Aaron Wealth Advisors LLC Top Holdings and 13F Report (2025) About Aaron Wealth Advisors LLCInvestment ActivityAaron Wealth Advisors LLC has $1.69 billion in total holdings as of September 30, 2025.Aaron Wealth Advisors LLC owns shares of 628 different stocks, but just 127 companies or ETFs make up 80% of its holdings.Approximately 40.13% of the portfolio was purchased this quarter.About 1.94% of the portfolio was sold this quarter.This quarter, Aaron Wealth Advisors LLC has purchased 489 new stocks and bought additional shares in 330 stocks.Aaron Wealth Advisors LLC sold shares of 96 stocks and completely divested from 35 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $166,116,231NVIDIA $122,139,168iShares Core MSCI EAFE ETF $103,391,404Vanguard Russell 1000 Growth ETF $80,903,746Vanguard Russell 1000 Value ETF $72,418,132 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $166,116,231 Holding902494103 - Tyson Foods $1,880,409 Holding770323103 - Robert Half $1,687,379 Holding690742101 - Owens Corning $1,470,477 Holding74834L100 - Quest Diagnostics $1,451,838 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 1,649,615 shares (about $166.12M)NVIDIA 504,602 shares (about $94.15M)Apple 73,801 shares (about $18.79M)Microsoft 33,929 shares (about $17.57M)iShares Core MSCI EAFE ETF 169,080 shares (about $14.76M) Largest Sales this Quarter iShares Russell 1000 Growth ETF 10,810 shares (about $5.06M)Freeport-McMoRan 91,517 shares (about $3.59M)iShares Russell 2000 ETF 9,767 shares (about $2.36M)Amgen 4,549 shares (about $1.28M)Danaher 5,396 shares (about $1.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAaron Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$166,116,231$166,116,231 ▲New Holding1,649,6159.8%ETFNVDANVIDIA$122,139,168$94,148,771 ▲336.4%654,6207.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$103,391,404$14,762,380 ▲16.7%1,184,1876.1%ETFVONGVanguard Russell 1000 Growth ETF$80,903,746$7,182,889 ▲9.7%671,4004.8%ETFVONVVanguard Russell 1000 Value ETF$72,418,132$7,050,043 ▲10.8%810,3184.3%ETFMSFTMicrosoft$51,597,068$17,573,676 ▲51.7%99,6173.1%Computer and TechnologyAMGNAmgen$51,173,866$1,283,728 ▼-2.4%181,3393.0%MedicalAAPLApple$47,604,067$18,792,037 ▲65.2%186,9532.8%Computer and TechnologyGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$39,150,753$12,922,588 ▲49.3%894,2612.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$34,814,156$220,634 ▼-0.6%528,1272.1%ETFVBRVanguard Small-Cap Value ETF$28,526,633$8,370,359 ▲41.5%136,6801.7%ETFVBKVanguard Small-Cap Growth ETF$25,383,159$8,180,397 ▲47.6%85,2871.5%ETFAMZNAmazon.com$22,817,056$10,132,497 ▲79.9%103,9171.4%Retail/WholesaleJAAAJanus Henderson AAA CLO ETF$18,768,524$848,637 ▲4.7%369,6041.1%ETFLMBSFirst Trust Low Duration Opportunities ETF$17,432,777$351,517 ▼-2.0%350,1261.0%ManufacturingMETAMeta Platforms$17,174,240$7,446,626 ▲76.6%23,3861.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$15,994,982$482,314 ▼-2.9%24,0100.9%FinanceGOOGLAlphabet$15,743,168$6,230,172 ▲65.5%64,7600.9%Computer and TechnologyAVGOBroadcom$14,204,935$5,755,280 ▲68.1%43,0570.8%Computer and TechnologyBRK.BBerkshire Hathaway$13,892,214$4,011,362 ▲40.6%27,6330.8%FinanceGOOGAlphabet$13,028,707$4,760,915 ▲57.6%53,4950.8%Computer and TechnologyTSLATesla$12,792,371$6,020,619 ▲88.9%28,7650.8%Auto/Tires/TrucksFCXFreeport-McMoRan$11,779,646$3,589,308 ▼-23.4%300,3470.7%Basic MaterialsJPMJPMorgan Chase & Co.$10,586,186$3,766,879 ▲55.2%33,5610.6%FinanceTOLZDJ Brookfield Global Infrastructure ETF$10,243,874$1,627,311 ▲18.9%189,2960.6%ETFWMTWalmart$9,994,553$3,040,167 ▲43.7%96,9780.6%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$9,857,075$399,998 ▲4.2%92,3120.6%ETFVONEVanguard Russell 1000 ETF$8,445,038$51,400 ▼-0.6%27,9310.5%ETFVVisa$8,194,486$2,323,432 ▲39.6%24,0040.5%Business ServicesLLYEli Lilly and Company$7,632,289$3,351,096 ▲78.3%10,0030.5%MedicalTSMTaiwan Semiconductor Manufacturing$6,845,119$93,562 ▲1.4%24,5090.4%Computer and TechnologyJNJJohnson & Johnson$6,643,979$2,782,417 ▲72.1%35,8320.4%MedicalNFLXNetflix$6,335,093$2,997,300 ▲89.8%5,2840.4%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$5,913,402$866,007 ▼-12.8%63,3330.4%FinanceORCLOracle$5,544,365$756,817 ▲15.8%19,7140.3%Computer and TechnologyXOMExxon Mobil$5,468,601$2,292,771 ▲72.2%48,5020.3%EnergyHDHome Depot$5,422,121$2,185,705 ▲67.5%13,3810.3%Retail/WholesaleUBERUber Technologies$5,290,086$792,381 ▲17.6%53,9970.3%Computer and TechnologyVOOVanguard S&P 500 ETF$5,177,182$201,478 ▼-3.7%8,4540.3%ETFPALANTIR TECHNOLOGIES INC$4,984,991$2,709,302 ▲119.1%27,3270.3%CL AABBVAbbVie$4,945,000$2,149,617 ▲76.9%21,3570.3%MedicalIWFiShares Russell 1000 Growth ETF$4,861,159$5,063,512 ▼-51.0%10,3780.3%ETFMAMastercard$4,855,667$1,354,422 ▲38.7%8,5360.3%Business ServicesCOSTCostco Wholesale$4,712,382$1,043,185 ▲28.4%5,0910.3%Retail/WholesaleBMYBristol Myers Squibb$4,331,584$307,356 ▲7.6%96,0440.3%MedicalVUGVanguard Growth ETF$4,262,7740.0%8,8880.3%ETFPGProcter & Gamble$4,112,367$1,540,217 ▲59.9%26,7640.2%Consumer StaplesGEGE Aerospace$4,022,866$1,953,224 ▲94.4%13,3730.2%AerospaceIVViShares Core S&P 500 ETF$4,009,027$8,033 ▲0.2%5,9890.2%ETFCSCOCisco Systems$3,874,693$1,522,140 ▲64.7%56,6310.2%Computer and TechnologyBACBank of America$3,869,456$1,270,558 ▲48.9%75,0040.2%FinanceBRK.ABerkshire Hathaway$3,771,0000.0%50.2%FinanceIWDiShares Russell 1000 Value ETF$3,650,1650.0%17,9290.2%ETFCATCaterpillar$3,645,606$1,206,772 ▲49.5%7,6400.2%IndustrialsUNHUnitedHealth Group$3,421,232$2,345,968 ▲218.2%9,9080.2%MedicalRTXRTX$3,319,236$1,601,720 ▲93.3%19,8360.2%AerospaceACWXiShares MSCI ACWI ex U.S. ETF$3,300,168$48,107 ▼-1.4%50,7640.2%ManufacturingLAM RESEARCH CORP$3,264,761$1,554,852 ▲90.9%24,3820.2%COM NEWMCKMcKesson$3,247,758$240,260 ▼-6.9%4,2040.2%MedicalWMWaste Management$3,242,889$332,128 ▲11.4%14,6850.2%Business ServicesACNAccenture$3,161,905$1,243,357 ▲64.8%12,8220.2%Computer and TechnologySCHWCharles Schwab$3,114,709$1,318,536 ▲73.4%32,6250.2%FinanceMCDMcDonald's$2,969,917$1,252,938 ▲73.0%9,7730.2%Retail/WholesaleADPAutomatic Data Processing$2,956,426$302,599 ▲11.4%10,0730.2%Computer and TechnologyABTAbbott Laboratories$2,955,654$984,191 ▲49.9%22,0670.2%MedicalMSMorgan Stanley$2,928,679$1,425,076 ▲94.8%18,4240.2%FinanceGSThe Goldman Sachs Group$2,920,215$1,456,524 ▲99.5%3,6670.2%FinanceARISTA NETWORKS INC$2,904,292$1,646,232 ▲130.9%19,9320.2%COM SHSWFCWells Fargo & Company$2,807,913$928,902 ▲49.4%33,4990.2%FinanceGDGeneral Dynamics$2,790,744$2,047,364 ▲275.4%8,1840.2%AerospaceDBAWXtrackers MSCI All World ex US Hedged Equity ETF$2,744,969$187,532 ▼-6.4%69,6590.2%ETFETNEaton$2,724,727$7,860 ▲0.3%7,2800.2%IndustrialsCCitigroup$2,724,666$1,418,158 ▲108.5%26,8440.2%Financial ServicesHEFAiShares Currency Hedged MSCI EAFE ETF$2,676,094$216,073 ▼-7.5%67,5610.2%ETFCVXChevron$2,645,726$1,519,076 ▲134.8%17,0370.2%EnergyLINDE PLC$2,596,350$988,950 ▲61.5%5,4660.2%SHSCVSCVS Health$2,582,786$1,651,870 ▲177.4%34,2590.2%MedicalMNSTMonster Beverage$2,580,463$1,927,354 ▲295.1%38,3370.2%Consumer StaplesPMPhilip Morris International$2,564,544$1,077,657 ▲72.5%15,8110.2%Consumer StaplesPANWPalo Alto Networks$2,549,119$1,812,422 ▲246.0%12,5190.2%Computer and TechnologyQCOMQUALCOMM$2,497,396$1,048,068 ▲72.3%15,0120.1%Computer and TechnologyAMATApplied Materials$2,476,535$571,839 ▲30.0%12,0960.1%Computer and TechnologyASMLASML$2,469,598$168,448 ▼-6.4%2,5510.1%Computer and TechnologyKOCocaCola$2,425,521$96,164 ▲4.1%36,5730.1%Consumer StaplesDISWalt Disney$2,413,178$983,248 ▲68.8%21,0750.1%Consumer DiscretionaryNOWServiceNow$2,377,083$1,449,441 ▲156.3%2,5830.1%Computer and TechnologyMDTMedtronic$2,368,714$1,602,508 ▲209.1%24,8710.1%MedicalINTUIntuit$2,360,820$943,782 ▲66.6%3,4570.1%Computer and TechnologyADBEAdobe$2,350,407$1,308,016 ▲125.5%6,6630.1%Computer and TechnologySHWSherwin-Williams$2,349,028$1,766,619 ▲303.3%6,7840.1%Basic MaterialsITOTiShares Core S&P Total U.S. Stock Market ETF$2,326,031$307,613 ▼-11.7%15,9700.1%ETFBKNGBooking$2,310,888$1,058,257 ▲84.5%4280.1%Retail/WholesaleSAPSAP$2,304,152$162,998 ▼-6.6%8,6230.1%Computer and TechnologyTAT&T$2,300,769$868,069 ▲60.6%81,4720.1%Computer and TechnologyISRGIntuitive Surgical$2,294,722$1,163,912 ▲102.9%5,1300.1%MedicalCOFCapital One Financial$2,224,862$765,075 ▲52.4%10,4660.1%FinanceIWMiShares Russell 2000 ETF$2,180,159$2,363,331 ▼-52.0%9,0100.1%FinanceABNBAirbnb$2,169,290$1,739,342 ▲404.5%17,8660.1%Consumer DiscretionaryRGLDRoyal Gold$2,116,921$185,737 ▲9.6%10,5540.1%Basic MaterialsTJXTJX Companies$2,087,447$66,344 ▲3.3%14,4420.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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