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 Market Cap. of $50 Millions to $300 Millions
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