Aaron Wealth Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Aaron Wealth Advisors LLC reported 309 stock positions worth $697.6 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 10.0% of the portfolio, followed by Amgen (AMGN, 8.4%) and Vanguard Russell 1000 Value (VONV, 8.2%). Compared with Q4 2023, it opened 57 new positions, sold out of 4, added to 165 and reduced 64. The biggest buy was Nvidia (NVDA, shares +37%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001812198
- Portfolio Value
- $697.6M (Q1 2024)
- SEC Filing
- 0001172661-24-001932 ↗ filed Apr 25, 2024
Holdings Value
Holdings 309 stocks · $697.6M
| IEFA iShares Core MSCI Eafe ETF | 10.02% | 941,367 | $69.9M | Reduce -3.8% |
| AMGN Amgen Inc. | 8.42% | 206,627 | $58.7M | Add +2.7% |
| VONV Vanguard Russell 1000 Value | 8.20% | 727,598 | $57.2M | Add +1.8% |
| VONG Vanguard Russell 1000 Growth | 7.65% | 615,626 | $53.4M | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 3.82% | 515,966 | $26.6M | Add +22.3% |
| GUNR NT Mstar GLBL NR ETF | 3.39% | 575,391 | $23.6M | Add +21.8% |
| TOLZ Proshares GLB Infrastructure | 3.28% | 497,925 | $22.9M | Add +7.3% |
| MSFT Microsoft Corp. | 3.15% | 52,251 | $22.0M | Reduce -0.8% |
| FCX Freeport-McMoran Inc. | 2.31% | 343,463 | $16.1M | Add +22.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.07% | 75,324 | $14.5M | Add +1.5% |
| AAPL Apple Inc. | 1.98% | 80,704 | $13.8M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.80% | 24,011 | $12.6M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.55% | 41,417 | $10.8M | Add +4.5% |
| LMBS First Trust Low Duration Opp | 1.50% | 216,968 | $10.5M | Reduce -18.8% |
| NVDA Nvidia Corp. | 1.22% | 9,448 | $8.5M | Add +36.7% |
| IWF iShares Russell 1000 Growth | 1.02% | 21,114 | $7.1M | Add +0.0% |
| AMZN Amazon.com Inc. | 0.91% | 35,029 | $6.3M | Add +39.5% |
| VONE Vanguard Russell 1000 | 0.86% | 25,227 | $6.0M | Add +6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 14,144 | $5.9M | Reduce -13.3% |
| EFA iShares MSCI Eafe ETF | 0.79% | 69,274 | $5.5M | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.77% | 100,681 | $5.4M | Reduce -0.4% |
| SHM SS SPDR N Ice St Muni ETF | 0.70% | 102,420 | $4.9M | No change |
| BMY Bristol-Myers Squibb Co. | 0.66% | 84,569 | $4.6M | Add +1.0% |
| V Visa Inc. Class A | 0.56% | 14,057 | $3.9M | Add +20.3% |
| IWM iShares Russell 2000 ETF | 0.55% | 18,247 | $3.8M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.55% | 6 | $3.8M | New |
| IVV iShares Core S&P 500 ETF | 0.54% | 7,139 | $3.8M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.54% | 24,738 | $3.7M | Add +42.8% |
| META Meta Platforms Inc. Class A | 0.52% | 7,540 | $3.7M | Add +45.7% |
| LLY Eli Lilly & Co. | 0.50% | 4,506 | $3.5M | Add +26.8% |
| DHR Danaher Corp. | 0.49% | 13,611 | $3.4M | Add +3.3% |
| WMT Walmart Inc. | 0.48% | 55,195 | $3.3M | Add +11.3% |
| GOOG Alphabet Inc. Class C | 0.46% | 21,120 | $3.2M | Add +18.9% |
| JPM JPMorgan Chase & Co. | 0.45% | 15,664 | $3.1M | Add +35.6% |
| UBER Uber Technologies Inc. | 0.45% | 40,430 | $3.1M | Reduce -25.2% |
| JNJ Johnson & Johnson | 0.40% | 17,693 | $2.8M | Add +32.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.40% | 79,957 | $2.8M | Reduce -3.3% |
| DBAW Xtrackers MSCI All World Ex | 0.40% | 83,982 | $2.8M | Reduce -5.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 7,859 | $2.7M | Reduce -4.4% |
| HD Home Depot Inc. | 0.38% | 6,850 | $2.6M | Add +17.3% |
| WM Waste Management Inc. | 0.37% | 12,168 | $2.6M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.34% | 6,871 | $2.4M | Add +4.0% |
| XOM Exxon Mobil Corp. | 0.34% | 20,227 | $2.4M | Add +44.8% |
| TGT Target Corp. | 0.33% | 13,165 | $2.3M | Add +1.4% |
| MCK McKesson Corp. | 0.33% | 4,257 | $2.3M | Add +3.3% |
| MA Mastercard Inc. Class A | 0.32% | 4,695 | $2.3M | Add +22.3% |
| PG The Procter & Gamble Co. | 0.32% | 13,904 | $2.3M | Add +35.9% |
| ITOT iShares Core S&P Total U.S. | 0.31% | 18,619 | $2.1M | Add +0.0% |
| ORCL Oracle Corp. | 0.29% | 16,139 | $2.0M | Add +12.1% |
| ADP Automatic Data Processing | 0.29% | 8,014 | $2.0M | Reduce -0.0% |
| KO The Coca-Cola Co. | 0.28% | 32,309 | $2.0M | Add +30.9% |
| AMD Advanced Micro Devices | 0.28% | 10,716 | $1.9M | Add +23.3% |
| VOO Vanguard S&P 500 ETF | 0.27% | 3,964 | $1.9M | Reduce -1.2% |
| CRM Salesforce Inc. | 0.27% | 6,299 | $1.9M | Add +23.8% |
| ETN Eaton Corp. PLC | 0.27% | 5,976 | $1.9M | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.27% | 1,399 | $1.9M | Add +64.0% |
| UNH Unitedhealth Group Inc. | 0.26% | 3,734 | $1.8M | Add +37.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 14,349 | $1.8M | Add +83.4% |
| CAT Caterpillar Inc. | 0.25% | 4,721 | $1.7M | Add +6.2% |
| IWD iShares Russell 1000 Value E | 0.25% | 9,593 | $1.7M | No change |
| ABBV Abbvie Inc. | 0.24% | 9,316 | $1.7M | Add +42.0% |
| COST Costco Wholesale Corp. | 0.24% | 2,312 | $1.7M | Add +31.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.24% | 1,721 | $1.7M | Add +117.0% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 26,925 | $1.6M | Reduce -15.6% |
| MRK Merck & Co. Inc. | 0.23% | 12,177 | $1.6M | Add +42.0% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 14,093 | $1.6M | Reduce -8.4% |
| AMAT Applied Materials Inc. | 0.22% | 7,397 | $1.5M | Add +11.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 7,950 | $1.5M | Reduce -34.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 38,714 | $1.5M | Add +41.8% |
| KURA Kura Oncology Inc. | 0.21% | 68,475 | $1.5M | Add +24.6% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 28,116 | $1.4M | Reduce -9.5% |
| MCD McDonald's Corp. | 0.20% | 4,912 | $1.4M | Add +19.2% |
| TM Toyota Motor Corp. -Spon ADR | 0.19% | 5,195 | $1.3M | Add +72.0% |
| CSCO Cisco Systems Inc. | 0.19% | 26,164 | $1.3M | Add +23.6% |
| SAP Sap SE-Sponsored ADR | 0.17% | 6,260 | $1.2M | Add +54.2% |
| TSLA Tesla Inc. | 0.17% | 6,785 | $1.2M | Add +43.6% |
| LIN Linde PLC | 0.17% | 2,544 | $1.2M | Add +14.6% |
| RGLD Royal Gold Inc. | 0.17% | 9,587 | $1.2M | Reduce -1.4% |
| SPGI S&P Global Inc. | 0.17% | 2,724 | $1.2M | Reduce -2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 9,408 | $1.2M | Add +24.4% |
| PGR Progressive Corp. | 0.16% | 5,559 | $1.1M | Reduce -3.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.16% | 2,696 | $1.1M | Add +5.4% |
| ING ING Groep N.V.-Sponsored ADR | 0.16% | 67,842 | $1.1M | Add +0.4% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.16% | 20,190 | $1.1M | Reduce -17.6% |
| GIS General Mills Inc. | 0.16% | 15,684 | $1.1M | Reduce -4.1% |
| NFLX Netflix Inc. | 0.16% | 1,790 | $1.1M | Add +37.1% |
| QCOM Qualcomm Inc. | 0.16% | 6,418 | $1.1M | Add +12.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 4,659 | $1.1M | Add +10.2% |
| INTC Intel Corp. | 0.15% | 23,831 | $1.1M | Add +19.7% |
| CVX Chevron Corp. | 0.15% | 6,606 | $1.0M | Add +52.9% |
| NVS Novartis AG-Sponsored ADR | 0.15% | 10,722 | $1.0M | Add +81.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 2,334 | $1.0M | No change |
| ESGU iShares ESG Aware MSCI USA | 0.15% | 8,931 | $1.0M | Add +73.1% |
| UNP Union Pacific Corp. | 0.14% | 4,102 | $1.0M | Add +14.2% |
| CAH Cardinal Health Inc. | 0.14% | 8,928 | $999K | Add +6.7% |
| PEP Pepsico Inc. | 0.14% | 5,657 | $990K | Add +18.9% |
| HSY The Hershey Co. | 0.14% | 5,062 | $985K | Add +2.0% |
| SCHD Schwab US DVD Equity ETF | 0.14% | 12,165 | $981K | Reduce -22.4% |
| ADBE Adobe Inc. | 0.14% | 1,930 | $974K | Add +25.6% |
| SCHW Schwab (charles) Corp. | 0.14% | 13,426 | $971K | Add +9.2% |
Portfolio Sells Q4 2023 → Q1 2024
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.8% | 10.02% | −1.40 |
| LMBS First Trust Low Duration Opp | Reduce -18.8% | 1.50% | −0.64 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.55 |
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −0.20 |
| MSFT Microsoft Corp. | Reduce -0.8% | 3.15% | −0.13 |
| IBM Intl Business Machines Corp. | Reduce -34.9% | 0.22% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.3% | 0.85% | −0.11 |
| UBER Uber Technologies Inc. | Reduce -25.2% | 0.45% | −0.11 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.4% | 0.77% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -15.6% | 0.23% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.55% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -22.4% | 0.14% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.4% | 0.22% | −0.05 |
| NANR Sta STR SP S&P Nor An Res-Ui | Reduce -17.6% | 0.16% | −0.05 |
| DBAW Xtrackers MSCI All World Ex | Reduce -5.1% | 0.40% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -29.0% | 0.10% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -9.5% | 0.20% | −0.04 |
| BLK BlackRock Finance Inc. | Reduce -19.8% | 0.10% | −0.04 |
| SPGI S&P Global Inc. | Reduce -2.4% | 0.17% | −0.04 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.4% | 0.39% | −0.04 |
| MMM 3M Co. | Reduce -40.4% | 0.03% | −0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -3.3% | 0.40% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.1% | 0.11% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -11.1% | 0.07% | −0.03 |
| RGLD Royal Gold Inc. | Reduce -1.4% | 0.17% | −0.03 |
| NKE Nike Inc. Class B | Reduce -8.3% | 0.06% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -10.6% | 0.09% | −0.02 |
| MCO Moody's Corp. | Reduce -23.5% | 0.05% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.0% | 0.29% | −0.02 |
| PENN Penn Entertainment Inc. | Reduce -4.2% | 0.03% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -7.5% | 0.05% | −0.02 |
| GIS General Mills Inc. | Reduce -4.1% | 0.16% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -14.5% | 0.06% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -1.2% | 0.27% | −0.02 |
| ITW Illinois Tool Works | Reduce -4.1% | 0.09% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -1.4% | 0.09% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -4.0% | 0.11% | −0.02 |
| VLTO Veralto Corp. | Reduce -24.1% | 0.04% | −0.01 |
| SBUX Starbucks Corp. | Reduce -6.8% | 0.05% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -2.3% | 0.11% | −0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -12.2% | 0.03% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -7.5% | 0.06% | −0.01 |
| SHYL Xtrackers SHRT Dur High Yiel | Reduce -10.8% | 0.03% | −0.01 |
| CPA Copa Holdings SA Class A | Reduce -4.1% | 0.04% | −0.01 |
| PHM Pultegroup Inc. | Reduce -22.1% | 0.03% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.8% | 0.11% | −0.01 |
| EOG EOG Resources Inc. | Reduce -1.4% | 0.07% | −0.01 |
| CDNS Cadence Design SYS Inc. | Reduce -12.6% | 0.05% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -5.8% | 0.05% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +36.7% | 1.22% | +0.66 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.55% | +0.55 |
| FCX Freeport-McMoran Inc. | Add +22.8% | 2.31% | +0.34 |
| IEMG iShares Core MSCI Emerging | Add +22.3% | 3.82% | +0.28 |
| AMZN Amazon.com Inc. | Add +39.5% | 0.91% | +0.27 |
| META Meta Platforms Inc. Class A | Add +45.7% | 0.52% | +0.22 |
| GUNR NT Mstar GLBL NR ETF | Add +21.8% | 3.39% | +0.18 |
| LLY Eli Lilly & Co. | Add +26.8% | 0.50% | +0.16 |
| ASML ASML Holding NV-NY Reg SHS | Add +117.0% | 0.24% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +42.8% | 0.54% | +0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +83.4% | 0.26% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +35.6% | 0.45% | +0.12 |
| AVGO Broadcom Inc. | Add +64.0% | 0.27% | +0.11 |
| XOM Exxon Mobil Corp. | Add +44.8% | 0.34% | +0.11 |
| TM Toyota Motor Corp. -Spon ADR | Add +72.0% | 0.19% | +0.10 |
| VABS Virtus Nwflt Secr Inc. ETF-Ui | New | 0.09% | +0.09 |
| KURA Kura Oncology Inc. | Add +24.6% | 0.21% | +0.08 |
| MRK Merck & Co. Inc. | Add +42.0% | 0.23% | +0.08 |
| PG The Procter & Gamble Co. | Add +35.9% | 0.32% | +0.07 |
| ABBV Abbvie Inc. | Add +42.0% | 0.24% | +0.07 |
| SAP Sap SE-Sponsored ADR | Add +54.2% | 0.17% | +0.07 |
| DEO Diageo PLC-Sponsored ADR | New | 0.07% | +0.07 |
| AMD Advanced Micro Devices | Add +23.3% | 0.28% | +0.06 |
| SHEL Shell PLC-ADR | Add +180.4% | 0.10% | +0.06 |
| BAC Bank of America Corp. | Add +41.8% | 0.21% | +0.06 |
| V Visa Inc. Class A | Add +20.3% | 0.56% | +0.06 |
| ESGU iShares ESG Aware MSCI USA | Add +73.1% | 0.15% | +0.06 |
| AZN Astrazeneca PLC-Spons ADR | Add +125.3% | 0.11% | +0.06 |
| JNJ Johnson & Johnson | Add +32.9% | 0.40% | +0.06 |
| BP BP PLC-Spons ADR | New | 0.05% | +0.05 |
| MA Mastercard Inc. Class A | Add +22.3% | 0.32% | +0.05 |
| DIS The Walt Disney Co. | Add +24.4% | 0.17% | +0.05 |
| NFLX Netflix Inc. | Add +37.1% | 0.16% | +0.05 |
| NVS Novartis AG-Sponsored ADR | Add +81.6% | 0.15% | +0.05 |
| CRM Salesforce Inc. | Add +23.8% | 0.27% | +0.05 |
| COST Costco Wholesale Corp. | Add +31.0% | 0.24% | +0.05 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +179.8% | 0.08% | +0.05 |
| SAN Banco Santander SA-Spon ADR | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +18.9% | 0.46% | +0.05 |
| GE General Electric | Add +41.5% | 0.11% | +0.05 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.04% | +0.04 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.04% | +0.04 |
| CI The Cigna Group | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +11.3% | 0.48% | +0.04 |
| ABNB Airbnb Inc. Class A | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +52.9% | 0.15% | +0.04 |
| UL Unilever PLC | Add +102.8% | 0.09% | +0.04 |
| TTE Totalenergies SE -Spon ADR | Add +148.2% | 0.08% | +0.04 |
| KO The Coca-Cola Co. | Add +30.9% | 0.28% | +0.04 |
| TAK Takeda Pharmaceutic-SP ADR | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 688 | $2.0B | IEFA, NVDA, VONV, VONG, MBX |
| Q1 2026 | 690 | $1.7B | IEFA, VONV, VONG, NVDA, SGOV |
| Q4 2025 | 674 | $1.8B | SGOV, IEFA, NVDA, VONG, VONV |
| Q3 2025 | 628 | $1.7B | SGOV, IEFA, NVDA, VONG, VONV |
| Q2 2025 | 489 | $978.9M | IEFA, VONG, VONV, AMGN, MSFT |
| Q1 2025 | 450 | $872.4M | IEFA, VONV, AMGN, VONG, IEMG |
| Q4 2024 | 449 | $861.3M | IEFA, VONG, VONV, AMGN, IEMG |
| Q3 2024 | 427 | $839.6M | IEFA, AMGN, VONV, VONG, IEMG |
| Q2 2024 | 326 | $720.5M | IEFA, AMGN, VONG, VONV, IEMG |
| Q1 2024 | 309 | $697.6M | IEFA, AMGN, VONV, VONG, IEMG |