Aaron-Wealth-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Aaron-Wealth-Advisors
Data Enrichment
94% identified
424 identified26 unidentified

Holdings

450 positions • $872.4M total value
Manager:
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INTERNATIONAL BUSINESS MACHINES CORP
Shares:8.7K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$872.4M)
CISCO SYSTEMS, INC.
Shares:33.5K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$872.4M)
BANK OF AMERICA CORP /DE/
Shares:47.6K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$872.4M)
PROGRESSIVE CORP/OH/
Shares:7.0K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$872.4M)
ABBOTT LABORATORIES
Shares:14.3K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$872.4M)
CATERPILLAR INC
Shares:5.6K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$872.4M)
Eaton Corp plc
Shares:6.7K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$872.4M)
Salesforce, Inc.
Shares:6.8K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$872.4M)
MCDONALDS CORP
Shares:5.8K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$872.4M)
S&P Global Inc.
Shares:3.4K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$872.4M)
ASML HOLDING NV
Shares:2.6K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$872.4M)
TJX COMPANIES INC /DE/
Shares:14.2K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$872.4M)
QUALCOMM INC/DE
Shares:10.6K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$872.4M)
NOVARTIS AG
Shares:14.6K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$872.4M)
ROYAL GOLD INC
Shares:9.9K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$872.4M)
VERTEX PHARMACEUTICALS INC / MA
Shares:3.3K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$872.4M)
464287507
Shares:27.1K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$872.4M)
LINDE PLC
Shares:3.3K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$872.4M)
CHEVRON CORP
Shares:9.2K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$872.4M)
ING GROEP NV
Shares:78.0K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$872.4M)