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
$27.5B
$442,000 0.05% of portfolio
10,540
Q2 2025 Added 113.19%
$63.3B
$461,000 0.05% of portfolio
2,031
Q2 2025 Added 8.32%
$55.6B
$509,000 0.05% of portfolio
954
Q2 2025 Added 5.53%
$56.4B
$468,000 0.05% of portfolio
3,541
Q2 2025 Reduced 17.15%
$92B
$462,000 0.05% of portfolio
10,206
Q2 2025 Added 12.34%
$56B
$481,000 0.05% of portfolio
4,645
Q2 2025 Added 1.77%
$51.5B
$530,000 0.05% of portfolio
1,620
Q2 2025 Added 29.91%
$60.2B
$467,000 0.05% of portfolio
5,466
Q2 2025 Added 2.36%
$92.2B
$496,000 0.05% of portfolio
4,209
Q2 2025 Added 2.48%
$107B
$518,000 0.05% of portfolio
8,847
Q2 2025 Added 13.21%
$46.9B
$469,000 0.05% of portfolio
6,003
Q2 2025 Added 6.95%
$47.7B
$458,000 0.05% of portfolio
1,911
Q2 2025 Reduced 2.9%
$17.3B
$471,000 0.05% of portfolio
1,530
Q2 2025 New
$29.4B
$505,000 0.05% of portfolio
2,319
Q2 2025 Added 15.14%
$69.8B
$487,000 0.05% of portfolio
4,074
Q2 2025 Reduced 27.82%
$72.4B
$463,000 0.05% of portfolio
1,742
Q2 2025 Reduced 4.5%
$18.1B
$438,000 0.05% of portfolio
1,490
Q2 2025 Added 12.28%
$45.6B
$372,000 0.04% of portfolio
35,923
Q2 2025 Added 10.42%
$8.27B
$354,000 0.04% of portfolio
8,046
Q2 2025 Reduced 1.24%
$103B
$424,000 0.04% of portfolio
7,272
Q2 2025 Reduced 3.36%
$64.7B
$419,000 0.04% of portfolio
3,978
Q2 2025 Reduced 4.6%
$33.5B
$395,000 0.04% of portfolio
541
Q2 2025 Added 12.47%
$30.4B
$362,000 0.04% of portfolio
1,255
Q2 2025 Reduced 6.41%
$7.99B
$373,000 0.04% of portfolio
13,073
Q2 2025 Added 11.31%
$81.7B
$371,000 0.04% of portfolio
1,917
Q2 2025 New
$65.9B
$346,000 0.04% of portfolio
1,229
Q2 2025 Reduced 3.98%
$32.4B
$409,000 0.04% of portfolio
6,133
Q2 2025 Added 2.1%
$37.1B
$412,000 0.04% of portfolio
2,569
Q2 2025 New
$36.5B
$431,000 0.04% of portfolio
2,061
Q2 2025 Added 13.93%
$71.6B
$381,000 0.04% of portfolio
6,067
Q2 2025 Added 2.88%
$26.4B
$383,000 0.04% of portfolio
3,633
Q2 2025 Added 8.38%
$34.6B
$406,000 0.04% of portfolio
16,240
Q2 2025 Added 9.0%
$85.2B
$389,000 0.04% of portfolio
4,160
Q2 2025 New
$17.7B
$363,000 0.04% of portfolio
1,334
Q2 2025 Added 28.89%
$43.5B
$393,000 0.04% of portfolio
9,074
Q2 2025 Reduced 8.45%
$12.7B
$423,000 0.04% of portfolio
1,545
Q2 2025 Added 36.0%
$90B
$430,000 0.04% of portfolio
5,796
Q2 2025 Added 5.52%
$10.5B
$356,000 0.04% of portfolio
1,967
Q2 2025 Added 0.25%
$69.4B
$422,000 0.04% of portfolio
1,087
Q2 2025 Added 66.46%
$79.5B
$342,000 0.04% of portfolio
2,735
Q2 2025 Reduced 14.13%
$52.8B
$410,000 0.04% of portfolio
2,824
Q2 2025 Added 16.65%
$7.61B
$387,000 0.04% of portfolio
2,955
Q2 2025 New
$39.8B
$425,000 0.04% of portfolio
6,243
Q2 2025 Reduced 3.61%
$3.79B
$376,000 0.04% of portfolio
5,711
Q2 2025 New
$59.9B
$341,000 0.04% of portfolio
10,536
Q2 2025 Added 32.7%
$57.2B
$402,000 0.04% of portfolio
13,975
Q2 2025 Added 8.18%
$38.4B
$354,000 0.04% of portfolio
1,912
Q2 2025 Reduced 12.29%
$86.7B
$348,000 0.04% of portfolio
229
Q2 2025 Added 18.65%
$61.7B
$380,000 0.04% of portfolio
505
Q2 2025 Reduced 4.72%

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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