Aaron Wealth Advisors LLC
CIK Number: 0001812198
872.4M
Market Value
445
# of Holdings
7 months
Avg. Holding Period
37.63%
Win Rate
-236.89%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Core MS... | 84.11 | +0.76% | 1.03M | +2.35% | 72.45M | 67.51 | 8.41% |
| 2 | VONG | Vanguard Russel... | 105.64 | +0.32% | 608.34K | -1.71% | 62.85M | 67.99 | 7.30% |
| 3 | VONV | Vanguard Russel... | 84.16 | +0.29% | 756.92K | +2.09% | 61.5M | 68.36 | 7.14% |
| 4 | AMGN | Amgen Inc. | 297.25 | +1.86% | 189.88K | -4.42% | 49.49M | 255.48 | 5.75% |
| 5 | IEMG | iShares Core MS... | 59.64 | +0.05% | 553.46K | -0.35% | 28.9M | 53.48 | 3.36% |
| 6 | AAPL | Apple Inc. | 198.98 | +0.10% | 105.27K | +7.67% | 26.36M | 182.28 | 3.06% |
| 7 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 191.18K | +52.32% | 25.67M | 85.34 | 2.98% |
| 8 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 60.71K | +2.22% | 25.59M | 291.57 | 2.97% |
| 9 | GUNR | FlexShares Morn... | 40.55 | +0.43% | 531.22K | -12.63% | 19.31M | 43.51 | 2.24% |
| 10 | VBR | Vanguard Small ... | 192.40 | -0.08% | 96.13K | +9.87% | 19.05M | 175.8 | 2.21% |
| 11 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 27.07K | +14.74% | 15.86M | 451.03 | 1.84% |
| 12 | VBK | Vanguard Small ... | 271.60 | -0.18% | 55.47K | +8.78% | 15.53M | 244.91 | 1.80% |
| 13 | LMBS | First Trust Low... | 49.13 | +0.22% | 253.27K | -5.85% | 12.33M | 47.95 | 1.43% |
| 14 | FCX | Freeport-McMoRa... | 41.22 | +0.50% | 316.97K | +0.26% | 12.07M | 39.16 | 1.40% |
| 15 | SUB | iShares Short-T... | 106.00 | +0.05% | 112.17K | +966.29% | 11.83M | 105.37 | 1.37% |
| 16 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 50.78K | +8.49% | 11.14M | 166.66 | 1.29% |
| 17 | IWF | iShares Russell... | 410.56 | +0.34% | 22.99K | +8.67% | 9.23M | 280.16 | 1.07% |
| 18 | TOLZ | ProShares DJ Br... | 54.60 | +0.68% | 163.38K | +10.56% | 8.03M | 46.45 | 0.93% |
| 19 | VONE | Vanguard Russel... | 274.26 | +0.37% | 28.81K | +1.34% | 7.68M | 203.62 | 0.89% |
| 20 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 16.71K | +6.16% | 7.58M | 333.88 | 0.88% |
| 21 | GOOGL | Alphabet Inc. | 175.57 | -1% | 36.28K | +9.58% | 6.87M | 149.7 | 0.80% |
| 22 | META | Meta Platforms,... | 693.11 | -0.15% | 11.62K | +7.05% | 6.81M | 399.69 | 0.79% |
| 23 | WMT | Walmart Inc. | 94.83 | -1.01% | 65.4K | +3.77% | 5.91M | 53.7 | 0.69% |
| 24 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 30.02K | +6.18% | 5.72M | 142.51 | 0.66% |
| 25 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 74.95K | +0.18% | 5.67M | 73.96 | 0.66% |
| 26 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 13.41K | +24.98% | 5.42M | 280.34 | 0.63% |
| 27 | BMY | Bristol-Myers S... | 50.66 | +0.99% | 90.4K | +2.50% | 5.11M | 67.66 | 0.59% |
| 28 | V | Visa Inc. | 371.03 | -0.61% | 16K | +4.17% | 5.06M | 221.33 | 0.59% |
| 29 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 9.38K | +13.66% | 5.05M | 443.99 | 0.59% |
| 30 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 21.35K | +10.71% | 4.95M | 125.7 | 0.57% |
| 31 | ACWX | iShares MSCI AC... | 61.23 | +0.55% | 88.16K | -0.26% | 4.6M | 52.33 | 0.53% |
| 32 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 18.97K | +2.80% | 4.55M | 163.15 | 0.53% |
| 33 | IVV | iShares Core S&... | 606.23 | +0.32% | 7.3K | +0.30% | 4.3M | 405.47 | 0.50% |
| 34 | IWM | iShares Russell... | 212.65 | -0.46% | 18.11K | -0.45% | 4M | 204.67 | 0.46% |
| 35 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 5.12K | -5.27% | 3.95M | 510.85 | 0.46% |
| 36 | IWD | iShares Russell... | 191.63 | +0.17% | 20.68K | +23.47% | 3.83M | 167.86 | 0.44% |
| 37 | VUG | Vanguard Growth... | 423.76 | +0.11% | 8.9K | -0.31% | 3.65M | 285.43 | 0.42% |
| 38 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 16.91K | +28.56% | 3.34M | 152.79 | 0.39% |
| 39 | HD | The Home Depot,... | 362.78 | +0.64% | 8.07K | +11.22% | 3.14M | 326.6 | 0.36% |
| 40 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 26.88K | -0.16% | 2.89M | 110.8 | 0.34% |
| 41 | MA | Mastercard Inco... | 588.62 | -0.36% | 5.47K | +2.36% | 2.88M | 371.53 | 0.33% |
| 42 | HEFA | iShares Currenc... | 38.05 | +0.03% | 82.78K | +4.60% | 2.88M | 33.88 | 0.33% |
| 43 | DBAW | Xtrackers MSCI ... | 36.98 | -0.16% | 83.98K | 0.00% | 2.85M | 32.14 | 0.33% |
| 44 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 19.36K | +0.90% | 2.8M | 170.63 | 0.33% |
| 45 | ACN | Accenture plc | 317.94 | -0.4% | 7.94K | +12.57% | 2.79M | 334.27 | 0.32% |
| 46 | COST | Costco Wholesal... | 1002.64 | +0.59% | 3K | +8.79% | 2.74M | 658.62 | 0.32% |
| 47 | PG | The Procter & G... | 163.05 | +0.58% | 16.35K | +7.75% | 2.74M | 156.39 | 0.32% |
| 48 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 16.34K | -5.42% | 2.72M | 93.15 | 0.32% |
| 49 | WM | Waste Managemen... | 236.91 | +1.12% | 13.47K | +4.72% | 2.72M | 163.98 | 0.32% |
| 50 | DHR | Danaher Corpora... | 204.74 | +0.01% | 11.81K | -8.52% | 2.71M | 251.27 | 0.31% |
| 51 | ADP | Automatic Data ... | 309.72 | -0.85% | 8.8K | +1.18% | 2.58M | 229.9 | 0.30% |
| 52 | UBER | Uber Technologi... | 85.66 | -1.06% | 42.6K | -2.89% | 2.57M | 36.19 | 0.30% |
| 53 | MCK | McKesson Corpor... | 730.42 | +1.76% | 4.37K | +8.00% | 2.49M | 358.62 | 0.29% |
| 54 | ITOT | iShares Core S&... | 131.83 | +0.27% | 19.35K | -8.81% | 2.49M | 105.94 | 0.29% |
| 55 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 2.57K | +6.78% | 2.29M | 499.3 | 0.27% |
| 56 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 4.47K | +7.66% | 2.26M | 514.16 | 0.26% |
| 57 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 6.1K | +6.55% | 2.21M | 271.02 | 0.26% |
| 58 | ETN | Eaton Corporati... | 329.93 | +1.30% | 6.65K | -0.83% | 2.21M | 163.25 | 0.26% |
| 59 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 6.37K | +6.88% | 2.13M | 236.52 | 0.25% |
| 60 | SAP | SAP SE | 301.98 | +0.93% | 8.61K | +6.44% | 2.12M | 165.99 | 0.25% |
| 61 | BAC | Bank of America... | 44.56 | -0.37% | 47.16K | +6.24% | 2.07M | 38.65 | 0.24% |
| 62 | KO | The Coca-Cola C... | 72.20 | +0.18% | 31.9K | +0.96% | 1.99M | 60.18 | 0.23% |
| 63 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 10.72K | +6.47% | 1.9M | 157.33 | 0.22% |
| 64 | IJH | iShares Core S&... | 61.17 | +0.07% | 30.43K | +14.26% | 1.9M | 49.79 | 0.22% |
| 65 | TGT | Target Corporat... | 99.24 | +1.15% | 14.02K | -6.63% | 1.9M | 144.76 | 0.22% |
| 66 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 31.97K | +5.21% | 1.89M | 50.52 | 0.22% |
| 67 | IJR | iShares Core S&... | 108.32 | -0.46% | 16.16K | +19.31% | 1.86M | 95.81 | 0.22% |
| 68 | NVO | Novo Nordisk A/... | 81.03 | +2.93% | 21.57K | +6.92% | 1.86M | 97.59 | 0.22% |
| 69 | IBM | International B... | 280.79 | -0.26% | 8.42K | +7.67% | 1.85M | 140.15 | 0.21% |
| 70 | ASML | ASML Holding N.... | 786.23 | +0.27% | 2.58K | +8.60% | 1.78M | 819.35 | 0.21% |
| 71 | TJX | The TJX Compani... | 124.31 | -0.18% | 14.06K | +15.33% | 1.7M | 88.33 | 0.20% |
| 72 | PGR | The Progressive... | 268.24 | +1.91% | 6.75K | -1.2% | 1.62M | 147.32 | 0.19% |
| 73 | MCD | McDonald's Corp... | 302.86 | +0.38% | 5.57K | +13.86% | 1.61M | 261.17 | 0.19% |
| 74 | VB | Vanguard Small ... | 233.32 | -0.21% | 6.72K | +3.09% | 1.61M | 214.46 | 0.19% |
| 75 | SPGI | S&P Global Inc. | 505.77 | -1.6% | 3.22K | +1.35% | 1.6M | 380.68 | 0.19% |
| 76 | ABT | Abbott Laborato... | 136.36 | +0.80% | 12.99K | +36.70% | 1.47M | 112.87 | 0.17% |
| 77 | TM | Toyota Motor Co... | 181.91 | -0.38% | 7.52K | +9.89% | 1.46M | 187.04 | 0.17% |
| 78 | MRK | Merck & Co., In... | 81.73 | +1.75% | 14.1K | -2% | 1.4M | 109.64 | 0.16% |
| 79 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 9.05K | +8.31% | 1.39M | 147.69 | 0.16% |
| 80 | WFC | Wells Fargo & C... | 73.92 | -1.34% | 19.63K | +10.48% | 1.38M | 51.54 | 0.16% |
| 81 | NVS | Novartis AG | 120.68 | +2.21% | 14.12K | +7.51% | 1.37M | 97.52 | 0.16% |
| 82 | VEA | Vanguard Develo... | 56.86 | +0.78% | 28.12K | 0.00% | 1.34M | 43.48 | 0.16% |
| 83 | RGLD | Royal Gold, Inc... | 179.11 | +2.61% | 9.99K | +4.35% | 1.32M | 119.03 | 0.15% |
| 84 | AMAT | Applied Materia... | 174.97 | +1.26% | 8.04K | -4.22% | 1.31M | 127.36 | 0.15% |
| 85 | LIN | Linde plc | 470.45 | +0.41% | 3.1K | +1.37% | 1.3M | 387.75 | 0.15% |
| 86 | DIS | The Walt Disney... | 118.50 | -0.85% | 11.59K | +5.48% | 1.29M | 111.69 | 0.15% |
| 87 | LOW | Lowe's Companie... | 223.28 | +0.76% | 5.22K | +10.57% | 1.29M | 216.65 | 0.15% |
| 88 | CVX | Chevron Corpora... | 144.84 | +0.04% | 8.86K | +22.19% | 1.28M | 158.11 | 0.15% |
| 89 | SCHW | The Charles Sch... | 88.46 | +0.07% | 17.15K | +13.92% | 1.27M | 60.04 | 0.15% |
| 90 | ISRG | Intuitive Surgi... | 512.89 | -1.82% | 2.43K | -0.25% | 1.27M | 304.35 | 0.15% |
| 91 | AXP | American Expres... | 298.02 | -0.36% | 4.23K | +3.73% | 1.25M | 176.88 | 0.15% |
| 92 | VRTX | Vertex Pharmace... | 459.61 | +1.58% | 3.11K | -2.26% | 1.25M | 308.83 | 0.15% |
| 93 | AZN | AstraZeneca PLC | 74.97 | +1.67% | 18.84K | +8.27% | 1.23M | 70.66 | 0.14% |
| 94 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 2.39K | +1.53% | 1.22M | 351.74 | 0.14% |
| 95 | TMO | Thermo Fisher S... | 414.46 | -0.17% | 2.34K | -3.1% | 1.22M | 585.3 | 0.14% |
| 96 | TXN | Texas Instrumen... | 199.58 | -0.06% | 6.46K | +3.77% | 1.21M | 170.76 | 0.14% |
| 97 | AMD | Advanced Micro ... | 118.61 | -2.09% | 10.02K | -8.72% | 1.21M | 126.9 | 0.14% |
| 98 | ING | ING Groep N.V. | 21.17 | +0.86% | 77.03K | +3.87% | 1.21M | 11.91 | 0.14% |
| 99 | GIS | General Mills, ... | 54.71 | +0.89% | 18.61K | +15.33% | 1.19M | 72.34 | 0.14% |
| 100 | SHEL | Shell plc | 71.41 | +0.55% | 18.77K | +15.38% | 1.18M | 66.54 | 0.14% |
| 101 | HSBC | HSBC Holdings p... | 60.14 | +1.21% | 23.76K | +13.87% | 1.18M | 42.25 | 0.14% |
| 102 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 7.64K | +16.25% | 1.16M | 169.44 | 0.13% |
| 103 | SNY | Sanofi | 50.87 | +2.34% | 23.9K | +7.49% | 1.15M | 50.14 | 0.13% |
| 104 | VTI | Vanguard Total ... | 296.95 | +0.28% | 3.93K | 0.00% | 1.14M | 223.76 | 0.13% |
| 105 | MNKD | MannKind Corpor... | 3.83 | -1.42% | 177K | 0.00% | 1.14M | 5.19 | 0.13% |
| 106 | UNP | Union Pacific C... | 225.29 | -0.19% | 4.93K | +8.90% | 1.12M | 234.33 | 0.13% |
| 107 | MS | Morgan Stanley | 131.82 | +0.01% | 8.76K | +7.06% | 1.1M | 95.17 | 0.13% |
| 108 | RTX | RTX Corporation | 141.01 | -0.56% | 9.48K | +9.91% | 1.1M | 101.35 | 0.13% |
| 109 | CL | Colgate-Palmoli... | 93.09 | +1.07% | 12.02K | +4.92% | 1.09M | 80.64 | 0.13% |
| 110 | UL | Unilever PLC | 63.63 | +1.09% | 18.98K | +14.14% | 1.08M | 53.81 | 0.12% |
| 111 | ESGU | iShares ESG Awa... | 131.95 | +0.34% | 8.27K | -11.75% | 1.07M | 101.14 | 0.12% |
| 112 | SONY | Sony Group Corp... | 26.36 | +1.74% | 50.23K | +500.73% | 1.06M | 17.94 | 0.12% |
| 113 | CAH | Cardinal Health... | 160.40 | +4.47% | 8.93K | -15.3% | 1.06M | 83.77 | 0.12% |
| 114 | BKNG | Booking Holding... | 5456.99 | -0.17% | 211 | +24.85% | 1.05M | 3616.14 | 0.12% |
| 115 | SYK | Stryker Corpora... | 380.13 | -0.25% | 2.9K | +8.40% | 1.05M | 282.46 | 0.12% |
| 116 | NANR | SPDR S&P North ... | 56.76 | +0.93% | 20.12K | 0.00% | 1.03M | 57.68 | 0.12% |
| 117 | ADBE | Adobe Inc. | 414.08 | +0.30% | 2.3K | -4.83% | 1.02M | 460.82 | 0.12% |
| 118 | MLPX | Global X MLP & ... | 62.20 | +0.31% | 16.87K | 0.00% | 1.02M | 42.14 | 0.12% |
| 119 | MUFG | Mitsubishi UFJ ... | 13.72 | +1.22% | 85.56K | +10.06% | 1M | 9.06 | 0.12% |
| 120 | GILD | Gilead Sciences... | 111.94 | +2.42% | 10.84K | +15.74% | 1M | 85.63 | 0.12% |
| 121 | MAR | Marriott Intern... | 263.04 | -1.14% | 3.57K | +2.68% | 994.7K | 179.12 | 0.12% |
| 122 | SCHD | Schwab U.S. Div... | 27.00 | +0.52% | 36.15K | +198.22% | 987.52K | 23.6 | 0.11% |
| 123 | T | AT&T Inc. | 28.23 | -0.39% | 41.5K | +14.40% | 945K | 19.41 | 0.11% |
| 124 | GS | The Goldman Sac... | 625.32 | +0.18% | 1.64K | +8.60% | 940.24K | 416.46 | 0.11% |
| 125 | IVW | iShares S&P 500... | 106.36 | +0.36% | 9.25K | 0.00% | 939.46K | 66.92 | 0.11% |
| 126 | WPM | Wheaton Preciou... | 90.28 | +1.26% | 16.68K | 0.00% | 937.97K | 40.6 | 0.11% |
| 127 | BLK | BlackRock, Inc. | 987.76 | -0.56% | 904 | +100.00% | 926.7K | 1025.11 | 0.11% |
| 128 | VZ | Verizon Communi... | 43.13 | -1.38% | 23K | +11.62% | 919.57K | 41.82 | 0.11% |
| 129 | BSX | Boston Scientif... | 98.40 | -1% | 10.15K | +16.90% | 906.87K | 68.37 | 0.11% |
| 130 | LMT | Lockheed Martin... | 468.85 | +2.68% | 1.83K | -11.85% | 889.46K | 488.04 | 0.10% |
| 131 | PM | Philip Morris I... | 183.84 | +0.25% | 7.38K | +15.41% | 888.66K | 105.33 | 0.10% |
| 132 | ANET | Arista Networks... | 95.66 | +1.54% | 8.04K | +100.00% | 888.44K | 110.53 | 0.10% |
| 133 | GE | General Electri... | 239.60 | -2.41% | 5.24K | -9.18% | 874.48K | 117.94 | 0.10% |
| 134 | NOW | ServiceNow, Inc... | 1006.03 | +0.17% | 813 | +24.31% | 861.88K | 823.91 | 0.10% |
| 135 | VOE | Vanguard Mid-Ca... | 163.48 | +0.49% | 5.3K | 0.00% | 857.22K | 136.19 | 0.10% |
| 136 | COP | ConocoPhillips | 94.64 | +1.38% | 8.46K | +20.81% | 839.28K | 113.33 | 0.10% |
| 137 | VOT | Vanguard Mid-Ca... | 273.00 | +0.13% | 3.25K | 0.00% | 825.96K | 180 | 0.10% |
| 138 | DE | Deere & Company | 516.87 | -0.76% | 1.94K | +4.30% | 821.5K | 399.63 | 0.10% |
| 139 | ITW | Illinois Tool W... | 245.68 | -0.38% | 3.23K | +11.67% | 820.11K | 232.13 | 0.10% |
| 140 | HSY | The Hershey Com... | 172.35 | +2.56% | 4.68K | +12.09% | 792.73K | 213.23 | 0.09% |
| 141 | CMCSA | Comcast Corpora... | 35.26 | +0.20% | 21.05K | -4.24% | 790.01K | 38.33 | 0.09% |
| 142 | ADI | Analog Devices,... | 231.89 | -0.28% | 3.71K | +17.66% | 788.44K | 196.16 | 0.09% |
| 143 | EMR | Emerson Electri... | 126.72 | +0.18% | 6.35K | +20.71% | 786.71K | 106.35 | 0.09% |
| 144 | SMFG | Sumitomo Mitsui... | 15.18 | +1.91% | 54.14K | +9.00% | 784.45K | 11.27 | 0.09% |
| 145 | VGT | Vanguard Inform... | 633.52 | +0.68% | 1.26K | +65.79% | 783.47K | 597.94 | 0.09% |
| 146 | GLW | Corning Incorpo... | 50.81 | +0.71% | 16.44K | +18.56% | 781.28K | 36.94 | 0.09% |
| 147 | RELX | RELX Plc | 53.26 | +0.54% | 16.92K | +9.75% | 768.46K | 42.46 | 0.09% |
| 148 | C | Citigroup Inc. | 78.19 | -0.24% | 10.66K | +9.07% | 750.08K | 59.15 | 0.09% |
| 149 | ED | Consolidated Ed... | 103.71 | +1.13% | 8.18K | +20.00% | 729.63K | 93.74 | 0.08% |
| 150 | MDLZ | Mondelez Intern... | 68.11 | +1.74% | 12.2K | -20.39% | 728.83K | 65.83 | 0.08% |