Aaron Wealth Advisors LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $694 Million distributed in 309 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $69.9M, Amgen Inc with a value of $58.7M, Vanguard Russell 1000 Value Et with a value of $57.2M, Vanguard Russell 1000 Growth E with a value of $53.4M, and Ishares Inc with a value of $26.6M.

Examining the 13F form we can see an increase of $93.5M in the current position value, from $600M to 694M.

Below you can find more details about Aaron Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $694 Million
ETFs: $374 Million
Healthcare: $97.9 Million
Technology: $76.9 Million
Financial Services: $37.5 Million
Basic Materials: $21.5 Million
Consumer Defensive: $20 Million
Industrials: $19.3 Million
Consumer Cyclical: $19.3 Million
Other: $27.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 309
  • Current Value $694 Million
  • Prior Value $600 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 57 stocks
  • Additional Purchases 166 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
Track This Portfolio

Track Aaron Wealth Advisors LLC Portfolio

Follow Aaron Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aaron Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aaron Wealth Advisors LLC with notifications on news.