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

Page 9 of 23

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Medtronic plc

MDT|G5960L103

Shares:7.7K

Value:$695.8K

% of Portfolio:0.1% ($695.8K/$872.4M)

KROGER CO

KR|501044101

Shares:10.2K

Value:$691.4K

% of Portfolio:0.1% ($691.4K/$872.4M)

ANALOG DEVICES INC

ADI|032654105

Shares:3.4K

Value:$684.7K

% of Portfolio:0.1% ($684.7K/$872.4M)

Cigna Group

CI|125523100

Shares:2.1K

Value:$680.7K

% of Portfolio:0.1% ($680.7K/$872.4M)

BHP Group Ltd

BHP|088606108

Shares:14.0K

Value:$679.2K

% of Portfolio:0.1% ($679.2K/$872.4M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:6.1K

Value:$666.5K

% of Portfolio:0.1% ($666.5K/$872.4M)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.5K

Value:$662.8K

% of Portfolio:0.1% ($662.8K/$872.4M)

ServiceNow, Inc.

NOW|81762P102

Shares:829

Value:$660.0K

% of Portfolio:0.1% ($660.0K/$872.4M)

922042858

VWO|922042858

Shares:14.5K

Value:$658.2K

% of Portfolio:0.1% ($658.2K/$872.4M)

KELLANOVA

K|487836108

Shares:7.9K

Value:$651.6K

% of Portfolio:0.1% ($651.6K/$872.4M)

CINTAS CORP

CTAS|172908105

Shares:3.2K

Value:$651.3K

% of Portfolio:0.1% ($651.3K/$872.4M)

Howmet Aerospace Inc.

HWM|443201108

Shares:5.0K

Value:$651.0K

% of Portfolio:0.1% ($651.0K/$872.4M)

INTUIT INC.

INTU|461202103

Shares:1.1K

Value:$648.4K

% of Portfolio:0.1% ($648.4K/$872.4M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:7.4K

Value:$646.1K

% of Portfolio:0.1% ($646.1K/$872.4M)

COMCAST CORP

CMCSA|20030N101

Shares:17.3K

Value:$637.6K

% of Portfolio:0.1% ($637.6K/$872.4M)

Targa Resources Corp.

TRGP|87612G101

Shares:3.2K

Value:$635.3K

% of Portfolio:0.1% ($635.3K/$872.4M)

Brookdale Senior Living Inc.

BKD|112463104

Shares:100.9K

Value:$631.9K

% of Portfolio:0.1% ($631.9K/$872.4M)

464288257

Shares:5.4K

Value:$624.5K

% of Portfolio:0.1% ($624.5K/$872.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.6K

Value:$618.2K

% of Portfolio:0.1% ($618.2K/$872.4M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:2.5K

Value:$613.6K

% of Portfolio:0.1% ($613.6K/$872.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Medtronic plc(MDTcusipG5960L103)	7.7K	QoQ +12.57% (+865) YoY +183.62% (+5.0K)	All Managers (Combined)	$695.8K	0.1% ($695.8K/$872.4M)	QoQ +26.64% (+$146.4K) YoY +192.44% (+$457.9K)
KROGER CO(KRcusip501044101)	10.2K	QoQ +3.94% (+388) YoY +69.80% (+4.2K)	All Managers (Combined)	$691.4K	0.1% ($691.4K/$872.4M)	QoQ +15.06% (+$90.5K) YoY +101.19% (+$347.7K)
ANALOG DEVICES INC(ADIcusip032654105)	3.4K	QoQ -8.51% (-316) YoY +71.11% (+1.4K)	All Managers (Combined)	$684.7K	0.1% ($684.7K/$872.4M)	QoQ -13.16% (-$103.8K) YoY +74.47% (+$292.3K)
Cigna Group(CIcusip125523100)	2.1K	QoQ +48.10% (+672) YoY +147.19% (+1.2K)	All Managers (Combined)	$680.7K	0.1% ($680.7K/$872.4M)	QoQ +76.45% (+$294.9K) YoY +123.92% (+$376.7K)
BHP Group Ltd(BHPcusip088606108)	14.0K	QoQ +5.63% (+747) YoY +37.76% (+3.8K)	All Managers (Combined)	$679.2K	0.1% ($679.2K/$872.4M)	QoQ +5.01% (+$32.4K) YoY +15.91% (+$93.3K)
EMERSON ELECTRIC CO(EMRcusip291011104)	6.1K	QoQ -4.23% (-269) YoY +76.45% (+2.6K)	All Managers (Combined)	$666.5K	0.1% ($666.5K/$872.4M)	QoQ -15.27% (-$120.2K) YoY +70.57% (+$275.8K)
T-Mobile US, Inc.(TMUScusip872590104)	2.5K	QoQ +11.33% (+253) YoY +59.90% (+931)	All Managers (Combined)	$662.8K	0.1% ($662.8K/$872.4M)	QoQ +34.52% (+$170.1K) YoY +161.30% (+$409.1K)
ServiceNow, Inc.(NOWcusip81762P102)	829	QoQ +1.96% (-16) YoY +90.57% (+394)	All Managers (Combined)	$660.0K	0.1% ($660.0K/$872.4M)	QoQ -23.42% (-$201.9K) YoY +99.00% (+$328.4K)
(VWOcusip922042858)	14.5K	QoQ 0.00% (+0) YoY +0.26% (+38)	All Managers (Combined)	$658.2K	0.1% ($658.2K/$872.4M)	QoQ +2.77% (+$17.7K) YoY +8.63% (+$52.3K)
KELLANOVA(Kcusip487836108)	7.9K	QoQ +6.55% (+486) YoY +20.22% (+1.3K)	All Managers (Combined)	$651.6K	0.1% ($651.6K/$872.4M)	QoQ +8.55% (+$51.4K) YoY +73.11% (+$275.2K)
CINTAS CORP(CTAScusip172908105)	3.2K	QoQ +13.05% (+366) YoY +665.45% (+2.8K)	All Managers (Combined)	$651.3K	0.1% ($651.3K/$872.4M)	QoQ +27.18% (+$139.2K) YoY +128.99% (+$366.9K)
Howmet Aerospace Inc.(HWMcusip443201108)	5.0K	QoQ +6.65% (+313) YoY +63.02% (+1.9K)	All Managers (Combined)	$651.0K	0.1% ($651.0K/$872.4M)	QoQ +26.50% (+$136.4K) YoY +209.07% (+$440.4K)
INTUIT INC.(INTUcusip461202103)	1.1K	QoQ +13.18% (+123) YoY +4.34% (-44)	All Managers (Combined)	$648.4K	0.1% ($648.4K/$872.4M)	QoQ +10.57% (+$62.0K) YoY -1.43% (-$9.4K)
MICRON TECHNOLOGY INC(MUcusip595112103)	7.4K	QoQ +1.61% (+118) YoY +52.94% (+2.6K)	All Managers (Combined)	$646.1K	0.1% ($646.1K/$872.4M)	QoQ +4.90% (+$30.2K) YoY +12.72% (+$72.9K)
COMCAST CORP(CMCSAcusip20030N101)	17.3K	QoQ -17.91% (-3.8K) YoY +14.07% (-2.1K)	All Managers (Combined)	$637.6K	0.1% ($637.6K/$872.4M)	QoQ -19.29% (-$152.4K) YoY -2.89% (-$19.0K)
Targa Resources Corp.(TRGPcusip87612G101)	3.2K	QoQ -1.46% (-47) YoY +9.84% (+284)	All Managers (Combined)	$635.3K	0.1% ($635.3K/$872.4M)	QoQ +10.66% (-$61.2K) YoY +96.62% (+$312.2K)
Brookdale Senior Living Inc.(BKDcusip112463104)	100.9K	QoQ +0.31% (+320) YoY +0.31% (-320)	All Managers (Combined)	$631.9K	0.1% ($631.9K/$872.4M)	QoQ +24.84% (+$125.8K) YoY -4.99% (-$33.2K)
(cusip464288257)✕	5.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$624.5K	0.1% ($624.5K/$872.4M)	QoQ -0.94% (-$6.0K) YoY +5.68% (+$33.6K)
Palo Alto Networks Inc(PANWcusip697435105)	3.6K	QoQ +8.14% (+273) YoY +365.08% (+2.8K)	All Managers (Combined)	$618.2K	0.1% ($618.2K/$872.4M)	QoQ +1.42% (+$8.7K) YoY +179.31% (+$396.9K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	2.5K	QoQ +4.88% (+118) YoY +136.60% (+1.5K)	All Managers (Combined)	$613.6K	0.1% ($613.6K/$872.4M)	QoQ +26.24% (+$127.6K) YoY +199.28% (+$408.6K)