Aaron Wealth Advisors LLC Portfolio Holdings
Aaron Wealth Advisors LLC
- $832 Million
- Q3 2024
Aaron Wealth Advisors LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $832 Million distributed in 427 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $78.6M, Amgen Inc with a value of $64M, Vanguard Russell 1000 Value Et with a value of $61.8M, Vanguard Russell 1000 Growth E with a value of $59.7M, and Ishares Inc with a value of $29.8M.
Examining the 13F form we can see an increase of $115M in the current position value, from $717M to 832M.
Below you can find more details about Aaron Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$832 Million
ETFs: $406 Million
Healthcare: $116 Million
Technology: $110 Million
Financial Services: $47.5 Million
Consumer Cyclical: $30.8 Million
Industrials: $28.8 Million
Consumer Defensive: $27.5 Million
Communication Services: $24.4 Million
Other: $41 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 427
- Current Value $832 Million
- Prior Value $717 Million
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 109 stocks
- Additional Purchases 250 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks