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
SCHW
Schwab Charles Corp

Financial Services
282
+ 1.64%
$71.24 - $83.64 $20.1K - $23.6K
17.4K $1.36M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
346
+ 70.9%
$314.47 - $431.35 $109K - $149K
834 $305K
G
Genpact LTD

Technology
710
+ 9.55%
$42.88 - $55.54 $30.4K - $39.4K
8.15K $410K
KR
Kroger CO

Consumer Defensive
388
+ 3.95%
$58.36 - $67.72 $22.6K - $26.3K
10.2K $691K
DE
Deere & CO

Industrials
6
+ 0.31%
$408.57 - $509.27 $2.45K - $3.06K
1.95K $912K
DUK
Duke Energy Corp

Utilities
306
+ 8.05%
$105.87 - $121.97 $32.4K - $37.3K
4.11K $500K
UL
Unilever PLC

Consumer Defensive
606
+ 3.19%
$54.72 - $60.29 $33.2K - $36.5K
19.6K $1.17M
SO
Southern CO

Utilities
346
+ 5.79%
$80.96 - $92.96 $28K - $32.2K
6.32K $580K
KMB
Kimberly Clark Corp

Consumer Defensive
189
+ 3.44%
$124.46 - $147.4 $23.5K - $27.9K
5.68K $807K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.3K
+ 4.24%
$14.13 - $16.72 $32.5K - $38.4K
56.4K $872K
SE
Sea LTD

Consumer Cyclical
131
+ 4.58%
$104.87 - $146.31 $13.7K - $19.2K
2.99K $390K
AON
Aon PLC

Financial Services
100
+ 8.67%
$348.44 - $409.32 $34.8K - $40.9K
1.25K $500K
BTI
British American Tobacco P.L.C.

Consumer Defensive
451
+ 3.38%
$35.35 - $42.74 $15.9K - $19.3K
13.8K $571K
MFG
Mizuho Financial Group Inc

Financial Services
4.12K
+ 4.01%
$4.83 - $6.04 $19.9K - $24.9K
107K $588K
ALL
Allstate Corp

Financial Services
302
+ 18.19%
$180.99 - $210.18 $54.7K - $63.5K
1.96K $406K
BCS
Barclays PLC

Financial Services
1.24K
+ 4.02%
$12.69 - $16.25 $15.7K - $20.2K
32.1K $493K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
594
+ 17.78%
$126.11 - $135.06 $74.9K - $80.2K
3.94K $507K
MMM
3 M CO

Industrials
190
+ 6.7%
$129.7 - $155.12 $24.6K - $29.5K
3.03K $444K
AFL
Aflac Inc

Financial Services
456
+ 12.28%
$100.99 - $111.19 $46.1K - $50.7K
4.17K $463K
WMB
Williams Companies, Inc.

Energy
813
+ 15.99%
$54.02 - $61.09 $43.9K - $49.7K
5.9K $352K
CB
Chubb LTD

Financial Services
103
+ 5.77%
$257.71 - $301.99 $26.5K - $31.1K
1.89K $569K
C
Citigroup Inc

Financial Services
947
+ 8.89%
$67.23 - $84.63 $63.7K - $80.1K
11.6K $823K
JCI
Johnson Controls International PLC

Industrials
819
+ 18.66%
$76.12 - $90.6 $62.3K - $74.2K
5.21K $417K
VRSK
Verisk Analytics, Inc.

Industrials
169
+ 21.92%
$268.63 - $301.33 $45.4K - $50.9K
940 $279K
IBN
Icici Bank LTD

Financial Services
1K
+ 4.73%
$27.55 - $31.67 $27.6K - $31.8K
22.2K $700K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
312
+ 25.32%
$160.89 - $187.27 $50.2K - $58.4K
1.54K $267K
INTC
Intel Corp

Technology
393
+ 1.91%
$19.1 - $27.39 $7.51K - $10.8K
21K $476K
CRWD
Crowd Strike Holdings, Inc.

Technology
151
+ 14.91%
$308.86 - $455.36 $46.6K - $68.8K
1.16K $410K
INTU
Intuit Inc

Technology
123
+ 13.18%
$555.63 - $630.23 $68.3K - $77.5K
1.06K $648K
ADBE
Adobe Inc.

Technology
529
+ 22.97%
$377.84 - $464.11 $200K - $246K
2.83K $1.09M
MTD
Mettler Toledo International Inc

Healthcare
57
+ 31.49%
$1177.09 - $1390.0 $67.1K - $79.2K
238 $281K
SHW
Sherwin Williams CO

Basic Materials
130
+ 8.45%
$330.16 - $365.55 $42.9K - $47.5K
1.67K $582K
LNG
Cheniere Energy, Inc.

Energy
108
+ 5.52%
$209.32 - $253.66 $22.6K - $27.4K
2.06K $477K
NGG
National Grid PLC

Utilities
318
+ 5.44%
$56.13 - $65.61 $17.8K - $20.9K
6.16K $404K
SBAC
Sba Communications Corp

Real Estate
141
+ 8.65%
$192.76 - $224.91 $27.2K - $31.7K
1.77K $389K
GS
Goldman Sachs Group Inc

Financial Services
182
+ 11.08%
$524.81 - $672.19 $95.5K - $122K
1.82K $996K
NOK
Nokia Corp

Technology
1.97K
+ 3.82%
$4.43 - $5.42 $8.74K - $10.7K
53.6K $282K
PSX
Phillips 66

Energy
153
+ 4.21%
$113.93 - $131.55 $17.4K - $20.1K
3.79K $467K
ITW
Illinois Tool Works Inc

Industrials
288
+ 8.91%
$244.9 - $274.48 $70.5K - $79.1K
3.52K $873K
K
Kellogg CO

Consumer Defensive
486
+ 6.56%
$81.06 - $82.9 $39.4K - $40.3K
7.9K $651K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
2.11K
+ 21.3%
$21.49 - $22.24 $45.3K - $46.9K
12K $266K
EOG
Eog Resources Inc

Energy
150
+ 2.73%
$120.54 - $138.05 $18.1K - $20.7K
5.64K $723K
MPC
Marathon Petroleum Corp

Energy
247
+ 10.59%
$134.72 - $159.03 $33.3K - $39.3K
2.58K $375K
LMT
Lockheed Martin Corp

Industrials
272
+ 14.86%
$423.19 - $506.29 $115K - $138K
2.1K $938K
TDG
Trans Digm Group Inc

Industrials
21
+ 12.21%
$1251.32 - $1394.11 $26.3K - $29.3K
193 $266K
KMI
Kinder Morgan, Inc.

Energy
1.33K
+ 16.69%
$26.1 - $31.22 $34.7K - $41.5K
9.29K $265K
HDB
Hdfc Bank LTD

Financial Services
405
+ 5.28%
$58.06 - $66.85 $23.5K - $27.1K
8.07K $536K
AEE
Ameren Corp

Utilities
218
+ 9.65%
$86.87 - $103.67 $18.9K - $22.6K
2.48K $248K
GRMN
Garmin LTD

Technology
147
+ 13.27%
$204.55 - $241.93 $30.1K - $35.6K
1.26K $272K
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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