Aaron Wealth Advisors LLC Reduced Holdings in Q3 2024

Aaron Wealth Advisors LLC

  • $832 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TOLZ
Dj Brookfield Global

ETFs
-48.9K
- 24.86%
$44.92 - $51.35 $2.2M - $2.51M
148K $7.47M
MCK
Mckesson Corp

Healthcare
-318
- 7.28%
$479.06 - $630.38 $152K - $200K
4.05K $2M
INTC
Intel Corp

Technology
-4.46K
- 18.24%
$18.9 - $34.87 $84.3K - $155K
20K $468K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-11.6K
- 11.6%
$50.99 - $57.81 $591K - $670K
88.4K $5.06M
AMGN
Amgen Inc

Healthcare
-6.78K
- 3.3%
$309.38 - $337.38 $2.1M - $2.29M
199K $64M
CDNS
Cadence Design Systems Inc

Technology
-382
- 32.59%
$246.84 - $321.11 $94.3K - $123K
790 $214K
HSY
Hershey CO

Consumer Defensive
-898
- 17.7%
$182.45 - $203.25 $164K - $183K
4.18K $800K
KURA
Kura Oncology, Inc.

Healthcare
-2.16K
- 3.07%
$18.57 - $23.23 $40.1K - $50.1K
68K $1.33M
INTU
Intuit Inc

Technology
-112
- 9.11%
$602.97 - $670.49 $67.5K - $75.1K
1.12K $693K
NKE
Nike, Inc.

Consumer Cyclical
-2.09K
- 34.41%
$71.09 - $89.44 $149K - $187K
3.98K $351K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.08K
- 27.97%
$77.22 - $89.49 $83.7K - $97K
2.79K $248K
TXT
Textron Inc

Industrials
-664
- 9.81%
$83.46 - $94.02 $55.4K - $62.4K
6.11K $540K
KMB
Kimberly Clark Corp

Consumer Defensive
-422
- 6.48%
$135.05 - $148.35 $57K - $62.6K
6.09K $867K
HEFA
Ishares Currency Hedged Msci E

ETFs
-487
- 0.61%
$32.34 - $35.85 $15.7K - $17.5K
79.1K $2.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
-257
- 17.26%
$247.34 - $300.11 $63.6K - $77.1K
1.23K $366K
DHI
Horton D R Inc

Consumer Cyclical
-483
- 31.04%
$135.21 - $197.06 $65.3K - $95.2K
1.07K $204K
GD
General Dynamics Corp

Industrials
-104
- 6.46%
$279.51 - $308.09 $29.1K - $32K
1.51K $454K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-364
- 5.7%
$47.91 - $53.27 $17.4K - $19.4K
6.02K $320K
TDG
Trans Digm Group Inc

Industrials
-24
- 11.48%
$1202.03 - $1427.41 $28.8K - $34.3K
185 $264K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-325
- 6.1%
$69.61 - $79.56 $22.6K - $25.9K
5K $392K
VGT
Vanguard Information Technolog

ETFs
-14
- 1.81%
$514.43 - $606.85 $7.2K - $8.5K
760 $445K
VABS
Virtus ETF Tr Ii Virtus Newfle
-4.11K
- 15.96%
N/A
21.6K $0
PAYX
Paychex Inc

Industrials
-207
- 9.89%
$116.17 - $135.19 $24K - $28K
1.89K $253K
IVE
Ishares S&P 500 Value ETF

ETFs
-173
- 5.37%
$181.06 - $197.17 $31.3K - $34.1K
3.05K $600K
CTVA
Corteva, Inc.

Basic Materials
-210
- 3.57%
$50.72 - $58.78 $10.7K - $12.3K
5.67K $333K
CARR
Carrier Global Corp

Industrials
-611
- 15.28%
$61.9 - $80.88 $37.8K - $49.4K
3.39K $272K
VO
Vanguard Mid Cap ETF

ETFs
-44
- 2.85%
$237.84 - $263.83 $10.5K - $11.6K
1.5K $396K
EFV
Msci Eafe Value ETF

ETFs
-29
- 0.49%
$51.72 - $57.96 $1.5K - $1.68K
5.88K $338K
SRE
Sempra Energy

Utilities
-48
- 0.57%
$74.97 - $84.04 $3.6K - $4.03K
8.3K $694K
VUG
Vanguard Growth ETF

ETFs
-57
- 0.63%
$341.08 - $391.94 $19.4K - $22.3K
8.93K $3.43M
RGLD
Royal Gold Inc

Basic Materials
-186
- 1.91%
$125.01 - $146.5 $23.3K - $27.2K
9.57K $1.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-197
- 2.33%
$475.2 - $527.7 $93.6K - $104K
8.25K $4.35M
KO
Coca Cola CO

Consumer Defensive
-86
- 0.27%
$62.69 - $73.01 $5.39K - $6.28K
31.6K $2.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
-566
- 2.34%
$517.38 - $573.86 $293K - $325K
23.6K $13.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-39
- 0.05%
$75.32 - $84.37 $2.94K - $3.29K
74.8K $6.26M
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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