Aaron Wealth Advisors LLC
CIK:0001812198
Investment Adviser
$2B AUM
629 holdings
Chicago, IL, USA
Aaron Wealth Advisors LLC is a registered investment adviser based in Chicago, offering discretionary portfolio management services since 2018. It provides investment advice tailored to meet clients' needs and investment objectives.
Top Buys
S
SGOVISHARES TR+$166.1M
N
NVDANVIDIA CORPORATION+$65.8M
A
AAPLAPPLE INC+$24.4M
M
MSFTMICROSOFT CORP+$18.9M
I
IEFAISHARES TR+$18.7M
Top Sells
F
FCXFREEPORT-MCMORAN INC-$5.2M
I
IWFISHARES TR-$4.1M
I
IWMISHARES TR-$1.9M
D
DHRDANAHER CORPORATION-$1.1M
A
AMGNAMGEN INC-$727.9K
Top Holdings
S
SGOVISHARES TR+9.8%$166.1M
I
IEFAISHARES TR+6.1%$103.4M
N
NVDANVIDIA CORPORATION+5.3%$89.5M
V
VONGVANGUARD SCOTTSDALE FDS+4.8%$80.9M
V
VONVVANGUARD SCOTTSDALE FDS+4.3%$72.4M
Equity Positions (623)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 9.84% | $166.1M | 1,649,615 | $100.70 | $100.70 | +$166.1M |
I IEFA | ISHARES TR | 6.13% | $103.4M | 1,184,187 | $70.59 | $87.31 | +$18.7M |
N NVDA | NVIDIA CORPORATION | 5.30% | $89.5M | 479,620 | $156.43 | $186.58 | +$65.8M |
V VONG | VANGUARD SCOTTSDALE FDS | 4.79% | $80.9M | 671,400 | $74.32 | $120.50 | +$14.1M |
V VONV | VANGUARD SCOTTSDALE FDS | 4.29% | $72.4M | 810,318 | $70.63 | $89.37 | +$10.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | New | Put | $32.7M | 1,750 | $186.58 | $186.58 | +1,750 | +$32.7M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+9.5%
SERVICES-PREPACKAGED SOFTWARE
+5.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.8%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+3.2%
ELECTRONIC COMPUTERS
+2.9%