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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.77 Million 0.29% of portfolio
73,016
Q2 2025 Reduced 2.74%
$124B
$2.79 Million 0.29% of portfolio
9,042
Q2 2025 Added 1.54%
$323B
$2.81 Million 0.29% of portfolio
9,233
Q2 2025 Added 3.58%
$368B
$2.67 Million 0.28% of portfolio
16,740
Q2 2025 Reduced 1.25%
$0
$2.73 Million 0.28% of portfolio
74,418
Q2 2025 Reduced 11.39%
$145B
$2.59 Million 0.27% of portfolio
7,259
Q2 2025 Added 7.62%
$306B
$2.48 Million 0.26% of portfolio
35,123
Q2 2025 Added 2.85%
$210B
$2.45 Million 0.25% of portfolio
8,312
Q2 2025 Reduced 4.46%
$0
$2.44 Million 0.25% of portfolio
18,082
Q2 2025 Reduced 4.06%
$381B
$2.38 Million 0.25% of portfolio
50,376
Q2 2025 Added 5.92%
$293B
$2.39 Million 0.25% of portfolio
34,384
Q2 2025 Added 2.71%
$150B
$2.33 Million 0.24% of portfolio
7,780
Q2 2025 Added 0.69%
$295B
$2.18 Million 0.23% of portfolio
2,725
Q2 2025 Added 4.37%
$351B
$2.24 Million 0.23% of portfolio
12,073
Q2 2025 Added 3.6%
$229B
$2 Million 0.21% of portfolio
14,719
Q2 2025 Added 2.97%
$142B
$2.02 Million 0.21% of portfolio
7,560
Q2 2025 Added 7.86%
$182B
$1.83 Million 0.19% of portfolio
3,472
Q2 2025 Added 1.22%
$302B
$1.8 Million 0.19% of portfolio
22,417
Q2 2025 Added 8.7%
$257B
$1.84 Million 0.19% of portfolio
15,228
Q2 2025 Added 4.49%
$232B
$1.82 Million 0.19% of portfolio
6,673
Q2 2025 Reduced 2.01%
$11.3B
$1.71 Million 0.18% of portfolio
9,628
Q2 2025 Reduced 2.59%
$367B
$1.7 Million 0.18% of portfolio
12,475
Q2 2025 Added 14.12%
$162B
$1.7 Million 0.18% of portfolio
9,303
Q2 2025 Added 4.88%
$179B
$1.72 Million 0.18% of portfolio
18,814
Q2 2025 Added 7.92%
$92.1B
$1.78 Million 0.18% of portfolio
81,384
Q2 2025 Added 4.28%
$306B
$1.77 Million 0.18% of portfolio
6,880
Q2 2025 Added 18.66%
$155B
$1.73 Million 0.18% of portfolio
13,983
Q2 2025 Reduced 1.22%
$222B
$1.65 Million 0.17% of portfolio
5,650
Q2 2025 Reduced 2.72%
$261B
$1.67 Million 0.17% of portfolio
9,167
Q2 2025 Added 9.09%
$201B
$1.63 Million 0.17% of portfolio
2,075
Q2 2025 Added 96.5%
$207B
$1.55 Million 0.16% of portfolio
12,488
Q2 2025 Added 6.63%
$259B
$1.56 Million 0.16% of portfolio
25,691
Q2 2025 Added 3.5%
$38.3B
$1.59 Million 0.16% of portfolio
9,437
Q2 2025 Added 1.89%
$0
$1.59 Million 0.16% of portfolio
6,698
Q2 2025 Added 1.58%
$0
$1.59 Million 0.16% of portfolio
25,612
Q2 2025 Reduced 5.5%
$229B
$1.5 Million 0.16% of portfolio
10,264
Q2 2025 Reduced 3.78%
$227B
$1.4 Million 0.15% of portfolio
4,387
Q2 2025 Added 1.65%
$203B
$1.47 Million 0.15% of portfolio
50,733
Q2 2025 Added 10.32%
$33.7B
$1.45 Million 0.15% of portfolio
55,754
Q2 2025 Added 6.05%
$0
$1.49 Million 0.15% of portfolio
13,665
Q2 2025 Reduced 6.14%
$150B
$1.42 Million 0.15% of portfolio
7,172
Q2 2025 Reduced 3.59%
$258B
$1.43 Million 0.15% of portfolio
20,369
Q2 2025 Added 4.46%
$112B
$1.4 Million 0.15% of portfolio
20,315
Q2 2025 Reduced 6.3%
$43.5B
$1.48 Million 0.15% of portfolio
16,508
Q2 2025 Reduced 1.02%
$282B
$1.45 Million 0.15% of portfolio
10,196
Q2 2025 Reduced 2.15%
$83.2B
$1.46 Million 0.15% of portfolio
6,867
Q2 2025 Added 109.23%
$99.5B
$1.43 Million 0.15% of portfolio
3,219
Q2 2025 Reduced 2.66%
$150B
$1.41 Million 0.15% of portfolio
12,675
Q2 2025 Added 13.65%
$233B
$1.47 Million 0.15% of portfolio
21,079
Q2 2025 Added 2.78%

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
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