Aaron Wealth Advisors LLC
Q4 2024 13F Holdings
- Locationchicago, IL
- Num holdings
449
- Value ($000)
$861,256
- Date Filed01/15/2025
- Form type13F-HR
- CIK0001812198
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $72.45M | 8 % | 1,030,824 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $62.85M | 7 % | 608,339 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $61.50M | 7 % | 756,917 | ||
AMGN AMGEN INC | COM | 031162100 | $49.49M | 6 % | 189,882 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $28.90M | 3 % | 553,458 | ||
AAPL APPLE INC | COM | 037833100 | $26.36M | 3 % | 105,272 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $25.67M | 3 % | 191,184 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $25.59M | 3 % | 60,710 | ||
GUNR FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 | $19.31M | 2 % | 531,218 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $19.05M | 2 % | 96,128 |
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