Aaron Wealth Advisors LLC Portfolio Holdings
Aaron Wealth Advisors LLC
- $854 Million
- Q4 2024
Aaron Wealth Advisors LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $854 Million distributed in 449 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $72.4M, Vanguard Russell 1000 Growth E with a value of $62.8M, Vanguard Russell 1000 Value Et with a value of $61.5M, Amgen Inc with a value of $49.5M, and Ishares Inc with a value of $29.7M.
Examining the 13F form we can see an increase of $21.9M in the current position value, from $832M to 854M.
Below you can find more details about Aaron Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$854 Million
ETFs: $411 Million
Technology: $129 Million
Healthcare: $96 Million
Financial Services: $53.6 Million
Consumer Cyclical: $38.8 Million
Industrials: $29.3 Million
Communication Services: $29.2 Million
Consumer Defensive: $28.3 Million
Other: $38.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 449
- Current Value $854 Million
- Prior Value $832 Million
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 60 stocks
- Additional Purchases 276 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks