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
INFY
Infosys LTD

Technology
-1.2K
- 8.06%
$18.06 - $22.89 $21.7K - $27.6K
13.7K $250K
OEF
Ishares S&P 100 ETF

ETFs
-281
- 20.33%
N/A
1.1K $292K
CMI
Cummins Inc

Industrials
-79
- 5.96%
$312.92 - $386.07 $24.7K - $30.5K
1.25K $390K
MAS
Masco Corp

Industrials
-596
- 10.44%
$68.67 - $81.85 $40.9K - $48.8K
5.11K $355K
EW
Edwards Lifesciences Corp

Healthcare
-675
- 10.73%
$67.95 - $76.19 $45.9K - $51.4K
5.61K $406K
ZTS
Zoetis Inc.

Healthcare
-383
- 10.5%
$156.48 - $175.67 $59.9K - $67.3K
3.26K $537K
ESS
Essex Property Trust, Inc.

Real Estate
-201
- 16.26%
N/A
1.04K $282K
CDNS
Cadence Design Systems Inc

Technology
-30
- 3.02%
$233.96 - $324.52 $7.02K - $9.74K
962 $244K
CW
Curtiss Wright Corp

Industrials
-57
- 7.36%
$304.82 - $384.07 $17.4K - $21.9K
717 $227K
HON
Honeywell International Inc

Industrials
-37
- 1.4%
$202.75 - $226.52 $7.5K - $8.38K
2.61K $552K
VOE
Vanguard Mid Cap Value Index F

ETFs
-240
- 4.53%
$156.61 - $168.02 $37.6K - $40.3K
5.06K $812K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.07K
- 13.95%
$75.32 - $84.77 $80.6K - $90.7K
6.6K $539K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-94
- 5.88%
$168.84 - $202.89 $15.9K - $19.1K
1.5K $264K
MSCI
Msci Inc.

Financial Services
-41
- 8.89%
$541.46 - $628.34 $22.2K - $25.8K
420 $237K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.13K
- 5.88%
$27.01 - $28.54 $57.5K - $60.7K
34K $951K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-756
- 10.83%
$32.86 - $38.05 $24.8K - $28.8K
6.22K $206K
MSI
Motorola Solutions, Inc.

Technology
-12
- 1.11%
$411.73 - $482.1 $4.94K - $5.79K
1.07K $469K
RMD
Resmed Inc

Healthcare
-108
- 6.72%
$219.7 - $257.65 $23.7K - $27.8K
1.5K $335K
PH
Parker Hannifin Corp

Industrials
-33
- 8.71%
$591.65 - $707.05 $19.5K - $23.3K
346 $210K
NTRS
Northern Trust Corp

Financial Services
-223
- 9.72%
$96.09 - $113.81 $21.4K - $25.4K
2.07K $204K
STT
State Street Corp

Financial Services
-77
- 3.18%
$84.47 - $102.23 $6.5K - $7.87K
2.34K $209K
VRT
Vertiv Holdings CO

Industrials
-288
- 7.81%
N/A
3.4K $294K
RNA
Avidity Biosciences, Inc.

Healthcare
-897
- 11.07%
$27.05 - $35.11 $24.3K - $31.5K
7.21K $212K
MTB
M&T Bank Corp

Financial Services
-27
- 2.15%
$170.47 - $201.98 $4.6K - $5.45K
1.23K $219K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-807
- 9.6%
$32.74 - $36.2 $26.4K - $29.2K
7.6K $265K
USFD
Us Foods Holding Corp.

Consumer Defensive
-72
- 1.49%
$63.38 - $72.02 $4.56K - $5.19K
4.76K $311K
AVB
Avalonbay Communities Inc

Real Estate
-34
- 3.11%
$207.86 - $228.08 $7.07K - $7.75K
1.06K $227K
MVIS
Microvision, Inc.

Technology
-11.3K
- 52.51%
N/A
10.2K $10K
TXN
Texas Instruments Inc

Technology
-65
- 1.01%
N/A
6.4K $1.25M
APD
Air Products & Chemicals, Inc.

Basic Materials
-61
- 4.55%
$283.24 - $338.07 $17.3K - $20.6K
1.28K $377K
FANG
Diamondback Energy, Inc.

Energy
-26
- 1.56%
$139.9 - $180.18 $3.64K - $4.68K
1.64K $261K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-101
- 4.14%
$120.07 - $144.17 $12.1K - $14.6K
2.34K $290K
VO
Vanguard Mid Cap ETF

ETFs
-2
- 0.13%
$251.87 - $277.95 $504 - $556
1.5K $387K
PGEN
Precigen, Inc.

Healthcare
-6.8K
- 37.89%
$1.07 - $2.03 $7.28K - $13.8K
11.1K $16K
WEC
Wec Energy Group, Inc.

Utilities
-408
- 14.94%
$92.12 - $108.98 $37.6K - $44.5K
2.32K $253K
Te Connectivity PLC
-179
- 5.79%
N/A
2.91K $0
VABS
Virtus ETF Tr Ii Virtus Newfle
-41
- 0.19%
N/A
21.6K $0
Arista Networks Inc
-966
- 12.02%
N/A
7.07K $0
NET
Cloudflare, Inc.

Technology
-92
- 4.65%
$110.71 - $176.5 $10.2K - $16.2K
1.89K $212K
Veralto Corp
-116
- 4.04%
N/A
2.75K $0
RIO
Rio Tinto PLC

Basic Materials
-137
- 1.79%
$58.19 - $64.29 $7.97K - $8.81K
7.53K $452K
CHTR
Charter Communications, Inc.

Communication Services
-20
- 2.98%
$334.89 - $384.77 $6.7K - $7.7K
652 $240K
TRV
Travelers Companies, Inc.

Financial Services
-47
- 4.16%
$232.43 - $265.13 $10.9K - $12.5K
1.08K $286K
BKR
Baker Hughes CO

Energy
-12
- 0.23%
$41.16 - $48.85 $494 - $586
5.14K $226K
SYK
Stryker Corp

Healthcare
-40
- 1.38%
$355.18 - $399.9 $14.2K - $16K
2.86K $1.07M
HLN
Haleon PLC

Healthcare
-184
- 0.56%
$9.02 - $10.67 $1.66K - $1.96K
32.5K $334K
E
Eni Spa

Energy
-133
- 1.65%
$27.51 - $31.47 $3.66K - $4.19K
7.94K $245K
TEF
Telefonica S A

Communication Services
-1.61K
- 2.77%
$3.89 - $4.73 $6.27K - $7.62K
56.6K $263K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-601
- 2.4%
$12.89 - $15.19 $7.75K - $9.13K
24.4K $362K
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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