Aaron Wealth Advisors LLC Incresed Positions in Q4 2024

Aaron Wealth Advisors LLC

  • $854 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
102K
+ 966.29%
$104.94 - $106.2 $10.7M - $10.8M
112K $11.8M
NVDA
Nvidia Corp

Technology
65.7K
+ 52.32%
$117.0 - $148.88 $7.68M - $9.78M
191K $25.7M
AAPL
Apple Inc.

Technology
7.5K
+ 7.67%
$221.69 - $259.02 $1.66M - $1.94M
105K $26.4M
TSLA
Tesla, Inc.

Consumer Cyclical
2.68K
+ 24.98%
$213.65 - $479.86 $573K - $1.29M
13.4K $5.42M
AMZN
Amazon Com Inc

Consumer Cyclical
3.98K
+ 8.49%
$180.88 - $232.93 $719K - $926K
50.8K $11.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.48K
+ 14.74%
$567.81 - $607.81 $1.97M - $2.11M
27.1K $15.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.48K
+ 8.78%
$264.18 - $304.19 $1.18M - $1.36M
55.5K $15.5M
AVGO
Broadcom Inc.

Technology
2.07K
+ 10.71%
$159.67 - $250.0 $330K - $517K
21.4K $4.95M
VBR
Vanguard Small Cap Value ETF

ETFs
8.63K
+ 9.87%
$197.36 - $217.3 $1.7M - $1.88M
96.1K $19.1M
GOOGL
Alphabet Inc.

Communication Services
3.17K
+ 9.58%
$161.86 - $196.66 $513K - $623K
36.3K $6.87M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.76K
+ 28.56%
$172.07 - $207.36 $646K - $779K
16.9K $3.34M
GOOG
Alphabet Inc.

Communication Services
1.75K
+ 6.18%
$163.08 - $198.16 $285K - $346K
30K $5.72M
V
Visa Inc.

Financial Services
641
+ 4.17%
$273.87 - $320.91 $176K - $206K
16K $5.06M
WMT
Walmart Inc.

Consumer Defensive
2.38K
+ 3.77%
$79.1 - $95.7 $188K - $228K
65.4K $5.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.13K
+ 13.66%
$521.84 - $558.82 $588K - $630K
9.38K $5.05M
JPM
Jpmorgan Chase & CO

Financial Services
517
+ 2.8%
$205.18 - $250.29 $106K - $129K
19K $4.55M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.93K
+ 23.47%
$183.23 - $199.79 $720K - $785K
20.7K $3.83M
META
Meta Platforms, Inc.

Communication Services
766
+ 7.05%
$554.08 - $632.68 $424K - $485K
11.6K $6.86M
NFLX
Netflix Inc

Communication Services
163
+ 6.78%
$687.65 - $936.56 $112K - $153K
2.57K $2.29M
TOLZ
Dj Brookfield Global

ETFs
15.6K
+ 10.56%
$48.31 - $52.66 $754K - $822K
163K $8.03M
BMY
Bristol Myers Squibb CO

Healthcare
2.21K
+ 2.5%
$51.92 - $59.94 $115K - $132K
90.4K $5.11M
CRM
Salesforce, Inc.

Technology
410
+ 6.88%
$270.87 - $367.87 $111K - $151K
6.37K $2.13M
MCK
Mckesson Corp

Healthcare
324
+ 8.0%
$482.27 - $628.5 $156K - $204K
4.37K $2.49M
PLTR
Palantir Technologies Inc.

Technology
1.17K
+ 13.95%
$36.46 - $82.38 $42.7K - $96.4K
9.56K $722K
ABT
Abbott Laboratories

Healthcare
3.49K
+ 36.7%
$111.93 - $119.39 $390K - $416K
13K $1.47M
WFC
Wells Fargo & Company

Financial Services
1.86K
+ 10.48%
$54.98 - $77.35 $102K - $144K
19.6K $1.38M
URI
United Rentals, Inc.

Industrials
549
+ 125.34%
$704.44 - $880.32 $387K - $483K
987 $695K
VGT
Vanguard Information Technolog

ETFs
500
+ 65.79%
$571.78 - $647.97 $286K - $324K
1.26K $783K
BKNG
Booking Holdings Inc.

Consumer Cyclical
42
+ 24.85%
$4100.99 - $5300.34 $172K - $223K
211 $1.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
970
+ 6.16%
$442.29 - $483.08 $429K - $469K
16.7K $7.58M
BAC
Bank Of America Corp

Financial Services
2.77K
+ 6.24%
$39.22 - $47.77 $109K - $132K
47.2K $2.07M
COST
Costco Wholesale Corp

Consumer Defensive
242
+ 8.79%
$873.59 - $994.69 $211K - $241K
3K $2.74M
ACN
Accenture PLC

Technology
886
+ 12.57%
$343.9 - $376.86 $305K - $334K
7.94K $2.79M
SCHW
Schwab Charles Corp

Financial Services
2.1K
+ 13.92%
$63.31 - $82.85 $133K - $174K
17.2K $1.27M
VONE
Vanguard Russell 1000 ETF

ETFs
382
+ 1.34%
$257.18 - $277.76 $98.2K - $106K
28.8K $7.68M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.62K
+ 19.31%
$113.92 - $127.38 $298K - $333K
16.2K $1.86M
NOW
Service Now, Inc.

Technology
159
+ 24.31%
$867.18 - $1148.42 $138K - $183K
813 $861K
CSCO
Cisco Systems, Inc.

Technology
1.58K
+ 5.21%
$52.45 - $60.02 $83.1K - $95.1K
32K $1.89M
TJX
Tjx Companies Inc

Consumer Cyclical
1.87K
+ 15.33%
$112.15 - $127.2 $210K - $238K
14.1K $1.7M
SAP
Sap Se

Technology
521
+ 6.44%
$218.13 - $255.54 $114K - $133K
8.61K $2.12M
SONY
Sony Group Corp

Technology
41.9K
+ 500.73%
$17.53 - $96.8 $734K - $4.05M
50.2K $1.06M
MS
Morgan Stanley

Financial Services
578
+ 7.06%
$104.42 - $134.99 $60.4K - $78K
8.76K $1.1M
TM
Toyota Motor Corp

Consumer Cyclical
677
+ 9.89%
$169.2 - $199.52 $115K - $135K
7.52K $1.46M
MA
Mastercard Inc

Financial Services
126
+ 2.36%
$491.3 - $536.15 $61.9K - $67.6K
5.47K $2.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.8K
+ 14.26%
$61.68 - $67.87 $234K - $258K
30.4K $1.9M
DIS
Walt Disney CO

Communication Services
602
+ 5.48%
$92.39 - $117.6 $55.6K - $70.8K
11.6K $1.29M
HSBC
Hsbc Holdings PLC

Financial Services
2.89K
+ 13.87%
$43.83 - $49.51 $127K - $143K
23.8K $1.18M
GILD
Gilead Sciences, Inc.

Healthcare
1.47K
+ 15.74%
$83.95 - $97.9 $124K - $144K
10.8K $1M
CVX
Chevron Corp

Energy
1.61K
+ 22.19%
$141.15 - $162.53 $227K - $262K
8.86K $1.28M
Activity Summary
Buys All Purchases 336 New Holdings 60 Increased Positions 276 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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