Aaron Wealth Advisors LLC Purchases in Q4 2024

Aaron Wealth Advisors LLC

  • $854 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DT
Dynatrace, Inc.

Technology
178
+ 2.84%
$51.09 - $59.6 $9.09K - $10.6K
6.44K $349K
TFC
Truist Financial Corp

Financial Services
227
+ 3.03%
$41.51 - $48.1 $9.42K - $10.9K
7.71K $334K
WPP
Wpp PLC

Communication Services
251
+ 5.17%
$49.35 - $56.55 $12.4K - $14.2K
5.11K $262K
ADSK
Autodesk, Inc.

Technology
59
+ 5.23%
N/A
1.19K $291K
BWXT
Bwx Technologies, Inc.

Industrials
48
+ 2.4%
$111.39 - $133.28 $5.35K - $6.4K
2.05K $228K
DEO
Diageo PLC

Consumer Defensive
378
+ 13.23%
$118.0 - $139.88 $44.6K - $52.9K
3.24K $411K
SHG
Shinhan Financial Group CO LTD

Financial Services
289
+ 3.94%
N/A
7.63K $263K
LOW
Lowes Companies Inc

Consumer Cyclical
499
+ 10.57%
$244.52 - $284.07 $122K - $142K
5.22K $1.29M
UNP
Union Pacific Corp

Industrials
403
+ 8.9%
$223.15 - $249.32 $89.9K - $100K
4.93K $1.12M
SO
Southern CO

Utilities
572
+ 10.59%
$81.5 - $94.15 $46.6K - $53.9K
5.97K $491K
VIG
Vanguard Dividend Appreciation

ETFs
22
+ 0.89%
N/A
2.49K $453K
HLN
Haleon PLC

Healthcare
3.34K
+ 11.38%
$9.23 - $10.71 $30.9K - $35.8K
32.7K $312K
Jacobs Solutions Inc
2.08K
New
N/A
2.08K $0
Ge Vernova Inc
57
+ 3.79%
N/A
1.56K $0
Veralto Corp
17
+ 0.6%
N/A
2.87K $0
Lam Research Corp
8.79K
New
N/A
8.79K $0
Linde PLC
42
+ 1.37%
N/A
3.1K $0
CRH.L
Crh PLC

Basic Materials
2.23K
New
N/A
2.23K $0
Blackrock Inc
904
New
N/A
904 $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.67K
+ 7.16%
$13.01 - $14.43 $21.7K - $24.1K
25K $331K
Morgan Stanley ETF Trust
3.52K
New
N/A
3.52K $0
Arista Networks Inc
8.04K
New
N/A
8.04K $0
Atlassian Corporation
935
New
N/A
935 $0
Natwest Group PLC
2.53K
+ 7.76%
N/A
35.1K $0
EXC
Exelon Corp

Utilities
473
+ 6.24%
$36.22 - $40.97 $17.1K - $19.4K
8.06K $303K
UL
Unilever PLC

Consumer Defensive
2.35K
+ 14.14%
$56.7 - $64.64 $133K - $152K
19K $1.08M
CHKP
Check Point Software Technologies LTD

Technology
6
+ 0.56%
$170.18 - $209.01 $1.02K - $1.25K
1.09K $202K
GIS
General Mills Inc

Consumer Defensive
2.47K
+ 15.33%
$62.78 - $74.62 $155K - $185K
18.6K $1.19M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
124
+ 4.24%
$209.89 - $233.24 $26K - $28.9K
3.05K $647K
VZ
Verizon Communications Inc

Communication Services
2.39K
+ 11.62%
$39.6 - $45.21 $94.8K - $108K
23K $919K
PSX
Phillips 66

Energy
420
+ 13.06%
$110.35 - $138.93 $46.3K - $58.4K
3.64K $414K
HSY
Hershey CO

Consumer Defensive
505
+ 12.09%
$168.67 - $193.65 $85.2K - $97.8K
4.68K $792K
IX
Orix Corp

Financial Services
259
+ 6.59%
$104.38 - $117.09 $27K - $30.3K
4.19K $444K
NTAP
Net App, Inc.

Technology
17
+ 0.91%
$115.31 - $131.11 $1.96K - $2.23K
1.88K $218K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
57
+ 0.82%
$34.01 - $41.29 $1.94K - $2.35K
6.98K $238K
NKE
Nike, Inc.

Consumer Cyclical
492
+ 12.36%
$73.36 - $89.13 $36.1K - $43.9K
4.47K $338K
ECL
Ecolab Inc.

Basic Materials
65
+ 4.02%
$234.32 - $261.43 $15.2K - $17K
1.68K $394K
KB
Kb Financial Group Inc.

Financial Services
81
+ 1.7%
$56.9 - $72.19 $4.61K - $5.85K
4.84K $275K
LYG
Lloyds Banking Group PLC

Financial Services
10.6K
+ 8.83%
$2.67 - $3.23 $28.4K - $34.4K
131K $356K
PHG
Koninklijke Philips Nv

Healthcare
1.48K
+ 19.2%
$24.71 - $32.66 $36.6K - $48.4K
9.21K $233K
E
Eni Spa

Energy
173
+ 2.19%
$26.32 - $31.82 $4.55K - $5.5K
8.07K $220K
ES
Eversource Energy

Utilities
256
+ 7.23%
$55.9 - $67.73 $14.3K - $17.3K
3.8K $218K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
86
+ 1.03%
$33.39 - $37.66 $2.87K - $3.24K
8.41K $280K
AWK
American Water Works Company, Inc.

Utilities
115
+ 6.6%
$123.83 - $146.07 $14.2K - $16.8K
1.86K $231K
MU
Micron Technology Inc

Technology
1.15K
+ 18.66%
$84.16 - $113.41 $96.9K - $131K
7.32K $615K
EFV
Msci Eafe Value ETF

ETFs
103
+ 1.75%
$51.78 - $57.15 $5.33K - $5.89K
5.99K $314K
SBUX
Starbucks Corp

Consumer Cyclical
182
+ 2.88%
$87.44 - $102.5 $15.9K - $18.7K
6.51K $593K
RGLD
Royal Gold Inc

Basic Materials
416
+ 4.35%
$131.05 - $154.26 $54.5K - $64.2K
9.99K $1.32M
MTD
Mettler Toledo International Inc

Healthcare
16
+ 9.7%
$1160.67 - $1498.12 $18.6K - $24K
181 $221K
Activity Summary
Buys All Purchases 336 New Holdings 60 Increased Positions 276 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email