Aaron Wealth Advisors LLC Top Holdings and 13F Report (2024) → The World’s Richest Man Blindsided by AI (From Banyan Hill Publishing) (Ad) About Aaron Wealth Advisors LLCInvestment ActivityAaron Wealth Advisors LLC has $697.63 million in total holdings as of March 31, 2024.Aaron Wealth Advisors LLC owns shares of 309 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 10.35% of the portfolio was purchased this quarter.About 2.31% of the portfolio was sold this quarter.This quarter, Aaron Wealth Advisors LLC has purchased 256 new stocks and bought additional shares in 166 stocks.Aaron Wealth Advisors LLC sold shares of 63 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $69,868,245Amgen $58,748,189Vanguard Russell 1000 Value $57,218,343Vanguard Russell 1000 Growth ETF $53,356,306iShares Core MSCI Emerging Markets ETF $26,623,846 Largest New Holdings this Quarter Berkshire Hathaway $3,806,640 HoldingVirtus Newfleet ABS/MBS ETF $616,988 HoldingDiageo $455,739 HoldingBP $369,264 HoldingBanco Santander $324,275 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 93,997 shares (about $4.85M)FlexShares Global Upstream Natural Resources Index Fund 102,862 shares (about $4.22M)Berkshire Hathaway 6 shares (about $3.81M)Freeport-McMoRan 63,799 shares (about $3.00M)Walmart 38,658 shares (about $2.33M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 36,959 shares (about $2.74M)First Trust Low Duration Opportunities ETF 50,339 shares (about $2.43M)Uber Technologies 13,597 shares (about $1.05M)Berkshire Hathaway 2,180 shares (about $916.73K)International Business Machines 4,258 shares (about $813.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAaron Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$69,868,245$2,743,096 ▼-3.8%941,36710.0%ETFAMGNAmgen$58,748,189$1,535,044 ▲2.7%206,6278.4%MedicalVONVVanguard Russell 1000 Value$57,218,343$984,180 ▲1.8%727,5988.2%ETFVONGVanguard Russell 1000 Growth ETF$53,356,306$1,109,896 ▲2.1%615,6267.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$26,623,846$4,850,245 ▲22.3%515,9663.8%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$23,631,315$4,224,544 ▲21.8%575,3913.4%ETFTOLZDJ Brookfield Global Infrastructure ETF$22,868,629$1,564,119 ▲7.3%497,9253.3%ETFMSFTMicrosoft$21,983,008$165,343 ▼-0.7%52,2513.2%Computer and TechnologyFCXFreeport-McMoRan$16,149,619$2,999,827 ▲22.8%343,4632.3%Basic MaterialsVBRVanguard Small-Cap Value ETF$14,453,258$219,512 ▲1.5%75,3242.1%ETFAAPLApple$13,839,165$566,572 ▲4.3%80,7042.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$12,559,4340.0%24,0111.8%FinanceVBKVanguard Small-Cap Growth ETF$10,798,334$462,000 ▲4.5%41,4171.5%ETFLMBSFirst Trust Low Duration Opportunities ETF$10,468,715$2,428,859 ▼-18.8%216,9681.5%ManufacturingNVDANVIDIA$8,536,514$2,290,439 ▲36.7%9,4481.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$7,116,396$337 ▲0.0%21,1141.0%ETFAMZNAmazon.com$6,318,531$1,790,091 ▲39.5%35,0290.9%Retail/WholesaleVONEVanguard Russell 1000$6,012,178$354,387 ▲6.3%25,2270.9%ETFBRK.BBerkshire Hathaway$5,947,835$916,734 ▼-13.4%14,1440.9%FinanceEFAiShares MSCI EAFE ETF$5,532,2220.0%69,2740.8%FinanceACWXiShares MSCI ACWI ex U.S. ETF$5,375,359$23,438 ▼-0.4%100,6810.8%ManufacturingSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$4,858,8050.0%102,4200.7%FinanceBMYBristol-Myers Squibb$4,586,177$45,391 ▲1.0%84,5690.7%MedicalVVisa$3,923,028$662,536 ▲20.3%14,0570.6%Business ServicesIWMiShares Russell 2000 ETF$3,837,344$2,313 ▼-0.1%18,2470.6%FinanceBRK.ABerkshire Hathaway$3,806,640$3,806,640 ▲New Holding60.5%FinanceIVViShares Core S&P 500 ETF$3,752,938$9,988 ▲0.3%7,1390.5%ETFGOOGLAlphabet$3,733,706$1,118,844 ▲42.8%24,7380.5%Computer and TechnologyMETAMeta Platforms$3,661,273$1,147,911 ▲45.7%7,5400.5%Computer and TechnologyLLYEli Lilly and Company$3,505,488$739,840 ▲26.8%4,5060.5%MedicalDHRDanaher$3,398,939$106,880 ▲3.2%13,6110.5%Multi-Sector ConglomeratesWMTWalmart$3,321,083$2,326,052 ▲233.8%55,1950.5%Retail/WholesaleGOOGAlphabet$3,215,731$510,985 ▲18.9%21,1200.5%Computer and TechnologyJPMJPMorgan Chase & Co.$3,137,499$823,033 ▲35.6%15,6640.4%FinanceUBERUber Technologies$3,112,706$1,046,833 ▼-25.2%40,4300.4%Computer and TechnologyJNJJohnson & Johnson$2,798,797$693,332 ▲32.9%17,6930.4%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$2,788,895$95,606 ▼-3.3%79,9570.4%ETFDBAWXtrackers MSCI All World ex US Hedged Equity ETF$2,756,524$147,571 ▼-5.1%83,9820.4%ETFVUGVanguard Growth ETF$2,704,941$124,939 ▼-4.4%7,8590.4%ETFHDHome Depot$2,627,771$387,836 ▲17.3%6,8500.4%Retail/WholesaleWMWaste Management$2,593,609$2,771 ▼-0.1%12,1680.4%Business ServicesACNAccenture$2,381,557$90,465 ▲3.9%6,8710.3%Business ServicesXOMExxon Mobil$2,351,186$727,895 ▲44.8%20,2270.3%Oils/EnergyTGTTarget$2,332,970$31,366 ▲1.4%13,1650.3%Retail/WholesaleMCKMcKesson$2,285,370$72,475 ▲3.3%4,2570.3%MedicalMAMastercard$2,261,124$412,252 ▲22.3%4,6950.3%Business ServicesPGProcter & Gamble$2,255,854$596,088 ▲35.9%13,9040.3%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$2,146,729$231 ▲0.0%18,6190.3%ETFORCLOracle$2,027,220$219,315 ▲12.1%16,1390.3%Computer and TechnologyADPAutomatic Data Processing$2,001,416$749 ▼0.0%8,0140.3%Business ServicesKOCoca-Cola$1,976,665$466,253 ▲30.9%32,3090.3%Consumer StaplesAMDAdvanced Micro Devices$1,934,076$365,121 ▲23.3%10,7160.3%Computer and TechnologyVOOVanguard S&P 500 ETF$1,905,495$22,593 ▼-1.2%3,9640.3%ETFCRMSalesforce$1,897,020$364,406 ▲23.8%6,2990.3%Computer and TechnologyETNEaton$1,868,576$42,524 ▼-2.2%5,9760.3%Industrial ProductsAVGOBroadcom$1,854,249$723,674 ▲64.0%1,3990.3%Computer and TechnologyUNHUnitedHealth Group$1,847,210$505,583 ▲37.7%3,7340.3%MedicalNVONovo Nordisk A/S$1,842,412$838,067 ▲83.4%14,3490.3%MedicalCATCaterpillar$1,729,916$100,768 ▲6.2%4,7210.2%Industrial ProductsIWDiShares Russell 1000 Value ETF$1,718,2020.0%9,5930.2%ETFABBVAbbVie$1,696,444$501,868 ▲42.0%9,3160.2%MedicalCOSTCostco Wholesale$1,693,841$400,749 ▲31.0%2,3120.2%Retail/WholesaleASMLASML$1,670,179$900,596 ▲117.0%1,7210.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,635,408$1,247,708 ▲321.8%26,9250.2%ETFMRKMerck & Co., Inc.$1,606,767$474,892 ▲42.0%12,1770.2%MedicalIJRiShares Core S&P Small-Cap ETF$1,557,537$143,453 ▼-8.4%14,0930.2%ETFAMATApplied Materials$1,525,483$160,447 ▲11.8%7,3970.2%Computer and TechnologyIBMInternational Business Machines$1,518,132$813,108 ▼-34.9%7,9500.2%Computer and TechnologyBACBank of America$1,468,035$432,667 ▲41.8%38,7140.2%FinanceKURAKura Oncology$1,460,572$288,574 ▲24.6%68,4750.2%MedicalVEAVanguard FTSE Developed Markets ETF$1,410,580$148,654 ▼-9.5%28,1160.2%ETFMCDMcDonald's$1,384,938$222,740 ▲19.2%4,9120.2%Retail/WholesaleTMToyota Motor$1,307,478$547,404 ▲72.0%5,1950.2%Auto/Tires/TrucksCSCOCisco Systems$1,305,845$249,201 ▲23.6%26,1640.2%Computer and TechnologySAPSAP$1,220,888$429,066 ▲54.2%6,2600.2%Computer and TechnologyTSLATesla$1,192,685$362,288 ▲43.6%6,7850.2%Auto/Tires/TrucksLINDE PLC$1,181,230$150,440 ▲14.6%2,5440.2%SHSRGLDRoyal Gold$1,167,792$16,932 ▼-1.4%9,5870.2%Basic MaterialsSPGIS&P Global$1,158,926$28,931 ▼-2.4%2,7240.2%Business ServicesDISWalt Disney$1,151,129$225,870 ▲24.4%9,4080.2%Consumer DiscretionaryPGRProgressive$1,149,712$35,366 ▼-3.0%5,5590.2%FinanceVRTXVertex Pharmaceuticals$1,126,955$58,103 ▲5.4%2,6960.2%MedicalINGING Groep$1,118,715$4,617 ▲0.4%67,8420.2%FinanceNANRSPDR S&P North American Natural Resources ETF$1,101,970$234,694 ▼-17.6%20,1900.2%ETFGISGeneral Mills$1,097,409$46,530 ▼-4.1%15,6840.2%Consumer StaplesNFLXNetflix$1,087,121$293,948 ▲37.1%1,7900.2%Consumer DiscretionaryQCOMQUALCOMM$1,086,567$123,081 ▲12.8%6,4180.2%Computer and TechnologyVBVanguard Small-Cap ETF$1,065,004$98,523 ▲10.2%4,6590.2%ETFINTCIntel$1,052,615$173,367 ▲19.7%23,8310.2%Computer and TechnologyCVXChevron$1,042,061$360,446 ▲52.9%6,6060.1%Oils/EnergyNVSNovartis$1,037,139$466,045 ▲81.6%10,7220.1%MedicalQQQInvesco QQQ$1,036,3190.0%2,3340.1%FinanceESGUiShares ESG Aware MSCI USA ETF$1,026,750$433,647 ▲73.1%8,9310.1%ManufacturingUNPUnion Pacific$1,008,805$125,424 ▲14.2%4,1020.1%TransportationCAHCardinal Health$999,043$62,552 ▲6.7%8,9280.1%MedicalPEPPepsiCo$990,032$157,159 ▲18.9%5,6570.1%Consumer StaplesHSYHershey$984,559$19,061 ▲2.0%5,0620.1%Consumer StaplesSCHDSchwab US Dividend Equity ETF$980,825$282,436 ▼-22.4%12,1650.1%ETFADBEAdobe$974,052$198,343 ▲25.6%1,9300.1%Computer and TechnologySCHWCharles Schwab$971,237$81,889 ▲9.2%13,4260.1%FinanceShowing largest 100 holdings. 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