- New Purchases: SPG, ESML, EPD, RETA, EBAY, ISRG, MS, USSG, INTU, MMC, SPGI, RSI, LYG,
- Added Positions: VONG, VONV, IEFA, IEMG, GUNR, IGF, JNJ, AGG, HYD, ESGE, WATT, NFLX, MSFT, PAYC, GM, IBM, KURA, VBR, AMZN, VBK, PTON, JPM, NVS, ABT, NVDA, ESGD, INTC, UBER, HD, DE, TJX, TXN, UNH, VZ, DIS, WPM, MDLZ, GOOG, CDW, EOG, GD, ING, MDT, NEE, MU, TEF, TSM, GSK, SQ, SNY, FANG, DEO, QCOM, ASX, ACN,
- Reduced Positions: RNA, GOLD, V, AMD, CVS, TSLA, PYPL, HEFA, ZBH, SBUX, LLY, GIS, HSY, IPG, FB, MCD, GOOGL, ORCL, POOL, PG, MMM, KO, CAT, DHR, CRM, RDS.A, PEP, ENB, NKE, MRK, WTRG,
- Sold Out: BDX, GWRE, AIG, KDP, BABA, ESGU, SAN, LPCN,
For the details of Aaron Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/aaron+wealth+advisors/current-portfolio/portfolio
These are the top 5 holdings of Aaron Wealth Advisors- Vanguard Russell 1000 Growth Index Fund (VONG) - 346,294 shares, 8.62% of the total portfolio. Shares added by 303.58%
- Vanguard Russell 1000 Value Index Fund (VONV) - 331,096 shares, 8.49% of the total portfolio. Shares added by 104.26%
- BTC iShares Core MSCI EAFE ETF (IEFA) - 302,198 shares, 8.09% of the total portfolio. Shares added by 24.12%
- iShares Core MSCI Emerging Markets ETF (IEMG) - 308,086 shares, 7.37% of the total portfolio. Shares added by 21.51%
- Microsoft Corp (MSFT) - 53,829 shares, 5.19% of the total portfolio. Shares added by 1.02%
Aaron Wealth Advisors initiated holding in Simon Property Group Inc. The purchase prices were between $113.38 and $135.71, with an estimated average price of $124.06. The stock is now traded at around $126.110000. The impact to a portfolio due to this purchase was 0.32%. The holding were 6,952 shares as of 2021-06-30.
New Purchase: iShares ESG Aware MSCI USA Small-Cap ETF (ESML)Aaron Wealth Advisors initiated holding in iShares ESG Aware MSCI USA Small-Cap ETF. The purchase prices were between $37.95 and $40.86, with an estimated average price of $39.69. The stock is now traded at around $39.790000. The impact to a portfolio due to this purchase was 0.13%. The holding were 9,337 shares as of 2021-06-30.
New Purchase: Enterprise Products Partners LP (EPD)Aaron Wealth Advisors initiated holding in Enterprise Products Partners LP. The purchase prices were between $22.02 and $25.44, with an estimated average price of $23.62. The stock is now traded at around $22.985000. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,514 shares as of 2021-06-30.
New Purchase: Reata Pharmaceuticals Inc (RETA)Aaron Wealth Advisors initiated holding in Reata Pharmaceuticals Inc. The purchase prices were between $78.27 and $151.29, with an estimated average price of $112.9. The stock is now traded at around $127.640000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,774 shares as of 2021-06-30.
New Purchase: eBay Inc (EBAY)Aaron Wealth Advisors initiated holding in eBay Inc. The purchase prices were between $55.79 and $70.49, with an estimated average price of $62.67. The stock is now traded at around $73.560000. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,018 shares as of 2021-06-30.
New Purchase: Intuitive Surgical Inc (ISRG)Aaron Wealth Advisors initiated holding in Intuitive Surgical Inc. The purchase prices were between $738.94 and $920.72, with an estimated average price of $838.66. The stock is now traded at around $980.900000. The impact to a portfolio due to this purchase was 0.08%. The holding were 244 shares as of 2021-06-30.
Added: Vanguard Russell 1000 Growth Index Fund (VONG)Aaron Wealth Advisors added to a holding in Vanguard Russell 1000 Growth Index Fund by 303.58%. The purchase prices were between $62.41 and $69.93, with an estimated average price of $66.16. The stock is now traded at around $72.690000. The impact to a portfolio due to this purchase was 6.48%. The holding were 346,294 shares as of 2021-06-30.
Added: Vanguard Russell 1000 Value Index Fund (VONV)Aaron Wealth Advisors added to a holding in Vanguard Russell 1000 Value Index Fund by 104.26%. The purchase prices were between $66.21 and $70.99, with an estimated average price of $69.2. The stock is now traded at around $70.500000. The impact to a portfolio due to this purchase was 4.33%. The holding were 331,096 shares as of 2021-06-30.
Added: BTC iShares Core MSCI EAFE ETF (IEFA)Aaron Wealth Advisors added to a holding in BTC iShares Core MSCI EAFE ETF by 24.12%. The purchase prices were between $71.04 and $77.08, with an estimated average price of $74.63. The stock is now traded at around $76.070000. The impact to a portfolio due to this purchase was 1.57%. The holding were 302,198 shares as of 2021-06-30.
Added: iShares Core MSCI Emerging Markets ETF (IEMG)Aaron Wealth Advisors added to a holding in iShares Core MSCI Emerging Markets ETF by 21.51%. The purchase prices were between $62.73 and $67.66, with an estimated average price of $65.51. The stock is now traded at around $63.725000. The impact to a portfolio due to this purchase was 1.3%. The holding were 308,086 shares as of 2021-06-30.
Added: FlexShares Global Upstream Natural Resources Index (GUNR)Aaron Wealth Advisors added to a holding in FlexShares Global Upstream Natural Resources Index by 22.27%. The purchase prices were between $35.96 and $40.18, with an estimated average price of $38.43. The stock is now traded at around $38.330000. The impact to a portfolio due to this purchase was 0.52%. The holding were 208,139 shares as of 2021-06-30.
Added: iShares Global Infrastructure ETF (IGF)Aaron Wealth Advisors added to a holding in iShares Global Infrastructure ETF by 40.90%. The purchase prices were between $44.43 and $47.64, with an estimated average price of $46.14. The stock is now traded at around $46.275000. The impact to a portfolio due to this purchase was 0.27%. The holding were 56,180 shares as of 2021-06-30.
Sold Out: Becton, Dickinson and Co (BDX)Aaron Wealth Advisors sold out a holding in Becton, Dickinson and Co. The sale prices were between $238.47 and $260.94, with an estimated average price of $245.55.
Sold Out: Guidewire Software Inc (GWRE)Aaron Wealth Advisors sold out a holding in Guidewire Software Inc. The sale prices were between $92.05 and $116, with an estimated average price of $103.8.
Sold Out: Keurig Dr Pepper Inc (KDP)Aaron Wealth Advisors sold out a holding in Keurig Dr Pepper Inc. The sale prices were between $34.24 and $37.05, with an estimated average price of $35.66.
Sold Out: American International Group Inc (AIG)Aaron Wealth Advisors sold out a holding in American International Group Inc. The sale prices were between $45.53 and $53.55, with an estimated average price of $49.41.
Sold Out: iShares MSCI USA ESG Optimized ETF (ESGU)Aaron Wealth Advisors sold out a holding in iShares MSCI USA ESG Optimized ETF. The sale prices were between $90.64 and $98.47, with an estimated average price of $95.39.
Sold Out: Alibaba Group Holding Ltd (BABA)Aaron Wealth Advisors sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $206.08 and $244.01, with an estimated average price of $222.15.
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