Aaron Wealth Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Aaron Wealth Advisors LLC reported 326 stock positions worth $720.5 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 9.7% of the portfolio, followed by Amgen (AMGN, 8.9%) and Vanguard Russell 1000 Growth (VONG, 8.0%). Compared with Q1 2024, it opened 31 new positions, sold out of 14, added to 211 and reduced 57. The biggest buy was Nvidia (NVDA, shares +8%) and the biggest sale Proshares GLB Infrastructure (TOLZ, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001812198
- Portfolio Value
- $720.5M (Q2 2024)
- SEC Filing
- 0001172661-24-002854 ↗ filed Jul 22, 2024
Holdings Value
Holdings 326 stocks · $720.5M
| IEFA iShares Core MSCI Eafe ETF | 9.73% | 964,838 | $70.1M | Add +2.5% |
| AMGN Amgen Inc. | 8.91% | 205,447 | $64.2M | Reduce -0.6% |
| VONG Vanguard Russell 1000 Growth | 8.01% | 615,052 | $57.7M | Reduce -0.1% |
| VONV Vanguard Russell 1000 Value | 7.80% | 734,193 | $56.2M | Add +0.9% |
| IEMG iShares Core MSCI Emerging | 3.97% | 533,778 | $28.6M | Add +3.5% |
| MSFT Microsoft Corp. | 3.32% | 53,493 | $23.9M | Add +2.4% |
| GUNR NT Mstar GLBL NR ETF | 3.16% | 566,445 | $22.7M | Reduce -1.6% |
| AAPL Apple Inc. | 2.46% | 84,102 | $17.7M | Add +4.2% |
| FCX Freeport-McMoran Inc. | 2.13% | 315,042 | $15.3M | Reduce -8.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.94% | 76,510 | $14.0M | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.82% | 24,156 | $13.1M | Add +0.6% |
| NVDA Nvidia Corp. | 1.74% | 101,578 | $12.5M | Add +7.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.46% | 42,097 | $10.5M | Add +1.6% |
| LMBS First Trust Low Duration Opp | 1.43% | 214,889 | $10.3M | Reduce -1.0% |
| TOLZ Proshares GLB Infrastructure | 1.23% | 196,684 | $8.8M | Reduce -60.5% |
| IWF iShares Russell 1000 Growth | 1.06% | 21,046 | $7.7M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.99% | 36,875 | $7.1M | Add +5.3% |
| VONE Vanguard Russell 1000 | 0.97% | 28,389 | $7.0M | Add +12.5% |
| EFA iShares MSCI Eafe ETF | 0.81% | 74,857 | $5.9M | Add +8.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 14,342 | $5.8M | Add +1.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.74% | 99,988 | $5.3M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.67% | 26,551 | $4.8M | Add +7.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.67% | 102,420 | $4.8M | No change |
| META Meta Platforms Inc. Class A | 0.60% | 8,610 | $4.3M | Add +14.2% |
| LLY Eli Lilly & Co. | 0.59% | 4,714 | $4.3M | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 0.59% | 8,450 | $4.2M | Add +113.2% |
| GOOG Alphabet Inc. Class C | 0.58% | 22,834 | $4.2M | Add +8.1% |
| WMT Walmart Inc. | 0.55% | 58,180 | $3.9M | Add +5.4% |
| IVV iShares Core S&P 500 ETF | 0.54% | 7,156 | $3.9M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.51% | 18,172 | $3.7M | Reduce -0.4% |
| V Visa Inc. Class A | 0.51% | 13,979 | $3.7M | Reduce -0.6% |
| BMY Bristol-Myers Squibb Co. | 0.49% | 84,452 | $3.5M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.47% | 8,989 | $3.4M | Add +14.4% |
| JPM JPMorgan Chase & Co. | 0.45% | 15,892 | $3.2M | Add +1.5% |
| DHR Danaher Corp. | 0.45% | 12,861 | $3.2M | Reduce -5.5% |
| UBER Uber Technologies Inc. | 0.42% | 41,902 | $3.0M | Add +3.6% |
| IWD iShares Russell 1000 Value E | 0.41% | 16,747 | $2.9M | Add +74.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.39% | 79,619 | $2.8M | Reduce -0.4% |
| DBAW Xtrackers MSCI All World Ex | 0.39% | 83,982 | $2.8M | No change |
| WM Waste Management Inc. | 0.37% | 12,634 | $2.7M | Add +3.8% |
| JNJ Johnson & Johnson | 0.36% | 17,769 | $2.6M | Add +0.4% |
| MCK McKesson Corp. | 0.35% | 4,367 | $2.6M | Add +2.6% |
| XOM Exxon Mobil Corp. | 0.35% | 21,946 | $2.5M | Add +8.5% |
| HD Home Depot Inc. | 0.33% | 6,838 | $2.4M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.32% | 1,447 | $2.3M | Add +3.4% |
| PG The Procter & Gamble Co. | 0.32% | 14,035 | $2.3M | Add +0.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.32% | 16,057 | $2.3M | Add +11.9% |
| ORCL Oracle Corp. | 0.32% | 16,112 | $2.3M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.29% | 4,680 | $2.1M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.28% | 2,394 | $2.0M | Add +3.5% |
| KO The Coca-Cola Co. | 0.28% | 31,682 | $2.0M | Reduce -1.9% |
| ACN Accenture PLC Class A | 0.28% | 6,602 | $2.0M | Reduce -3.9% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 16,795 | $2.0M | Reduce -9.8% |
| ADP Automatic Data Processing | 0.28% | 8,354 | $2.0M | Add +4.2% |
| ETN Eaton Corp. PLC | 0.27% | 6,317 | $2.0M | Add +5.7% |
| TGT Target Corp. | 0.27% | 13,266 | $2.0M | Add +0.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.27% | 1,905 | $1.9M | Add +10.7% |
| AMAT Applied Materials Inc. | 0.25% | 7,630 | $1.8M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.25% | 3,489 | $1.8M | Reduce -6.6% |
| CAT Caterpillar Inc. | 0.23% | 4,942 | $1.6M | Add +4.7% |
| MRK Merck & Co. Inc. | 0.23% | 13,198 | $1.6M | Add +8.4% |
| AMD Advanced Micro Devices | 0.23% | 10,032 | $1.6M | Reduce -6.4% |
| ABBV Abbvie Inc. | 0.22% | 9,422 | $1.6M | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 26,589 | $1.6M | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 39,027 | $1.6M | Add +0.8% |
| TSLA Tesla Inc. | 0.20% | 7,409 | $1.5M | Add +9.2% |
| KURA Kura Oncology Inc. | 0.20% | 70,148 | $1.4M | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 13,514 | $1.4M | Reduce -4.1% |
| CRM Salesforce Inc. | 0.19% | 5,462 | $1.4M | Reduce -13.3% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 28,116 | $1.4M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 6,324 | $1.4M | Add +35.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 2,941 | $1.4M | Add +9.1% |
| QCOM Qualcomm Inc. | 0.19% | 6,909 | $1.4M | Add +7.7% |
| SAP Sap SE-Sponsored ADR | 0.19% | 6,715 | $1.4M | Add +7.3% |
| SPGI S&P Global Inc. | 0.18% | 2,950 | $1.3M | Add +8.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 7,598 | $1.3M | Reduce -4.4% |
| NFLX Netflix Inc. | 0.18% | 1,893 | $1.3M | Add +5.8% |
| PGR Progressive Corp. | 0.18% | 6,135 | $1.3M | Add +10.4% |
| CSCO Cisco Systems Inc. | 0.17% | 26,151 | $1.2M | Reduce -0.1% |
| RGLD Royal Gold Inc. | 0.17% | 9,756 | $1.2M | Add +1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 10,904 | $1.2M | Add +14.0% |
| MCD McDonald's Corp. | 0.17% | 4,685 | $1.2M | Reduce -4.6% |
| ING ING Groep N.V.-Sponsored ADR | 0.17% | 69,367 | $1.2M | Add +2.3% |
| LIN Linde PLC | 0.16% | 2,661 | $1.2M | Add +4.6% |
| TM Toyota Motor Corp. -Spon ADR | 0.16% | 5,633 | $1.2M | Add +8.4% |
| ADBE Adobe Inc. | 0.16% | 2,074 | $1.2M | Add +7.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 2,351 | $1.1M | Add +0.7% |
| ESGU iShares ESG Aware MSCI USA | 0.15% | 9,347 | $1.1M | Add +4.7% |
| NVS Novartis AG-Sponsored ADR | 0.15% | 10,475 | $1.1M | Reduce -2.3% |
| TXN Texas Instruments Inc. | 0.15% | 5,656 | $1.1M | Add +7.9% |
| SUB iShares Short-Term National | 0.15% | 10,520 | $1.1M | New |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.15% | 20,116 | $1.1M | Reduce -0.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.15% | 13,803 | $1.1M | Add +18.6% |
| SCHW Schwab (charles) Corp. | 0.15% | 14,361 | $1.1M | Add +7.0% |
| CVX Chevron Corp. | 0.15% | 6,723 | $1.1M | Add +1.8% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 1,883 | $1.0M | Add +13.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 10,041 | $997K | Add +6.7% |
| GIS General Mills Inc. | 0.14% | 15,683 | $992K | Reduce -0.0% |
| PEP Pepsico Inc. | 0.13% | 5,814 | $959K | Add +2.8% |
| CAH Cardinal Health Inc. | 0.13% | 9,680 | $952K | Add +8.4% |
Portfolio Sells Q1 2024 → Q2 2024
| TOLZ Proshares GLB Infrastructure | Reduce -60.5% | 1.23% | −2.05 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.55 |
| GUNR NT Mstar GLBL NR ETF | Reduce -1.6% | 3.16% | −0.23 |
| FCX Freeport-McMoran Inc. | Reduce -8.3% | 2.13% | −0.19 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.49% | −0.17 |
| CVSB Calvert Ult-SHRT Inv GRD ETF | Sold out | 0.00% | −0.10 |
| CRM Salesforce Inc. | Reduce -13.3% | 0.19% | −0.08 |
| LMBS First Trust Low Duration Opp | Reduce -1.0% | 1.43% | −0.07 |
| ACN Accenture PLC Class A | Reduce -3.9% | 0.28% | −0.06 |
| NGG National Grid PLC-SP ADR | Sold out | 0.00% | −0.06 |
| V Visa Inc. Class A | Reduce -0.6% | 0.51% | −0.05 |
| AMD Advanced Micro Devices | Reduce -6.4% | 0.23% | −0.05 |
| HD Home Depot Inc. | Reduce -0.2% | 0.33% | −0.05 |
| DHR Danaher Corp. | Reduce -5.5% | 0.45% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -0.4% | 0.51% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.29% | −0.04 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -4.4% | 0.18% | −0.04 |
| CVS CVS Health Corp. | Reduce -0.3% | 0.09% | −0.03 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.7% | 0.74% | −0.03 |
| MCD McDonald's Corp. | Reduce -4.6% | 0.17% | −0.03 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -37.9% | 0.03% | −0.03 |
| MAS Masco Corp. | Sold out | 0.00% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -9.8% | 0.28% | −0.03 |
| ES Eversource Energy | Sold out | 0.00% | −0.03 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.03 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.03 |
| STM Stmicroelectronics NV-NY SHS | Sold out | 0.00% | −0.03 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.03 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.1% | 0.20% | −0.02 |
| GIS General Mills Inc. | Reduce -0.0% | 0.14% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 0.22% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -6.6% | 0.25% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.5% | 0.12% | −0.02 |
| BLK BlackRock Finance Inc. | Reduce -9.3% | 0.08% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.1% | 0.17% | −0.01 |
| JHX James Hardie Ord | Reduce -9.9% | 0.03% | −0.01 |
| TXT Textron Inc. | Reduce -1.5% | 0.08% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -21.6% | 0.04% | −0.01 |
| LICYQ Li-Cycle Holdings Corp. | Sold out | 0.00% | −0.01 |
| SONY Sony Group Corp. - SP ADR | Reduce -9.4% | 0.08% | −0.01 |
| CDW CDW Corp. | Reduce -5.3% | 0.05% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.5% | 0.13% | −0.01 |
| DOW Dow Inc. | Reduce -3.7% | 0.06% | −0.01 |
| CPA Copa Holdings SA Class A | Reduce -9.8% | 0.03% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -0.4% | 0.39% | −0.01 |
| OXY Occidental Petroleum Corp. | Reduce -8.3% | 0.04% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +7.5% | 1.74% | +0.52 |
| AAPL Apple Inc. | Add +4.2% | 2.46% | +0.47 |
| VOO Vanguard S&P 500 ETF | Add +113.2% | 0.59% | +0.31 |
| MSFT Microsoft Corp. | Add +2.4% | 3.32% | +0.17 |
| IWD iShares Russell 1000 Value E | Add +74.6% | 0.41% | +0.16 |
| SUB iShares Short-Term National | New | 0.15% | +0.15 |
| IEMG iShares Core MSCI Emerging | Add +3.5% | 3.97% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +7.3% | 0.67% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +8.1% | 0.58% | +0.12 |
| VONE Vanguard Russell 1000 | Add +12.5% | 0.97% | +0.11 |
| LLY Eli Lilly & Co. | Add +4.6% | 0.59% | +0.09 |
| AMZN Amazon.com Inc. | Add +5.3% | 0.99% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +14.4% | 0.47% | +0.08 |
| META Meta Platforms Inc. Class A | Add +14.2% | 0.60% | +0.08 |
| WMT Walmart Inc. | Add +5.4% | 0.55% | +0.07 |
| MNKD Mannkind Corp. | Add +82.5% | 0.13% | +0.07 |
| VGT Vanguard Info Tech ETF | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +3.4% | 0.32% | +0.06 |
| VPL Vanguard Ftse Pacific ETF | New | 0.05% | +0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +11.9% | 0.32% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.05% | +0.05 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +3.5% | 0.28% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +35.7% | 0.19% | +0.04 |
| ROST Ross Stores Inc. | New | 0.04% | +0.04 |
| TDG Transdigm Group Inc. | New | 0.04% | +0.04 |
| MSI Motorola Solutions Inc. | New | 0.04% | +0.04 |
| AZN Astrazeneca PLC-Spons ADR | Add +18.6% | 0.15% | +0.04 |
| LNG Cheniere Energy Inc. | New | 0.04% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.04% | +0.04 |
| ORLY O'reilly Automotive Inc. | New | 0.04% | +0.04 |
| QCOM Qualcomm Inc. | Add +7.7% | 0.19% | +0.04 |
| CARR Carrier Global Corp. | New | 0.04% | +0.04 |
| CME Cme Group Inc. | New | 0.03% | +0.03 |
| EXC Exelon Corp. | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +9.2% | 0.20% | +0.03 |
| XEL Xcel Energy Inc. | New | 0.03% | +0.03 |
| CPRT Copart Inc. | New | 0.03% | +0.03 |
| L Loews Corp. | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | Add +3.1% | 0.25% | +0.03 |
| TFC Truist Financial Corp. | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +10.7% | 0.27% | +0.03 |
| KB KB Financial Group Inc.-ADR | New | 0.03% | +0.03 |
| GM General Motors Co. | New | 0.03% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +9.1% | 0.19% | +0.03 |
| CAG Conagra Brands Inc. | New | 0.03% | +0.03 |
| EBAY eBay Inc. | New | 0.03% | +0.03 |
| COR Cencora Inc. | New | 0.03% | +0.03 |
| BDX Becton Dickinson and Co. | New | 0.03% | +0.03 |
| NWG Natwest Group PLC -Spon ADR | New | 0.03% | +0.03 |
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 |