AW

Aaron Wealth Advisors LLC

13F
Aaron Wealth Advisors LLC
Last update 2025-07-09 489 Stocks (75 new)
Value $979.00 Mil Turnover 6 %
Countries:
Top Holdings: IEFA(8.66%)VONG(6.82%)VONV(6.37%)AMGN(5.30%)MSFT(3.34%)
Summary Stock Picks Current Portfolio
Aaron Wealth Advisors LLC Top Holdings of 2025-06-30 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
1,015,107
84,741.2
-5.11%
8.660
-0.47%
0.060
+15.26%
+20.32%
142,203.0
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
611,791
66,807.6
+4.64%
6.820
+0.30%
0.250
+22.20%
+6.79%
27,430.4
 
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
731,432
62,325.3
+1.53%
6.370
+0.10%
0.530
+11.96%
+7.04%
11,964.6
 
AMGN
Amgen Inc
185,888
51,901.8
-0.15%
5.300
-0.01%
0.030
+4.16%
+15.21%
158,768.5
Drug Manufacturers
MSFT
Microsoft Corp
65,688
32,674.0
+7.82%
3.340
+0.24%
0.000
+29.81%
+19.87%
3,740,948.0
Software
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
531,474
31,904.4
-5.67%
3.260
-0.20%
0.030
+17.68%
+16.42%
95,715.8
 
GUNR
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
599,090
24,029.5
+2.92%
2.450
+0.07%
0.510
+13.57%
+14.88%
4,869.2
 
NVDA
NVIDIA Corp
150,018
23,701.5
+7.14%
2.420
+0.16%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
AAPL
Apple Inc
113,152
23,215.5
+6.44%
2.370
+0.14%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
VBR
Vanguard Small Cap Value ETF
96,575
18,833.2
-3.53%
1.920
-0.08%
0.070
+18.01%
+2.65%
28,516.4
 

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
JAAA
Janus Henderson AAA CLO ETF
2025-06-30
Add
Add
+1.28%
●
49.79 ($50.49) 50.75
$50.62
0.26%
Add 232.81%
352,892
246,857
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Reduce
Reduce
-0.47%
●
67.83 ($79.31) 84.09
$83.07
4.74%
Reduce -5.11%
1,015,107
-54,691
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-06-30
Add
Add
+0.30%
●
82.51 ($98.34) 109.2
$110.02
11.88%
Add 4.64%
611,791
27,123
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.24%
●
354.56 ($433.34) 497.45
$503.32
16.15%
Add 7.82%
65,688
4,765
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-06-30
Reduce
Reduce
-0.20%
●
47.74 ($55.77) 60.03
$60.06
7.69%
Reduce -5.67%
531,474
-31,927
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.16%
●
94.31 ($125.57) 157.99
$164.92
31.34%
Add 7.14%
150,018
10,003
AAPL
Apple Inc
2025-06-30
Add
Add
+0.14%
●
172.42 ($202.27) 223.89
$211.16
4.40%
Add 6.44%
113,152
6,843
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.12%
●
104.77 ($105.63) 106.34
$106.45
0.78%
Reduce -10.2%
88,566
-10,065
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-06-30
Add
Add
+0.12%
●
141.37 ($184.95) 228.57
$230.40
24.57%
Add 28.37%
24,174
5,342
TGT
Target Corp
2025-06-30
Reduce
Reduce
-0.12%
●
88.76 ($96.16) 105.77
$104.24
8.40%
Reduce -74.63%
3,309
-9,736

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 2025-06-30

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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