Aaron Wealth Advisors LLC Incresed Positions in Q3 2024

Aaron Wealth Advisors LLC

  • $832 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
42.3K
+ 4.39%
$70.09 - $78.74 $2.97M - $3.33M
1.01M $78.6M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.24K
+ 0.99%
$76.07 - $83.33 $551K - $604K
741K $61.8M
AAPL
Apple Inc.

Technology
13.7K
+ 16.25%
$207.23 - $234.82 $2.83M - $3.21M
97.8K $22.8M
VBR
Vanguard Small Cap Value ETF

ETFs
11K
+ 14.36%
$179.99 - $201.6 $1.98M - $2.21M
87.5K $17.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
8.89K
+ 21.13%
$240.48 - $267.94 $2.14M - $2.38M
51K $13.6M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
54.1K
+ 25.18%
$47.95 - $49.61 $2.59M - $2.68M
269K $13.3M
NVDA
Nvidia Corp

Technology
23.9K
+ 23.56%
$98.91 - $134.91 $2.37M - $3.23M
126K $15.2M
GUNR
Flexshares Tr Morningstar Glob

ETFs
41.5K
+ 7.33%
$38.51 - $41.48 $1.6M - $1.72M
608K $25.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.9K
+ 0.63%
$85.48 - $98.39 $333K - $383K
619K $59.7M
META
Meta Platforms, Inc.

Communication Services
2.25K
+ 26.11%
$453.41 - $572.44 $1.02M - $1.29M
10.9K $6.22M
AMZN
Amazon Com Inc

Consumer Cyclical
9.93K
+ 26.93%
$161.02 - $200.0 $1.6M - $1.99M
46.8K $8.72M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.61K
+ 189.2%
$147.95 - $191.05 $1.27M - $1.64M
13.2K $2.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.4K
+ 9.78%
$405.19 - $478.57 $568K - $671K
15.7K $7.25M
TSLA
Tesla, Inc.

Consumer Cyclical
3.32K
+ 44.82%
$191.76 - $263.26 $637K - $874K
10.7K $2.81M
IEMG
Ishares Inc

ETFs
21.6K
+ 4.05%
$53.64 - $53.64 $1.16M - $1.16M
555K $29.8M
WMT
Walmart Inc.

Consumer Defensive
4.84K
+ 8.33%
$66.91 - $81.4 $324K - $394K
63K $5.09M
BMY
Bristol Myers Squibb CO

Healthcare
3.74K
+ 4.43%
$39.66 - $51.75 $148K - $194K
88.2K $4.56M
AVGO
Broadcom Inc.

Technology
17.8K
+ 1232.96%
$136.27 - $1745.86 $2.43M - $31.1M
19.3K $3.33M
JPM
Jpmorgan Chase & CO

Financial Services
2.56K
+ 16.13%
$194.9 - $224.8 $500K - $576K
18.5K $3.89M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.42K
+ 26.34%
$113.41 - $125.62 $502K - $556K
21.2K $2.67M
ORCL
Oracle Corp

Technology
1.16K
+ 7.2%
$125.9 - $170.35 $146K - $198K
17.3K $2.94M
GOOGL
Alphabet Inc.

Communication Services
6.56K
+ 24.69%
$148.65 - $191.18 $974K - $1.25M
33.1K $5.49M
UNH
Unitedhealth Group Inc

Healthcare
661
+ 18.95%
$488.01 - $604.18 $323K - $399K
4.15K $2.43M
XOM
Exxon Mobil Corp

Energy
4.97K
+ 22.66%
$109.72 - $119.0 $546K - $592K
26.9K $3.16M
CAT
Caterpillar Inc

Industrials
779
+ 15.76%
$316.8 - $391.12 $247K - $305K
5.72K $2.24M
HD
Home Depot, Inc.

Consumer Cyclical
414
+ 6.05%
$333.64 - $405.2 $138K - $168K
7.25K $2.94M
MA
Mastercard Inc

Financial Services
664
+ 14.19%
$429.6 - $500.99 $285K - $333K
5.34K $2.64M
V
Visa Inc.

Financial Services
1.38K
+ 9.88%
$253.74 - $291.56 $350K - $403K
15.4K $4.22M
GOOG
Alphabet Inc.

Communication Services
5.44K
+ 23.82%
$149.54 - $192.66 $813K - $1.05M
28.3K $4.73M
LLY
Eli Lilly & CO

Healthcare
690
+ 14.64%
$772.14 - $960.02 $533K - $662K
5.4K $4.79M
LMT
Lockheed Martin Corp

Industrials
580
+ 38.77%
$460.3 - $584.56 $267K - $339K
2.08K $1.21M
JNJ
Johnson & Johnson

Healthcare
1.42K
+ 7.99%
$145.48 - $167.38 $207K - $238K
19.2K $3.11M
SAP
Sap Se

Technology
1.37K
+ 20.46%
$197.21 - $231.0 $271K - $317K
8.09K $1.85M
ACN
Accenture PLC

Technology
449
+ 6.8%
$295.44 - $355.81 $133K - $160K
7.05K $2.49M
FCX
Freeport Mcmoran Inc

Basic Materials
1.11K
+ 0.35%
$39.52 - $51.92 $43.7K - $57.4K
316K $15.8M
PGR
Progressive Corp

Financial Services
693
+ 11.3%
$209.46 - $259.24 $145K - $180K
6.83K $1.73M
TMO
Thermo Fisher Scientific Inc.

Healthcare
535
+ 28.41%
$531.86 - $624.21 $285K - $334K
2.42K $1.5M
NFLX
Netflix Inc

Communication Services
511
+ 26.99%
$598.55 - $722.26 $306K - $369K
2.4K $1.71M
IBM
International Business Machines Corp

Technology
222
+ 2.92%
$175.1 - $223.38 $38.9K - $49.6K
7.82K $1.73M
ADP
Automatic Data Processing Inc

Industrials
348
+ 4.17%
$233.44 - $279.45 $81.2K - $97.2K
8.7K $2.41M
LOW
Lowes Companies Inc

Consumer Cyclical
782
+ 19.86%
$213.3 - $270.78 $167K - $212K
4.72K $1.28M
VONE
Vanguard Russell 1000 ETF

ETFs
39
+ 0.14%
$234.0 - $260.07 $9.13K - $10.1K
28.4K $7.39M
COST
Costco Wholesale Corp

Consumer Defensive
359
+ 15.0%
$801.83 - $917.05 $288K - $329K
2.75K $2.44M
NVS
Novartis Ag

Healthcare
2.66K
+ 25.36%
$106.13 - $120.89 $282K - $321K
13.1K $1.51M
TGT
Target Corp

Consumer Defensive
1.75K
+ 13.18%
$133.47 - $159.25 $233K - $279K
15K $2.34M
DHR
Danaher Corp

Healthcare
47
+ 0.37%
$239.25 - $280.76 $11.2K - $13.2K
12.9K $3.59M
CSCO
Cisco Systems, Inc.

Technology
4.24K
+ 16.21%
$44.74 - $53.22 $190K - $226K
30.4K $1.62M
ABBV
Abb Vie Inc.

Healthcare
646
+ 6.86%
$163.84 - $199.33 $106K - $129K
10.1K $1.99M
GE
General Electric CO

Industrials
1.22K
+ 26.85%
$156.66 - $189.66 $191K - $232K
5.77K $1.09M
Activity Summary
Buys All Purchases 359 New Holdings 109 Increased Positions 250 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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