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
$6.08B
$356,000 0.04% of portfolio
3,420
Q2 2025 Reduced 5.42%
$17.7B
$402,000 0.04% of portfolio
5,230
Q2 2025 Added 9.9%
$17.5B
$341,000 0.04% of portfolio
3,800
Q2 2025 New
$75.3B
$426,000 0.04% of portfolio
1,196
Q2 2025 Reduced 4.55%
$415M
$368,000 0.04% of portfolio
63,806
Q2 2025 Reduced 3.01%
$25.8B
$392,000 0.04% of portfolio
2,820
Q2 2025 Added 23.25%
$89.6B
$373,000 0.04% of portfolio
16,672
Q2 2025 Reduced 20.56%
$86.8B
$363,000 0.04% of portfolio
2,565
Q2 2025 Reduced 3.43%
$55.9B
$373,000 0.04% of portfolio
1,853
Q2 2025 Reduced 5.56%
$19.3B
$342,000 0.04% of portfolio
701
Q2 2025 Reduced 2.23%
$22.5B
$344,000 0.04% of portfolio
3,754
Q2 2025 Added 3.93%
$68B
$400,000 0.04% of portfolio
8,842
Q2 2025 Added 7.96%
$14.8B
$339,000 0.04% of portfolio
2,361
Q2 2025 New
$12.2B
$411,000 0.04% of portfolio
3,999
Q2 2025 Added 2.07%
$13.7B
$400,000 0.04% of portfolio
5,142
Q2 2025 Reduced 4.48%
$32.2B
$347,000 0.04% of portfolio
4,360
Q2 2025 Added 40.33%
$1.19B
$354,000 0.04% of portfolio
6,319
Q2 2025 Reduced 17.12%
$63.5B
$357,000 0.04% of portfolio
3,541
Q2 2025 Added 2.94%
$45.7B
$355,000 0.04% of portfolio
1,013
Q2 2025 New
$13.8B
$258,000 0.03% of portfolio
1,585
Q2 2025 Added 4.76%
$25.8B
$303,000 0.03% of portfolio
2,349
Q2 2025 Added 20.71%
$10.2B
$259,000 0.03% of portfolio
2,950
Q2 2025 New
$54.7B
$259,000 0.03% of portfolio
4,460
Q2 2025 Added 4.45%
$2.91B
$313,000 0.03% of portfolio
9,934
Q2 2025 Added 11.59%
$51.4B
$254,000 0.03% of portfolio
1,894
Q2 2025 New
$63.8B
$305,000 0.03% of portfolio
3,028
Q2 2025 Added 54.73%
$8.12B
$271,000 0.03% of portfolio
831
Q2 2025 New
$38.1B
$278,000 0.03% of portfolio
4,743
Q2 2025 Added 25.48%
$7.95B
$281,000 0.03% of portfolio
5,414
Q2 2025 Added 0.76%
$123B
$310,000 0.03% of portfolio
2,078
Q2 2025 Reduced 10.43%
$1.96B
$289,000 0.03% of portfolio
8,057
Q2 2025 New
$25.4B
$274,000 0.03% of portfolio
32,414
Q2 2025 Added 7.61%
$32.7B
$292,000 0.03% of portfolio
3,373
Q2 2025 Reduced 0.79%
$34.7B
$270,000 0.03% of portfolio
2,291
Q2 2025 New
$14.6B
$283,000 0.03% of portfolio
1,967
Q2 2025 Added 8.98%
$40.8B
$337,000 0.03% of portfolio
1,084
Q2 2025 Added 15.32%
$48.9B
$326,000 0.03% of portfolio
3,309
Q2 2025 Reduced 74.63%
$53.1B
$311,000 0.03% of portfolio
1,266
Q2 2025 Added 4.28%
$40.9B
$260,000 0.03% of portfolio
3,439
Q2 2025 Reduced 13.79%
$38.7B
$265,000 0.03% of portfolio
1,094
Q2 2025 New
$31.5B
$283,000 0.03% of portfolio
54,230
Q2 2025 Reduced 4.2%
$11.5B
$330,000 0.03% of portfolio
4,434
Q2 2025 New
$21.7B
$315,000 0.03% of portfolio
30,584
Q2 2025 Added 11.67%
$13.3B
$305,000 0.03% of portfolio
6,148
Q2 2025 New
$40.9B
$281,000 0.03% of portfolio
2,647
Q2 2025 Added 12.97%
$35.3B
$304,000 0.03% of portfolio
552
Q2 2025 Added 9.31%
$24.1B
$272,000 0.03% of portfolio
4,253
Q2 2025 New
$34.5B
$289,000 0.03% of portfolio
2,781
Q2 2025 Added 19.72%
$4.81B
$324,000 0.03% of portfolio
10,773
Q2 2025 Reduced 21.8%

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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