HoldingsChannel.com
Aaron Wealth Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Aaron Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Aaron Wealth Advisors LLC. In the Aaron Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Aaron Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Aaron Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES CORE MSCI EAFE (IEFA) 501,655 -14,807,922 $29,522
     IEFA501,655-14,807,922$29,522
VANGUARD RUSSELL 1000 VALUE ETF (VONV) 422,303 -33,377,499 $26,837
     VONV422,303-33,377,499$26,837
VANGUARD RUSSELL 1000 GROWTH ETF (VONG) 452,715 -30,778,845 $25,478
     VONG452,715-30,778,845$25,478
APPLE INC 164,013 -25,911,072 $22,423
     AAPL164,013-25,911,072$22,423
MICROSOFT CORP 73,837 -20,537,303 $18,963
     MSFT73,837-20,537,303$18,963
ISHARES CORE MSCI (IEMG) 323,576 -18,596,365 $15,874
     IEMG323,576-18,596,365$15,874
AMGEN INC. 57,222 -795,193 $13,922
     AMGN57,222-795,193$13,922
ZUORA INC 1,472,439 -20,585,101 $13,178
     ZUO1,472,439-20,585,101$13,178
FLEXSHARES UPSTREAM (GUNR) 315,047 -12,587,648 $12,497
     GUNR315,047-12,587,648$12,497
BLACKROCK SHORT MATURITY 206,800 +206,800 $10,186
     NEAR206,800+206,800$10,186
JANUS HENDERSON AAA CLO 169,178 +169,178 $8,296
     JAAA169,178+169,178$8,296
PROSHARES DJ BRKFLD GLBL (TOLZ) 166,088 -5,590,427 $7,640
     TOLZ166,088-5,590,427$7,640
VANGUARD SMALL CAP VALUE (VBR) 49,041 -8,067,774 $7,347
     VBR49,041-8,067,774$7,347
SPDR S&P 500 ETF (SPY) 17,871 -6,287,023 $6,741
     SPY17,871-6,287,023$6,741
ALPHABET INC. 2,728 -6,474,215 $5,967
     GOOG2,728-6,474,215$5,967
ISHARES GLOBAL (IGF) 119,828 -5,974,624 $5,601
     IGF119,828-5,974,624$5,601
VANGUARD S&P 500 ETF (VOO) 15,583 -6,344,406 $5,405
     VOO15,583-6,344,406$5,405
ISHARES MSCI ACWI EX US (ACWX) 112,303 -5,936,015 $5,053
     ACWX112,303-5,936,015$5,053
SPDR NUVEN BLM SHT TM (SHM) 102,420 -4,160,498 $4,840
     SHM102,420-4,160,498$4,840
VANGUARD SMALL CAP (VBK) 23,184 -5,836,654 $4,567
     VBK23,184-5,836,654$4,567
FREEPORT MCMORAN INC 155,216 +80,010 $4,541
     FCX155,216+80,010$4,541
ISHARES MSCI EAFE ETF (EFA) 70,060 -4,869,677 $4,378
     EFA70,060-4,869,677$4,378
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 19,762 -5,028,661 $4,321
     IWF19,762-5,028,661$4,321
ALPHABET INC. CLASS A 1,934 -4,701,328 $4,214
     GOOGL1,934-4,701,328$4,214
DANAHER CORP 16,048 -243,255 $4,068
     DHR16,048-243,255$4,068
VANECK HIGH YIELD MUNI 72,622 -12,242,484 $3,910
     HYD72,622-12,242,484$3,910
IBM CORP 26,461 -3,331,045 $3,736
     IBM26,461-3,331,045$3,736
XTRCKR MSCI AL WRLD EX 119,753 -3,735,874 $3,515
     DBAW119,753-3,735,874$3,515
VANGUARD RUSSELL 1000 (VONE) 18,499 -2,724,829 $3,178
     VONE18,499-2,724,829$3,178
AVIDITY BIOSCIENCES INC 215,750 -3,769,152 $3,134
     RNA215,750-3,769,152$3,134
ISHARES CURRENCY HEDG (HEFA) 97,905 -3,621,240 $3,115
     HEFA97,905-3,621,240$3,115
ISHARES RUSSELL 2000 (IWM) 18,309 -3,437,411 $3,100
     IWM18,309-3,437,411$3,100
MASTERCARD INC 7,990 -2,783,505 $2,520
     MA7,990-2,783,505$2,520
BERKSHIRE HATHAWAY      $2,453
     BRK.B8,986-1,582,285$2,453
WALMART INC 19,107 -3,205,159 $2,323
     WMT19,107-3,205,159$2,323
SALESFORCE INC 13,965 -2,713,285 $2,304
     CRM13,965-2,713,285$2,304
VISA INC 11,101 -2,234,098 $2,185
     V11,101-2,234,098$2,185
CHUBB LTD F 10,862 -2,238,296 $2,135
     CB10,862-2,238,296$2,135
BANK OF AMERICA CORP 66,286 -2,377,853 $2,063
     BAC66,286-2,377,853$2,063
ORACLE CORP 28,736 -2,352,729 $2,007
     ORCL28,736-2,352,729$2,007
STARBUCKS CORP 26,137 -1,154,194 $1,996
     SBUX26,137-1,154,194$1,996
AMAZON.COM INC 17,999 -2,228,106 $1,911
     AMZN17,999-2,228,106$1,911
ISHARES RUSSELL MID CAP (IWR) 27,500 -1,741,900 $1,778
     IWR27,500-1,741,900$1,778
NORTHERN TRUST CORP 17,546 -63,270 $1,692
     NTRS17,546-63,270$1,692
BRISTOL MYERS SQUIBB 21,850 -1,376,820 $1,682
     BMY21,850-1,376,820$1,682
WASTE MANAGEMENT INC 10,712 -1,676,520 $1,638
     WM10,712-1,676,520$1,638
ACCENTURE PLC F 5,763 -414,762 $1,600
     ACN5,763-414,762$1,600
THE COCA COLA CO 24,752 -563,318 $1,557
     KO24,752-563,318$1,557
ISHARES TOTAL US STOCK (ITOT) 18,398 -415,139 $1,541
     ITOT18,398-415,139$1,541
AUTO DATA PROCESSING 6,540 -1,474,517 $1,373
     ADP6,540-1,474,517$1,373

See Full List: All Stocks Held By Aaron Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Aaron Wealth Advisors LLC

Size ($ in 1000's)
At 06/30/2022: $397,899
At 03/31/2022: $7,226,006

Aaron Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aaron Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Aaron Wealth Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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