Aaron Wealth Advisors LLC Reduced Holdings in Q1 2025

Aaron Wealth Advisors LLC

  • $863 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-51.2K
- 26.76%
$106.98 - $149.43 $5.47M - $7.65M
140K $15.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
-23.7K
- 3.89%
$92.71 - $107.38 $2.19M - $2.54M
585K $54.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
-36.5K
- 4.82%
$80.21 - $86.14 $2.93M - $3.14M
720K $59.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.25K
- 8.31%
$551.42 - $612.93 $1.24M - $1.38M
24.8K $13.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.8K
- 7.83%
$360.07 - $417.26 $648K - $751K
21.2K $7.65M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-32.3K
- 36.64%
$51.39 - $57.43 $1.66M - $1.86M
55.9K $3.1M
SUB
Ishares Short Term National Mu

ETFs
-13.5K
- 12.07%
$105.3 - $106.24 $1.43M - $1.44M
98.6K $10.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.83K
- 25.04%
$554.06 - $615.85 $1.01M - $1.13M
5.48K $3.08M
DHR
Danaher Corp

Healthcare
-4.37K
- 37.0%
$201.62 - $250.59 $881K - $1.09M
7.44K $1.52M
VEA
Vanguard Ftse Developed Market

ETFs
-20.4K
- 72.46%
$47.4 - $52.99 $966K - $1.08M
7.74K $393K
TGT
Target Corp

Consumer Defensive
-975
- 6.95%
$103.65 - $142.5 $101K - $139K
13K $1.36M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.75K
- 13.29%
$182.82 - $196.21 $502K - $539K
17.9K $3.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.6K
- 49.28%
$237.72 - $276.98 $381K - $444K
1.65K $403K
ACN
Accenture PLC

Technology
-210
- 2.65%
$300.91 - $398.25 $63.2K - $83.6K
7.73K $2.41M
HD
Home Depot, Inc.

Consumer Cyclical
-522
- 6.47%
$347.25 - $424.87 $181K - $222K
7.54K $2.76M
VGT
Vanguard Information Technolog

ETFs
-500
- 39.68%
$542.38 - $646.34 $271K - $323K
760 $412K
CAT
Caterpillar Inc

Industrials
-506
- 8.3%
$326.75 - $407.63 $165K - $206K
5.59K $1.84M
URI
United Rentals, Inc.

Industrials
-457
- 46.3%
$594.17 - $789.56 $272K - $361K
530 $332K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-243
- 2.59%
$507.05 - $563.67 $123K - $137K
9.14K $4.7M
VUG
Vanguard Growth ETF

ETFs
-16
- 0.18%
$369.1 - $427.61 $5.91K - $6.84K
8.89K $3.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.6K
- 9.89%
$102.49 - $119.96 $164K - $192K
14.6K $1.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.33K
- 10.94%
$57.21 - $65.8 $191K - $219K
27.1K $1.58M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.84K
- 22.22%
$120.24 - $134.3 $221K - $247K
6.43K $783K
GIS
General Mills Inc

Consumer Defensive
-3.27K
- 17.57%
$57.56 - $65.3 $188K - $213K
15.3K $916K
MNKD
Mannkind Corp

Healthcare
-1.24K
- 0.7%
$4.92 - $6.6 $6.11K - $8.19K
176K $884K
LOW
Lowes Companies Inc

Consumer Cyclical
-693
- 13.28%
$222.66 - $268.42 $154K - $186K
4.53K $1.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.25K
- 22.81%
$47.79 - $59.89 $108K - $135K
7.62K $382K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-502
- 2.59%
$120.29 - $134.6 $60.4K - $67.6K
18.8K $2.3M
SQ
Block, Inc.

Technology
-481
- 8.44%
$54.04 - $92.95 $26K - $44.7K
5.22K $298K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.16K
- 22.74%
$21.75 - $24.28 $134K - $150K
20.9K $462K
APO
Apollo Global Management, Inc.

Financial Services
-528
- 16.58%
$126.01 - $172.06 $66.5K - $90.8K
2.66K $363K
MAR
Marriott International Inc

Consumer Cyclical
-56
- 1.57%
$237.01 - $304.45 $13.3K - $17K
3.51K $836K
CMCSA
Comcast Corp

Communication Services
-3.77K
- 17.92%
$33.19 - $38.23 $125K - $144K
17.3K $637K
HEFA
Ishares Currency Hedged Msci E

ETFs
-7.7K
- 9.31%
$34.83 - $37.52 $268K - $289K
75.1K $2.72M
VB
Vanguard Small Cap ETF

ETFs
-122
- 1.82%
$217.89 - $252.64 $26.6K - $30.8K
6.59K $1.46M
SRE
Sempra Energy

Utilities
-186
- 2.62%
$67.85 - $87.67 $12.6K - $16.3K
6.93K $494K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-53
- 2.22%
$468.34 - $539.52 $24.8K - $28.6K
2.33K $1.09M
EMR
Emerson Electric CO

Industrials
-269
- 4.24%
$108.64 - $131.17 $29.2K - $35.3K
6.08K $666K
PEP
Pepsico Inc

Consumer Defensive
-644
- 8.43%
$142.64 - $156.42 $91.9K - $101K
7K $1.05M
SYY
Sysco Corp

Consumer Defensive
-1.34K
- 25.12%
$70.0 - $77.13 $93.7K - $103K
3.99K $299K
PRU
Prudential Financial Inc

Financial Services
-749
- 21.29%
$105.04 - $122.33 $78.7K - $91.6K
2.77K $309K
APH
Amphenol Corp

Technology
-1.24K
- 18.34%
$61.62 - $78.55 $76.5K - $97.5K
5.52K $362K
UPS
United Parcel Service Inc

Industrials
-581
- 22.89%
$109.66 - $136.26 $63.7K - $79.2K
1.96K $215K
ADI
Analog Devices Inc

Technology
-316
- 8.52%
$201.56 - $243.82 $63.7K - $77K
3.4K $684K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-397
- 20.42%
$157.11 - $206.52 $62.4K - $82K
1.55K $260K
IVW
Ishares S&P 500 Growth ETF

ETFs
-67
- 0.72%
$92.45 - $106.69 $6.19K - $7.15K
9.19K $852K
PCAR
Paccar Inc

Industrials
-503
- 8.67%
$96.91 - $112.51 $48.7K - $56.6K
5.3K $516K
PFE
Pfizer Inc

Healthcare
-2.23K
- 11.33%
$25.01 - $27.13 $55.7K - $60.4K
17.4K $441K
CPRT
Copart Inc

Consumer Cyclical
-1.3K
- 26.82%
$52.3 - $59.83 $67.9K - $77.7K
3.54K $200K
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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