Aaron Wealth Advisors LLC Portfolio Holdings by Sector
Aaron Wealth Advisors LLC
- $1.66 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SGOV IEFA VONG VONV GUNR VBR IEMG VBK 60 stocks |
$685,790
41.41% of portfolio
|
21
|
20
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA NVDA AVGO TSM QCOM MU TXN SWKS 17 stocks |
$160,177
9.67% of portfolio
|
16
|
1
|
3
|
- |
0
Calls
1
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN LLY JNJ ABBV BMY NVS GILD AZN 11 stocks |
$83,750
5.06% of portfolio
|
9
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR PANW ADBE FFIV OKTA HOOD 18 stocks |
$77,078
4.65% of portfolio
|
16
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG DASH SPOT TWLO MTCH ZG 8 stocks |
$49,961
3.02% of portfolio
|
8
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$49,168
2.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER NOW INTU SAP ZM CRM APP DT 23 stocks |
$31,221
1.89% of portfolio
|
21
|
2
|
5
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C ING HSBC MUFG SAN 12 stocks |
$29,467
1.78% of portfolio
|
6
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA ETSY EBAY SE PDD CVNA W 9 stocks |
$28,394
1.71% of portfolio
|
7
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A AIG ORI HIG 5 stocks |
$20,100
1.21% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF AXP SYF PYPL IX 7 stocks |
$19,555
1.18% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST DG TGT 4 stocks |
$16,367
0.99% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN CMI EMR MIDD GTES XYL DCI 14 stocks |
$16,332
0.99% of portfolio
|
13
|
1
|
6
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM GM HMC F XPEV 6 stocks |
$15,821
0.96% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD HWM BA CW LHX LMT NOC 11 stocks |
$14,745
0.89% of portfolio
|
10
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED DUK SO ES XEL EXC AEP DTE 20 stocks |
$12,748
0.77% of portfolio
|
18
|
2
|
8
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$12,070
0.73% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
OZK ZION CFG USB MTB HDB MFG IBN 21 stocks |
$11,698
0.71% of portfolio
|
16
|
5
|
7
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS FOXA ROKU FOX WBD NWS 7 stocks |
$11,480
0.69% of portfolio
|
7
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM G EPAM BR LDOS CDW FISV 11 stocks |
$11,427
0.69% of portfolio
|
9
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL TTE BP E EQNR 7 stocks |
$11,404
0.69% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW MS GS RJF NMR EVR SF IBKR 8 stocks |
$11,090
0.67% of portfolio
|
7
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT BSX SYK EW PODD STE PHG 9 stocks |
$10,135
0.61% of portfolio
|
8
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS MOH ELV HUM CI CNC 7 stocks |
$9,425
0.57% of portfolio
|
6
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL KMB UL SPB EL COTY 7 stocks |
$9,112
0.55% of portfolio
|
6
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB EXPE TNL RCL CCL TCOM 7 stocks |
$8,902
0.54% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK STT NTRS AMP BX KKR JHG APO 13 stocks |
$8,060
0.49% of portfolio
|
13
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW FND 3 stocks |
$7,676
0.46% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX MNKD TECH NVO KURA ALNY REGN RPRX 13 stocks |
$7,628
0.46% of portfolio
|
9
|
4
|
5
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA WSM FIVE ORLY AZO CASY BBY GPC 8 stocks |
$7,246
0.44% of portfolio
|
8
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO A DGX ILMN IDXX CRL DHR MTD 8 stocks |
$7,215
0.44% of portfolio
|
7
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML KLAC TER 4 stocks |
$7,094
0.43% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST KO PEP KDP CCEP 5 stocks |
$6,836
0.41% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ CMCSA TMUS TEF VOD 6 stocks |
$6,649
0.4% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RMD NVST ICUI NVCR BDX WST HOLX 8 stocks |
$5,957
0.36% of portfolio
|
8
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB L ALL TRV AXS WRB CNA 9 stocks |
$5,942
0.36% of portfolio
|
9
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW ECL DD ESI RPM PPG NEU 7 stocks |
$5,692
0.34% of portfolio
|
7
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
MAS OC AWI TT 4 stocks |
$5,553
0.34% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP RHI MAN 3 stocks |
$5,118
0.31% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE OSK 3 stocks |
$5,108
0.31% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM SBUX WEN CMG DPZ 6 stocks |
$4,909
0.3% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD WPM NEM 3 stocks |
$4,802
0.29% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO ZBRA NOK ERIC 4 stocks |
$4,767
0.29% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN CGNX ST MKSI TRMB KEYS 6 stocks |
$4,677
0.28% of portfolio
|
6
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$4,523
0.27% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
INGR GIS CAG FLO KHC CPB K 7 stocks |
$4,385
0.26% of portfolio
|
6
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$4,363
0.26% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG CLH 3 stocks |
$4,269
0.26% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO ICE CME CBOE MSCI 6 stocks |
$4,233
0.26% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
JBL GLW APH 3 stocks |
$4,092
0.25% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB LNG TRGP ENB OKE KMI 6 stocks |
$3,595
0.22% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA UHS BKD THC DVA 5 stocks |
$3,505
0.21% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TTC SNA LECO TKR 4 stocks |
$3,459
0.21% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EOG OXY DVN FANG EQT WDS 7 stocks |
$3,160
0.19% of portfolio
|
6
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
KRC HIW CUZ 3 stocks |
$3,085
0.19% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL UNM MET PUK PRI LNC 6 stocks |
$3,037
0.18% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC WAB 3 stocks |
$2,715
0.16% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS MAA AMH 3 stocks |
$2,617
0.16% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX GPS 2 stocks |
$2,609
0.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON MMC WTW AJG 4 stocks |
$2,519
0.15% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK REYN BALL 3 stocks |
$2,504
0.15% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST MSM WCC 4 stocks |
$2,424
0.15% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK PWR BLD MTZ EME FIX 6 stocks |
$2,394
0.14% of portfolio
|
6
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
JBHT FDX UPS 3 stocks |
$2,277
0.14% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM VMI 3 stocks |
$2,262
0.14% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
BYD PENN WYNN 3 stocks |
$2,201
0.13% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS YETI PLNT 3 stocks |
$2,179
0.13% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM NVR TOL 3 stocks |
$2,045
0.12% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ELAN ZTS TAK VTRS HLN 5 stocks |
$2,031
0.12% of portfolio
|
2
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL WDC STX 3 stocks |
$2,020
0.12% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CF CTVA SMG 3 stocks |
$1,992
0.12% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC LAMR GLPI 3 stocks |
$1,977
0.12% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$1,965
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$1,946
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL CPA 3 stocks |
$1,932
0.12% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX VLO 3 stocks |
$1,925
0.12% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$1,880
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN DRVN 2 stocks |
$1,830
0.11% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN GNTX 2 stocks |
$1,688
0.1% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$1,677
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
MTG FAF AGO 3 stocks |
$1,659
0.1% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS GPN 2 stocks |
$1,577
0.1% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
FR PSA 2 stocks |
$1,500
0.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR IHG HLT 3 stocks |
$1,499
0.09% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX TTWO NTES 3 stocks |
$1,410
0.09% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO 2 stocks |
$1,311
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LOPE 1 stocks |
$1,283
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,275
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$1,233
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AYI VRT 2 stocks |
$1,188
0.07% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$1,125
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE CSGP CIGI 3 stocks |
$1,109
0.07% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$1,013
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,005
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE HE 2 stocks |
$956
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
MHK LEG 2 stocks |
$953
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB HAL 3 stocks |
$946
0.06% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI WPC 2 stocks |
$921
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK WTRG 2 stocks |
$838
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$813
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$788
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
TXG VEEV 2 stocks |
$746
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
REG 1 stocks |
$736
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$718
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM VMC CRH.L 3 stocks |
$709
0.04% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$535
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS NUE 2 stocks |
$522
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$463
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
AVT 1 stocks |
$438
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$385
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$332
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$289
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Consulting Services | Industrials
TRU 1 stocks |
$263
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|