Aaron Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationchicago, IL
- Num holdings
450
- Value ($000)
$872,402
- Date Filed04/28/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $80.93M | 9 % | 1,069,798 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $59.46M | 7 % | 720,435 | ||
AMGN AMGEN INC | COM | 031162100 | $58.00M | 7 % | 186,176 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $54.25M | 6 % | 584,668 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $30.41M | 4 % | 563,401 | ||
AAPL APPLE INC | COM | 037833100 | $23.61M | 3 % | 106,309 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $22.87M | 3 % | 60,923 | ||
GUNR FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 | $22.59M | 3 % | 582,103 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $18.65M | 2 % | 100,108 | ||
LMBS FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $17.32M | 2 % | 352,416 |
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