Aaron Wealth Advisors LLC Top Holdings and 13F Report (2024) About Aaron Wealth Advisors LLCInvestment ActivityAaron Wealth Advisors LLC has $720.47 million in total holdings as of June 30, 2024.Aaron Wealth Advisors LLC owns shares of 326 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 6.01% of the portfolio was purchased this quarter.About 3.51% of the portfolio was sold this quarter.This quarter, Aaron Wealth Advisors LLC has purchased 309 new stocks and bought additional shares in 211 stocks.Aaron Wealth Advisors LLC sold shares of 57 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $70,085,844Amgen $64,191,915Vanguard Russell 1000 Growth ETF $57,698,064Vanguard Russell 1000 Value $56,217,156iShares Core MSCI Emerging Markets ETF $28,573,159 Largest New Holdings this Quarter iShares Short-Term National Muni Bond ETF $1,099,866 HoldingVanguard Information Technology ETF $446,281 HoldingVanguard FTSE Pacific ETF $395,083 HoldingVanguard Mid-Cap ETF $374,045 HoldingAVADEL PHARMACEUTICALS PLC $318,347 Holding Largest Purchases this Quarter NVIDIA 92,130 shares (about $11.38M)Vanguard S&P 500 ETF 4,486 shares (about $2.24M)iShares Core MSCI EAFE ETF 23,471 shares (about $1.70M)iShares Russell 1000 Value ETF 7,154 shares (about $1.25M)iShares Short-Term National Muni Bond ETF 10,520 shares (about $1.10M) Largest Sales this Quarter DJ Brookfield Global Infrastructure ETF 301,241 shares (about $13.54M)Freeport-McMoRan 28,421 shares (about $1.38M)Amgen 1,180 shares (about $368.69K)FlexShares Global Upstream Natural Resources Index Fund 8,946 shares (about $359.09K)iShares Core S&P Total U.S. Stock Market ETF 1,824 shares (about $216.66K) 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$70,085,844$1,704,934 ▲2.5%964,8389.7%ETFAMGNAmgen$64,191,915$368,691 ▼-0.6%205,4478.9%MedicalVONGVanguard Russell 1000 Growth ETF$57,698,064$53,847 ▼-0.1%615,0528.0%ETFVONVVanguard Russell 1000 Value$56,217,156$504,979 ▲0.9%734,1937.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$28,573,159$953,477 ▲3.5%533,7784.0%ETFMSFTMicrosoft$23,908,728$555,113 ▲2.4%53,4933.3%Computer and TechnologyGUNRFlexShares Global Upstream Natural Resources Index Fund$22,737,083$359,092 ▼-1.6%566,4453.2%ETFAAPLApple$17,713,550$715,686 ▲4.2%84,1022.5%Computer and TechnologyFCXFreeport-McMoRan$15,311,047$1,381,261 ▼-8.3%315,0422.1%Basic MaterialsVBRVanguard Small-Cap Value ETF$13,964,689$216,470 ▲1.6%76,5101.9%ETFSPYSPDR S&P 500 ETF Trust$13,146,178$78,912 ▲0.6%24,1561.8%FinanceNVDANVIDIA$12,548,936$11,381,731 ▲975.1%101,5781.7%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$10,529,812$170,090 ▲1.6%42,0971.5%ETFLMBSFirst Trust Low Duration Opportunities ETF$10,325,438$99,896 ▼-1.0%214,8891.4%ManufacturingTOLZDJ Brookfield Global Infrastructure ETF$8,840,347$13,539,866 ▼-60.5%196,6841.2%ETFIWFiShares Russell 1000 Growth ETF$7,671,568$24,787 ▼-0.3%21,0461.1%ETFAMZNAmazon.com$7,126,094$356,740 ▲5.3%36,8751.0%Retail/WholesaleVONEVanguard Russell 1000$6,985,763$778,082 ▲12.5%28,3891.0%ETFEFAiShares MSCI EAFE ETF$5,863,549$437,316 ▲8.1%74,8570.8%FinanceBRK.BBerkshire Hathaway$5,834,326$80,546 ▲1.4%14,3420.8%FinanceACWXiShares MSCI ACWI ex U.S. ETF$5,312,362$36,819 ▼-0.7%99,9880.7%ManufacturingGOOGLAlphabet$4,836,265$330,238 ▲7.3%26,5510.7%Computer and TechnologySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$4,833,2000.0%102,4200.7%FinanceMETAMeta Platforms$4,341,334$539,515 ▲14.2%8,6100.6%Computer and TechnologyLLYEli Lilly and Company$4,267,961$188,319 ▲4.6%4,7140.6%MedicalVOOVanguard S&P 500 ETF$4,226,099$2,243,583 ▲113.2%8,4500.6%ETFGOOGAlphabet$4,188,212$314,382 ▲8.1%22,8340.6%Computer and TechnologyWMTWalmart$3,939,368$202,114 ▲5.4%58,1800.5%Retail/WholesaleIVViShares Core S&P 500 ETF$3,916,012$9,303 ▲0.2%7,1560.5%ETFIWMiShares Russell 2000 ETF$3,686,917$15,217 ▼-0.4%18,1720.5%FinanceVVisa$3,669,068$20,473 ▼-0.6%13,9790.5%Business ServicesBMYBristol-Myers Squibb$3,507,292$4,859 ▼-0.1%84,4520.5%MedicalVUGVanguard Growth ETF$3,361,838$422,614 ▲14.4%8,9890.5%ETFJPMJPMorgan Chase & Co.$3,214,316$46,115 ▲1.5%15,8920.4%FinanceDHRDanaher$3,213,321$187,388 ▼-5.5%12,8610.4%Multi-Sector ConglomeratesUBERUber Technologies$3,045,437$106,985 ▲3.6%41,9020.4%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,921,849$1,248,158 ▲74.6%16,7470.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$2,830,849$12,018 ▼-0.4%79,6190.4%ETFDBAWXtrackers MSCI All World ex US Hedged Equity ETF$2,803,7310.0%83,9820.4%ETFWMWaste Management$2,695,338$99,416 ▲3.8%12,6340.4%Business ServicesJNJJohnson & Johnson$2,597,148$11,108 ▲0.4%17,7690.4%MedicalMCKMcKesson$2,550,503$64,244 ▲2.6%4,3670.4%MedicalXOMExxon Mobil$2,526,424$197,891 ▲8.5%21,9460.4%Oils/EnergyHDHome Depot$2,354,061$4,131 ▼-0.2%6,8380.3%Retail/WholesaleAVGOBroadcom$2,323,202$77,065 ▲3.4%1,4470.3%Computer and TechnologyPGProcter & Gamble$2,314,624$21,604 ▲0.9%14,0350.3%Consumer StaplesNVONovo Nordisk A/S$2,291,976$243,800 ▲11.9%16,0570.3%MedicalORCLOracle$2,275,014$3,812 ▼-0.2%16,1120.3%Computer and TechnologyMAMastercard$2,064,770$6,618 ▼-0.3%4,6800.3%Business ServicesCOSTCostco Wholesale$2,034,876$69,699 ▲3.5%2,3940.3%Retail/WholesaleKOCoca-Cola$2,016,559$39,909 ▼-1.9%31,6820.3%Consumer StaplesACNAccenture$2,003,113$81,617 ▼-3.9%6,6020.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,994,939$216,658 ▼-9.8%16,7950.3%ETFADPAutomatic Data Processing$1,994,016$81,155 ▲4.2%8,3540.3%Business ServicesETNEaton$1,980,744$106,923 ▲5.7%6,3170.3%Industrial ProductsTGTTarget$1,963,899$14,952 ▲0.8%13,2660.3%Retail/WholesaleASMLASML$1,948,301$188,182 ▲10.7%1,9050.3%Computer and TechnologyAMATApplied Materials$1,800,604$54,986 ▲3.1%7,6300.2%Computer and TechnologyUNHUnitedHealth Group$1,776,808$124,769 ▼-6.6%3,4890.2%MedicalCATCaterpillar$1,646,231$73,617 ▲4.7%4,9420.2%Industrial ProductsMRKMerck & Co., Inc.$1,633,903$126,399 ▲8.4%13,1980.2%MedicalAMDAdvanced Micro Devices$1,627,241$110,948 ▼-6.4%10,0320.2%Computer and TechnologyABBVAbbVie$1,616,061$18,181 ▲1.1%9,4220.2%MedicalIJHiShares Core S&P Mid-Cap ETF$1,555,980$19,663 ▼-1.2%26,5890.2%ETFBACBank of America$1,552,104$12,448 ▲0.8%39,0270.2%FinanceTSLATesla$1,466,036$123,472 ▲9.2%7,4090.2%Auto/Tires/TrucksKURAKura Oncology$1,444,347$34,447 ▲2.4%70,1480.2%MedicalIJRiShares Core S&P Small-Cap ETF$1,441,415$61,757 ▼-4.1%13,5140.2%ETFCRMSalesforce$1,404,353$215,204 ▼-13.3%5,4620.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,389,4930.0%28,1160.2%ETFVBVanguard Small-Cap ETF$1,378,793$363,012 ▲35.7%6,3240.2%ETFVRTXVertex Pharmaceuticals$1,378,506$114,836 ▲9.1%2,9410.2%MedicalQCOMQUALCOMM$1,376,135$97,797 ▲7.7%6,9090.2%Computer and TechnologySAPSAP$1,354,483$91,778 ▲7.3%6,7150.2%Computer and TechnologySPGIS&P Global$1,315,700$100,796 ▲8.3%2,9500.2%Business ServicesIBMInternational Business Machines$1,314,074$60,878 ▼-4.4%7,5980.2%Computer and TechnologyNFLXNetflix$1,277,548$69,513 ▲5.8%1,8930.2%Consumer DiscretionaryPGRProgressive$1,274,301$119,641 ▲10.4%6,1350.2%FinanceCSCOCisco Systems$1,242,434$618 ▼0.0%26,1510.2%Computer and TechnologyRGLDRoyal Gold$1,221,061$21,152 ▲1.8%9,7560.2%Basic MaterialsTJXTJX Companies$1,200,530$147,644 ▲14.0%10,9040.2%Retail/WholesaleMCDMcDonald's$1,193,925$57,849 ▼-4.6%4,6850.2%Retail/WholesaleINGING Groep$1,188,950$26,138 ▲2.2%69,3670.2%FinanceLINDE PLC$1,167,673$51,341 ▲4.6%2,6610.2%SHSTMToyota Motor$1,154,596$89,777 ▲8.4%5,6330.2%Auto/Tires/TrucksADBEAdobe$1,152,243$80,001 ▲7.5%2,0740.2%Computer and TechnologyQQQInvesco QQQ$1,126,388$8,145 ▲0.7%2,3510.2%FinanceESGUiShares ESG Aware MSCI USA ETF$1,115,228$49,635 ▲4.7%9,3470.2%ManufacturingNVSNovartis$1,115,169$26,296 ▼-2.3%10,4750.2%MedicalTXNTexas Instruments$1,100,262$80,341 ▲7.9%5,6560.2%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$1,099,866$1,099,866 ▲New Holding10,5200.2%ETFNANRSPDR S&P North American Natural Resources ETF$1,095,686$4,031 ▼-0.4%20,1160.2%ETFAZNAstraZeneca$1,076,496$168,536 ▲18.6%13,8030.1%MedicalSCHWCharles Schwab$1,058,262$68,900 ▲7.0%14,3610.1%FinanceCVXChevron$1,051,689$18,302 ▲1.8%6,7230.1%Oils/EnergyTMOThermo Fisher Scientific$1,041,299$119,448 ▲13.0%1,8830.1%MedicalDISWalt Disney$996,943$62,849 ▲6.7%10,0410.1%Consumer DiscretionaryGISGeneral Mills$992,107$63 ▼0.0%15,6830.1%Consumer StaplesPEPPepsiCo$958,903$25,894 ▲2.8%5,8140.1%Consumer StaplesCAHCardinal Health$951,738$73,937 ▲8.4%9,6800.1%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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