Aaron Wealth Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Aaron Wealth Advisors LLC reported 449 stock positions worth $861.3 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 8.4% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 7.3%) and Vanguard Russell 1000 Value (VONV, 7.1%). Compared with Q3 2024, it opened 57 new positions, sold out of 35, added to 278 and reduced 83. The biggest buy was iShares Short-Term National (SUB, shares +966%) and the biggest sale Amgen (AMGN, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001812198
- Portfolio Value
- $861.3M (Q4 2024)
- SEC Filing
- 0001172661-25-000198 ↗ filed Jan 15, 2025
Holdings Value
Holdings 449 stocks · $861.3M
| IEFA iShares Core MSCI Eafe ETF | 8.41% | 1,030,824 | $72.4M | Add +2.4% |
| VONG Vanguard Russell 1000 Growth | 7.30% | 608,339 | $62.9M | Reduce -1.7% |
| VONV Vanguard Russell 1000 Value | 7.14% | 756,917 | $61.5M | Add +2.1% |
| AMGN Amgen Inc. | 5.75% | 189,882 | $49.5M | Reduce -4.4% |
| IEMG iShares Core MSCI Emerging | 3.36% | 553,458 | $28.9M | Reduce -0.3% |
| AAPL Apple Inc. | 3.06% | 105,272 | $26.4M | Add +7.7% |
| NVDA Nvidia Corp. | 2.98% | 191,184 | $25.7M | Add +52.3% |
| MSFT Microsoft Corp. | 2.97% | 60,710 | $25.6M | Add +2.2% |
| GUNR NT Mstar GLBL NR ETF | 2.24% | 531,218 | $19.3M | Reduce -12.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.21% | 96,128 | $19.1M | Add +9.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.84% | 27,067 | $15.9M | Add +14.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.80% | 55,466 | $15.5M | Add +8.8% |
| LMBS First Trust Low Duration Opp | 1.43% | 253,270 | $12.3M | Reduce -5.8% |
| FCX Freeport-McMoran Inc. | 1.40% | 316,973 | $12.1M | Add +0.3% |
| SUB iShares Short-Term National | 1.37% | 112,174 | $11.8M | Add +966.3% |
| AMZN Amazon.com Inc. | 1.29% | 50,783 | $11.1M | Add +8.5% |
| IWF iShares Russell 1000 Growth | 1.07% | 22,987 | $9.2M | Add +8.7% |
| TOLZ Proshares GLB Infrastructure | 0.93% | 163,384 | $8.0M | Add +10.6% |
| VONE Vanguard Russell 1000 | 0.89% | 28,810 | $7.7M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 16,715 | $7.6M | Add +6.2% |
| GOOGL Alphabet Inc. Class A | 0.80% | 36,276 | $6.9M | Add +9.6% |
| META Meta Platforms Inc. Class A | 0.79% | 11,624 | $6.8M | Add +7.0% |
| WMT Walmart Inc. | 0.69% | 65,403 | $5.9M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 0.66% | 30,020 | $5.7M | Add +6.2% |
| EFA iShares MSCI Eafe ETF | 0.66% | 74,954 | $5.7M | Add +0.2% |
| TSLA Tesla Inc. | 0.63% | 13,410 | $5.4M | Add +25.0% |
| BMY Bristol-Myers Squibb Co. | 0.59% | 90,400 | $5.1M | Add +2.5% |
| V Visa Inc. Class A | 0.59% | 16,001 | $5.1M | Add +4.2% |
| VOO Vanguard S&P 500 ETF | 0.59% | 9,380 | $5.1M | Add +13.7% |
| AVGO Broadcom Inc. | 0.57% | 21,354 | $5.0M | Add +10.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.53% | 88,158 | $4.6M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.53% | 18,973 | $4.5M | Add +2.8% |
| IVV iShares Core S&P 500 ETF | 0.50% | 7,304 | $4.3M | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.46% | 18,107 | $4.0M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.46% | 5,119 | $4.0M | Reduce -5.3% |
| IWD iShares Russell 1000 Value E | 0.44% | 20,677 | $3.8M | Add +23.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 8,904 | $3.7M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.39% | 16,910 | $3.3M | Add +28.6% |
| HD Home Depot Inc. | 0.36% | 8,066 | $3.1M | Add +11.2% |
| XOM Exxon Mobil Corp. | 0.34% | 26,875 | $2.9M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.33% | 5,470 | $2.9M | Add +2.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.33% | 82,775 | $2.9M | Add +4.6% |
| DBAW Xtrackers MSCI All World Ex | 0.33% | 83,982 | $2.9M | No change |
| JNJ Johnson & Johnson | 0.33% | 19,362 | $2.8M | Add +0.9% |
| ACN Accenture PLC Class A | 0.32% | 7,937 | $2.8M | Add +12.6% |
| COST Costco Wholesale Corp. | 0.32% | 2,995 | $2.7M | Add +8.8% |
| PG The Procter & Gamble Co. | 0.32% | 16,346 | $2.7M | Add +7.8% |
| ORCL Oracle Corp. | 0.32% | 16,335 | $2.7M | Reduce -5.4% |
| WM Waste Management Inc. | 0.32% | 13,467 | $2.7M | Add +4.7% |
| DHR Danaher Corp. | 0.31% | 11,808 | $2.7M | Reduce -8.5% |
| ADP Automatic Data Processing | 0.30% | 8,805 | $2.6M | Add +1.2% |
| UBER Uber Technologies Inc. | 0.30% | 42,605 | $2.6M | Reduce -2.9% |
| MCK McKesson Corp. | 0.29% | 4,373 | $2.5M | Add +8.0% |
| ITOT iShares Core S&P Total U.S. | 0.29% | 19,349 | $2.5M | Reduce -8.8% |
| NFLX Netflix Inc. | 0.27% | 2,567 | $2.3M | Add +6.8% |
| UNH Unitedhealth Group Inc. | 0.26% | 4,468 | $2.3M | Add +7.7% |
| CAT Caterpillar Inc. | 0.26% | 6,096 | $2.2M | Add +6.5% |
| ETN Eaton Corp. PLC | 0.26% | 6,652 | $2.2M | Reduce -0.8% |
| CRM Salesforce Inc. | 0.25% | 6,368 | $2.1M | Add +6.9% |
| SAP Sap SE-Sponsored ADR | 0.25% | 8,610 | $2.1M | Add +6.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 47,156 | $2.1M | Add +6.2% |
| KO The Coca-Cola Co. | 0.23% | 31,899 | $2.0M | Add +1.0% |
| ABBV Abbvie Inc. | 0.22% | 10,719 | $1.9M | Add +6.5% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 30,435 | $1.9M | Add +14.3% |
| TGT Target Corp. | 0.22% | 14,020 | $1.9M | Reduce -6.6% |
| CSCO Cisco Systems Inc. | 0.22% | 31,974 | $1.9M | Add +5.2% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 16,157 | $1.9M | Add +19.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.22% | 21,572 | $1.9M | Add +6.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 8,420 | $1.9M | Add +7.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 2,575 | $1.8M | Add +8.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 14,060 | $1.7M | Add +15.3% |
| PGR Progressive Corp. | 0.19% | 6,746 | $1.6M | Reduce -1.2% |
| MCD McDonald's Corp. | 0.19% | 5,571 | $1.6M | Add +13.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 6,716 | $1.6M | Add +3.1% |
| SPGI S&P Global Inc. | 0.19% | 3,221 | $1.6M | Add +1.4% |
| ABT Abbott Laboratories | 0.17% | 12,991 | $1.5M | Add +36.7% |
| TM Toyota Motor Corp. -Spon ADR | 0.17% | 7,524 | $1.5M | Add +9.9% |
| MRK Merck & Co. Inc. | 0.16% | 14,098 | $1.4M | Reduce -2.0% |
| QCOM Qualcomm Inc. | 0.16% | 9,046 | $1.4M | Add +8.3% |
| WFC Wells Fargo & Co. | 0.16% | 19,628 | $1.4M | Add +10.5% |
| NVS Novartis AG-Sponsored ADR | 0.16% | 14,117 | $1.4M | Add +7.5% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 28,116 | $1.3M | No change |
| RGLD Royal Gold Inc. | 0.15% | 9,986 | $1.3M | Add +4.3% |
| AMAT Applied Materials Inc. | 0.15% | 8,044 | $1.3M | Reduce -4.2% |
| LIN Linde PLC | 0.15% | 3,100 | $1.3M | Add +1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 11,590 | $1.3M | Add +5.5% |
| LOW Lowe's Cos Inc. | 0.15% | 5,219 | $1.3M | Add +10.6% |
| CVX Chevron Corp. | 0.15% | 8,860 | $1.3M | Add +22.2% |
| SCHW Schwab (charles) Corp. | 0.15% | 17,151 | $1.3M | Add +13.9% |
| ISRG Intuitive Surgical Inc. | 0.15% | 2,431 | $1.3M | Reduce -0.3% |
| AXP American Express Co. | 0.15% | 4,226 | $1.3M | Add +3.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.15% | 3,114 | $1.3M | Reduce -2.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.14% | 18,842 | $1.2M | Add +8.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,387 | $1.2M | Add +1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 2,343 | $1.2M | Reduce -3.1% |
| TXN Texas Instruments Inc. | 0.14% | 6,463 | $1.2M | Add +3.8% |
| AMD Advanced Micro Devices | 0.14% | 10,023 | $1.2M | Reduce -8.7% |
| ING ING Groep N.V.-Sponsored ADR | 0.14% | 77,025 | $1.2M | Add +3.9% |
| GIS General Mills Inc. | 0.14% | 18,606 | $1.2M | Add +15.3% |
| SHEL Shell PLC-ADR | 0.14% | 18,769 | $1.2M | Add +15.4% |
Portfolio Sells Q3 2024 → Q4 2024
| AMGN Amgen Inc. | Reduce -4.4% | 5.75% | −1.88 |
| GUNR NT Mstar GLBL NR ETF | Reduce -12.6% | 2.24% | −0.74 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.59 |
| IEMG iShares Core MSCI Emerging | Reduce -0.3% | 3.36% | −0.44 |
| LMBS First Trust Low Duration Opp | Reduce -5.8% | 1.43% | −0.15 |
| DHR Danaher Corp. | Reduce -8.5% | 0.31% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -5.3% | 0.46% | −0.11 |
| UBER Uber Technologies Inc. | Reduce -2.9% | 0.30% | −0.09 |
| KURA Kura Oncology Inc. | Reduce -3.4% | 0.07% | −0.09 |
| AMD Advanced Micro Devices | Reduce -8.7% | 0.14% | −0.07 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.3% | 0.53% | −0.07 |
| TGT Target Corp. | Reduce -6.6% | 0.22% | −0.06 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -4.2% | 0.15% | −0.05 |
| CVS CVS Health Corp. | Reduce -31.2% | 0.05% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -20.4% | 0.08% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -11.8% | 0.10% | −0.04 |
| HCA HCA Healthcare Inc. | Reduce -38.6% | 0.03% | −0.04 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.34% | −0.04 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.04 |
| CNC Centene Corp. | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.1% | 0.14% | −0.04 |
| ORCL Oracle Corp. | Reduce -5.4% | 0.32% | −0.03 |
| CSX CSX Corp. | Sold out | 0.00% | −0.03 |
| BG Bunge Global SA | Sold out | 0.00% | −0.03 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.03 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.03 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -2.0% | 0.16% | −0.03 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.03 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -23.9% | 0.04% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.3% | 0.15% | −0.03 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -4.8% | 0.12% | −0.03 |
| TXT Textron Inc. | Reduce -36.8% | 0.03% | −0.03 |
| FCN Fti Consulting Inc. | Sold out | 0.00% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -8.8% | 0.29% | −0.03 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.03 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.03 |
| GE General Electric | Reduce -9.2% | 0.10% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -22.4% | 0.03% | −0.03 |
| UHS Universal Health Services-B | Sold out | 0.00% | −0.03 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.03 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.03 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.03 |
| DOV Dover Corp. | Sold out | 0.00% | −0.03 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.03 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.03 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| SUB iShares Short-Term National | Add +966.3% | 1.37% | +1.24 |
| NVDA Nvidia Corp. | Add +52.3% | 2.98% | +1.17 |
| AAPL Apple Inc. | Add +7.7% | 3.06% | +0.35 |
| TSLA Tesla Inc. | Add +25.0% | 0.63% | +0.29 |
| AMZN Amazon.com Inc. | Add +8.5% | 1.29% | +0.25 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.7% | 1.84% | +0.23 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +8.8% | 1.80% | +0.18 |
| AVGO Broadcom Inc. | Add +10.7% | 0.57% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +9.6% | 0.80% | +0.14 |
| IWF iShares Russell 1000 Growth | Add +8.7% | 1.07% | +0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +9.9% | 2.21% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +28.6% | 0.39% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +6.2% | 0.66% | +0.10 |
| V Visa Inc. Class A | Add +4.2% | 0.59% | +0.08 |
| WMT Walmart Inc. | Add +3.8% | 0.69% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +13.7% | 0.59% | +0.07 |
| IWD iShares Russell 1000 Value E | Add +23.5% | 0.44% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 0.53% | +0.06 |
| NFLX Netflix Inc. | Add +6.8% | 0.27% | +0.06 |
| EZU iShares MSCI Eurozone ETF | New | 0.06% | +0.06 |
| CRM Salesforce Inc. | Add +6.9% | 0.25% | +0.05 |
| MCK McKesson Corp. | Add +8.0% | 0.29% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +2.5% | 0.59% | +0.05 |
| META Meta Platforms Inc. Class A | Add +7.0% | 0.79% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +13.9% | 0.08% | +0.05 |
| TWLO Twilio Inc. Class A | New | 0.05% | +0.05 |
| APP AppLovin Corp. Class A | New | 0.04% | +0.04 |
| EXPE Expedia Group Inc. | New | 0.04% | +0.04 |
| TOLZ Proshares GLB Infrastructure | Add +10.6% | 0.93% | +0.04 |
| ABT Abbott Laboratories | Add +36.7% | 0.17% | +0.04 |
| WFC Wells Fargo & Co. | Add +10.5% | 0.16% | +0.04 |
| OTIS Otis Worldwide Corp. | New | 0.04% | +0.04 |
| URI United Rentals Inc. | Add +125.3% | 0.08% | +0.04 |
| VGT Vanguard Info Tech ETF | Add +65.8% | 0.09% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.04% | +0.04 |
| BKNG Booking Holdings Inc. | Add +24.9% | 0.12% | +0.04 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.03% | +0.03 |
| SNA Snap-on Inc. | New | 0.03% | +0.03 |
| TSN Tyson Foods Inc. Class A | New | 0.03% | +0.03 |
| GEN Gen Digital Inc. | New | 0.03% | +0.03 |
| CPRT Copart Inc. | New | 0.03% | +0.03 |
| J Jacobs Solutions Inc. | New | 0.03% | +0.03 |
| DGRO iShares Core Dividend Growth | New | 0.03% | +0.03 |
| WMB Williams Cos Inc. | New | 0.03% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +13.9% | 0.15% | +0.03 |
| BAC Bank of America Corp. | Add +6.2% | 0.24% | +0.03 |
| BYD Boyd Gaming Corp. | New | 0.03% | +0.03 |
| NOW ServiceNow Inc. | Add +24.3% | 0.10% | +0.03 |
| CVLC Calvert US L-C CR Resp Index | New | 0.03% | +0.03 |
| ZION Zions Bancorp NA | 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 |