Aaron Wealth Advisors LLC

Q4 2024 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    449

  • Value ($000)

    $861,256

  • Date Filed
    01/15/2025
  • Form type
    13F-HR
  • CIK
    0001812198
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$72.45M
8 %

1,030,824

VONG
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
$62.85M
7 %

608,339

VONV
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
$61.50M
7 %

756,917

AMGN
AMGN

AMGEN INC

COM
$49.49M
6 %

189,882

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$28.90M
3 %

553,458

AAPL
AAPL

APPLE INC

COM
$26.36M
3 %

105,272

NVDA
NVDA

NVIDIA CORPORATION

COM
$25.67M
3 %

191,184

MSFT
MSFT

MICROSOFT CORP

COM
$25.59M
3 %

60,710

GUNR
GUNR

FLEXSHARES TR

MORNSTAR UPSTR
$19.31M
2 %

531,218

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$19.05M
2 %

96,128

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