Aaron Wealth Advisors LLC Portfolio Holdings
Aaron Wealth Advisors LLC
- $863 Million
- Q1 2025
Aaron Wealth Advisors LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $863 Million distributed in 450 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $80.9M, Vanguard Russell 1000 Value Et with a value of $59.5M, Amgen Inc with a value of $58M, Vanguard Russell 1000 Growth E with a value of $54.3M, and Ishares Inc with a value of $30.2M.
Examining the 13F form we can see an increase of $9.64M in the current position value, from $854M to 863M.
Below you can find more details about Aaron Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$863 Million
ETFs: $406 Million
Technology: $113 Million
Healthcare: $109 Million
Financial Services: $65.8 Million
Consumer Cyclical: $36.3 Million
Industrials: $30.1 Million
Consumer Defensive: $29.7 Million
Communication Services: $28.5 Million
Other: $45.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 450
- Current Value $863 Million
- Prior Value $854 Million
- Filing
- Period Q1 2025
- Filing Date April 28, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 52 stocks
- Additional Purchases 266 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks