Aaron Wealth Advisors LLC Portfolio Holdings
Aaron Wealth Advisors LLC
- $1.66 Billion
- Q3 2025
Aaron Wealth Advisors LLC has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.66 Billion distributed in 629 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $166M, Ishares Tr with a value of $103M, Nvidia Corp with a value of $89.5M, Vanguard Russell 1000 Growth E with a value of $79.5M, and Vanguard Russell 1000 Value Et with a value of $72.1M.
Examining the 13F form we can see an increase of $692M in the current position value, from $964M to 1.66B.
Below you can find more details about Aaron Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.66 Billion
ETFs: $687 Million
Technology: $352 Million
Healthcare: $135 Million
Financial Services: $117 Million
Consumer Cyclical: $93.9 Million
Industrials: $74.6 Million
Communication Services: $70.3 Million
Consumer Defensive: $48.7 Million
Other: $77 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 629
- Current Value $1.66 Billion
- Prior Value $964 Million
- Filing
- Period Q3 2025
- Filing Date October 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 174 stocks
- Additional Purchases 330 stocks
- Sold out of 0 stocks
- Reduced holdings in 96 stocks