Aaron Wealth Advisors LLC Top Holdings and 13F Report (2025) About Aaron Wealth Advisors LLCInvestment ActivityAaron Wealth Advisors LLC has $861.26 million in total holdings as of December 31, 2024.Aaron Wealth Advisors LLC owns shares of 449 different stocks, but just 85 companies or ETFs make up 80% of its holdings.Approximately 17.88% of the portfolio was purchased this quarter.About 2.41% of the portfolio was sold this quarter.This quarter, Aaron Wealth Advisors LLC has purchased 326 new stocks and bought additional shares in 240 stocks.Aaron Wealth Advisors LLC sold shares of 45 stocks and completely divested from 19 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $72,446,827Vanguard Russell 1000 Growth ETF $62,853,133Vanguard Russell 1000 Value $61,497,645Amgen $49,490,844iShares Core MSCI Emerging Markets ETF $28,902,195 Largest New Holdings this Quarter BLACKROCK INC $926,699 HoldingARISTA NETWORKS INC $888,440 HoldingPALANTIR TECHNOLOGIES INC $722,796 HoldingLAM RESEARCH CORP $634,613 HoldingGE VERNOVA INC $512,802 Holding Largest Purchases this Quarter NVIDIA 89,606 shares (about $12.03M)iShares Short-Term National Muni Bond ETF 101,654 shares (about $10.72M)Apple 21,170 shares (about $5.30M)iShares Core MSCI EAFE ETF 65,986 shares (about $4.64M)Broadcom 19,907 shares (about $4.62M) Largest Sales this Quarter Amgen 15,565 shares (about $4.06M)DJ Brookfield Global Infrastructure ETF 33,300 shares (about $1.64M)FlexShares Global Upstream Natural Resources Index Fund 35,227 shares (about $1.28M)Vanguard Russell 1000 Growth ETF 6,713 shares (about $693.58K)iShares MSCI ACWI ex U.S. ETF 11,830 shares (about $617.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAaron Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$72,446,827$4,637,529 ▲6.8%1,030,8248.4%ETFVONGVanguard Russell 1000 Growth ETF$62,853,133$693,582 ▼-1.1%608,3397.3%ETFVONVVanguard Russell 1000 Value$61,497,645$1,846,269 ▲3.1%756,9177.1%ETFAMGNAmgen$49,490,844$4,056,862 ▼-7.6%189,8825.7%MedicalIEMGiShares Core MSCI Emerging Markets ETF$28,902,195$1,027,712 ▲3.7%553,4583.4%ETFAAPLApple$26,362,239$5,301,396 ▲25.2%105,2723.1%Computer and TechnologyNVDANVIDIA$25,674,092$12,033,186 ▲88.2%191,1843.0%Computer and TechnologyMSFTMicrosoft$25,589,077$3,041,943 ▲13.5%60,7103.0%Computer and TechnologyGUNRFlexShares Global Upstream Natural Resources Index Fund$19,314,378$1,280,807 ▼-6.2%531,2182.2%ETFVBRVanguard Small-Cap Value ETF$19,050,203$3,887,805 ▲25.6%96,1282.2%ETFSPYSPDR S&P 500 ETF Trust$15,863,427$1,706,079 ▲12.1%27,0671.8%FinanceVBKVanguard Small-Cap Growth ETF$15,534,119$3,744,197 ▲31.8%55,4661.8%ETFLMBSFirst Trust Low Duration Opportunities ETF$12,326,663$1,868,005 ▲17.9%253,2701.4%ManufacturingFCXFreeport-McMoRan$12,070,319$73,532 ▲0.6%316,9731.4%Basic MaterialsSUBiShares Short-Term National Muni Bond ETF$11,832,114$10,722,464 ▲966.3%112,1741.4%ETFAMZNAmazon.com$11,141,282$3,051,276 ▲37.7%50,7831.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$9,231,252$779,478 ▲9.2%22,9871.1%ETFTOLZDJ Brookfield Global Infrastructure ETF$8,025,404$1,635,692 ▼-16.9%163,3840.9%ETFVONEVanguard Russell 1000$7,684,125$112,288 ▲1.5%28,8100.9%ETFBRK.BBerkshire Hathaway$7,576,575$1,075,633 ▲16.5%16,7150.9%FinanceGOOGLAlphabet$6,867,047$1,840,943 ▲36.6%36,2760.8%Computer and TechnologyMETAMeta Platforms$6,805,968$1,764,727 ▲35.0%11,6240.8%Computer and TechnologyWMTWalmart$5,909,161$652,598 ▲12.4%65,4030.7%Retail/WholesaleGOOGAlphabet$5,717,009$1,368,502 ▲31.5%30,0200.7%Computer and TechnologyEFAiShares MSCI EAFE ETF$5,667,272$7,334 ▲0.1%74,9540.7%FinanceTSLATesla$5,415,379$2,423,392 ▲81.0%13,4100.6%Auto/Tires/TrucksBMYBristol-Myers Squibb$5,113,024$336,419 ▲7.0%90,4000.6%MedicalVVisa$5,056,956$639,033 ▲14.5%16,0010.6%Business ServicesVOOVanguard S&P 500 ETF$5,054,038$501,093 ▲11.0%9,3800.6%ETFAVGOBroadcom$4,950,711$4,615,239 ▲1,375.7%21,3540.6%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$4,598,321$617,053 ▼-11.8%88,1580.5%ManufacturingJPMJPMorgan Chase & Co.$4,548,018$738,547 ▲19.4%18,9730.5%FinanceIVViShares Core S&P 500 ETF$4,299,611$87,122 ▲2.1%7,3040.5%ETFIWMiShares Russell 2000 ETF$4,000,923$14,362 ▼-0.4%18,1070.5%FinanceLLYEli Lilly and Company$3,951,868$312,660 ▲8.6%5,1190.5%MedicalIWDiShares Russell 1000 Value ETF$3,827,933$727,561 ▲23.5%20,6770.4%ETFVUGVanguard Growth ETF$3,654,531$34,887 ▼-0.9%8,9040.4%ETFTSMTaiwan Semiconductor Manufacturing$3,339,556$2,441,371 ▲271.8%16,9100.4%Computer and TechnologyHDHome Depot$3,137,455$477,659 ▲18.0%8,0660.4%Retail/WholesaleXOMExxon Mobil$2,890,944$530,213 ▲22.5%26,8750.3%EnergyMAMastercard$2,880,090$415,954 ▲16.9%5,4700.3%Business ServicesHEFAiShares Currency Hedged MSCI EAFE ETF$2,876,435$109,671 ▲4.0%82,7750.3%ETFDBAWXtrackers MSCI All World ex US Hedged Equity ETF$2,852,0290.0%83,9820.3%ETFJNJJohnson & Johnson$2,800,109$230,378 ▲9.0%19,3620.3%MedicalACNAccenture$2,792,157$469,640 ▲20.2%7,9370.3%Computer and TechnologyCOSTCostco Wholesale$2,744,229$550,678 ▲25.1%2,9950.3%Retail/WholesalePGProcter & Gamble$2,740,453$387,446 ▲16.5%16,3460.3%Consumer StaplesORCLOracle$2,722,064$37,161 ▲1.4%16,3350.3%Computer and TechnologyWMWaste Management$2,717,506$168,091 ▲6.6%13,4670.3%Business ServicesDHRDanaher$2,710,526$241,716 ▼-8.2%11,8080.3%MedicalADPAutomatic Data Processing$2,577,488$132,021 ▲5.4%8,8050.3%Business ServicesUBERUber Technologies$2,569,934$42,405 ▲1.7%42,6050.3%Computer and TechnologyMCKMcKesson$2,492,216$3,419 ▲0.1%4,3730.3%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$2,488,719$328,502 ▲15.2%19,3490.3%ETFNFLXNetflix$2,288,018$600,750 ▲35.6%2,5670.3%Consumer DiscretionaryUNHUnitedHealth Group$2,260,182$495,237 ▲28.1%4,4680.3%MedicalCATCaterpillar$2,211,520$418,651 ▲23.4%6,0960.3%IndustrialsETNEaton$2,207,731$111,183 ▲5.3%6,6520.3%IndustrialsCRMSalesforce$2,129,003$302,901 ▲16.6%6,3680.2%Computer and TechnologySAPSAP$2,119,868$466,568 ▲28.2%8,6100.2%Computer and TechnologyBACBank of America$2,072,506$357,270 ▲20.8%47,1560.2%FinanceKOCoca-Cola$1,986,032$13,510 ▲0.7%31,8990.2%Consumer StaplesABBVAbbVie$1,904,766$230,477 ▲13.8%10,7190.2%MedicalIJHiShares Core S&P Mid-Cap ETF$1,896,432$239,648 ▲14.5%30,4350.2%ETFTGTTarget$1,895,224$101,926 ▲5.7%14,0200.2%Retail/WholesaleCSCOCisco Systems$1,892,861$344,722 ▲22.3%31,9740.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,861,633$304,530 ▲19.6%16,1570.2%ETFNVONovo Nordisk A/S$1,855,623$474,400 ▲34.3%21,5720.2%MedicalIBMInternational Business Machines$1,850,969$180,700 ▲10.8%8,4200.2%Computer and TechnologyASMLASML$1,784,681$464,364 ▲35.2%2,5750.2%Computer and TechnologyTJXTJX Companies$1,698,589$381,276 ▲28.9%14,0600.2%Retail/WholesalePGRProgressive$1,616,409$146,402 ▲10.0%6,7460.2%FinanceMCDMcDonald's$1,614,977$256,843 ▲18.9%5,5710.2%Retail/WholesaleVBVanguard Small-Cap ETF$1,613,699$94,189 ▲6.2%6,7160.2%ETFSPGIS&P Global$1,604,155$134,966 ▲9.2%3,2210.2%Business ServicesABTAbbott Laboratories$1,469,412$544,851 ▲58.9%12,9910.2%MedicalTMToyota Motor$1,464,246$368,008 ▲33.6%7,5240.2%Auto/Tires/TrucksMRKMerck & Co., Inc.$1,402,464$89,532 ▲6.8%14,0980.2%MedicalQCOMQUALCOMM$1,389,647$328,286 ▲30.9%9,0460.2%Computer and TechnologyWFCWells Fargo & Company$1,378,668$374,238 ▲37.3%19,6280.2%FinanceNVSNovartis$1,373,725$354,403 ▲34.8%14,1170.2%MedicalVEAVanguard FTSE Developed Markets ETF$1,344,5070.0%28,1160.2%ETFRGLDRoyal Gold$1,316,654$30,325 ▲2.4%9,9860.2%Basic MaterialsAMATApplied Materials$1,308,196$67,329 ▲5.4%8,0440.2%Computer and TechnologyLINDE PLC$1,297,877$183,796 ▲16.5%3,1000.2%SHSDISWalt Disney$1,290,518$172,477 ▲15.4%11,5900.1%Consumer DiscretionaryLOWLowe's Companies$1,287,935$316,123 ▲32.5%5,2190.1%Retail/WholesaleCVXChevron$1,283,211$309,506 ▲31.8%8,8600.1%EnergySCHWCharles Schwab$1,269,346$206,488 ▲19.4%17,1510.1%FinanceISRGIntuitive Surgical$1,268,867$275,069 ▲27.7%2,4310.1%MedicalAXPAmerican Express$1,254,235$158,189 ▲14.4%4,2260.1%FinanceVRTXVertex Pharmaceuticals$1,254,008$69,667 ▲5.9%3,1140.1%MedicalAZNAstraZeneca$1,234,528$330,155 ▲36.5%18,8420.1%MedicalQQQInvesco QQQ$1,220,344$18,405 ▲1.5%2,3870.1%FinanceTMOThermo Fisher Scientific$1,218,899$239,306 ▲24.4%2,3430.1%MedicalTXNTexas Instruments$1,211,877$151,321 ▲14.3%6,4630.1%Computer and TechnologyAMDAdvanced Micro Devices$1,210,641$1,087 ▼-0.1%10,0230.1%Computer and TechnologyINGING Groep$1,206,982$120,001 ▲11.0%77,0250.1%FinanceGISGeneral Mills$1,186,505$186,400 ▲18.6%18,6060.1%Consumer StaplesSHELShell$1,175,878$398,454 ▲51.3%18,7690.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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