Aaron Wealth Advisors LLC Top Holdings and 13F Report (2025) About Aaron Wealth Advisors LLCInvestment ActivityAaron Wealth Advisors LLC has $872.40 million in total holdings as of March 31, 2025.Aaron Wealth Advisors LLC owns shares of 450 different stocks, but just 91 companies or ETFs make up 80% of its holdings.Approximately 6.31% of the portfolio was purchased this quarter.About 4.63% of the portfolio was sold this quarter.This quarter, Aaron Wealth Advisors LLC has purchased 449 new stocks and bought additional shares in 266 stocks.Aaron Wealth Advisors LLC sold shares of 112 stocks and completely divested from 51 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $80,930,208Vanguard Russell 1000 Value $59,464,715Amgen $58,003,133Vanguard Russell 1000 Growth ETF $54,251,328iShares Core MSCI Emerging Markets ETF $30,406,730 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $3,992,208 Holding67059N108 - Nutanix $441,688 Holding931427108 - Walgreens Boots Alliance $376,340 Holding55287L101 - MBX BIOSCIENCES INC $369,000 Holding172755100 - Cirrus Logic $360,353 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 97,221 shares (about $4.93M)First Trust Low Duration Opportunities ETF 99,146 shares (about $4.87M)Berkshire Hathaway 5 shares (about $3.99M)iShares Core MSCI EAFE ETF 38,974 shares (about $2.95M)Freeport-McMoRan 65,108 shares (about $2.46M) Largest Sales this Quarter NVIDIA 51,169 shares (about $5.55M)Vanguard Russell 1000 Value 36,482 shares (about $3.01M)Vanguard Russell 1000 Growth ETF 23,671 shares (about $2.20M)iShares MSCI ACWI ex U.S. ETF 32,305 shares (about $1.79M)iShares Short-Term National Muni Bond ETF 13,543 shares (about $1.43M) 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$80,930,208$2,948,383 ▲3.8%1,069,7989.3%ETFVONVVanguard Russell 1000 Value$59,464,715$3,011,225 ▼-4.8%720,4356.8%ETFAMGNAmgen$58,003,133$1,154,604 ▼-2.0%186,1766.6%MedicalVONGVanguard Russell 1000 Growth ETF$54,251,328$2,196,431 ▼-3.9%584,6686.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$30,406,730$536,623 ▲1.8%563,4013.5%ETFAAPLApple$23,614,340$230,348 ▲1.0%106,3092.7%Computer and TechnologyMSFTMicrosoft$22,870,053$79,959 ▲0.4%60,9232.6%Computer and TechnologyGUNRFlexShares Global Upstream Natural Resources Index Fund$22,591,434$1,974,848 ▲9.6%582,1032.6%ETFVBRVanguard Small-Cap Value ETF$18,649,042$741,431 ▲4.1%100,1082.1%ETFLMBSFirst Trust Low Duration Opportunities ETF$17,324,757$4,874,014 ▲39.1%352,4162.0%ManufacturingNVDANVIDIA$15,174,815$5,545,692 ▼-26.8%140,0151.7%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$14,627,398$662,662 ▲4.7%58,0981.7%ETFFCXFreeport-McMoRan$14,465,581$2,464,988 ▲20.5%382,0811.7%Basic MaterialsSPYSPDR S&P 500 ETF Trust$13,883,500$1,257,509 ▼-8.3%24,8191.6%FinanceSUBiShares Short-Term National Muni Bond ETF$10,415,434$1,430,141 ▼-12.1%98,6311.2%ETFAMZNAmazon.com$10,243,028$581,054 ▲6.0%53,8371.2%Retail/WholesaleBRK.BBerkshire Hathaway$10,201,037$1,298,963 ▲14.6%19,1541.2%FinanceTOLZDJ Brookfield Global Infrastructure ETF$8,401,046$201,824 ▼-2.3%159,5511.0%ETFIWFiShares Russell 1000 Growth ETF$7,650,775$649,601 ▼-7.8%21,1880.9%ETFVONEVanguard Russell 1000$7,127,446$186,335 ▼-2.5%28,0760.8%ETFMETAMeta Platforms$7,104,794$405,181 ▲6.0%12,3270.8%Computer and TechnologyEFAiShares MSCI EAFE ETF$5,934,252$191,739 ▼-3.1%72,6080.7%FinanceWMTWalmart$5,815,561$73,831 ▲1.3%66,2440.7%Retail/WholesaleGOOGLAlphabet$5,759,415$149,692 ▲2.7%37,2440.7%Computer and TechnologyVVisa$5,747,544$139,834 ▲2.5%16,4000.7%Business ServicesBMYBristol-Myers Squibb$5,546,126$32,630 ▲0.6%90,9350.6%MedicalJAAAJanus Henderson AAA CLO ETF$5,377,035$4,930,077 ▲1,103.0%106,0350.6%ETFGOOGAlphabet$4,965,618$275,590 ▲5.9%31,7840.6%Computer and TechnologyJPMJPMorgan Chase & Co.$4,952,852$298,775 ▲6.4%20,1910.6%FinanceVOOVanguard S&P 500 ETF$4,695,633$124,881 ▼-2.6%9,1370.5%ETFLLYEli Lilly and Company$4,668,043$440,210 ▲10.4%5,6520.5%MedicalBRK.ABerkshire Hathaway$3,992,208$3,992,208 ▲New Holding50.5%FinanceAVGOBroadcom$3,891,241$315,940 ▲8.8%23,2410.4%Computer and TechnologyIWMiShares Russell 2000 ETF$3,651,066$38,901 ▲1.1%18,3020.4%FinanceTSLATesla$3,640,346$165,082 ▲4.8%14,0470.4%Auto/Tires/TrucksIWDiShares Russell 1000 Value ETF$3,373,521$517,064 ▼-13.3%17,9290.4%ETFXOMExxon Mobil$3,337,652$141,408 ▲4.4%28,0640.4%EnergyJNJJohnson & Johnson$3,328,897$117,912 ▲3.7%20,0730.4%MedicalVUGVanguard Growth ETF$3,295,848$5,933 ▼-0.2%8,8880.4%ETFUBERUber Technologies$3,274,110$169,910 ▲5.5%44,9370.4%Computer and TechnologyMAMastercard$3,192,543$194,567 ▲6.5%5,8250.4%Business ServicesTSMTaiwan Semiconductor Manufacturing$3,126,112$319,052 ▲11.4%18,8320.4%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$3,097,049$1,791,312 ▼-36.6%55,8530.4%ManufacturingWMWaste Management$3,096,215$21,530 ▼-0.7%13,3740.4%Business ServicesIVViShares Core S&P 500 ETF$3,076,651$1,027,798 ▼-25.0%5,4750.4%ETFMCKMcKesson$2,996,824$53,839 ▲1.8%4,4530.3%MedicalCOSTCostco Wholesale$2,982,044$149,433 ▲5.3%3,1530.3%Retail/WholesaleDBAWXtrackers MSCI All World ex US Hedged Equity ETF$2,972,2910.0%83,9820.3%ETFPGProcter & Gamble$2,888,919$103,273 ▲3.7%16,9520.3%Consumer StaplesHDHome Depot$2,764,674$191,299 ▼-6.5%7,5440.3%Retail/WholesaleHEFAiShares Currency Hedged MSCI EAFE ETF$2,724,367$279,542 ▼-9.3%75,0720.3%ETFADPAutomatic Data Processing$2,720,745$30,553 ▲1.1%8,9050.3%Business ServicesUNHUnitedHealth Group$2,500,906$160,791 ▲6.9%4,7750.3%MedicalNFLXNetflix$2,482,395$88,590 ▲3.7%2,6620.3%Consumer DiscretionaryKOCoca-Cola$2,445,751$161,145 ▲7.1%34,1490.3%Consumer StaplesABBVAbbVie$2,441,537$195,692 ▲8.7%11,6530.3%MedicalACNAccenture$2,411,133$65,528 ▼-2.6%7,7270.3%Computer and TechnologySAPSAP$2,392,874$81,606 ▲3.5%8,9140.3%Computer and TechnologyORCLOracle$2,308,403$24,607 ▲1.1%16,5110.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$2,299,522$61,249 ▼-2.6%18,8470.3%ETFIBMInternational Business Machines$2,163,342$69,625 ▲3.3%8,7000.2%Computer and TechnologyCSCOCisco Systems$2,065,866$92,750 ▲4.7%33,4770.2%Computer and TechnologyBACBank of America$1,984,762$16,942 ▲0.9%47,5620.2%FinancePGRProgressive$1,983,617$74,432 ▲3.9%7,0090.2%FinanceABTAbbott Laboratories$1,896,099$172,843 ▲10.0%14,2940.2%MedicalCATCaterpillar$1,843,705$166,890 ▼-8.3%5,5900.2%IndustrialsETNEaton$1,833,629$25,282 ▲1.4%6,7450.2%IndustrialsCRMSalesforce$1,827,560$118,617 ▲6.9%6,8100.2%Computer and TechnologyMCDMcDonald's$1,814,245$74,032 ▲4.3%5,8080.2%Retail/WholesaleSPGIS&P Global$1,742,783$106,193 ▲6.5%3,4300.2%Business ServicesASMLASML$1,730,127$23,855 ▲1.4%2,6110.2%Computer and TechnologyTJXTJX Companies$1,724,201$11,693 ▲0.7%14,1560.2%Retail/WholesaleQCOMQUALCOMM$1,629,648$240,092 ▲17.3%10,6090.2%Computer and TechnologyNVSNovartis$1,624,710$50,946 ▲3.2%14,5740.2%MedicalRGLDRoyal Gold$1,616,133$16,678 ▼-1.0%9,8840.2%Basic MaterialsVRTXVertex Pharmaceuticals$1,603,300$93,570 ▲6.2%3,3070.2%MedicalIJHiShares Core S&P Mid-Cap ETF$1,581,494$194,361 ▼-10.9%27,1040.2%ETFLINDE PLC$1,545,459$101,975 ▲7.1%3,3190.2%SHSCVXChevron$1,542,913$60,726 ▲4.1%9,2230.2%EnergyINGING Groep$1,528,862$19,943 ▲1.3%78,0430.2%FinanceDHRDanaher$1,524,995$895,645 ▼-37.0%7,4390.2%MedicalIJRiShares Core S&P Small-Cap ETF$1,522,415$167,101 ▼-9.9%14,5590.2%ETFAZNAstraZeneca$1,507,412$122,525 ▲8.8%20,5090.2%MedicalNVONovo Nordisk A/S$1,505,598$7,638 ▲0.5%21,6820.2%MedicalWFCWells Fargo & Company$1,480,493$71,429 ▲5.1%20,6230.2%FinanceVBVanguard Small-Cap ETF$1,462,287$27,055 ▼-1.8%6,5940.2%ETFSHELShell$1,428,887$53,494 ▲3.9%19,4990.2%EnergyHSBCHSBC$1,425,527$60,818 ▲4.5%24,8220.2%FinanceRTXRTX$1,413,005$157,236 ▲12.5%10,6670.2%AerospaceTMToyota Motor$1,400,766$72,554 ▲5.5%7,9350.2%Auto/Tires/TrucksSNYSanofi$1,389,828$64,112 ▲4.8%25,0600.2%MedicalSCHWCharles Schwab$1,364,655$22,075 ▲1.6%17,4330.2%FinanceTGTTarget$1,361,376$101,751 ▼-7.0%13,0450.2%Retail/WholesaleUNPUnion Pacific$1,356,254$191,591 ▲16.5%5,7410.2%TransportationSONYSony Group$1,334,778$59,362 ▲4.7%52,5710.2%Consumer StaplesPMPhilip Morris International$1,333,808$161,746 ▲13.8%8,4030.2%Consumer StaplesTAT&T$1,300,484$126,808 ▲10.8%45,9860.1%Computer and TechnologyWPMWheaton Precious Metals$1,294,7130.0%16,6780.1%Basic MaterialsAMATApplied Materials$1,287,214$119,869 ▲10.3%8,8700.1%Computer and TechnologyMRKMerck & Co., Inc.$1,281,185$15,708 ▲1.2%14,2730.1%MedicalShowing 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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