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CIK: 0001812198
Total reported value
$2.0B
$2.0B
450 檔
14.4%
At the close of Q1 2025, Aaron Wealth Advisors LLC disclosed equity holdings valued at approximately $2.0B, spread across 450 reported holdings.
In Q1 2025, Aaron Wealth Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 450 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.28% | — | +3.78% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 6.82% | -0.51% | -4.82% | |
| 3 | AMGN | Amgen Inc | Stock-Healthcare | 6.65% | -0.29% | -1.95% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.22% | -0.19% | -3.89% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.49% | +0.55% | +1.80% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.11% | +0.99% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.15% | +0.35% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.59% | -0.52% | +9.58% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.14% | -0.11% | +4.14% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.99% | -0.16% | +39.15% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.21% | -26.76% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.68% | +0.13% | +4.75% | |
| 13 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.66% | -0.07% | +20.54% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | +0.30% | -8.31% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.19% | -0.04% | -12.07% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.14% | +6.01% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.08% | +14.59% | |
| 18 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.96% | -0.06% | -2.35% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | +0.01% | -7.83% | |
| 20 | VONE | Vanguard Russell 1000 | ETF-Other | 0.82% | +0.01% | -2.55% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.04% | +6.05% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.68% | -0.02% | -3.13% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.13% | +1.29% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.19% | +2.67% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.10% | +2.49% | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.64% | -0.05% | +0.59% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.62% | — | +1103.03% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.06% | +5.88% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.01% | +6.42% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | -2.59% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.11% | +10.41% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | -0.01% | — | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.12% | +8.84% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.42% | +0.01% | +1.08% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | — | +4.75% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.39% | — | -13.29% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.15% | +4.42% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.02% | +3.67% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | — | -0.18% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.38% | -0.01% | +5.47% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | +0.02% | +6.49% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.46% | +11.37% | |
| 43 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.36% | -0.03% | -36.64% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.35% | -0.03% | -0.69% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | -25.04% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.34% | -0.06% | +1.83% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.07% | +5.28% | |
| 48 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.34% | — | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.05% | +3.71% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | +0.07% | -6.47% |
According to official SEC Form 13F filings, Aaron Wealth Advisors LLC reported a total U.S. public equity portfolio value of $2.0B across 450 disclosed positions in Q1 2025.
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, VONV, AMGN) accounted for 14.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEFA
市值: $80.9M
During Q1 2025, Aaron Wealth Advisors LLC's top holdings by market value included IEFA (9.3%)、VONV (6.8%)、AMGN (6.7%). The largest single position, IEFA, represented 9.3% of total portfolio value.
In Q1 2025, Aaron Wealth Advisors LLC made 50 total portfolio adjustments, initiating 50 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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