HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IEFA) |
978,326 | +37,901 | $68,825 |
| IEFA | 978,326 | +37,901 | $68,825 |
| AMGEN INC |
201,228 | -48,150 | $57,958 |
| AMGN | 201,228 | -48,150 | $57,958 |
| VANGUARD SCOTTSDALE FDS (VONV) |
715,083 | +25,565 | $51,872 |
| VONV | 715,083 | +25,565 | $51,872 |
| VANGUARD SCOTTSDALE FDS (VONG) |
602,820 | +6,847 | $47,032 |
| VONG | 602,820 | +6,847 | $47,032 |
| ISHARES INC (IEMG) |
421,969 | -17,333 | $21,343 |
| IEMG | 421,969 | -17,333 | $21,343 |
| PROSHARES TR (TOLZ) |
463,869 | +171,655 | $21,166 |
| TOLZ | 463,869 | +171,655 | $21,166 |
| MICROSOFT CORP |
52,644 | -221,565 | $19,796 |
| MSFT | 52,644 | -221,565 | $19,796 |
| FLEXSHARES TR (GUNR) |
472,529 | +26,146 | $19,350 |
| GUNR | 472,529 | +26,146 | $19,350 |
| APPLE INC |
77,400 | -155,313 | $14,902 |
| AAPL | 77,400 | -155,313 | $14,902 |
| VANGUARD INDEX FDS (VBR) |
74,180 | -225 | $13,350 |
| VBR | 74,180 | -225 | $13,350 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
267,307 | +85,415 | $12,916 |
| LMBS | 267,307 | +85,415 | $12,916 |
| FREEPORT MCMORAN INC |
279,664 | +496 | $11,905 |
| FCX | 279,664 | +496 | $11,905 |
| SPDR S&P 500 ETF TR (SPY) |
24,011 | UNCH | $11,413 |
| SPY | 24,011 | UNCH | $11,413 |
| VANGUARD INDEX FDS (VBK) |
39,645 | +1,685 | $9,585 |
| VBK | 39,645 | +1,685 | $9,585 |
| ISHARES TR (IWF) |
21,113 | -4 | $6,401 |
| IWF | 21,113 | -4 | $6,401 |
 BERKSHIRE HATHAWAY INC DEL |
$5,822 | ||
| BRK.B | 16,324 | -13,069 | $5,822 |
| ISHARES TR (EFA) |
69,274 | UNCH | $5,220 |
| EFA | 69,274 | UNCH | $5,220 |
| ISHARES TR (ACWX) |
101,120 | -500 | $5,161 |
| ACWX | 101,120 | -500 | $5,161 |
| VANGUARD SCOTTSDALE FDS (VONE) |
23,740 | -805 | $5,150 |
| VONE | 23,740 | -805 | $5,150 |
| SPDR SER TR (SHM) |
102,420 | UNCH | $4,895 |
| SHM | 102,420 | UNCH | $4,895 |
| BRISTOL MYERS SQUIBB CO |
83,732 | -50,349 | $4,296 |
| BMY | 83,732 | -50,349 | $4,296 |
| AMAZON COM INC |
25,105 | +1,937 | $3,814 |
| AMZN | 25,105 | +1,937 | $3,814 |
| ISHARES TR (IWM) |
18,258 | -209 | $3,665 |
| IWM | 18,258 | -209 | $3,665 |
| NVIDIA CORPORATION |
6,913 | +517 | $3,423 |
| NVDA | 6,913 | +517 | $3,423 |
| ISHARES TR (IVV) |
7,120 | +350 | $3,401 |
| IVV | 7,120 | +350 | $3,401 |
| UBER TECHNOLOGIES INC |
54,027 | +442 | $3,326 |
| UBER | 54,027 | +442 | $3,326 |
| VANECK ETF TRUST (HYD) |
63,778 | -21,682 | $3,293 |
| HYD | 63,778 | -21,682 | $3,293 |
| DANAHER CORPORATION |
13,183 | -311 | $3,050 |
| DHR | 13,183 | -311 | $3,050 |
| VISA INC |
11,683 | -15,726 | $3,042 |
| V | 11,683 | -15,726 | $3,042 |
| DBX ETF TR (DBAW) |
88,478 | -145 | $2,673 |
| DBAW | 88,478 | -145 | $2,673 |
| WALMART INC |
16,537 | -15,098 | $2,607 |
| WMT | 16,537 | -15,098 | $2,607 |
| ISHARES TR (HEFA) |
82,698 | -19 | $2,606 |
| HEFA | 82,698 | -19 | $2,606 |
| VANGUARD INDEX FDS (VUG) |
8,222 | -4,616 | $2,556 |
| VUG | 8,222 | -4,616 | $2,556 |
| ALPHABET INC |
17,764 | -74 | $2,503 |
| GOOG | 17,764 | -74 | $2,503 |
| ALPHABET INC |
17,325 | +2,726 | $2,420 |
| GOOGL | 17,325 | +2,726 | $2,420 |
| ACCENTURE PLC IRELAND |
6,610 | +157 | $2,320 |
| ACN | 6,610 | +157 | $2,320 |
| WASTE MGMT INC DEL |
12,181 | -20,863 | $2,182 |
| WM | 12,181 | -20,863 | $2,182 |
| JOHNSON & JOHNSON |
13,310 | -1,124 | $2,086 |
| JNJ | 13,310 | -1,124 | $2,086 |
| ELI LILLY & CO |
3,555 | -2,457 | $2,072 |
| LLY | 3,555 | -2,457 | $2,072 |
| HOME DEPOT INC |
5,839 | -155 | $2,024 |
| HD | 5,839 | -155 | $2,024 |
| INTERNATIONAL BUSINESS MACHS |
12,208 | -295,619 | $1,997 |
| IBM | 12,208 | -295,619 | $1,997 |
| JPMORGAN CHASE & CO |
11,555 | -73 | $1,966 |
| JPM | 11,555 | -73 | $1,966 |
| ISHARES TR (ITOT) |
18,617 | +5 | $1,959 |
| ITOT | 18,617 | +5 | $1,959 |
| MCKESSON CORP |
4,122 | +82 | $1,908 |
| MCK | 4,122 | +82 | $1,908 |
| AUTOMATIC DATA PROCESSING IN |
8,017 | -19,895 | $1,868 |
| ADP | 8,017 | -19,895 | $1,868 |
| TARGET CORP |
12,988 | +9,192 | $1,850 |
| TGT | 12,988 | +9,192 | $1,850 |
| META PLATFORMS INC |
5,176 | -7 | $1,832 |
| META | 5,176 | -7 | $1,832 |
| ISHARES TR (IJH) |
6,383 | -1,829 | $1,769 |
| IJH | 6,383 | -1,829 | $1,769 |
| VANGUARD INDEX FDS (VOO) |
4,011 | +10 | $1,752 |
| VOO | 4,011 | +10 | $1,752 |
| ISHARES TR (IJR) |
15,391 | -3,947 | $1,666 |
| IJR | 15,391 | -3,947 | $1,666 |
See Full List: All Stocks Held By Aaron Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Aaron Wealth Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $602,893 At 09/30/2023: $774,904 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 |
