Aaron Wealth Advisors LLC Incresed Positions in Q1 2025

Aaron Wealth Advisors LLC

  • $863 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
39K
+ 3.78%
$69.57 - $78.65 $2.71M - $3.07M
1.07M $80.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
99.1K
+ 39.15%
$48.31 - $49.23 $4.79M - $4.88M
352K $17.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
97.2K
+ 1103.03%
$50.48 - $51.04 $4.91M - $4.96M
106K $5.38M
GUNR
Flexshares Tr Morningstar Glob

ETFs
50.9K
+ 9.58%
$36.6 - $39.56 $1.86M - $2.01M
582K $22.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.44K
+ 14.59%
$442.66 - $534.52 $1.08M - $1.3M
19.2K $10.2M
FCX
Freeport Mcmoran Inc

Basic Materials
65.1K
+ 20.54%
$34.5 - $43.01 $2.25M - $2.8M
382K $14.5M
LLY
Eli Lilly & CO

Healthcare
533
+ 10.41%
$725.72 - $929.72 $387K - $496K
5.65K $4.67M
UBER
Uber Technologies, Inc

Technology
2.33K
+ 5.47%
$63.17 - $81.49 $147K - $190K
44.9K $3.27M
V
Visa Inc.

Financial Services
399
+ 2.49%
$306.92 - $362.71 $122K - $145K
16.4K $5.75M
ABBV
Abb Vie Inc.

Healthcare
934
+ 8.71%
$169.2 - $216.66 $158K - $202K
11.7K $2.44M
JNJ
Johnson & Johnson

Healthcare
711
+ 3.67%
$142.06 - $167.7 $101K - $119K
20.1K $3.33M
MCK
Mckesson Corp

Healthcare
80
+ 1.83%
$566.21 - $672.99 $45.3K - $53.8K
4.45K $3M
KO
Coca Cola CO

Consumer Defensive
2.25K
+ 7.05%
$60.81 - $72.32 $137K - $163K
34.1K $2.45M
XOM
Exxon Mobil Corp

Energy
1.19K
+ 4.42%
$105.44 - $118.93 $125K - $141K
28.1K $3.34M
PM
Philip Morris International Inc.

Consumer Defensive
1.02K
+ 13.8%
$117.15 - $158.79 $119K - $162K
8.4K $1.33M
BMY
Bristol Myers Squibb CO

Healthcare
535
+ 0.59%
$53.9 - $63.11 $28.8K - $33.8K
90.9K $5.55M
ABT
Abbott Laboratories

Healthcare
1.3K
+ 10.03%
$111.1 - $140.22 $145K - $183K
14.3K $1.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
950
+ 15.87%
$80.53 - $147.57 $76.5K - $140K
6.94K $917K
JPM
Jpmorgan Chase & CO

Financial Services
1.22K
+ 6.42%
$225.19 - $279.95 $274K - $341K
20.2K $4.95M
PGR
Progressive Corp

Financial Services
263
+ 3.9%
$235.61 - $291.22 $62K - $76.6K
7.01K $1.98M
T
At&T Inc.

Communication Services
4.48K
+ 10.8%
$21.56 - $28.28 $96.7K - $127K
46K $1.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
193
+ 6.2%
$402.49 - $513.76 $77.7K - $99.2K
3.31K $1.6M
CVS
Cvs Health Corp

Healthcare
2.08K
+ 23.55%
$44.22 - $68.64 $91.9K - $143K
10.9K $738K
LEN
Lennar Corp

Consumer Cyclical
3.25K
+ 218.63%
$113.93 - $141.54 $370K - $460K
4.74K $543K
ING
Ing Groep Nv

Financial Services
1.02K
+ 1.32%
$15.51 - $20.74 $15.8K - $21.1K
78K $1.53M
RTX
Raytheon Technologies Corp

Industrials
1.19K
+ 12.52%
$114.1 - $135.66 $135K - $161K
10.7K $1.41M
IBM
International Business Machines Corp

Technology
280
+ 3.33%
$217.4 - $264.74 $60.9K - $74.1K
8.7K $2.16M
MA
Mastercard Inc

Financial Services
355
+ 6.49%
$504.67 - $576.31 $179K - $205K
5.83K $3.19M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.1K
+ 25.39%
$56.12 - $68.15 $174K - $211K
15.3K $1.04M
CI
Cigna Corp

Healthcare
672
+ 48.1%
$274.49 - $329.0 $184K - $221K
2.07K $680K
GE
General Electric CO

Industrials
555
+ 10.59%
$168.59 - $212.13 $93.6K - $118K
5.8K $1.16M
ED
Consolidated Edison Inc

Utilities
935
+ 11.43%
$88.0 - $110.59 $82.3K - $103K
9.11K $1.01M
KLAC
Kla Corp

Technology
372
+ 89.21%
$636.62 - $777.63 $237K - $289K
789 $536K
SAP
Sap Se

Technology
304
+ 3.53%
$241.4 - $293.69 $73.4K - $89.3K
8.91K $2.39M
AZN
Astrazeneca PLC

Healthcare
1.67K
+ 8.85%
$65.37 - $77.96 $109K - $130K
20.5K $1.51M
SAN
Banco Santander, S.A.

Financial Services
5.76K
+ 5.27%
$4.46 - $7.14 $25.7K - $41.1K
115K $770K
SONY
Sony Group Corp

Technology
2.34K
+ 4.65%
$19.88 - $25.64 $46.5K - $59.9K
52.6K $1.33M
CVX
Chevron Corp

Energy
363
+ 4.1%
$146.71 - $167.97 $53.3K - $61K
9.22K $1.54M
NVS
Novartis Ag

Healthcare
457
+ 3.24%
$97.14 - $115.57 $44.4K - $52.8K
14.6K $1.62M
SHEL
Shell PLC

Energy
730
+ 3.89%
$62.84 - $73.29 $45.9K - $53.5K
19.5K $1.43M
OKTA
Okta, Inc.

Technology
1.51K
+ 43.53%
$78.83 - $116.72 $119K - $176K
4.97K $522K
HSBC
Hsbc Holdings PLC

Financial Services
1.06K
+ 4.46%
$48.68 - $61.58 $51.6K - $65.2K
24.8K $1.43M
META
Meta Platforms, Inc.

Communication Services
703
+ 6.05%
$576.36 - $736.67 $405K - $518K
12.3K $7.1M
GILD
Gilead Sciences, Inc.

Healthcare
314
+ 2.9%
$89.14 - $117.41 $28K - $36.9K
11.2K $1.25M
QCOM
Qualcomm Inc

Technology
1.56K
+ 17.28%
$151.94 - $175.86 $237K - $275K
10.6K $1.63M
UNH
Unitedhealth Group Inc

Healthcare
307
+ 6.87%
$461.52 - $548.18 $142K - $168K
4.78K $2.5M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
5.57K
+ 6.5%
$11.66 - $14.98 $64.9K - $83.4K
91.1K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
158
+ 5.28%
$890.62 - $1076.86 $141K - $170K
3.15K $2.98M
SNY
Sanofi

Healthcare
1.16K
+ 4.84%
$48.15 - $59.42 $55.7K - $68.7K
25.1K $1.39M
Activity Summary
Buys All Purchases 318 New Holdings 52 Increased Positions 266 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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