Aaron Wealth Advisors LLC Portfolio Holdings
Q3 2025•627 long positions•$1.7B portfolio value
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Holding662 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $166.1M 10.04% | +$166.1M New | — 1.6M shares | 0 → 1.6M +$166.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $103.4M 6.25% | +$14.8M Bought | — 1.2M shares | 1.0M → 1.2M +$14.8M | +16.66% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $89.5M 5.41% | +$61.5M Bought | 0.002% 479.6K shares | 150.0K → 479.6K +$61.5M | +219.71% | $4.54T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $80.9M 4.89% | +$7.2M Bought | — 671.4K shares | 611.8K → 671.4K +$7.2M | +9.74% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $72.4M 4.38% | +$7.1M Bought | — 810.3K shares | 731.4K → 810.3K +$7.1M | +10.79% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $51.6M 3.12% | +$17.6M Bought | 0.001% 99.6K shares | 65.7K → 99.6K +$17.6M | +51.65% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $51.2M 3.09% | -$1.3M Sold | 0.034% 181.3K shares | 185.9K → 181.3K −$1.3M | -2.45% | $151.93B Large Cap | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $47.6M 2.88% | +$18.8M Bought | 0.001% 187.0K shares | 113.2K → 187.0K +$18.8M | +65.22% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $39.2M 2.37% | +$12.9M Bought | — 894.3K shares | 599.1K → 894.3K +$12.9M | +49.27% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $34.8M 2.1% | -$220.6K Sold | — 528.1K shares | 531.5K → 528.1K −$220.6K | -0.63% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $28.5M 1.72% | +$8.4M Bought | — 136.7K shares | 96.6K → 136.7K +$8.4M | +41.53% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $25.4M 1.53% | +$8.2M Bought | — 85.3K shares | 57.8K → 85.3K +$8.2M | +47.55% | — — | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $22.8M 1.38% | +$10.1M Bought | 0.001% 103.9K shares | 57.8K → 103.9K +$10.1M | +79.88% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $18.8M 1.13% | +$848.6K Bought | — 369.6K shares | 352.9K → 369.6K +$848.6K | +4.74% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $17.4M 1.05% | -$351.5K Sold | — 350.1K shares | 357.2K → 350.1K −$351.5K | -1.98% | — — | Q3 2023 Held for 2y 2m | |
Internet Content & Information Communication Services | $17.2M 1.04% | +$7.4M Bought | 0.001% 23.4K shares | 13.2K → 23.4K +$7.4M | +76.55% | $1.84T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $16.0M 0.967% | -$482.3K Sold | — 24.0K shares | 24.7K → 24.0K −$482.3K | -2.93% | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $15.7M 0.951% | +$6.2M Bought | 0.001% 64.8K shares | 39.1K → 64.8K +$6.2M | +65.49% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $14.2M 0.858% | +$5.8M Bought | 0.001% 43.1K shares | 25.6K → 43.1K +$5.8M | +68.11% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $13.9M 0.84% | +$4.0M Bought | 0.001% 27.6K shares | 19.7K → 27.6K +$4.0M | +40.6% | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $13.0M 0.787% | +$4.8M Bought | 0.0% 53.5K shares | 33.9K → 53.5K +$4.8M | +57.58% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
Auto - Manufacturers Consumer Cyclical | $12.8M 0.773% | +$6.0M Bought | 0.001% 28.8K shares | 15.2K → 28.8K +$6.0M | +88.91% | $1.48T Mega Cap | Q4 2020 Held for 4y 11m | |
Copper Basic Materials | $11.8M 0.712% | -$3.6M Sold | 0.021% 300.3K shares | 391.9K → 300.3K −$3.6M | -23.35% | $56.3B Large Cap | Q1 2022 Held for 3y 8m | |
Banks - Diversified Financial Services | $10.6M 0.64% | +$3.8M Bought | 0.001% 33.6K shares | 21.6K → 33.6K +$3.8M | +55.24% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.2M 0.619% | +$1.6M Bought | — 189.3K shares | 159.2K → 189.3K +$1.6M | +18.89% | — — | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $10.0M 0.604% | +$3.0M Bought | 0.001% 97.0K shares | 67.5K → 97.0K +$3.0M | +43.72% | $821.68B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.9M 0.596% | +$400.0K Bought | — 92.3K shares | 88.6K → 92.3K +$400.0K | +4.23% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $8.4M 0.51% | -$51.4K Sold | — 27.9K shares | 28.1K → 27.9K −$51.4K | -0.6% | — — | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $8.2M 0.495% | +$2.3M Bought | 0.001% 24.0K shares | 17.2K → 24.0K +$2.3M | +39.57% | $662.60B Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $7.6M 0.461% | +$3.4M Bought | 0.001% 10.0K shares | 5.6K → 10.0K +$3.4M | +78.27% | $684.00B Mega Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $6.8M 0.414% | +$93.6K Bought | — 24.5K shares | 24.2K → 24.5K +$93.6K | +1.39% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $6.6M 0.402% | +$2.8M Bought | 0.001% 35.8K shares | 20.8K → 35.8K +$2.8M | +72.05% | $446.55B Mega Cap | Q4 2020 Held for 4y 11m | |
Entertainment Communication Services | $6.3M 0.383% | +$3.0M Bought | 0.001% 5.3K shares | 2.8K → 5.3K +$3.0M | +89.8% | $509.45B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.9M 0.357% | -$866.0K Sold | — 63.3K shares | 72.6K → 63.3K −$866.0K | -12.77% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $5.5M 0.335% | +$756.8K Bought | 0.001% 19.7K shares | 17.0K → 19.7K +$756.8K | +15.81% | $801.76B Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $5.5M 0.33% | +$2.3M Bought | 0.001% 48.5K shares | 28.2K → 48.5K +$2.3M | +72.19% | $480.68B Mega Cap | Q1 2022 Held for 3y 8m | |
Home Improvement Consumer Cyclical | $5.4M 0.328% | +$2.2M Bought | 0.001% 13.4K shares | 8.0K → 13.4K +$2.2M | +67.53% | $403.32B Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Application Technology | $5.3M 0.32% | +$792.4K Bought | 0.003% 54.0K shares | 45.9K → 54.0K +$792.4K | +17.62% | $204.31B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.2M 0.313% | -$201.5K Sold | — 8.5K shares | 8.8K → 8.5K −$201.5K | -3.75% | — — | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $5.0M 0.301% | +$2.7M Bought | 0.001% 27.3K shares | 12.5K → 27.3K +$2.7M | +119.05% | $432.76B Mega Cap | Q3 2024 Held for 1y 2m | |
Drug Manufacturers - General Healthcare | $4.9M 0.299% | +$2.1M Bought | 0.001% 21.4K shares | 12.1K → 21.4K +$2.1M | +76.9% | $409.03B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.9M 0.294% | -$5.1M Sold | — 10.4K shares | 21.2K → 10.4K −$5.1M | -51.02% | — — | Q4 2020 Held for 4y 11m | |
Financial - Credit Services Financial Services | $4.9M 0.293% | +$1.4M Bought | 0.001% 8.5K shares | 6.2K → 8.5K +$1.4M | +38.68% | $514.21B Mega Cap | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $4.7M 0.285% | +$1.0M Bought | 0.001% 5.1K shares | 4.0K → 5.1K +$1.0M | +28.43% | $410.27B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $4.3M 0.262% | +$307.4K Bought | 0.005% 96.0K shares | 89.2K → 96.0K +$307.4K | +7.64% | $91.8B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.3M 0.258% | — | — 8.9K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Household & Personal Products Consumer Defensive | $4.1M 0.249% | +$1.5M Bought | 0.001% 26.8K shares | 16.7K → 26.8K +$1.5M | +59.88% | $359.62B Mega Cap | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $4.0M 0.243% | +$2.0M Bought | 0.001% 13.4K shares | 6.9K → 13.4K +$2.0M | +94.38% | $319.00B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.0M 0.242% | +$8.0K Bought | — 6.0K shares | 6.0K → 6.0K +$8.0K | +0.2% | — — | Q1 2022 Held for 3y 8m | |
Communication Equipment Technology | $3.9M 0.234% | +$1.5M Bought | 0.001% 56.6K shares | 34.4K → 56.6K +$1.5M | +64.7% | $270.48B Mega Cap | Q4 2020 Held for 4y 11m |
