Aaron Wealth Advisors LLC Portfolio Holdings

Aaron Wealth Advisors LLC

  • $964 Million
  • Q2 2025

Aaron Wealth Advisors LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $964 Million distributed in 489 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $84.7M, Vanguard Russell 1000 Growth E with a value of $66.8M, Vanguard Russell 1000 Value Et with a value of $62.3M, Amgen Inc with a value of $51.9M, and Microsoft Corp with a value of $32.7M.

Examining the 13F form we can see an increase of $101M in the current position value, from $863M to 964M.

Below you can find more details about Aaron Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $964 Million
ETFs: $447 Million
Technology: $151 Million
Healthcare: $99.8 Million
Financial Services: $72.9 Million
Consumer Cyclical: $42 Million
Industrials: $36.9 Million
Communication Services: $36.8 Million
Consumer Defensive: $30 Million
Other: $47.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$173B
$1.72 Million 0.18% of portfolio
18,814
Q2 2025 Added 7.92%
$86.8B
$1.78 Million 0.18% of portfolio
81,384
Q2 2025 Added 4.28%
$283B
$1.77 Million 0.18% of portfolio
6,880
Q2 2025 Added 18.66%
$146B
$1.73 Million 0.18% of portfolio
13,983
Q2 2025 Reduced 1.22%
$220B
$1.65 Million 0.17% of portfolio
5,650
Q2 2025 Reduced 2.72%
$256B
$1.67 Million 0.17% of portfolio
9,167
Q2 2025 Added 9.09%
$216B
$1.63 Million 0.17% of portfolio
2,075
Q2 2025 Added 96.5%
$221B
$1.55 Million 0.16% of portfolio
12,488
Q2 2025 Added 6.63%
$256B
$1.56 Million 0.16% of portfolio
25,691
Q2 2025 Added 3.5%
$41.2B
$1.59 Million 0.16% of portfolio
9,437
Q2 2025 Added 1.89%
$219B
$1.5 Million 0.16% of portfolio
10,264
Q2 2025 Reduced 3.78%
$227B
$1.4 Million 0.15% of portfolio
4,387
Q2 2025 Added 1.65%
$195B
$1.47 Million 0.15% of portfolio
50,733
Q2 2025 Added 10.32%
$29.8B
$1.45 Million 0.15% of portfolio
55,754
Q2 2025 Added 6.05%
$138B
$1.42 Million 0.15% of portfolio
7,172
Q2 2025 Reduced 3.59%
$253B
$1.43 Million 0.15% of portfolio
20,369
Q2 2025 Added 4.46%
$43.2B
$1.48 Million 0.15% of portfolio
16,508
Q2 2025 Reduced 1.02%
$250B
$1.45 Million 0.15% of portfolio
10,196
Q2 2025 Reduced 2.15%
$83.4B
$1.46 Million 0.15% of portfolio
6,867
Q2 2025 Added 109.23%
$121B
$1.43 Million 0.15% of portfolio
3,219
Q2 2025 Reduced 2.66%
$138B
$1.41 Million 0.15% of portfolio
12,675
Q2 2025 Added 13.65%
$218B
$1.47 Million 0.15% of portfolio
21,079
Q2 2025 Added 2.78%
$229B
$1.34 Million 0.14% of portfolio
232
Q2 2025 Added 4.5%
$181B
$1.37 Million 0.14% of portfolio
2,528
Q2 2025 Added 0.76%
$177B
$1.39 Million 0.14% of portfolio
8,712
Q2 2025 Reduced 17.88%
$233B
$1.4 Million 0.14% of portfolio
8,102
Q2 2025 Added 2.1%
$237B
$1.33 Million 0.14% of portfolio
9,459
Q2 2025 Added 6.2%
$169B
$1.37 Million 0.14% of portfolio
100,122
Q2 2025 Added 9.87%
$153B
$1.26 Million 0.13% of portfolio
20,558
Q2 2025 Added 4.99%
$122B
$1.21 Million 0.13% of portfolio
25,135
Q2 2025 Added 0.3%
$239B
$1.3 Million 0.13% of portfolio
1,838
Q2 2025 Added 0.77%
$177B
$1.29 Million 0.13% of portfolio
6,649
Q2 2025 Added 3.92%
$320B
$1.15 Million 0.12% of portfolio
10,135
Q2 2025 Added 46.1%
$173B
$1.14 Million 0.12% of portfolio
2,955
Q2 2025 Added 4.34%
$101B
$1.2 Million 0.12% of portfolio
2,350
Q2 2025 Added 101.89%
$149B
$1.15 Million 0.12% of portfolio
2,919
Q2 2025 Added 1.96%
$141B
$1.17 Million 0.12% of portfolio
5,081
Q2 2025 Reduced 11.5%
$97B
$1.11 Million 0.12% of portfolio
16,459
Q2 2025 Added 7.58%
$148B
$1.19 Million 0.12% of portfolio
11,100
Q2 2025 Added 3.25%
$74B
$1.17 Million 0.12% of portfolio
12,908
Q2 2025 Reduced 4.47%
$194B
$1.04 Million 0.11% of portfolio
1,008
Q2 2025 Added 21.59%
$180B
$1.09 Million 0.11% of portfolio
25,147
Q2 2025 Added 8.05%
$101B
$1.02 Million 0.11% of portfolio
18,717
Q2 2025 Added 6.96%
$143B
$1.05 Million 0.11% of portfolio
126,318
Q2 2025 Added 9.9%
$294B
$1.04 Million 0.11% of portfolio
7,255
Q2 2025 Reduced 21.34%
$182B
$1.1 Million 0.11% of portfolio
12,872
Q2 2025 Added 10.94%
$207B
$971,000 0.1% of portfolio
12,270
Q2 2025 Reduced 14.03%
$267B
$971,000 0.1% of portfolio
3,114
Q2 2025 Reduced 34.79%
$119B
$967,000 0.1% of portfolio
7,850
Q2 2025 Added 5.57%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $964 Million
  • Prior Value $863 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 75 stocks
  • Additional Purchases 242 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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