Aaron Wealth Advisors LLC Reduced Holdings in Q4 2025

Aaron Wealth Advisors LLC

  • $1.76 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-491K
- 29.79%
$100.37 - $100.72 $49.3M - $49.5M
1.16M $116M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-361K
- 97.69%
$50.55 - $50.74 $18.3M - $18.3M
8.54K $432K
FCX
Freeport Mcmoran Inc

Basic Materials
-62.3K
- 20.73%
$38.65 - $43.31 $2.41M - $2.7M
238K $9.56M
HD
Home Depot, Inc.

Consumer Cyclical
-3.42K
- 25.58%
$358.03 - $397.02 $1.23M - $1.36M
9.96K $3.57M
MAS
Masco Corp

Industrials
-19K
- 65.03%
$59.36 - $71.0 $1.13M - $1.35M
10.2K $606K
SWKS
Skyworks Solutions, Inc.

Technology
-15.4K
- 68.97%
$66.6 - $80.26 $1.02M - $1.23M
6.91K $460K
FFIV
F5, Inc.

Technology
-3.35K
- 71.2%
$234.0 - $343.17 $783K - $1.15M
1.35K $316K
OC
Owens Corning

Industrials
-7.68K
- 73.83%
$101.83 - $141.3 $782K - $1.08M
2.72K $276K
AN
Autonation, Inc.

Consumer Cyclical
-5.17K
- 80.69%
$190.8 - $224.38 $986K - $1.16M
1.24K $243K
BA
Boeing CO

Industrials
-5.03K
- 72.62%
$191.81 - $225.32 $965K - $1.13M
1.9K $363K
OKTA
Okta, Inc.

Technology
-10.5K
- 73.31%
$83.76 - $94.92 $881K - $999K
3.83K $321K
SHW
Sherwin Williams CO

Basic Materials
-2.64K
- 38.9%
$330.74 - $354.45 $873K - $935K
4.15K $1.38M
KMB
Kimberly Clark Corp

Consumer Defensive
-7.2K
- 74.22%
$100.05 - $123.23 $720K - $887K
2.5K $260K
OZK
Bank Ozk

Financial Services
-17.4K
- 75.23%
$43.79 - $52.03 $764K - $908K
5.74K $253K
KRC
Kilroy Realty Corp

Real Estate
-19.8K
- 47.5%
$39.55 - $43.48 $781K - $859K
21.8K $891K
DT
Dynatrace, Inc.

Technology
-17.1K
- 50.54%
$46.06 - $50.95 $788K - $871K
16.7K $783K
DBAW
Xtrackers Msci All World Ex Us

ETFs
-23.8K
- 34.11%
$39.22 - $41.8 $932K - $993K
45.9K $1.89M
RHI
Robert Half International Inc.

Industrials
-18.3K
- 36.75%
$25.48 - $34.43 $465K - $628K
31.4K $837K
PCTY
Paylocity Holding Corp

Technology
-4.92K
- 52.96%
$138.42 - $156.42 $682K - $770K
4.37K $647K
CTAS
Cintas Corp

Industrials
-3.75K
- 58.36%
$182.04 - $203.64 $682K - $763K
2.67K $499K
ETSY
Etsy Inc

Consumer Cyclical
-11.2K
- 70.48%
$56.8 - $75.56 $638K - $849K
4.71K $268K
DELL
Dell Technologies Inc.

Technology
-5.34K
- 63.56%
$133.76 - $164.88 $715K - $881K
3.06K $409K
GTES
Gates Industrial Corp PLC

Industrials
-26.8K
- 68.28%
$21.39 - $26.13 $574K - $701K
12.5K $266K
DASH
Door Dash, Inc.

Communication Services
-1.76K
- 33.01%
$195.21 - $281.74 $343K - $495K
3.56K $737K
HIW
Highwoods Properties, Inc.

Real Estate
-20.8K
- 70.29%
$28.41 - $32.44 $592K - $676K
8.81K $256K
RMD
Resmed Inc

Healthcare
-2.21K
- 53.28%
$244.46 - $283.36 $540K - $626K
1.94K $473K
VONE
Vanguard Russell 1000 ETF

ETFs
-2.41K
- 8.64%
$296.54 - $311.51 $716K - $752K
25.5K $7.76M
PANW
Palo Alto Networks Inc

Technology
-2.95K
- 23.59%
$204.77 - $221.38 $605K - $654K
9.57K $1.96M
PHM
Pultegroup Inc

Consumer Cyclical
-3.57K
- 33.74%
$118.23 - $137.61 $421K - $491K
7K $828K
ZION
Zions Bancorporation, National Association

Financial Services
-9.22K
- 54.11%
$46.93 - $56.93 $433K - $525K
7.82K $399K
HEFA
Ishares Currency Hedged Msci E

ETFs
-15.9K
- 23.47%
$39.63 - $41.86 $628K - $664K
51.7K $2.13M
TSN
Tyson Foods, Inc.

Consumer Defensive
-9.53K
- 27.52%
$50.72 - $55.51 $483K - $529K
25.1K $1.35M
MO
Altria Group, Inc.

Consumer Defensive
-6.46K
- 35.48%
$56.38 - $66.65 $364K - $430K
11.7K $682K
SPOT
Spotify Technology S.A.

Communication Services
-654
- 39.09%
$616.91 - $707.3 $403K - $463K
1.02K $647K
BYD
Boyd Gaming Corp

Consumer Cyclical
-4.16K
- 20.76%
$76.81 - $87.03 $319K - $362K
15.9K $1.27M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-6.7K
- 49.68%
$55.57 - $63.17 $372K - $423K
6.79K $377K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.17K
- 19.87%
$142.79 - $150.05 $453K - $476K
12.8K $1.87M
UBER
Uber Technologies, Inc

Technology
-937
- 1.74%
$91.62 - $100.1 $85.8K - $93.8K
53.1K $4.86M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-756
- 12.93%
$163.25 - $220.55 $123K - $167K
5.09K $854K
CDNS
Cadence Design Systems Inc

Technology
-1K
- 33.2%
$314.93 - $353.36 $316K - $354K
2.02K $634K
HSY
Hershey CO

Consumer Defensive
-2.12K
- 35.85%
$162.31 - $195.56 $343K - $414K
3.79K $678K
NLOK
Norton Life Lock Inc.

Technology
-19.1K
- 49.25%
N/A
19.6K $422K
WDAY
Workday, Inc.

Technology
-1.61K
- 46.92%
$223.49 - $245.67 $359K - $395K
1.82K $419K
MTB
M&T Bank Corp

Financial Services
-1.92K
- 49.18%
$178.63 - $195.63 $342K - $375K
1.98K $370K
EBAY
Ebay Inc

Consumer Cyclical
-3.88K
- 38.15%
$80.85 - $99.58 $314K - $387K
6.29K $527K
DTE
Dte Energy CO

Utilities
-2.6K
- 50.18%
$133.44 - $143.32 $347K - $373K
2.59K $354K
RBLX
Roblox Corp

Communication Services
-1.87K
- 39.51%
$101.27 - $138.56 $189K - $259K
2.86K $292K
CMCSA
Comcast Corp

Communication Services
-4.93K
- 10.93%
$26.98 - $31.09 $133K - $153K
40.2K $1.09M
PFE
Pfizer Inc

Healthcare
-11.4K
- 28.16%
$24.23 - $27.37 $276K - $312K
29.1K $728K
Activity Summary
Buys All Purchases 496 New Holdings 99 Increased Positions 397 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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