Aaron Wealth Advisors LLC Top Holdings and 13F Report (2025) About Aaron Wealth Advisors LLCInvestment ActivityAaron Wealth Advisors LLC has $978.94 million in total holdings as of June 30, 2025.Aaron Wealth Advisors LLC owns shares of 489 different stocks, but just 95 companies or ETFs make up 80% of its holdings.Approximately 6.77% of the portfolio was purchased this quarter.About 2.71% of the portfolio was sold this quarter.This quarter, Aaron Wealth Advisors LLC has purchased 450 new stocks and bought additional shares in 242 stocks.Aaron Wealth Advisors LLC sold shares of 144 stocks and completely divested from 36 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $84,741,206Vanguard Russell 1000 Growth ETF $66,807,651Vanguard Russell 1000 Value ETF $62,325,343Amgen $51,901,788Microsoft $32,673,952 Largest New Holdings this Quarter 185123106 - Clearwater Analytics $980,008 Holding989207105 - Zebra Technologies $471,802 Holding143658300 - Carnival $460,774 Holding594972408 - MicroStrategy $451,121 Holding629377508 - NRG Energy $412,530 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 246,857 shares (about $12.53M)Vanguard Russell 1000 Growth ETF 27,123 shares (about $2.96M)Microsoft 4,765 shares (about $2.37M)NVIDIA 10,003 shares (about $1.58M)Apple 6,843 shares (about $1.40M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 54,691 shares (about $4.57M)iShares Core MSCI Emerging Markets ETF 31,927 shares (about $1.92M)iShares Short-Term National Muni Bond ETF 10,065 shares (about $1.07M)Target 9,736 shares (about $960.46K)Vanguard Small-Cap Value ETF 3,533 shares (about $688.97K) 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$84,741,206$4,565,609 ▼-5.1%1,015,1078.7%ETFVONGVanguard Russell 1000 Growth ETF$66,807,651$2,961,835 ▲4.6%611,7916.8%ETFVONVVanguard Russell 1000 Value ETF$62,325,343$937,055 ▲1.5%731,4326.4%ETFAMGNAmgen$51,901,788$80,412 ▼-0.2%185,8885.3%MedicalMSFTMicrosoft$32,673,952$2,370,165 ▲7.8%65,6883.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$31,904,415$1,916,580 ▼-5.7%531,4743.3%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$24,029,527$681,349 ▲2.9%599,0902.5%ETFNVDANVIDIA$23,701,486$1,580,383 ▲7.1%150,0182.4%Computer and TechnologyAAPLApple$23,215,456$1,403,982 ▲6.4%113,1522.4%Computer and TechnologyVBRVanguard Small-Cap Value ETF$18,833,205$688,975 ▼-3.5%96,5751.9%ETFJAAAJanus Henderson AAA CLO ETF$17,909,299$12,528,014 ▲232.8%352,8921.8%ETFLMBSFirst Trust Low Duration Opportunities ETF$17,594,988$234,970 ▲1.4%357,1861.8%ManufacturingFCXFreeport-McMoRan$16,987,331$424,094 ▲2.6%391,8641.7%Basic MaterialsVBKVanguard Small-Cap Growth ETF$16,007,480$82,252 ▼-0.5%57,8011.6%ETFSPYSPDR S&P 500 ETF Trust$15,281,902$52,517 ▼-0.3%24,7341.6%FinanceAMZNAmazon.com$12,674,160$862,861 ▲7.3%57,7701.3%Retail/WholesaleMETAMeta Platforms$9,776,758$678,306 ▲7.5%13,2461.0%Computer and TechnologyBRK.BBerkshire Hathaway$9,547,324$242,885 ▲2.6%19,6541.0%FinanceSUBiShares Short-Term National Muni Bond ETF$9,418,108$1,070,312 ▼-10.2%88,5661.0%ETFIWFiShares Russell 1000 Growth ETF$8,996,0010.0%21,1880.9%ETFTOLZDJ Brookfield Global Infrastructure ETF$8,574,591$17,556 ▼-0.2%159,2250.9%ETFVONEVanguard Russell 1000 ETF$7,892,507$7,022 ▲0.1%28,1010.8%ETFAVGOBroadcom$7,059,948$653,566 ▲10.2%25,6120.7%Computer and TechnologyGOOGLAlphabet$6,896,239$332,723 ▲5.1%39,1320.7%Computer and TechnologyWMTWalmart$6,598,097$120,758 ▲1.9%67,4790.7%Retail/WholesaleEFAiShares MSCI EAFE ETF$6,490,4290.0%72,6080.7%FinanceJPMJPMorgan Chase & Co.$6,267,585$413,993 ▲7.1%21,6190.6%FinanceVVisa$6,106,150$283,330 ▲4.9%17,1980.6%Business ServicesGOOGAlphabet$6,021,866$383,695 ▲6.8%33,9470.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$5,475,169$1,209,910 ▲28.4%24,1740.6%Computer and TechnologyVOOVanguard S&P 500 ETF$4,989,048$201,084 ▼-3.9%8,7830.5%ETFTSLATesla$4,837,009$374,839 ▲8.4%15,2270.5%Auto/Tires/TrucksLLYEli Lilly and Company$4,373,943$31,961 ▼-0.7%5,6110.4%MedicalUBERUber Technologies$4,283,310$90,688 ▲2.2%45,9090.4%Computer and TechnologyBMYBristol Myers Squibb$4,130,410$78,971 ▼-1.9%89,2290.4%MedicalIWMiShares Russell 2000 ETF$4,051,978$102,503 ▲2.6%18,7770.4%FinanceCOSTCostco Wholesale$3,924,122$802,841 ▲25.7%3,9640.4%Retail/WholesaleVUGVanguard Growth ETF$3,896,4990.0%8,8880.4%ETFNFLXNetflix$3,728,138$163,374 ▲4.6%2,7840.4%Consumer DiscretionaryORCLOracle$3,721,738$111,939 ▲3.1%17,0230.4%Computer and TechnologyIVViShares Core S&P 500 ETF$3,711,369$311,713 ▲9.2%5,9770.4%ETFBRK.ABerkshire Hathaway$3,644,0000.0%50.4%FinanceIWDiShares Russell 1000 Value ETF$3,482,3500.0%17,9290.4%ETFMAMastercard$3,459,041$185,456 ▲5.7%6,1550.4%Business ServicesMCKMcKesson$3,308,502$45,432 ▲1.4%4,5150.3%MedicalJNJJohnson & Johnson$3,181,287$115,025 ▲3.8%20,8260.3%MedicalACWXiShares MSCI ACWI ex U.S. ETF$3,138,654$265,028 ▼-7.8%51,5040.3%ManufacturingXOMExxon Mobil$3,036,403$11,103 ▲0.4%28,1670.3%EnergyWMWaste Management$3,016,076$44,162 ▼-1.4%13,1810.3%Business ServicesHDHome Depot$2,928,598$162,435 ▲5.9%7,9870.3%Retail/WholesaleSAPSAP$2,807,755$97,008 ▲3.6%9,2330.3%Computer and TechnologyADPAutomatic Data Processing$2,788,553$42,251 ▲1.5%9,0420.3%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$2,771,691$78,046 ▼-2.7%73,0160.3%ETFDBAWXtrackers MSCI All World ex US Hedged Equity ETF$2,725,485$350,272 ▼-11.4%74,4180.3%ETFPGProcter & Gamble$2,667,163$33,778 ▼-1.3%16,7400.3%Consumer StaplesETNEaton$2,591,568$183,505 ▲7.6%7,2590.3%IndustrialsKOCocaCola$2,484,952$68,910 ▲2.9%35,1230.3%Consumer StaplesIBMInternational Business Machines$2,450,211$114,375 ▼-4.5%8,3120.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$2,441,793$103,306 ▼-4.1%18,0820.2%ETFCSCOCisco Systems$2,385,562$62,928 ▲2.7%34,3840.2%Computer and TechnologyBACBank of America$2,383,792$133,158 ▲5.9%50,3760.2%FinanceACNAccenture$2,325,364$15,841 ▲0.7%7,7800.2%Computer and TechnologyABBVAbbVie$2,240,990$77,960 ▲3.6%12,0730.2%MedicalASMLASML$2,183,788$91,358 ▲4.4%2,7250.2%Computer and TechnologyPGRProgressive$2,017,462$147,040 ▲7.9%7,5600.2%FinanceABTAbbott Laboratories$2,001,931$57,804 ▲3.0%14,7190.2%MedicalCATCaterpillar$1,984,287$185,966 ▼-8.6%5,1110.2%IndustrialsNVSNovartis$1,842,740$79,141 ▲4.5%15,2280.2%MedicalSPGIS&P Global$1,830,751$22,146 ▲1.2%3,4720.2%FinanceCRMSalesforce$1,819,810$37,362 ▼-2.0%6,6730.2%Computer and TechnologyWFCWells Fargo & Company$1,796,116$143,741 ▲8.7%22,4170.2%FinanceINGING Group$1,779,868$73,068 ▲4.3%81,3840.2%FinanceGEGE Aerospace$1,770,843$278,496 ▲18.7%6,8800.2%AerospaceTJXTJX Companies$1,726,761$21,364 ▼-1.2%13,9830.2%Retail/WholesaleSCHWCharles Schwab$1,716,589$126,002 ▲7.9%18,8140.2%FinanceRGLDRoyal Gold$1,712,244$45,527 ▼-2.6%9,6280.2%Basic MaterialsAMATApplied Materials$1,703,100$79,269 ▲4.9%9,3030.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,700,592$210,478 ▲14.1%12,4750.2%CL APMPhilip Morris International$1,669,586$139,147 ▲9.1%9,1670.2%Consumer StaplesMCDMcDonald's$1,650,761$46,163 ▼-2.7%5,6500.2%Retail/WholesaleINTUIntuit$1,634,332$802,595 ▲96.5%2,0750.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,588,471$92,535 ▼-5.5%25,6120.2%ETFLINDE PLC$1,587,705$30,497 ▲2.0%3,3840.2%SHSVBVanguard Small-Cap ETF$1,587,435$24,648 ▲1.6%6,6980.2%ETFCAHCardinal Health$1,585,416$29,400 ▲1.9%9,4370.2%MedicalHSBCHSBC$1,561,756$52,827 ▲3.5%25,6910.2%FinanceDISWalt Disney$1,548,732$96,238 ▲6.6%12,4880.2%Consumer DiscretionaryRTXRTX$1,498,813$58,849 ▼-3.8%10,2640.2%AerospaceIJRiShares Core S&P Small-Cap ETF$1,493,466$97,706 ▼-6.1%13,6650.2%ETFWPMWheaton Precious Metals$1,482,418$15,266 ▼-1.0%16,5080.2%Basic MaterialsAZNAstraZeneca$1,473,001$39,832 ▲2.8%21,0790.2%MedicalTAT&T$1,468,213$137,378 ▲10.3%50,7330.1%Computer and TechnologyCOFCapital One Financial$1,461,023$762,745 ▲109.2%6,8670.1%FinanceSONYSony$1,451,277$82,854 ▲6.1%55,7540.1%Consumer DiscretionaryAMDAdvanced Micro Devices$1,446,911$31,788 ▼-2.1%10,1960.1%Computer and TechnologySHELShell$1,434,181$61,257 ▲4.5%20,3690.1%EnergyVRTXVertex Pharmaceuticals$1,433,099$39,178 ▼-2.7%3,2190.1%MedicalDHRDanaher$1,416,757$52,743 ▼-3.6%7,1720.1%MedicalGILDGilead Sciences$1,405,277$168,744 ▲13.6%12,6750.1%MedicalNVONovo Nordisk A/S$1,402,141$94,350 ▼-6.3%20,3150.1%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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