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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Meta Platforms, Inc.

META|30303M102

Shares:12.3K

Value:$7.1M

% of Portfolio:0.8% ($7.1M/$872.4M)

464287465

EFA|464287465

Shares:72.6K

Value:$5.9M

% of Portfolio:0.7% ($5.9M/$872.4M)

Walmart Inc.

WMT|931142103

Shares:66.2K

Value:$5.8M

% of Portfolio:0.7% ($5.8M/$872.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:37.2K

Value:$5.8M

% of Portfolio:0.7% ($5.8M/$872.4M)

VISA INC.

V|92826C839

Shares:16.4K

Value:$5.7M

% of Portfolio:0.7% ($5.7M/$872.4M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:90.9K

Value:$5.5M

% of Portfolio:0.6% ($5.5M/$872.4M)

47103U845

Shares:106.0K

Value:$5.4M

% of Portfolio:0.6% ($5.4M/$872.4M)

Alphabet Inc.

GOOG|02079K107

Shares:31.8K

Value:$5.0M

% of Portfolio:0.6% ($5.0M/$872.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:20.2K

Value:$5.0M

% of Portfolio:0.6% ($5.0M/$872.4M)

922908363

VOO|922908363

Shares:9.1K

Value:$4.7M

% of Portfolio:0.5% ($4.7M/$872.4M)

ELI LILLY & Co

LLY|532457108

Shares:5.7K

Value:$4.7M

% of Portfolio:0.5% ($4.7M/$872.4M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:5

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$872.4M)

Broadcom Inc.

AVGO|11135F101

Shares:23.2K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$872.4M)

464287655

IWM|464287655

Shares:18.3K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$872.4M)

Tesla, Inc.

TSLA|88160R101

Shares:14.0K

Value:$3.6M

% of Portfolio:0.4% ($3.6M/$872.4M)

464287598

IWD|464287598

Shares:17.9K

Value:$3.4M

% of Portfolio:0.4% ($3.4M/$872.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:28.1K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$872.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:20.1K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$872.4M)

922908736

VUG|922908736

Shares:8.9K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$872.4M)

Uber Technologies, Inc

UBER|90353T100

Shares:44.9K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$872.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	12.3K	QoQ +6.04% (+703) YoY +63.48% (+4.8K)	All Managers (Combined)	$7.1M	0.8% ($7.1M/$872.4M)	QoQ +4.39% (+$298.8K) YoY +94.05% (+$3.4M)
(EFAcusip464287465)	72.6K	QoQ -3.12% (-2.3K) YoY +4.81% (+3.3K)	All Managers (Combined)	$5.9M	0.7% ($5.9M/$872.4M)	QoQ +4.71% (-$267.0K) YoY +7.26% (+$402.0K)
Walmart Inc.(WMTcusip931142103)	66.2K	QoQ +1.28% (-841) YoY +20.01% (+11.0K)	All Managers (Combined)	$5.8M	0.7% ($5.8M/$872.4M)	QoQ -1.58% (-$93.6K) YoY +75.11% (+$2.5M)
Alphabet Inc.(GOOGLcusip02079K305)	37.2K	QoQ +2.66% (-968) YoY +50.55% (+12.5K)	All Managers (Combined)	$5.8M	0.7% ($5.8M/$872.4M)	QoQ -16.12% (-$1.1M) YoY +54.25% (+$2.0M)
VISA INC.(Vcusip92826C839)	16.4K	QoQ +2.49% (+399) YoY +16.66% (+2.3K)	All Managers (Combined)	$5.7M	0.7% ($5.7M/$872.4M)	QoQ +13.65% (+$690.6K) YoY +46.50% (+$1.8M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	90.9K	QoQ +0.59% (+535) YoY +7.52% (+6.4K)	All Managers (Combined)	$5.5M	0.6% ($5.5M/$872.4M)	QoQ +8.47% (+$433.1K) YoY +20.93% (+$959.9K)
(cusip47103U845)✕	106.0K	QoQ +1103.02% (+97.2K) YoY +2225.83% (+101.5K)	All Managers (Combined)	$5.4M	0.6% ($5.4M/$872.4M)	QoQ +1103.02% (+$4.9M) YoY +2224.46% (+$5.1M)
Alphabet Inc.(GOOGcusip02079K107)	31.8K	QoQ +5.87% (-1.8K) YoY +50.49% (+10.7K)	All Managers (Combined)	$5.0M	0.6% ($5.0M/$872.4M)	QoQ -13.14% (-$751.4K) YoY +54.41% (+$1.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	20.2K	QoQ +6.41% (+1.2K) YoY +28.90% (+4.5K)	All Managers (Combined)	$5.0M	0.6% ($5.0M/$872.4M)	QoQ +8.90% (+$404.8K) YoY +57.85% (+$1.8M)
(VOOcusip922908363)	9.1K	QoQ -2.59% (-243) YoY +130.49% (+5.2K)	All Managers (Combined)	$4.7M	0.5% ($4.7M/$872.4M)	QoQ -7.09% (-$358.4K) YoY +146.42% (+$2.8M)
ELI LILLY & Co(LLYcusip532457108)	5.7K	QoQ +10.41% (+533) YoY +25.43% (+1.1K)	All Managers (Combined)	$4.7M	0.5% ($4.7M/$872.4M)	QoQ +18.12% (+$716.2K) YoY +33.16% (+$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	5	QoQ NEW(+5) YoY -16.66% (-1)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$872.4M)	QoQ NEW(+$4.0M) YoY +4.87% (-$185.6K)
Broadcom Inc.(AVGOcusip11135F101)	23.2K	QoQ +8.83% (-1.9K) YoY +1561.25% (+21.8K)	All Managers (Combined)	$3.9M	0.4% ($3.9M/$872.4M)	QoQ -21.40% (-$1.1M) YoY +109.85% (+$2.0M)
(IWMcusip464287655)	18.3K	QoQ +1.07% (-195) YoY +0.30% (-55)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$872.4M)	QoQ -8.74% (-$349.9K) YoY -4.85% (-$186.3K)
Tesla, Inc.(TSLAcusip88160R101)	14.0K	QoQ +4.75% (-637) YoY +107.03% (+7.3K)	All Managers (Combined)	$3.6M	0.4% ($3.6M/$872.4M)	QoQ -32.77% (-$1.8M) YoY +205.22% (+$2.4M)
(IWDcusip464287598)	17.9K	QoQ -13.29% (-2.7K) YoY +86.89% (+8.3K)	All Managers (Combined)	$3.4M	0.4% ($3.4M/$872.4M)	QoQ -11.87% (-$454.4K) YoY +96.34% (+$1.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	28.1K	QoQ +4.42% (+1.2K) YoY +38.74% (+7.8K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$872.4M)	QoQ +15.45% (+$446.7K) YoY +41.95% (+$986.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	20.1K	QoQ +3.67% (+711) YoY +13.45% (+2.4K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$872.4M)	QoQ +18.88% (+$528.8K) YoY +18.94% (+$530.1K)
(VUGcusip922908736)	8.9K	QoQ -0.17% (-16) YoY +13.09% (+1.0K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$872.4M)	QoQ -9.81% (-$358.7K) YoY +21.84% (+$590.9K)
Uber Technologies, Inc(UBERcusip90353T100)	44.9K	QoQ +5.47% (+2.3K) YoY +11.14% (+4.5K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$872.4M)	QoQ +27.40% (+$704.2K) YoY +5.18% (+$161.4K)