Aaron Wealth Advisors
- SEC CIK
- 0001812198
- Latest filing
- Jul 16, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 15, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 449
- +22 vs. Q3 2024
- Portfolio value
- $861.3M
- +$21.7M (+2.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,030,824 | $72.4M | 8.4% | +23,645+2.3% | Added | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 608,339 | $62.9M | 7.3% | −10,609−1.7% | Reduced | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 756,917 | $61.5M | 7.1% | +15,480+2.1% | Added | – |
| AMGNAmgen Inc | Stock | 189,882 | $49.5M | 5.7% | −8,782−4.4% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 553,458 | $28.9M | 3.4% | −1,929−0.3% | Reduced | – |
| AAPLApple Inc. | Stock | 105,272 | $26.4M | 3.1% | +7,501+7.7% | Added | History |
| NVDANVIDIA Corp | Stock | 191,184 | $25.7M | 3.0% | +65,670+52.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 60,710 | $25.6M | 3.0% | +1,321+2.2% | Added | History |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 531,218 | $19.3M | 2.2% | −76,774−12.6% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 96,128 | $19.1M | 2.2% | +8,633+9.9% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,067 | $15.9M | 1.8% | +3,477+14.7% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 55,466 | $15.5M | 1.8% | +4,475+8.8% | Added | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 253,270 | $12.3M | 1.4% | −15,730−5.8% | Reduced | – |
| FCXFreeport-McMoran Inc | Stock | 316,973 | $12.1M | 1.4% | +825+0.3% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 112,174 | $11.8M | 1.4% | +101,654+966.3% | Added | – |
| AMZNAmazon Com Inc | Stock | 50,783 | $11.1M | 1.3% | +3,976+8.5% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 22,987 | $9.23M | 1.1% | +1,834+8.7% | Added | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 163,384 | $8.03M | 0.9% | +15,603+10.6% | Added | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 28,810 | $7.68M | 0.9% | +382+1.3% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,715 | $7.58M | 0.9% | +970+6.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 36,276 | $6.87M | 0.8% | +3,170+9.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 11,624 | $6.81M | 0.8% | +766+7.1% | Added | History |
| WMTWalmart Inc. | Stock | 65,403 | $5.91M | 0.7% | +2,379+3.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 30,020 | $5.72M | 0.7% | +1,746+6.2% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 74,954 | $5.67M | 0.7% | +136+0.2% | Added | – |
| TSLATesla, Inc. | Stock | 13,410 | $5.42M | 0.6% | +2,680+25.0% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 90,400 | $5.11M | 0.6% | +2,207+2.5% | Added | History |
| VVisa Inc. | Stock | 16,001 | $5.06M | 0.6% | +641+4.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 9,380 | $5.05M | 0.6% | +1,127+13.7% | Added | – |
| AVGOBroadcom Inc. | Stock | 21,354 | $4.95M | 0.6% | +2,066+10.7% | Added | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 88,158 | $4.60M | 0.5% | −233−0.3% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 18,973 | $4.55M | 0.5% | +517+2.8% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 7,304 | $4.30M | 0.5% | +22+0.3% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 18,107 | $4.00M | 0.5% | −82−0.5% | Reduced | – |
| LLYEli Lilly & Co | Stock | 5,119 | $3.95M | 0.5% | −285−5.3% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 20,677 | $3.83M | 0.4% | +3,930+23.5% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,904 | $3.65M | 0.4% | −28−0.3% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 16,910 | $3.34M | 0.4% | +3,757+28.6% | Added | History |
| HDHome Depot, Inc. | Stock | 8,066 | $3.14M | 0.4% | +814+11.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 26,875 | $2.89M | 0.3% | −44−0.2% | Reduced | History |
| MAMastercard Inc | Stock | 5,470 | $2.88M | 0.3% | +126+2.4% | Added | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 82,775 | $2.88M | 0.3% | +3,643+4.6% | Added | – |
| DBX ETF Tr233051820 | XTRACK MSCI ALL | 83,982 | $2.85M | 0.3% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 19,362 | $2.80M | 0.3% | +173+0.9% | Added | History |
| ACNAccenture plc | Stock | 7,937 | $2.79M | 0.3% | +886+12.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,995 | $2.74M | 0.3% | +242+8.8% | Added | History |
| PGProcter & Gamble Co | Stock | 16,346 | $2.74M | 0.3% | +1,176+7.8% | Added | History |
| ORCLOracle Corp | Stock | 16,335 | $2.72M | 0.3% | −937−5.4% | Reduced | History |
| WMWaste Management Inc | Stock | 13,467 | $2.72M | 0.3% | +607+4.7% | Added | History |
| DHRDanaher Corp | Stock | 11,808 | $2.71M | 0.3% | −1,100−8.5% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 8,805 | $2.58M | 0.3% | +103+1.2% | Added | History |
| UBERUber Technologies, Inc | Stock | 42,605 | $2.57M | 0.3% | −1,267−2.9% | Reduced | History |
| MCKMcKesson Corp | Stock | 4,373 | $2.49M | 0.3% | +324+8.0% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 19,349 | $2.49M | 0.3% | −1,870−8.8% | Reduced | – |
| NFLXNetflix Inc | Stock | 2,567 | $2.29M | 0.3% | +163+6.8% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 4,468 | $2.26M | 0.3% | +318+7.7% | Added | History |
| CATCaterpillar Inc | Stock | 6,096 | $2.21M | 0.3% | +375+6.6% | Added | History |
| ETNEaton Corp plc | Stock | 6,652 | $2.21M | 0.3% | −56−0.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 6,368 | $2.13M | 0.2% | +410+6.9% | Added | History |
| SAPSAP SE | ADR | 8,610 | $2.12M | 0.2% | +521+6.4% | Added | History |
| BACBank of America Corp | Stock | 47,156 | $2.07M | 0.2% | +2,769+6.2% | Added | History |
| KOCoca Cola Co | Stock | 31,899 | $1.99M | 0.2% | +303+1.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 10,719 | $1.90M | 0.2% | +651+6.5% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,435 | $1.90M | 0.2% | +3,799+14.3% | Added | – |
| TGTTarget Corp | Stock | 14,020 | $1.90M | 0.2% | −995−6.6% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 31,974 | $1.89M | 0.2% | +1,584+5.2% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,157 | $1.86M | 0.2% | +2,615+19.3% | Added | – |
| NVONovo Nordisk A S | ADR | 21,572 | $1.86M | 0.2% | +1,396+6.9% | Added | History |
| IBMInternational Business Machines Corp | Stock | 8,420 | $1.85M | 0.2% | +600+7.7% | Added | History |
| ASMLASML Holding NV | ADR | 2,575 | $1.78M | 0.2% | +204+8.6% | Added | History |
| TJXTJX Companies Inc | Stock | 14,060 | $1.70M | 0.2% | +1,869+15.3% | Added | History |
| PGRProgressive Corp | Stock | 6,746 | $1.62M | 0.2% | −82−1.2% | Reduced | History |
| MCDMcDonalds Corp | Stock | 5,571 | $1.61M | 0.2% | +678+13.9% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,716 | $1.61M | 0.2% | +201+3.1% | Added | – |
| SPGIS&P Global Inc. | Stock | 3,221 | $1.60M | 0.2% | +43+1.4% | Added | History |
| ABTAbbott Laboratories | Stock | 12,991 | $1.47M | 0.2% | +3,488+36.7% | Added | History |
| TMToyota Motor Corp | ADS | 7,524 | $1.46M | 0.2% | +677+9.9% | Added | History |
| MRKMerck & Co., Inc. | Stock | 14,098 | $1.40M | 0.2% | −288−2.0% | Reduced | History |
| QCOMQualcomm Inc | Stock | 9,046 | $1.39M | 0.2% | +694+8.3% | Added | History |
| WFCWells Fargo & Company | Stock | 19,628 | $1.38M | 0.2% | +1,862+10.5% | Added | History |
| NVSNovartis AG | ADR | 14,117 | $1.37M | 0.2% | +986+7.5% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 28,116 | $1.34M | 0.2% | 00.0% | Unchanged | – |
| RGLDRoyal Gold Inc | Stock | 9,986 | $1.32M | 0.2% | +416+4.3% | Added | History |
| AMATApplied Materials Inc | Stock | 8,044 | $1.31M | 0.2% | −354−4.2% | Reduced | History |
| LINLinde PLC | Stock | 3,100 | $1.30M | 0.2% | +42+1.4% | Added | History |
| DISWalt Disney Co | Stock | 11,590 | $1.29M | 0.1% | +602+5.5% | Added | History |
| LOWLowes Companies Inc | Stock | 5,219 | $1.29M | 0.1% | +499+10.6% | Added | History |
| CVXChevron Corp | Stock | 8,860 | $1.28M | 0.1% | +1,609+22.2% | Added | History |
| SCHWSchwab Charles Corp | Stock | 17,151 | $1.27M | 0.1% | +2,096+13.9% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,431 | $1.27M | 0.1% | −6−0.2% | Reduced | History |
| AXPAmerican Express Co | Stock | 4,226 | $1.25M | 0.1% | +152+3.7% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,114 | $1.25M | 0.1% | −72−2.3% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 18,842 | $1.23M | 0.1% | +1,440+8.3% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,387 | $1.22M | 0.1% | +36+1.5% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,343 | $1.22M | 0.1% | −75−3.1% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 6,463 | $1.21M | 0.1% | +235+3.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 10,023 | $1.21M | 0.1% | −957−8.7% | Reduced | History |
| INGING Groep NV | SPONSORED ADR | 77,025 | $1.21M | 0.1% | +2,868+3.9% | Added | History |
| GISGeneral Mills Inc | Stock | 18,606 | $1.19M | 0.1% | +2,473+15.3% | Added | History |
| SHELShell plc | ADR | 18,769 | $1.18M | 0.1% | +2,502+15.4% | Added | History |
Sold out since Q3 2024 (35)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 102,420 | $4.93M | 0.6% | – |
| ELVElevance Health, Inc. | Stock | 826 | $429.5K | 0.1% | History |
| CAGConagra Brands Inc. | Stock | 10,507 | $341.7K | <0.1% | History |
| CNCCentene Corp | Stock | 4,086 | $307.6K | <0.1% | History |
| BAXBaxter International Inc | Stock | 8,095 | $307.4K | <0.1% | History |
| CSXCSX Corp | Stock | 8,214 | $283.6K | <0.1% | History |
| BGBunge Global SA | COM SHS | 2,898 | $280.1K | <0.1% | History |
| CARRCarrier Global Corp | Stock | 3,387 | $272.6K | <0.1% | History |
| DKSDick's Sporting Goods, Inc. | Stock | 1,296 | $270.5K | <0.1% | History |
| LDOSLeidos Holdings, Inc. | COM | 1,636 | $266.7K | <0.1% | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,341 | $266.4K | <0.1% | History |
| SWKStanley Black & Decker, Inc. | COM | 2,334 | $257.0K | <0.1% | History |
| FCNFti Consulting, Inc | COM | 1,102 | $250.8K | <0.1% | History |
| IQVIQVIA Holdings Inc. | Stock | 1,003 | $237.7K | <0.1% | History |
| XYLXylem Inc. | COM | 1,760 | $237.7K | <0.1% | History |
| UHSUniversal Health Services Inc | CL B | 1,022 | $234.0K | <0.1% | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 884 | $233.7K | <0.1% | History |
| AVYAvery Dennison Corp | COM | 1,027 | $226.7K | <0.1% | History |
| CSLCarlisle Companies Inc | COM | 502 | $225.8K | <0.1% | History |
| DOVDOVER Corp | COM | 1,154 | $221.3K | <0.1% | History |
| EMNEastman Chemical Co | Stock | 1,966 | $220.1K | <0.1% | History |
| IPGInterpublic Group of Companies, Inc. | COM | 6,888 | $217.9K | <0.1% | History |
| BDXBecton Dickinson & Co | Stock | 894 | $215.5K | <0.1% | History |
| SMGScotts Miracle-Gro Co | Stock | 2,414 | $209.3K | <0.1% | History |
| WLKWestlake Corp | COM | 1,392 | $209.2K | <0.1% | History |
| JDJD.com, Inc. | SPON ADS CL A | 5,197 | $207.9K | <0.1% | History |
| DHIHorton D R Inc | COM | 1,073 | $204.7K | <0.1% | History |
| CRUSCirrus Logic, Inc. | Stock | 1,647 | $204.6K | <0.1% | History |
| SMSM Energy Co | COM | 5,117 | $204.5K | <0.1% | History |
| TSCOTractor Supply Co | COM | 702 | $204.2K | <0.1% | History |
| THCTenet Healthcare Corp | COM NEW | 1,220 | $202.8K | <0.1% | History |
| NEMNEWMONT Corp | Stock | 3,763 | $201.1K | <0.1% | History |
| ORANYOrange | SPONSORED ADR | 16,976 | $194.9K | <0.1% | History |
| CELZCreative Medical Technology Holdings, Inc. | COM NEW | 19,570 | $60.7K | <0.1% | History |
| LAZRQLuminar Technologies, Inc. | COM CL A | 18,117 | $16.3K | <0.1% | History |