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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 4 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADP AUTOMATIC DATA PROCESSING IN Industrials 11,002.0 $2.2M 0.13% -1K -9.9% $203.18 +10.9%
62 GD GENERAL DYNAMICS CORP Industrials 6,336.0 $2.2M 0.12% -3K -28.5% $343.22 -0.1%
63 DE DEERE & CO Industrials 3,817.0 $2.2M 0.12% -1K -27.0% $563.43 -6.1%
64 ED CONSOLIDATED EDISON INC Utilities 18,397.0 $2.1M 0.12% -2K -10.5% $113.18 -4.1%
65 CAH CARDINAL HEALTH INC Healthcare 9,825.0 $2.1M 0.12% -433.0 -4.2% $211.31 -5.0%
66 LOW LOWES COS INC Consumer Cyclical 8,769.0 $2.1M 0.12% -807.0 -8.4% $236.30 -9.0%
67 WPM WHEATON PRECIOUS METALS CORP Basic Materials 15,733.0 $2.1M 0.12% -742.0 -4.5% $131.01 -3.4%
68 INTC INTEL CORP Technology 44,400.0 $2.0M 0.11% -4K -8.0% $44.13 +171.6%
69 DBAW DBX ETF TR 45,273.0 $1.9M 0.11% -625.0 -1.4% $42.69 +9.3%
70 HEFA ISHARES TR 43,502.0 $1.8M 0.10% -8K -15.9% $42.50 +6.6%
71 ANET ARISTA NETWORKS INC Technology 15,037.0 $1.8M 0.10% -305.0 -2.0% $122.78 +25.5%
72 AXP AMERICAN EXPRESS CO Financial Services 6,094.0 $1.8M 0.10% -1K -17.3% $302.48 +3.1%
73 HWM HOWMET AEROSPACE INC Industrials 7,821.0 $1.8M 0.10% -908.0 -10.4% $230.46 +11.3%
74 CVS CVS HEALTH CORP Healthcare 25,018.0 $1.8M 0.10% -11K -31.2% $71.82 +29.9%
75 SPGI S&P GLOBAL INC Financial Services 4,223.0 $1.8M 0.10% -271.0 -6.0% $425.34 -1.8%
76 UNP UNION PAC CORP Industrials 7,218.0 $1.8M 0.10% -2K -22.9% $242.62 +9.6%
77 VB VANGUARD INDEX FDS 6,643.0 $1.7M 0.10% -1K -13.1% $261.96 +10.4%
78 DIS DISNEY WALT CO Communication Services 17,949.0 $1.7M 0.10% -8K -29.7% $96.38 +6.9%
79 CASY CASEYS GEN STORES INC Consumer Cyclical 2,315.0 $1.7M 0.10% -1K -30.4% $727.86 +13.3%
80 PEP PEPSICO INC Consumer Defensive 10,723.0 $1.7M 0.10% -91.0 -0.8% $155.29 -3.0%
Page 4 of 17  ·  327 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%