Aaron Wealth Advisors LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 17, 2024), Aaron Wealth Advisors LLC reported 427 stock positions worth $839.6 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 9.4% of the portfolio, followed by Amgen (AMGN, 7.6%) and Vanguard Russell 1000 Value (VONV, 7.4%). Compared with Q2 2024, it opened 108 new positions, sold out of 7, added to 251 and reduced 36. The biggest buy was Apple (AAPL, shares +16%) and the biggest sale Amgen (AMGN, shares −3%).

Most Recent 13F
Q2 2026
Location
Chicago, IL
CIK
0001812198
Portfolio Value
$839.6M (Q3 2024)
SEC Filing
0001172661-24-004302 ↗ filed Oct 17, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $697.6M Q1 2024 Q2 2024: $720.5M Q2 2024 Q3 2024: $839.6M $839.6M Q3 2024 Q4 2024: $861.3M Q4 2024 Q1 2025: $872.4M Q1 2025 Q2 2025: $978.9M Q2 2025 Q3 2025: $1.7B Q3 2025 Q4 2025: $1.8B Q4 2025 Q1 2026: $1.7B Q1 2026 Q2 2026: $2.0B Q2 2026

Holdings 427 stocks · $839.6M
IEFA iShares Core MSCI Eafe ETF 9.36% 1,007,179 $78.6M Add +4.4%
AMGN Amgen Inc. 7.62% 198,664 $64.0M Reduce -3.3%
VONV Vanguard Russell 1000 Value 7.36% 741,437 $61.8M Add +1.0%
VONG Vanguard Russell 1000 Growth 7.12% 618,948 $59.7M Add +0.6%
IEMG iShares Core MSCI Emerging 3.80% 555,387 $31.9M Add +4.0%
MSFT Microsoft Corp. 3.04% 59,389 $25.6M Add +11.0%
GUNR NT Mstar GLBL NR ETF 2.99% 607,992 $25.1M Add +7.3%
AAPL Apple Inc. 2.71% 97,771 $22.8M Add +16.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.09% 87,495 $17.6M Add +14.4%
FCX Freeport-McMoran Inc. 1.88% 316,148 $15.8M Add +0.3%
NVDA Nvidia Corp. 1.82% 125,514 $15.2M Add +23.6%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.62% 50,991 $13.6M Add +21.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.61% 23,590 $13.5M Reduce -2.3%
LMBS First Trust Low Duration Opp 1.58% 269,000 $13.3M Add +25.2%
AMZN Amazon.com Inc. 1.04% 46,807 $8.7M Add +26.9%
IWF iShares Russell 1000 Growth 0.95% 21,153 $7.9M Add +0.5%
TOLZ Proshares GLB Infrastructure 0.89% 147,781 $7.5M Reduce -24.9%
VONE Vanguard Russell 1000 0.88% 28,428 $7.4M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.86% 15,745 $7.2M Add +9.8%
EFA iShares MSCI Eafe ETF 0.75% 74,818 $6.3M Reduce -0.1%
META Meta Platforms Inc. Class A 0.74% 10,858 $6.2M Add +26.1%
GOOGL Alphabet Inc. Class A 0.65% 33,106 $5.5M Add +24.7%
WMT Walmart Inc. 0.61% 63,024 $5.1M Add +8.3%
ACWX iShares MSCI Acwi Ex US ETF 0.60% 88,391 $5.1M Reduce -11.6%
SHM SS SPDR N Ice St Muni ETF 0.59% 102,420 $4.9M No change
LLY Eli Lilly & Co. 0.57% 5,404 $4.8M Add +14.6%
GOOG Alphabet Inc. Class C 0.56% 28,274 $4.7M Add +23.8%
BMY Bristol-Myers Squibb Co. 0.54% 88,193 $4.6M Add +4.4%
VOO Vanguard S&P 500 ETF 0.52% 8,253 $4.4M Reduce -2.3%
V Visa Inc. Class A 0.50% 15,360 $4.2M Add +9.9%
IVV iShares Core S&P 500 ETF 0.50% 7,282 $4.2M Add +1.8%
IWM iShares Russell 2000 ETF 0.48% 18,189 $4.0M Add +0.1%
JPM JPMorgan Chase & Co. 0.46% 18,456 $3.9M Add +16.1%
DHR Danaher Corp. 0.43% 12,908 $3.6M Add +0.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.41% 8,932 $3.4M Reduce -0.6%
AVGO Broadcom Inc. 0.40% 19,288 $3.3M Add +33.3%
UBER Uber Technologies Inc. 0.39% 43,872 $3.3M Add +4.7%
IWD iShares Russell 1000 Value E 0.38% 16,747 $3.2M No change
XOM Exxon Mobil Corp. 0.38% 26,919 $3.2M Add +22.7%
JNJ Johnson & Johnson 0.37% 19,189 $3.1M Add +8.0%
ORCL Oracle Corp. 0.35% 17,272 $2.9M Add +7.2%
HD Home Depot Inc. 0.35% 7,252 $2.9M Add +6.0%
DBAW Xtrackers MSCI All World Ex 0.35% 83,982 $2.9M No change
TSLA Tesla Inc. 0.33% 10,730 $2.8M Add +44.8%
HEFA Isha Curr Hedged MSCI Eafe 0.33% 79,132 $2.8M Reduce -0.6%
WM Waste Management Inc. 0.32% 12,860 $2.7M Add +1.8%
ITOT iShares Core S&P Total U.S. 0.32% 21,219 $2.7M Add +26.3%
MA Mastercard Inc. Class A 0.31% 5,344 $2.6M Add +14.2%
PG The Procter & Gamble Co. 0.31% 15,170 $2.6M Add +8.1%
ACN Accenture PLC Class A 0.30% 7,051 $2.5M Add +6.8%
COST Costco Wholesale Corp. 0.29% 2,753 $2.4M Add +15.0%
UNH Unitedhealth Group Inc. 0.29% 4,150 $2.4M Add +18.9%
ADP Automatic Data Processing 0.29% 8,702 $2.4M Add +4.2%
NVO Novo-Nordisk A/S-Spons ADR 0.29% 20,176 $2.4M Add +25.6%
TGT Target Corp. 0.28% 15,015 $2.3M Add +13.2%
TSM Taiwan Semiconductor-SP ADR 0.27% 13,153 $2.3M Add +189.2%
KO The Coca-Cola Co. 0.27% 31,596 $2.3M Reduce -0.3%
CAT Caterpillar Inc. 0.27% 5,721 $2.2M Add +15.8%
ETN Eaton Corp. PLC 0.26% 6,708 $2.2M Add +6.2%
MCK McKesson Corp. 0.24% 4,049 $2.0M Reduce -7.3%
ABBV Abbvie Inc. 0.24% 10,068 $2.0M Add +6.9%
ASML ASML Holding NV-NY Reg SHS 0.24% 2,371 $2.0M Add +24.5%
SAP Sap SE-Sponsored ADR 0.22% 8,089 $1.9M Add +20.5%
AMD Advanced Micro Devices 0.21% 10,980 $1.8M Add +9.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.21% 44,387 $1.8M Add +13.7%
PGR Progressive Corp. 0.21% 6,828 $1.7M Add +11.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 7,820 $1.7M Add +2.9%
NFLX Netflix Inc. 0.20% 2,404 $1.7M Add +27.0%
AMAT Applied Materials Inc. 0.20% 8,398 $1.7M Add +10.1%
IJH iShares Core S&P Midcap ETF 0.20% 26,636 $1.7M Add +0.2%
SPGI S&P Global Inc. 0.20% 3,178 $1.6M Add +7.7%
MRK Merck & Co. Inc. 0.19% 14,386 $1.6M Add +9.0%
CRM Salesforce Inc. 0.19% 5,958 $1.6M Add +9.1%
CSCO Cisco Systems Inc. 0.19% 30,390 $1.6M Add +16.2%
IJR iShares Core S&P Small-Cap E 0.19% 13,542 $1.6M Add +0.2%
VB Vanguard Most SM-Cap ETF-Usd 0.18% 6,515 $1.5M Add +3.0%
NVS Novartis AG-Sponsored ADR 0.18% 13,131 $1.5M Add +25.4%
TMO Thermo Fisher Scientific Inc. 0.18% 2,418 $1.5M Add +28.4%
MCD McDonald's Corp. 0.18% 4,893 $1.5M Add +4.4%
VEA Vanguard Ftse Developed ETF 0.18% 28,116 $1.5M No change
VRTX Vertex Pharmaceuticals Inc. 0.18% 3,186 $1.5M Add +8.3%
LIN Linde PLC 0.17% 3,058 $1.5M Add +14.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.17% 12,191 $1.4M Add +11.8%
QCOM Qualcomm Inc. 0.17% 8,352 $1.4M Add +20.9%
AZN Astrazeneca PLC-Spons ADR 0.16% 17,402 $1.4M Add +26.1%
ING ING Groep N.V.-Sponsored ADR 0.16% 74,157 $1.3M Add +6.9%
RGLD Royal Gold Inc. 0.16% 9,570 $1.3M Reduce -1.9%
KURA Kura Oncology Inc. 0.16% 67,991 $1.3M Reduce -3.1%
TXN Texas Instruments Inc. 0.15% 6,228 $1.3M Add +10.1%
SNY Sanofi-ADR 0.15% 22,239 $1.3M Add +13.7%
LOW Lowe's Cos Inc. 0.15% 4,720 $1.3M Add +19.9%
ADBE Adobe Inc. 0.15% 2,420 $1.3M Add +16.7%
TM Toyota Motor Corp. -Spon ADR 0.15% 6,847 $1.2M Add +21.6%
LMT Lockheed Martin Corp. 0.14% 2,076 $1.2M Add +38.8%
ISRG Intuitive Surgical Inc. 0.14% 2,437 $1.2M Add +28.0%
GIS General Mills Inc. 0.14% 16,133 $1.2M Add +2.9%
CL Colgate-Palmolive Co. 0.14% 11,454 $1.2M Add +18.6%
ESGU iShares ESG Aware MSCI USA 0.14% 9,368 $1.2M Add +0.2%
CAH Cardinal Health Inc. 0.14% 10,539 $1.2M Add +8.9%
QQQ Invesco QQQ Trust Series 1 0.14% 2,351 $1.1M No change

Show all 427 holdings

Portfolio Sells Q2 2024 → Q3 2024
AMGN Amgen Inc. Reduce -3.3% 7.62% −1.29
TOLZ Proshares GLB Infrastructure Reduce -24.9% 0.89% −0.34
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.3% 1.61% −0.21
ACWX iShares MSCI Acwi Ex US ETF Reduce -11.6% 0.60% −0.13
MCK McKesson Corp. Reduce -7.3% 0.24% −0.12
EFA iShares MSCI Eafe ETF Reduce -0.1% 0.75% −0.07
VOO Vanguard S&P 500 ETF Reduce -2.3% 0.52% −0.07
HEFA Isha Curr Hedged MSCI Eafe Reduce -0.6% 0.33% −0.06
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.6% 0.41% −0.06
DOW Dow Inc. Sold out 0.00% −0.06
INTC Intel Corp. Reduce -18.2% 0.06% −0.05
KURA Kura Oncology Inc. Reduce -3.1% 0.16% −0.04
INVH Invitation Homes Inc. Sold out 0.00% −0.04
HSY The Hershey Co. Reduce -17.7% 0.10% −0.03
CPRT Copart Inc. Sold out 0.00% −0.03
CPA Copa Holdings SA Class A Sold out 0.00% −0.03
INTU Intuit Inc. Reduce -9.1% 0.08% −0.03
CDNS Cadence Design SYS Inc. Reduce -32.6% 0.03% −0.02
VABS Virtus Nwflt Secr Inc. ETF-Ui Reduce -16.0% 0.06% −0.02
KMB Kimberly-Clark Corp. Reduce -6.5% 0.10% −0.02
NKE Nike Inc. Class B Reduce -34.4% 0.04% −0.02
NMR Nomura Holdings Inc.-Spon ADR Reduce -7.4% 0.05% −0.02
TXT Textron Inc. Reduce -9.8% 0.06% −0.02
DD Dupont DE Nemours Inc. Reduce -28.0% 0.03% −0.01
GD General Dynamics Corp. Reduce -6.5% 0.05% −0.01
IVE iShares S&P 500 Value ETF Reduce -5.4% 0.07% −0.01
APD Air Products & Chemicals Inc. Reduce -17.3% 0.04% −0.01
RGLD Royal Gold Inc. Reduce -1.9% 0.16% −0.01
KO The Coca-Cola Co. Reduce -0.3% 0.27% −0.01
VGT Vanguard Info Tech ETF Reduce -1.8% 0.05% −0.01
VPL Vanguard Ftse Pacific ETF Reduce -6.1% 0.05% −0.01
USSG Xtrackers MSCI USA Sele Eqty Reduce -5.7% 0.04% −0.01
DHI D.R. Horton Inc. Reduce -31.0% 0.02% −0.01
TDG Transdigm Group Inc. Reduce -11.5% 0.03% −0.01
SRE Sempra Reduce -0.6% 0.08% −0.01
BCOV Brightcove Sold out 0.00% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.9% 0.05% −0.00
CTVA Corteva Inc. Reduce -3.6% 0.04% −0.00
PAYX Paychex Inc. Reduce -9.9% 0.03% −0.00
KRMD Koru Medical Systems Inc. Sold out 0.00% −0.00
EFV iShares MSCI Eafe Value ETF Reduce -0.5% 0.04% −0.00
CARR Carrier Global Corp. Reduce -15.3% 0.03% −0.00
GEVO Gevo Inc. Sold out 0.00% −0.00

Portfolio Buys Q2 2024 → Q3 2024
AAPL Apple Inc. Add +16.3% 2.71% +0.25
TSM Taiwan Semiconductor-SP ADR Add +189.2% 0.27% +0.16
VBK Van Morst SML-Cap Gro-Usd Inc. Add +21.1% 1.62% +0.16
VBR Vngrd Mrngst SL-CP Val ETF-U Add +14.4% 2.09% +0.15
LMBS First Trust Low Duration Opp Add +25.2% 1.58% +0.15
META Meta Platforms Inc. Class A Add +26.1% 0.74% +0.14
TSLA Tesla Inc. Add +44.8% 0.33% +0.13
AVGO Broadcom Inc. Add +33.3% 0.40% +0.07
NVDA Nvidia Corp. Add +23.6% 1.82% +0.07
WMT Walmart Inc. Add +8.3% 0.61% +0.06
BABA Alibaba Group Holding-SP ADR New 0.06% +0.06
BMY Bristol-Myers Squibb Co. Add +4.4% 0.54% +0.06
BRK.B Berkshire Hathaway Inc. Class B Add +9.8% 0.86% +0.05
MAS Masco Corp. New 0.05% +0.05
AMZN Amazon.com Inc. Add +26.9% 1.04% +0.05
LMT Lockheed Martin Corp. Add +38.8% 0.14% +0.05
A Agilent Technologies Inc. New 0.05% +0.05
HDB HDFC Bank Ltd.-ADR New 0.05% +0.05
GEV GE Vernova Inc. New 0.05% +0.05
NGG National Grid PLC-SP ADR New 0.04% +0.04
PYPL PayPal Holdings Inc. New 0.04% +0.04
KHC The Kraft Heinz Co. New 0.04% +0.04
UNH Unitedhealth Group Inc. Add +18.9% 0.29% +0.04
RCL Royal Caribbean Cruises Ltd. New 0.04% +0.04
RNAM Avidity Biosciences Inc. New 0.04% +0.04
ITOT iShares Core S&P Total U.S. Add +26.3% 0.32% +0.04
DT Dynatrace Inc. New 0.04% +0.04
SAM Boston Beer Company Inc. Class A New 0.04% +0.04
IFF Intl Flavors & Fragrances New 0.04% +0.04
CAT Caterpillar Inc. Add +15.8% 0.27% +0.04
ESS Essex Property Trust Inc. New 0.04% +0.04
RMD Resmed Inc. New 0.04% +0.04
PLTR Palantir Technologies Inc. Class A New 0.04% +0.04
TOL Toll Brothers Inc. New 0.04% +0.04
ADSK Autodesk Inc. New 0.04% +0.04
FAST Fastenal Co. New 0.04% +0.04
BAX Baxter International Inc. New 0.04% +0.04
CNC Centene Corp. New 0.04% +0.04
WAB Wabtec Corp. New 0.04% +0.04
DASH DoorDash Inc. Class A New 0.04% +0.04
CLH Clean Harbors Inc. New 0.04% +0.04
EIX Edison International New 0.04% +0.04
IT Gartner Inc. New 0.03% +0.03
ORCL Oracle Corp. Add +7.2% 0.35% +0.03
SYY Sysco Corp. New 0.03% +0.03
MO Altria Group Inc. New 0.03% +0.03
TMO Thermo Fisher Scientific Inc. Add +28.4% 0.18% +0.03
UPS United Parcel Service Class B New 0.03% +0.03
INFY Infosys Ltd.-SP ADR New 0.03% +0.03
BG Bunge Global SA New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 688$2.0BIEFA, NVDA, VONV, VONG, MBX
Q1 2026 690$1.7BIEFA, VONV, VONG, NVDA, SGOV
Q4 2025 674$1.8BSGOV, IEFA, NVDA, VONG, VONV
Q3 2025 628$1.7BSGOV, IEFA, NVDA, VONG, VONV
Q2 2025 489$978.9MIEFA, VONG, VONV, AMGN, MSFT
Q1 2025 450$872.4MIEFA, VONV, AMGN, VONG, IEMG
Q4 2024 449$861.3MIEFA, VONG, VONV, AMGN, IEMG
Q3 2024 427$839.6MIEFA, AMGN, VONV, VONG, IEMG
Q2 2024 326$720.5MIEFA, AMGN, VONG, VONV, IEMG
Q1 2024 309$697.6MIEFA, AMGN, VONV, VONG, IEMG