AW

Aaron Wealth Advisors LLC

13F
Aaron Wealth Advisors LLC
Last update 2025-04-28 450 Stocks (52 new)
Value $872.00 Mil Turnover 6 %
Countries:
Top Holdings: IEFA(9.28%)VONV(6.82%)AMGN(6.65%)VONG(6.22%)IEMG(3.49%)
Summary Stock Picks Current Portfolio
Aaron Wealth Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA
iShares Core MSCI EAFE ETF
1,069,798
80,930.2
+3.78%
9.280
+0.34%
0.060
+12.33%
+18.91%
143,058.9
 
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
720,435
59,464.7
-4.82%
6.820
-0.34%
0.500
+9.43%
+7.61%
11,867.6
 
AMGN
Amgen Inc
186,176
58,003.1
-1.95%
6.650
-0.11%
0.030
-2.90%
+16.37%
160,365.5
Drug Manufacturers
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
584,668
54,251.3
-3.89%
6.220
-0.28%
0.200
+23.86%
+6.95%
25,615.2
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
563,401
30,406.7
+1.80%
3.490
+0.06%
0.040
+15.43%
+17.51%
96,608.3
 
AAPL
Apple Inc
106,309
23,614.3
+0.99%
2.710
+0.03%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
MSFT
Microsoft Corp
60,923
22,870.0
+0.35%
2.620
+0.01%
0.000
+33.94%
+18.80%
3,707,650.2
Software
GUNR
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
582,103
22,591.4
+9.58%
2.590
+0.23%
0.470
+8.97%
+13.23%
4,874.0
 
VBR
Vanguard Small Cap Value ETF
100,108
18,649.0
+4.14%
2.140
+0.09%
0.060
+14.50%
+2.93%
28,132.6
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
352,416
17,324.8
+39.15%
1.990
+0.56%
0.350
-0.12%
+1.09%
5,102.0
 

Aaron Wealth Advisors LLC's Historical Top Holdings Breakdowns

Aaron Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.80%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Reduce -26.76%
140,015
-51,169
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.57%
●
50.48 ($50.78) 51.04
$50.56
-0.43%
Add 1103.03%
106,035
97,221
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
2025-03-31
Add
Add
+0.56%
●
48.37 ($48.86) 49.23
$49.20
0.70%
Add 39.15%
352,416
99,146
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.46%
●
663000 ($729331) 801950
$727,455.00
-0.26%
New holding
5
5
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.34%
●
69.57 ($74.78) 78.65
$83.57
11.75%
Add 3.78%
1,069,798
38,974
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
2025-03-31
Reduce
Reduce
-0.34%
●
80.21 ($83.64) 86.14
$86.61
3.55%
Reduce -4.82%
720,435
-36,482
FCX
Freeport-McMoRan Inc
2025-03-31
Add
Add
+0.28%
●
34.5 ($38.26) 43.01
$45.80
19.71%
Add 20.54%
382,081
65,108
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-03-31
Reduce
Reduce
-0.28%
●
92.71 ($101.57) 107.38
$110.18
8.48%
Reduce -3.89%
584,668
-23,671
GUNR
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
2025-03-31
Add
Add
+0.23%
●
36.65 ($38.16) 39.57
$41.17
7.89%
Add 9.58%
582,103
50,885
ACWX
iShares MSCI ACWI Ex US Index Fund
2025-03-31
Reduce
Reduce
-0.19%
●
51.39 ($54.91) 57.43
$61.25
11.55%
Reduce -36.64%
55,853
-32,305

Aaron Wealth Advisors LLC Total Holding History ($B)

To

Aaron Wealth Advisors LLC's Asset Allocation

To

Aaron Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Aaron Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

Aaron Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Aaron Wealth Advisors LLC's Holdings Heat Map

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Aaron Wealth Advisors LLC's Holdings Bubble Chart

Aaron Wealth Advisors LLC News

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