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Portfolio (Quarterly) Guide ↗

Aaron Wealth Advisors LLC

· CIK 0001812198
13F Portfolio $1.8B AUM 691 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New 215 Added 327 Reduced 81 Exited
Page 3 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 81,240.0 $1.8M 0.10% +20K +32.6% $21.66 +3.3%
42 GSK GSK PLC Healthcare 30,267.0 $1.7M 0.10% +4K +17.2% $55.19 -6.9%
43 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,835.0 $1.7M 0.10% +235.0 +5.1% $345.19 -9.6%
44 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,968.0 $1.6M 0.09% +340.0 +7.3% $327.07 +12.9%
45 CB CHUBB LTD SWITZ Financial Services 4,814.0 $1.6M 0.09% +83.0 +1.8% $325.93 +0.6%
46 SNY SANOFI SA Healthcare 32,491.0 $1.6M 0.09% +7K +25.7% $48.18 -8.1%
47 DHR DANAHER CORP DEL Healthcare 7,788.0 $1.5M 0.08% +121.0 +1.6% $189.60 -9.3%
48 BTI BRITISH AMERN TOB PLC Consumer Defensive 24,241.0 $1.4M 0.08% +5K +24.2% $58.47 +11.8%
49 BA BOEING CO Industrials 7,058.0 $1.4M 0.08% +5K +272.3% $199.03 +10.0%
50 ICICI BANK LIMITED 54,010.0 $1.4M 0.08% +28K +110.9% $25.90
51 UNILEVER PLC 24,385.0 $1.4M 0.08% +4K +22.3% $56.97
52 NOC NORTHROP GRUMMAN CORP Industrials 1,928.0 $1.3M 0.07% +744.0 +62.8% $682.45 -18.6%
53 NOW SERVICENOW INC Technology 12,484.0 $1.3M 0.07% +5K +64.7% $104.55 -2.3%
54 MFG MIZUHO FINANCIAL GROUP INC Financial Services 162,923.0 $1.3M 0.07% +29K +21.6% $7.94 +17.4%
55 SBUX STARBUCKS CORP Consumer Cyclical 14,342.0 $1.3M 0.07% +3K +25.3% $89.59 +15.1%
56 HON HONEYWELL INTL INC Industrials 5,633.0 $1.3M 0.07% +104.0 +1.9% $226.03 +0.8%
57 NEE NEXTERA ENERGY INC Utilities 13,644.0 $1.3M 0.07% +2K +12.4% $92.88 -4.7%
58 CWAN CLEARWATER ANALYTICS HLDGS I Technology 52,902.0 $1.3M 0.07% +772.0 +1.5% $23.65 +2.8%
59 BP BP PLC Energy 26,596.0 $1.3M 0.07% +6K +26.2% $47.00 -5.6%
60 NEM NEWMONT CORP Basic Materials 11,451.0 $1.2M 0.07% +183.0 +1.6% $108.25 -0.6%
Page 3 of 11  ·  215 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Healthcare 18.6%
Financial Services 12.6%
Consumer Cyclical 8.6%
Industrials 7.9%
Communication Services 7.1%
Consumer Defensive 4.8%
Energy 3.6%
Basic Materials 3.3%
Utilities 2.2%