Aaron Wealth Advisors LLC Portfolio Holdings
Aaron Wealth Advisors LLC
- $717 Million
- Q2 2024
Aaron Wealth Advisors LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $717 Million distributed in 326 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $70.1M, Amgen Inc with a value of $64.2M, Vanguard Russell 1000 Growth E with a value of $57.7M, Vanguard Russell 1000 Value Et with a value of $56.2M, and Ishares Inc with a value of $28.6M.
Examining the 13F form we can see an increase of $23M in the current position value, from $694M to 717M.
Below you can find more details about Aaron Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$717 Million
ETFs: $373 Million
Healthcare: $105 Million
Technology: $89.2 Million
Financial Services: $36.3 Million
Consumer Cyclical: $21.2 Million
Consumer Defensive: $21 Million
Basic Materials: $20.7 Million
Industrials: $19.9 Million
Other: $31.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 326
- Current Value $717 Million
- Prior Value $694 Million
- Filing
- Period Q2 2024
- Filing Date July 22, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 32 stocks
- Additional Purchases 211 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks