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CIK: 0001812198
Total reported value
$2.0B
$2.0B
449 檔
14.0%
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 4 new positions and adding to 29 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% | — | +2.35% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.30% | -0.19% | -1.71% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 7.14% | -0.51% | +2.09% | |
| 4 | AMGN | Amgen Inc | Stock-Healthcare | 5.75% | -0.29% | -4.42% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.36% | +0.55% | -0.35% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.11% | +7.67% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.21% | +52.32% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | -0.15% | +2.22% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.24% | -0.52% | -12.63% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.21% | -0.11% | +9.87% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | +0.30% | +14.74% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.80% | +0.13% | +8.78% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.43% | -0.16% | -5.85% | |
| 14 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.40% | -0.07% | +0.26% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.37% | -0.04% | +966.29% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.14% | +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% | -0.06% | +10.56% | |
| 19 | VONE | Vanguard Russell 1000 | ETF-Other | 0.89% | +0.01% | +1.34% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.08% | +6.16% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.19% | +9.58% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.04% | +7.05% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.13% | +3.77% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.06% | +6.18% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.02% | +0.18% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | — | +24.98% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.59% | -0.05% | +2.50% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.10% | +4.17% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | — | +13.66% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.12% | +10.71% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.53% | -0.03% | -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% | +0.01% | +0.30% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.01% | -0.45% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.11% | -5.27% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | — | +23.47% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | — | -0.31% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +0.46% | +28.56% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | +0.07% | +11.22% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.15% | -0.16% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | +0.02% | +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% | — | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.02% | +0.90% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.32% | -0.03% | +12.57% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.07% | +8.79% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.05% | +7.75% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.01% | -5.42% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.32% | -0.03% | +4.72% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.31% | — | -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 | TOLZ | Proshares Glb Infrastructure | 0% | +10.56% | Add |
| 30 | PLTR | Palantir Technologies Inc-a | 0% | +13.95% | Add |
| 31 | ELV | Elevance Health Inc | -0.1% | EXIT | Sold out |
| 32 | TGT | Target CORP | -0.1% | -6.63% | Trim |
| 33 | AMD | Advanced Micro Devices | -0.1% | -8.72% | Trim |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +6.92% | Add |
| 35 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | -0.26% | Trim |
| 36 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 37 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 38 | KURA | Kura Oncology Inc | -0.1% | -3.39% | Trim |
| 39 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 40 | UBER | Uber Technologies Inc | -0.1% | -2.89% | Trim |
| 41 | EFA | Ishares Msci Eafe ETF | -0.1% | +0.18% | Add |
| 42 | LLY | Eli Lilly & Co | -0.1% | -5.27% | Trim |
| 43 | DHR | Danaher CORP | -0.1% | -8.52% | Trim |
| 44 | LMBS | First Trust Low Duration Opp | -0.2% | -5.85% | Trim |
| 45 | IEMG | Ishares Core Msci Emerging | -0.4% | -0.35% | Trim |
| 46 | FCX | Freeport-mcmoran Inc | -0.5% | +0.26% | Add |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | -0.6% | EXIT | Sold out |
| 48 | GUNR | Flexshares Global Upstream N | -0.8% | -12.63% | Trim |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -1% | +2.35% | Add |
| 50 | AMGN | Amgen Inc | -1.9% | -4.42% | Trim |
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 14.0% 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 50 total portfolio adjustments, initiating 4 new buys, adding to 29 positions, trimming 12 holdings, and fully liquidating 5 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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