Aaron Wealth Advisors LLC Portfolio Holdings by Sector
Aaron Wealth Advisors LLC
- $1.76 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SGOV IEFA VONG VONV GUNR IEMG VBR VBK 58 stocks |
$651,644
36.93% of portfolio
|
18
|
21
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA NVDA AVGO TSM AMD QCOM MU CRUS 18 stocks |
$181,190
10.27% of portfolio
|
15
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN LLY JNJ ABBV BMY MRK NVS GILD 11 stocks |
$100,234
5.68% of portfolio
|
9
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL ADBE PANW CRWD FTNT DBX 18 stocks |
$77,655
4.4% of portfolio
|
11
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$64,549
3.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META TWLO DASH ZG SPOT BIDU 8 stocks |
$62,025
3.52% of portfolio
|
6
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW UBER CRM INTU SAP ZM DDOG ADSK 28 stocks |
$36,370
2.06% of portfolio
|
20
|
8
|
6
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA W EBAY PDD SE CVNA ETSY 9 stocks |
$35,802
2.03% of portfolio
|
7
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C HSBC ING MUFG SAN 12 stocks |
$34,888
1.98% of portfolio
|
12
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF SYF PYPL IX ALLY 8 stocks |
$23,427
1.33% of portfolio
|
7
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A AIG HIG ORI ACGL 6 stocks |
$22,743
1.29% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DG 4 stocks |
$18,028
1.02% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM GM F HMC 5 stocks |
$17,821
1.01% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN CMI EMR XYL DCI ROK ITW 14 stocks |
$17,742
1.01% of portfolio
|
12
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED DUK EXC ES NEE SO AEP XEL 20 stocks |
$15,742
0.89% of portfolio
|
16
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM G FISV EPAM CTSH BR LDOS 15 stocks |
$15,347
0.87% of portfolio
|
12
|
3
|
5
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD HWM CW LHX LMT NOC HEI 11 stocks |
$15,076
0.85% of portfolio
|
8
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT BSX PODD SYK EW STE DXCM 9 stocks |
$13,509
0.77% of portfolio
|
7
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP E TOTB.DE 6 stocks |
$13,180
0.75% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS SCHW RJF NMR SF IBKR FUTU 8 stocks |
$12,649
0.72% of portfolio
|
8
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB HDB CFG MFG PNC LYG IBN TFC 22 stocks |
$12,006
0.68% of portfolio
|
18
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR A ILMN DGX IDXX MTD WAT 11 stocks |
$11,475
0.65% of portfolio
|
9
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG EXPE ABNB CCL TNL RCL TCOM 7 stocks |
$11,260
0.64% of portfolio
|
7
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS FOXA ROKU WBD FOX 6 stocks |
$10,162
0.58% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE AGCO PCAR 4 stocks |
$10,046
0.57% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC TER 4 stocks |
$9,995
0.57% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$9,832
0.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX NVO MNKD REGN KURA TECH ARGX RNA 15 stocks |
$9,635
0.55% of portfolio
|
10
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO MNST PEP KDP CCEP CELH 6 stocks |
$9,224
0.52% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY ULTA ORLY WSM FIVE AZO BBY MUSA 9 stocks |
$9,063
0.51% of portfolio
|
6
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI ELV CNC 5 stocks |
$8,305
0.47% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK STT NTRS KKR AMP TROW JHG BX 11 stocks |
$8,119
0.46% of portfolio
|
7
|
4
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL SPB KMB EL ELF 6 stocks |
$8,098
0.46% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL L AXS CNA TRV MKL 10 stocks |
$7,838
0.44% of portfolio
|
9
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL RPM SHW AXTA ESI DD IFF NEU 10 stocks |
$7,210
0.41% of portfolio
|
7
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO NOK ERIC MSI CRDO CIEN 6 stocks |
$7,163
0.41% of portfolio
|
6
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ CMCSA TMUS VOD FYBR TEF 7 stocks |
$6,349
0.36% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX YUM CMG WING TXRH DPZ 7 stocks |
$6,185
0.35% of portfolio
|
6
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO CME CBOE ICE MORN MSCI 7 stocks |
$6,037
0.34% of portfolio
|
7
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG NVST ICUI RMD HOLX NVCR 6 stocks |
$5,967
0.34% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$5,857
0.33% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$5,719
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AWI TT JCI MAS WMS FBHS OC JELD 8 stocks |
$5,362
0.3% of portfolio
|
6
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM CLH RSG 3 stocks |
$5,303
0.3% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD WPM NEM GFI 4 stocks |
$5,097
0.29% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM BTI MO 3 stocks |
$4,945
0.28% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH JBL GLW 3 stocks |
$4,581
0.26% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX ST MKSI KEYS GRMN TRMB FTV 7 stocks |
$4,449
0.25% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA UHS BKD THC 4 stocks |
$4,385
0.25% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX GPS LULU ROST CRI 5 stocks |
$4,341
0.25% of portfolio
|
5
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL UNM MET PRI PRU PUK 6 stocks |
$4,117
0.23% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EOG RRC FANG EQT OXY DVN WDS 8 stocks |
$4,029
0.23% of portfolio
|
5
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP RHI 2 stocks |
$3,899
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB LNG OKE TRGP ENB 5 stocks |
$3,495
0.2% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
JBHT UPS FDX EXPD CHRW 5 stocks |
$3,484
0.2% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
INGR FLO POST CAG 4 stocks |
$3,170
0.18% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK REYN BALL 3 stocks |
$3,069
0.17% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL CPA 3 stocks |
$2,994
0.17% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST GWW MSM WCC 4 stocks |
$2,979
0.17% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC LAMR GLPI 3 stocks |
$2,975
0.17% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON VMI 3 stocks |
$2,883
0.16% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS MAA AMH 3 stocks |
$2,839
0.16% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
MTG FAF AGO AIZ 4 stocks |
$2,666
0.15% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA LECO TKR 3 stocks |
$2,650
0.15% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT IHG CHH 4 stocks |
$2,583
0.15% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB BKR HAL TS NOV HLX 6 stocks |
$2,365
0.13% of portfolio
|
6
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC WTW AON AJG 4 stocks |
$2,361
0.13% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP WAB 2 stocks |
$2,331
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS YETI MAT PLNT 4 stocks |
$2,315
0.13% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ELAN TAK HLN VTRS TEVA EOLS 6 stocks |
$2,196
0.12% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$2,170
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
BYD LVS VAC PENN 4 stocks |
$2,091
0.12% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO MPC 3 stocks |
$2,048
0.12% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO VALE 3 stocks |
$2,047
0.12% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$1,847
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK ACM EME FIX MTZ 5 stocks |
$1,828
0.1% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP BUD FMX 3 stocks |
$1,755
0.1% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
FR PSA 2 stocks |
$1,750
0.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO NTES RBLX 3 stocks |
$1,716
0.1% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALSN GNTX 2 stocks |
$1,637
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM TOL NVR 3 stocks |
$1,605
0.09% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE CSGP JLL CIGI 4 stocks |
$1,596
0.09% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
KRC CUZ HIW 3 stocks |
$1,524
0.09% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$1,491
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$1,354
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
WDC DELL PSTG 3 stocks |
$1,319
0.07% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,297
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AYI VRT 2 stocks |
$1,273
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$1,248
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR SFM 2 stocks |
$1,157
0.07% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$1,148
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE RS STLD MT 4 stocks |
$1,087
0.06% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$1,055
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
TXG 1 stocks |
$1,055
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
TRU EFX 2 stocks |
$1,046
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL BFAM 2 stocks |
$1,012
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX NYT 2 stocks |
$986
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
USFD SYY 2 stocks |
$898
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LOPE 1 stocks |
$854
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
M 1 stocks |
$835
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG VST 2 stocks |
$819
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
REG 1 stocks |
$812
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS GPN 2 stocks |
$802
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
SNDR ODFL 2 stocks |
$731
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM VMC CRH.L 3 stocks |
$696
0.04% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO NI 2 stocks |
$688
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
AVT SNX 2 stocks |
$674
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$557
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$412
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$384
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Utilities—Diversified | Utilities
HE 1 stocks |
$357
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$342
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$293
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$286
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$247
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$243
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$223
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|