Aaron Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Aaron Wealth Advisors LLC | Institutional Filer | ▲ 3.67% | $1.76B | 690 |
Current Portfolio Holdings
Showing all 690 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | — | 1.5M | $139.1M | 7.90% |
| 2 | NVDA | NVIDIA Corporation | Technology | 659K | $115.0M | 6.53% |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | — | 1.1M | $101.9M | 5.78% |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | — | 863K | $94.7M | 5.37% |
| 5 | SGOV | ISHARES TR | — | 647K | $65.2M | 3.70% |
| 6 | AMGN | Amgen Inc. | Healthcare | 175K | $61.5M | 3.49% |
| 7 | GUNR | FLEXSHARES TR | — | 1.1M | $58.9M | 3.34% |
| 8 | AAPL | Apple Inc. | Technology | 201K | $51.0M | 2.90% |
| 9 | IEMG | ISHARES INC | — | 642K | $44.8M | 2.54% |
| 10 | MBX | MBX Biosciences, Inc. Common Stock | Healthcare | 1.2M | $34.9M | 1.98% |
| 11 | MSFT | Microsoft Corporation | Technology | 93K | $34.5M | 1.96% |
| 12 | VBR | VANGUARD INDEX FDS | — | 151K | $32.8M | 1.86% |
| 13 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 610K | $30.4M | 1.73% |
| 14 | VBK | VANGUARD INDEX FDS | — | 97K | $29.4M | 1.67% |
| 15 | GOOGL | Alphabet Inc. | Technology | 77K | $22.3M | 1.26% |
Showing 1 to 15 of 690 holdings