portfolio adjustments, initiating 59 new buys, adding to 72 positions, trimming 32 holdings, and fully liquidating 36 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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