Aaron-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "SE",
  "MPWR",
  "ARGX",
  "JAZZ",
  "QRVO",
  null,
  null,
  "ALSN",
  "SNOW",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "E",
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "SAN",
  "WRB",
  "BYD",
  "BSX",
  null,
  "COF",
  "CMI",
  "PHG",
  null,
  "DUK",
  "D",
  "DT",
  "ESS",
  "PUK",
  "EBAY",
  "RL",
  null,
  "EOG",
  "EXPE",
  "FFIV",
  "AVDL",
  "FCX",
  "PGEN",
  "GD",
  null,
  "GILD",
  "GIS",
  "HLT",
  "ARIS",
  "HON",
  "HD",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "GLPI",
  "ISRG",
  "HSBC",
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "MNKD",
  null,
  "MKTW",
  "MVIS",
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  "LIN",
  "L",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "DBX",
  null,
  "EXC",
  "GE",
  "NTRS",
  "NVS",
  "OXY",
  "ORLY",
  "IX",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KB",
  "NMR",
  null,
  "AMGN",
  "KVUE",
  "MAS",
  "IEFA",
  "SPGI",
  "RELX",
  null,
  "SCHX",
  "NOW",
  "SHW",
  "SLB",
  "SRE",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SAP",
  null,
  "BP",
  "RSG",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SMFG",
  "ERIC",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "UBER",
  "UAL",
  "UL",
  "UNM",
  "UPS",
  "VO",
  "NEM",
  "MET",
  "RNA",
  "MBX",
  "RCL",
  "PCTY",
  "VOE",
  "SCHW",
  "MNST",
  null,
  "VWO",
  "JBL",
  null,
  "SBAC",
  "NGG",
  "LYG",
  "TTE",
  "TRGP",
  "TEF",
  "NTNX",
  "ULTA",
  "MTD",
  null,
  "SNY",
  "TSM",
  "GSK",
  "RMD",
  "VYM",
  "DD",
  "VRTX",
  null,
  "K",
  "EW",
  "TT",
  "VRSK",
  "LOPE",
  "VRT",
  "SAIC",
  "ST",
  "RGLD",
  "MAT",
  "ADSK",
  "AON",
  "AEE",
  "GM",
  "AVY",
  "USFD",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "FI",
  "WAB",
  "TAP",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "CAH",
  "AEP",
  "BKR",
  "ERAS",
  "ES",
  "IAUX",
  null,
  "KURA",
  "NVO",
  "AMZN",
  "MSI",
  "CMS",
  "HCA",
  "ESGD",
  null,
  "HDB",
  "PDD",
  "VPL",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VONE",
  "VBK",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VLTO",
  "VRSN",
  "V",
  "WMT",
  "WBA",
  "WFC",
  "WSM",
  "WIT",
  "WPM",
  "WTW",
  "WMB",
  "WDS",
  "XPEV",
  "XEL",
  "WDAY",
  "YETI",
  "XYL",
  null,
  "ESI",
  "GRMN",
  "G",
  "FR",
  "FOXA",
  "MTB",
  "JHG",
  "GEN",
  "SCHD",
  "CHKP",
  "IHG",
  "HIW",
  "JD",
  "MSCI",
  "NSC",
  "NOK",
  "INFY",
  "JCI",
  "MOH",
  "SO",
  "TAK",
  "TRMB",
  "OKTA",
  "OTIS",
  "PSX",
  "OPEN",
  "TCOM",
  "CRM",
  "PENN",
  "NOVA",
  "SHG",
  "QTRX",
  "SYY",
  "DIA",
  "SPOT",
  "ZION",
  "UHS",
  "GEV",
  "ZM",
  "MCK",
  "GWW",
  null,
  "ESGU",
  "PSA",
  "SYF",
  null,
  "FDX",
  "AME",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AXTA",
  "BAC",
  "BBVA",
  "BBWI",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  null,
  "BHP",
  "BA",
  null,
  "BMY",
  "BTI",
  "BKD",
  "CDNS",
  "CBOE",
  "CBRE",
  "CRL",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CRUS",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CME",
  "KO",
  "CCEP",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CUZ",
  "CRH",
  "CRWD",
  "CVS",
  "CCK",
  "CW",
  "DHR",
  "DE",
  "FANG",
  "DFS",
  "DOCU",
  "EFA",
  "ADI",
  "MCO",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 450
Total Value: 872402293
Accession Number: 0001172661-25-001544
Form Type: 13F-HR
CIK: aaron-wealth-advisors
Manager Name: Aaron-Wealth-Advisors

Data Enrichment

94% identified

424 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

450 positions • $872.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Verisk Analytics, Inc.

VRSK|92345Y106

Shares:940

Value:$279.8K

% of Portfolio:0.0% ($279.8K/$872.4M)

KB Financial Group Inc.

KB|48241A105

Shares:5.2K

Value:$279.3K

% of Portfolio:0.0% ($279.3K/$872.4M)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:481

Value:$279.0K

% of Portfolio:0.0% ($279.0K/$872.4M)

Fortinet, Inc.

FTNT|34959E109

Shares:2.9K

Value:$276.9K

% of Portfolio:0.0% ($276.9K/$872.4M)

47103U852

Shares:6.1K

Value:$276.9K

% of Portfolio:0.0% ($276.9K/$872.4M)

JABIL INC

JBL|466313103

Shares:2.0K

Value:$274.0K

% of Portfolio:0.0% ($274.0K/$872.4M)

PDD Holdings Inc.

PDD|722304102

Shares:2.3K

Value:$273.5K

% of Portfolio:0.0% ($273.5K/$872.4M)

GARMIN LTD

GRMN|H2906T109

Shares:1.3K

Value:$272.5K

% of Portfolio:0.0% ($272.5K/$872.4M)

JD.com, Inc.

JD|47215P106

Shares:6.6K

Value:$272.3K

% of Portfolio:0.0% ($272.3K/$872.4M)

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:1.2K

Value:$271.8K

% of Portfolio:0.0% ($271.8K/$872.4M)

AMETEK INC/

AME|031100100

Shares:1.6K

Value:$269.9K

% of Portfolio:0.0% ($269.9K/$872.4M)

Veralto Corp

VLTO|92338C103

Shares:2.8K

Value:$268.3K

% of Portfolio:0.0% ($268.3K/$872.4M)

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

ZION|989701107

Shares:5.4K

Value:$267.9K

% of Portfolio:0.0% ($267.9K/$872.4M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.3K

Value:$267.4K

% of Portfolio:0.0% ($267.4K/$872.4M)

Grand Canyon Education, Inc.

LOPE|38526M106

Shares:1.5K

Value:$267.1K

% of Portfolio:0.0% ($267.1K/$872.4M)

TransDigm Group INC

TDG|893641100

Shares:193

Value:$267.0K

% of Portfolio:0.0% ($267.0K/$872.4M)

Avery Dennison Corp

AVY|053611109

Shares:1.5K

Value:$266.8K

% of Portfolio:0.0% ($266.8K/$872.4M)

78464A698

Shares:4.7K

Value:$266.5K

% of Portfolio:0.0% ($266.5K/$872.4M)

67092P870

Shares:12.0K

Value:$266.3K

% of Portfolio:0.0% ($266.3K/$872.4M)

46434G863

Shares:7.6K

Value:$265.7K

% of Portfolio:0.0% ($265.7K/$872.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Verisk Analytics, Inc.(VRSKcusip92345Y106)	940	QoQ +21.91% (+169) YoY NEW(+940)	All Managers (Combined)	$279.8K	0.0% ($279.8K/$872.4M)	QoQ +31.74% (+$67.4K) YoY NEW(+$279.8K)
KB Financial Group Inc.(KBcusip48241A105)	5.2K	QoQ +6.72% (+325) YoY NEW(+5.2K)	All Managers (Combined)	$279.3K	0.0% ($279.3K/$872.4M)	QoQ +1.48% (+$4.1K) YoY NEW(+$279.3K)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	481	QoQ NEW(+481) YoY NEW(+481)	All Managers (Combined)	$279.0K	0.0% ($279.0K/$872.4M)	QoQ NEW(+$279.0K) YoY NEW(+$279.0K)
Fortinet, Inc.(FTNTcusip34959E109)	2.9K	QoQ +16.19% (+401) YoY NEW(+2.9K)	All Managers (Combined)	$276.9K	0.0% ($276.9K/$872.4M)	QoQ +18.38% (+$43.0K) YoY NEW(+$276.9K)
(cusip47103U852)✕	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$276.9K	0.0% ($276.9K/$872.4M)	QoQ NEW(+$276.9K) YoY NEW(+$276.9K)
JABIL INC(JBLcusip466313103)	2.0K	QoQ +12.57% (+225) YoY NEW(+2.0K)	All Managers (Combined)	$274.0K	0.0% ($274.0K/$872.4M)	QoQ +6.45% (+$16.6K) YoY NEW(+$274.0K)
PDD Holdings Inc.(PDDcusip722304102)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$273.5K	0.0% ($273.5K/$872.4M)	QoQ NEW(+$273.5K) YoY NEW(+$273.5K)
GARMIN LTD(GRMNcusipH2906T109)	1.3K	QoQ +13.26% (+147) YoY NEW(+1.3K)	All Managers (Combined)	$272.5K	0.0% ($272.5K/$872.4M)	QoQ +19.23% (+$44.0K) YoY NEW(+$272.5K)
JD.com, Inc.(JDcusip47215P106)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$272.3K	0.0% ($272.3K/$872.4M)	QoQ NEW(+$272.3K) YoY NEW(+$272.3K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$271.8K	0.0% ($271.8K/$872.4M)	QoQ NEW(+$271.8K) YoY NEW(+$271.8K)
AMETEK INC/(AMEcusip031100100)	1.6K	QoQ +24.24% (+306) YoY NEW(+1.6K)	All Managers (Combined)	$269.9K	0.0% ($269.9K/$872.4M)	QoQ +18.65% (+$42.4K) YoY NEW(+$269.9K)
Veralto Corp(VLTOcusip92338C103)	2.8K	QoQ -4.04% (-116) YoY -3.02% (-86)	All Managers (Combined)	$268.3K	0.0% ($268.3K/$872.4M)	QoQ -8.17% (-$23.9K) YoY +6.60% (-$16.6K)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/(ZIONcusip989701107)	5.4K	QoQ +13.33% (+632) YoY NEW(+5.4K)	All Managers (Combined)	$267.9K	0.0% ($267.9K/$872.4M)	QoQ +4.15% (+$10.7K) YoY NEW(+$267.9K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$267.4K	0.0% ($267.4K/$872.4M)	QoQ NEW(+$267.4K) YoY NEW(+$267.4K)
Grand Canyon Education, Inc.(LOPEcusip38526M106)	1.5K	QoQ +25.32% (+312) YoY NEW(+1.5K)	All Managers (Combined)	$267.1K	0.0% ($267.1K/$872.4M)	QoQ +32.37% (+$65.3K) YoY NEW(+$267.1K)
TransDigm Group INC(TDGcusip893641100)	193	QoQ +12.20% (+21) YoY NEW(+193)	All Managers (Combined)	$267.0K	0.0% ($267.0K/$872.4M)	QoQ +22.48% (+$49.0K) YoY NEW(+$267.0K)
Avery Dennison Corp(AVYcusip053611109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$266.8K	0.0% ($266.8K/$872.4M)	QoQ NEW(+$266.8K) YoY NEW(+$266.8K)
(cusip78464A698)✕	4.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$266.5K	0.0% ($266.5K/$872.4M)	QoQ -5.79% (-$16.4K) YoY +13.06% (+$30.8K)
(cusip67092P870)✕	12.0K	QoQ +21.30% (+2.1K) YoY +20.45% (+2.0K)	All Managers (Combined)	$266.3K	0.0% ($266.3K/$872.4M)	QoQ +23.55% (+$50.8K) YoY +21.63% (+$47.4K)
(cusip46434G863)✕	7.6K	QoQ -9.59% (-807) YoY -19.70% (-1.9K)	All Managers (Combined)	$265.7K	0.0% ($265.7K/$872.4M)	QoQ -5.37% (-$15.1K) YoY -12.93% (-$39.5K)