Aaron Wealth Advisors LLC Portfolio Holdings by Sector
Aaron Wealth Advisors LLC
- $964 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IEFA VONG VONV IEMG GUNR VBR JAAA LMBS 58 stocks |
$445,526
46.21% of portfolio
|
23
|
18
|
5
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN LLY BMY JNJ ABBV NVS AZN GILD 11 stocks |
$73,197
7.59% of portfolio
|
7
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR CRWD ADBE PANW NTNX NET 20 stocks |
$45,840
4.75% of portfolio
|
15
|
5
|
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM AMD QCOM TXN MU ADI 14 stocks |
$44,040
4.57% of portfolio
|
9
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG DASH SPOT TWLO 6 stocks |
$24,745
2.57% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$24,666
2.56% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC ING HSBC MUFG C SAN 11 stocks |
$19,718
2.05% of portfolio
|
11
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SAP CRM INTU NOW CWAN SNOW APP 18 stocks |
$17,310
1.8% of portfolio
|
13
|
5
|
4
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$16,987
1.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA SE EBAY PDD ETSY JD 7 stocks |
$15,418
1.6% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A AIG HIG 4 stocks |
$13,870
1.44% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF AXP IX PYPL SYF 7 stocks |
$13,847
1.44% of portfolio
|
7
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DLTR 4 stocks |
$11,082
1.15% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE EMR ITW CMI OTIS XYL PH 11 stocks |
$8,137
0.84% of portfolio
|
7
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL CVX TTE BP E EQNR 7 stocks |
$7,476
0.78% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT HWM BA GD NOC TDG CW 13 stocks |
$7,434
0.77% of portfolio
|
9
|
4
|
4
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN G FISV INFY CDW CTSH LDOS 11 stocks |
$6,974
0.72% of portfolio
|
7
|
3
|
5
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM HMC GM 4 stocks |
$6,963
0.72% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT BSX SYK MDT EW PODD PHG 7 stocks |
$6,029
0.63% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
IBN HDB MFG LYG KB USB TFC PNC 14 stocks |
$5,996
0.62% of portfolio
|
9
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS FOXA ROKU 4 stocks |
$5,872
0.61% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CL KMB 4 stocks |
$5,871
0.61% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED SO NEE NGG DUK AEP XEL EXC 13 stocks |
$5,551
0.58% of portfolio
|
6
|
7
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$5,247
0.54% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC TER 4 stocks |
$5,111
0.53% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW MS GS NMR 4 stocks |
$4,856
0.5% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX NVO MNKD KURA ARGX RNA BGNE PGEN 9 stocks |
$4,678
0.49% of portfolio
|
5
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ CMCSA TMUS TEF CHTR CHT 7 stocks |
$4,457
0.46% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO ICE CME CBOE NDAQ MSCI 7 stocks |
$4,386
0.45% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP MNST CCEP 4 stocks |
$4,156
0.43% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL L TRV WRB 6 stocks |
$3,872
0.4% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$3,818
0.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO ZBRA MSI NOK ERIC 5 stocks |
$3,702
0.38% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL ABNB CCL TCOM TNL EXPE 7 stocks |
$3,671
0.38% of portfolio
|
5
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$3,562
0.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD WPM NEM 3 stocks |
$3,453
0.36% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK KKR AMP APO BX NTRS STT JHG 8 stocks |
$3,397
0.35% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$3,198
0.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$3,180
0.33% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX CMG YUM 4 stocks |
$2,946
0.31% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI ELV 4 stocks |
$2,917
0.3% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM BTI MO 3 stocks |
$2,890
0.3% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO A ILMN 4 stocks |
$2,610
0.27% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRGP LNG ENB WMB OKE KMI 6 stocks |
$2,469
0.26% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO ULTA FIVE WSM 5 stocks |
$2,332
0.24% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH JBL 3 stocks |
$1,991
0.21% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW ECL APD DD PPG 5 stocks |
$1,964
0.2% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI TT MAS CARR 4 stocks |
$1,962
0.2% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX GPS 2 stocks |
$1,926
0.2% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP WAB NSC 3 stocks |
$1,879
0.19% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$1,841
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RMD 2 stocks |
$1,811
0.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EOG OXY FANG WDS 5 stocks |
$1,807
0.19% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT IHG 3 stocks |
$1,710
0.18% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL PUK PRU MET UNM 5 stocks |
$1,586
0.16% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS K CAG 3 stocks |
$1,497
0.16% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM VMI 3 stocks |
$1,413
0.15% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS TAK HLN 3 stocks |
$1,392
0.14% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON WTW 3 stocks |
$1,340
0.14% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA BKD 2 stocks |
$1,303
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST MSM 3 stocks |
$1,267
0.13% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,195
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX VLO 3 stocks |
$1,154
0.12% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO 2 stocks |
$1,124
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX JBHT UPS 3 stocks |
$1,105
0.11% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$1,017
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA SMG 2 stocks |
$914
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN PHM 2 stocks |
$850
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG VST 2 stocks |
$783
0.08% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
ST GRMN KEYS MVIS 4 stocks |
$780
0.08% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$757
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO NTES RBLX 3 stocks |
$748
0.08% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
HIW KRC CUZ 3 stocks |
$724
0.08% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD FMX 2 stocks |
$694
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$669
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$664
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
USFD SYY 2 stocks |
$662
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$596
0.06% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL CPA 2 stocks |
$580
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
BYD PENN 2 stocks |
$562
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK PWR 2 stocks |
$546
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
WDC DELL 2 stocks |
$512
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$492
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC 1 stocks |
$451
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$423
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$411
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$392
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS 1 stocks |
$363
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$357
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$337
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$330
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE OPEN 2 stocks |
$315
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
YETI 1 stocks |
$313
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$307
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$292
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$283
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LOPE 1 stocks |
$275
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$250
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN 1 stocks |
$241
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$235
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS 1 stocks |
$225
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM CRH.L 2 stocks |
$209
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$209
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$207
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$202
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$201
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|