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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MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:1.4K

Value:$234.1K

% of Portfolio:0.0% ($234.1K/$872.4M)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:30.1K

Value:$233.7K

% of Portfolio:0.0% ($233.7K/$872.4M)

Xylem Inc.

XYL|98419M100

Shares:1.9K

Value:$232.5K

% of Portfolio:0.0% ($232.5K/$872.4M)

MOLINA HEALTHCARE, INC.

MOH|60855R100

Shares:699

Value:$230.2K

% of Portfolio:0.0% ($230.2K/$872.4M)

CURTISS WRIGHT CORP

CW|231561101

Shares:717

Value:$227.5K

% of Portfolio:0.0% ($227.5K/$872.4M)

AVALONBAY COMMUNITIES INC

AVB|053484101

Shares:1.1K

Value:$227.1K

% of Portfolio:0.0% ($227.1K/$872.4M)

Baker Hughes Co

BKR|05722G100

Shares:5.1K

Value:$226.1K

% of Portfolio:0.0% ($226.1K/$872.4M)

PINTEREST, INC.

PINS|72352L106

Shares:7.2K

Value:$224.0K

% of Portfolio:0.0% ($224.0K/$872.4M)

Bath & Body Works, Inc.

BBWI|070830104

Shares:7.4K

Value:$223.6K

% of Portfolio:0.0% ($223.6K/$872.4M)

M&T BANK CORP

MTB|55261F104

Shares:1.2K

Value:$219.9K

% of Portfolio:0.0% ($219.9K/$872.4M)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:2.5K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$872.4M)

JANUS HENDERSON GROUP PLC

JHG|G4474Y214

Shares:6.0K

Value:$216.7K

% of Portfolio:0.0% ($216.7K/$872.4M)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:640

Value:$216.3K

% of Portfolio:0.0% ($216.3K/$872.4M)

BERKLEY W R CORP

WRB|084423102

Shares:3.0K

Value:$215.6K

% of Portfolio:0.0% ($215.6K/$872.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.0K

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$872.4M)

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:2.5K

Value:$214.9K

% of Portfolio:0.0% ($214.9K/$872.4M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:3.1K

Value:$214.5K

% of Portfolio:0.0% ($214.5K/$872.4M)

FIRST INDUSTRIAL REALTY TRUST INC

FR|32054K103

Shares:4.0K

Value:$213.8K

% of Portfolio:0.0% ($213.8K/$872.4M)

Avidity Biosciences, Inc.

RNA|05370A108

Shares:7.2K

Value:$212.7K

% of Portfolio:0.0% ($212.7K/$872.4M)

Cloudflare, Inc.

NET|18915M107

Shares:1.9K

Value:$212.5K

% of Portfolio:0.0% ($212.5K/$872.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$234.1K	0.0% ($234.1K/$872.4M)	QoQ NEW(+$234.1K) YoY NEW(+$234.1K)
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	30.1K	QoQ +6.26% (+1.8K) YoY NEW(+30.1K)	All Managers (Combined)	$233.7K	0.0% ($233.7K/$872.4M)	QoQ +2.31% (+$5.3K) YoY NEW(+$233.7K)
Xylem Inc.(XYLcusip98419M100)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$232.5K	0.0% ($232.5K/$872.4M)	QoQ NEW(+$232.5K) YoY NEW(+$232.5K)
MOLINA HEALTHCARE, INC.(MOHcusip60855R100)	699	QoQ NEW(+699) YoY NEW(+699)	All Managers (Combined)	$230.2K	0.0% ($230.2K/$872.4M)	QoQ NEW(+$230.2K) YoY NEW(+$230.2K)
CURTISS WRIGHT CORP(CWcusip231561101)	717	QoQ -7.36% (-57) YoY NEW(+717)	All Managers (Combined)	$227.5K	0.0% ($227.5K/$872.4M)	QoQ -17.17% (-$47.2K) YoY NEW(+$227.5K)
AVALONBAY COMMUNITIES INC(AVBcusip053484101)	1.1K	QoQ -3.11% (-34) YoY NEW(+1.1K)	All Managers (Combined)	$227.1K	0.0% ($227.1K/$872.4M)	QoQ -5.46% (-$13.1K) YoY NEW(+$227.1K)
Baker Hughes Co(BKRcusip05722G100)	5.1K	QoQ -0.23% (-12) YoY NEW(+5.1K)	All Managers (Combined)	$226.1K	0.0% ($226.1K/$872.4M)	QoQ +6.89% (-$14.6K) YoY NEW(+$226.1K)
PINTEREST, INC.(PINScusip72352L106)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$224.0K	0.0% ($224.0K/$872.4M)	QoQ NEW(+$224.0K) YoY NEW(+$224.0K)
Bath & Body Works, Inc.(BBWIcusip070830104)	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$223.6K	0.0% ($223.6K/$872.4M)	QoQ NEW(+$223.6K) YoY NEW(+$223.6K)
M&T BANK CORP(MTBcusip55261F104)	1.2K	QoQ -2.14% (-27) YoY NEW(+1.2K)	All Managers (Combined)	$219.9K	0.0% ($219.9K/$872.4M)	QoQ -6.96% (-$16.5K) YoY NEW(+$219.9K)
CRH PUBLIC LTD CO(CRHcusipG25508105)	2.5K	QoQ +10.59% (+236) YoY NEW(+2.5K)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$872.4M)	QoQ +5.15% (+$10.6K) YoY NEW(+$216.8K)
JANUS HENDERSON GROUP PLC(JHGcusipG4474Y214)	6.0K	QoQ +2.91% (-170) YoY NEW(+6.0K)	All Managers (Combined)	$216.7K	0.0% ($216.7K/$872.4M)	QoQ -12.52% (-$31.0K) YoY NEW(+$216.7K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	640	QoQ NEW(+640) YoY NEW(+640)	All Managers (Combined)	$216.3K	0.0% ($216.3K/$872.4M)	QoQ NEW(+$216.3K) YoY NEW(+$216.3K)
BERKLEY W R CORP(WRBcusip084423102)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$215.6K	0.0% ($215.6K/$872.4M)	QoQ NEW(+$215.6K) YoY NEW(+$215.6K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.0K	QoQ -22.89% (-581) YoY NEW(+2.0K)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$872.4M)	QoQ -32.74% (-$104.8K) YoY NEW(+$215.3K)
COCA-COLA EUROPACIFIC PARTNERS plc(CCEPcusipG25839104)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$214.9K	0.0% ($214.9K/$872.4M)	QoQ NEW(+$214.9K) YoY NEW(+$214.9K)
United Airlines Holdings, Inc.(UALcusip910047109)	3.1K	QoQ +31.04% (-736) YoY NEW(+3.1K)	All Managers (Combined)	$214.5K	0.0% ($214.5K/$872.4M)	QoQ -6.81% (-$15.7K) YoY NEW(+$214.5K)
FIRST INDUSTRIAL REALTY TRUST INC(FRcusip32054K103)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$213.8K	0.0% ($213.8K/$872.4M)	QoQ NEW(+$213.8K) YoY NEW(+$213.8K)
Avidity Biosciences, Inc.(RNAcusip05370A108)	7.2K	QoQ -11.07% (-897) YoY NEW(+7.2K)	All Managers (Combined)	$212.7K	0.0% ($212.7K/$872.4M)	QoQ -9.72% (-$22.9K) YoY NEW(+$212.7K)
Cloudflare, Inc.(NETcusip18915M107)	1.9K	QoQ -4.65% (-92) YoY NEW(+1.9K)	All Managers (Combined)	$212.5K	0.0% ($212.5K/$872.4M)	QoQ -0.21% (-$458) YoY NEW(+$212.5K)