Aaron Wealth Advisors
- SEC CIK
- 0001812198
- Latest filing
- Jul 16, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 10, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 928
- +751 vs. Q4 2021
- Portfolio value
- $4.93B
- +$4.57B (+1,278.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 33,799,802 | $464.3M | 9.4% | +33,362,724+7,633.1% | Added | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 31,231,560 | $437.7M | 8.9% | +30,795,919+7,069.1% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,919,941 | $340.6M | 6.9% | +18,781,595+13,575.8% | Added | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 12,902,695 | $275.5M | 5.6% | +12,625,099+4,548.0% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,309,577 | $220.3M | 4.5% | +14,980,189+4,547.9% | Added | – |
| Avidity Biosciences, Inc.05370A108 | COM | 3,984,902 | $215.8M | 4.4% | +3,769,152+1,747.0% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 12,315,106 | $214.5M | 4.4% | +12,100,031+5,626.0% | Added | – |
| AAPLApple Inc. | Stock | 26,075,085 | $149.3M | 3.0% | +25,989,570+30,391.8% | Added | History |
| iShares Tr464288372 | GLB INFRASTR ETF | 6,094,452 | $119.8M | 2.4% | +5,974,624+4,986.0% | Added | – |
| DBX ETF Tr233051820 | XTRACK MSCI ALL | 3,855,627 | $119.8M | 2.4% | +3,735,874+3,119.6% | Added | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 5,756,515 | $116.0M | 2.4% | +5,663,621+6,096.9% | Added | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 6,048,318 | $115.7M | 2.3% | +5,932,605+5,127.0% | Added | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 3,719,145 | $109.6M | 2.2% | +3,609,768+3,300.3% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,262,918 | $90.1M | 1.8% | +4,188,968+5,664.6% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,939,737 | $67.1M | 1.4% | +4,872,621+7,260.0% | Added | – |
| MSFTMicrosoft Corp | Stock | 20,611,140 | $66.9M | 1.4% | +20,553,188+35,465.9% | Added | History |
| BACBank of America Corp | Stock | 2,444,139 | $59.3M | 1.2% | +2,415,408+8,407.0% | Added | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,006,998 | $54.5M | 1.1% | +2,952,623+5,430.1% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,116,815 | $46.1M | 0.9% | +8,071,255+17,715.7% | Added | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,620,169 | $42.3M | 0.9% | +1,620,169 | New | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 1,556,994 | $41.3M | 0.8% | +1,515,733+3,673.5% | Added | – |
| DKNGDraftKings Inc. | COM CL A | 717,177 | $36.8M | 0.7% | +717,177 | New | History |
| UBERUber Technologies, Inc | Stock | 1,195,458 | $33.5M | 0.7% | +1,161,849+3,457.0% | Added | History |
| ORCLOracle Corp | Stock | 2,381,465 | $28.8M | 0.6% | +2,372,503+26,472.9% | Added | History |
| IBMInternational Business Machines Corp | Stock | 3,357,506 | $25.8M | 0.5% | +3,331,899+13,011.7% | Added | History |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 1,450,500 | $25.0M | 0.5% | +1,425,500+5,702.0% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 5,859,838 | $23.6M | 0.5% | +5,837,436+26,057.7% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,769,400 | $22.7M | 0.5% | +1,769,400 | New | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 848,475 | $22.5M | 0.5% | +848,475 | New | – |
| BKRBaker Hughes Co | CL A | 815,838 | $22.4M | 0.5% | +815,838 | New | History |
| WMTWalmart Inc. | Stock | 3,224,266 | $21.7M | 0.4% | +3,202,747+14,883.3% | Added | History |
| TJXTJX Companies Inc | Stock | 1,225,230 | $20.2M | 0.4% | +1,204,290+5,751.1% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 1,398,670 | $19.2M | 0.4% | +1,379,905+7,353.6% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,048,423 | $18.2M | 0.4% | +5,029,648+26,789.1% | Added | – |
| TXTTextron Inc | COM | 1,273,162 | $17.1M | 0.3% | +1,273,162 | New | History |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 728,974 | $17.1M | 0.3% | +702,570+2,660.8% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 816,894 | $17.0M | 0.3% | +816,894 | New | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,455,720 | $16.8M | 0.3% | +3,438,481+19,945.9% | Added | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 1,044,255 | $16.8M | 0.3% | +1,044,255 | New | – |
| WPMWheaton Precious Metals Corp. | COM | 792,492 | $16.7M | 0.3% | +775,836+4,658.0% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 407,333 | $15.8M | 0.3% | +391,551+2,481.0% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 6,359,989 | $15.3M | 0.3% | +6,359,989 | New | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 646,235 | $14.0M | 0.3% | +632,226+4,513.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,304,894 | $14.0M | 0.3% | +6,292,026+48,896.7% | Added | History |
| OHIOmega Healthcare Investors Inc | COM | 419,507 | $13.5M | 0.3% | +405,455+2,885.4% | Added | History |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,743,328 | $13.2M | 0.3% | +2,742,126+228,130.3% | Added | – |
| SBUXStarbucks Corp | Stock | 1,180,331 | $13.0M | 0.3% | +1,166,699+8,558.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,727,250 | $12.8M | 0.3% | +2,723,708+76,897.5% | Added | History |
| IPGInterpublic Group of Companies, Inc. | COM | 450,179 | $12.7M | 0.3% | +437,349+3,408.8% | Added | History |
| GSKGSK plc | SPONSORED ADR | 546,460 | $12.5M | 0.3% | +533,507+4,118.8% | Added | History |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 286,734 | $11.9M | 0.2% | +274,846+2,312.0% | Added | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 442,138 | $11.6M | 0.2% | +430,546+3,714.2% | Added | – |
| INTCIntel Corp | Stock | 559,730 | $11.3M | 0.2% | +547,423+4,448.1% | Added | History |
| WTRGEssential Utilities, Inc. | COM | 572,707 | $11.2M | 0.2% | +561,474+4,998.4% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,195,450 | $11.2M | 0.2% | +1,156,226+2,947.8% | Added | – |
| MDTMedtronic plc | Stock | 1,221,559 | $11.0M | 0.2% | +1,210,432+10,878.3% | Added | History |
| GLWCorning Inc | COM | 402,466 | $10.9M | 0.2% | +391,506+3,572.1% | Added | History |
| WMWaste Management Inc | Stock | 1,687,232 | $10.6M | 0.2% | +1,676,388+15,459.1% | Added | History |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 230,413 | $10.6M | 0.2% | +230,413 | New | – |
| Schwab US Tips ETF808524870 | ETF | 639,458 | $10.5M | 0.2% | +639,458 | New | – |
| CBChubb Ltd | Stock | 2,249,158 | $10.5M | 0.2% | +2,238,545+21,092.5% | Added | History |
| ENBEnbridge Inc | Stock | 484,037 | $10.5M | 0.2% | +473,535+4,509.0% | Added | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 379,273 | $10.3M | 0.2% | +368,994+3,589.8% | Added | – |
| AIGAmerican International Group, Inc. | Stock | 646,342 | $10.3M | 0.2% | +646,342 | New | History |
| VVisa Inc. | Stock | 2,245,199 | $10.1M | 0.2% | +2,234,872+21,641.1% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 959,445 | $10.1M | 0.2% | +955,166+22,322.2% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,369,900 | $10.0M | 0.2% | +1,369,900 | New | – |
| PGProcter & Gamble Co | Stock | 1,524,533 | $9.98M | 0.2% | +1,519,209+28,535.1% | Added | History |
| RGLDRoyal Gold Inc | Stock | 1,381,294 | $9.78M | 0.2% | +1,371,869+14,555.6% | Added | History |
| KOCoca Cola Co | Stock | 588,070 | $9.48M | 0.2% | +578,737+6,201.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 525,984 | $9.43M | 0.2% | +515,533+4,932.9% | Added | History |
| GMGeneral Motors Co | COM | 401,926 | $9.19M | 0.2% | +390,898+3,544.6% | Added | History |
| GISGeneral Mills Inc | Stock | 609,547 | $9.00M | 0.2% | +600,552+6,676.5% | Added | History |
| SPGSimon Property Group Inc. | REIT | 1,112,076 | $8.45M | 0.2% | +1,103,601+13,021.8% | Added | History |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 346,860 | $8.32M | 0.2% | +338,538+4,068.0% | Added | – |
| RNGRingCentral, Inc. | CL A | 957,605 | $8.17M | 0.2% | +957,605 | New | History |
| SNYSanofi | SPONSORED ADR | 415,289 | $8.09M | 0.2% | +407,856+5,487.1% | Added | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 484,571 | $7.95M | 0.2% | +484,571 | New | – |
| MAMastercard Inc | Stock | 2,791,495 | $7.81M | 0.2% | +2,783,598+35,248.8% | Added | History |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 397,074 | $7.58M | 0.2% | +389,489+5,135.0% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 806,491 | $7.38M | 0.1% | +800,409+13,160.3% | Added | History |
| CLColgate Palmolive Co | Stock | 543,928 | $7.17M | 0.1% | +536,794+7,524.4% | Added | History |
| COFCapital One Financial Corp | Stock | 933,078 | $7.11M | 0.1% | +933,078 | New | History |
| CMCSAComcast Corp | Stock | 330,502 | $7.06M | 0.1% | +321,430+3,543.1% | Added | History |
| NVDANVIDIA Corp | Stock | 1,858,995 | $6.81M | 0.1% | +1,852,171+27,142.0% | Added | History |
| Global X FDS37954Y848 | GLOBAL X SILVER | 243,679 | $6.70M | 0.1% | +198,879+443.9% | Added | – |
| INFYInfosys Ltd | SPONSORED ADR | 165,070 | $6.63M | 0.1% | +165,070 | New | History |
| ADPAutomatic Data Processing Inc | Stock | 1,481,057 | $6.51M | 0.1% | +1,474,677+23,114.1% | Added | History |
| AMATApplied Materials Inc | Stock | 824,540 | $6.26M | 0.1% | +818,522+13,601.2% | Added | History |
| DBX ETF Tr233051283 | XTRACKERS SHRT | 280,662 | $6.11M | 0.1% | +280,662 | New | – |
| iShares S&P 100 ETF464287101 | ETF | 1,268,635 | $6.08M | 0.1% | +1,266,266+53,451.5% | Added | – |
| GSGiShares S&P GSCI Commodity-Indexed Trust | UNIT BEN INT | 135,900 | $6.00M | 0.1% | +135,900 | New | History |
| JNJJohnson & Johnson | Stock | 1,030,924 | $5.82M | 0.1% | +1,024,668+16,379.0% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,038,376 | $5.75M | 0.1% | +1,038,376 | New | History |
| KDPKeurig Dr Pepper Inc. | COM | 203,560 | $5.37M | 0.1% | +197,257+3,129.6% | Added | History |
| TAT&T Inc. | Stock | 124,104 | $5.25M | 0.1% | +124,104 | New | History |
| FLGTFulgent Genetics, Inc. | COM | 324,344 | $5.20M | 0.1% | +319,836+7,094.9% | Added | History |
| RFRegions Financial Corp | COM | 113,637 | $5.11M | 0.1% | +113,637 | New | History |
| NTESNetEase, Inc. | SPONSORED ADS | 448,450 | $5.00M | 0.1% | +442,936+8,032.9% | Added | History |
| IBNIcici Bank Ltd | ADR | 94,150 | $4.97M | 0.1% | +94,150 | New | History |
Sold out since Q4 2021 (4)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 167,373 | $8.82M | 2.5% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 94,190 | $8.74M | 2.4% | – |
| RSIRush Street Interactive, Inc. | COM | 10,000 | $165.0K | <0.1% | History |
| AXTIAxt Inc | COM | 10,035 | $88.0K | <0.1% | History |