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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 11 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SANDISK CORP 1,787.0 $1.1M 0.06% +350.0 +24.4% $635.34
202 WDC WESTERN DIGITAL CORP Technology 4,179.0 $1.1M 0.06% +306.0 +7.9% $270.49 +79.0%
203 HSY HERSHEY CO Consumer Defensive 5,394.0 $1.1M 0.06% +2K +42.4% $207.89 -6.3%
204 ES EVERSOURCE ENERGY Utilities 16,063.0 $1.1M 0.06% -1K -7.9% $69.28 +1.0%
205 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 11,949.0 $1.1M 0.06% -4K -23.5% $92.31 -0.6%
206 MPWR MONOLITHIC PWR SYS INC Technology 1,007.0 $1.1M 0.06% -32.0 -3.1% $1093.35 +45.4%
207 ITW ILLINOIS TOOL WKS INC Industrials 4,183.0 $1.1M 0.06% +874.0 +26.4% $260.34 -3.1%
208 GWW WW GRAINGER INC Industrials 978.0 $1.1M 0.06% +16.0 +1.7% $1090.81 +14.4%
209 ADBE ADOBE INC Technology 4,385.0 $1.1M 0.06% -4K -44.6% $243.09 +0.7%
210 JCI JOHNSON CONTROLS INTERNATION Industrials 8,054.0 $1.1M 0.06% +775.0 +10.7% $130.95 +5.7%
211 NVO NOVO-NORDISK A S Healthcare 28,636.0 $1.1M 0.06% +6K +28.2% $36.75 +22.3%
212 ZM ZOOM COMMUNICATIONS INC Technology 13,066.0 $1.1M 0.06% -14K -51.2% $80.39 +20.4%
213 FDX FEDEX CORP Industrials 2,943.0 $1.0M 0.06% +265.0 +9.9% $356.18 +10.7%
214 SCHD SCHWAB STRATEGIC TR 34,052.0 $1.0M 0.06% $30.68 +7.0%
215 PDD PDD HOLDINGS INC Consumer Cyclical 10,089.0 $1.0M 0.06% +6K +154.6% $102.18 -7.5%
216 TT TRANE TECHNOLOGIES PLC Industrials 2,450.0 $1.0M 0.06% -155.0 -6.0% $416.80 +8.2%
217 IX ORIX CORP Financial Services 34,001.0 $1.0M 0.06% +10K +44.5% $29.99 +29.5%
218 IVW ISHARES TR 9,003.0 $1.0M 0.06% $113.11 +20.8%
219 PSX PHILLIPS 66 Energy 5,574.0 $1.0M 0.06% -107.0 -1.9% $182.18 -2.5%
220 BCS BARCLAYS PLC Financial Services 47,774.0 $1.0M 0.06% +6K +14.9% $21.16 +12.6%
Page 11 of 35  ·  691 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%