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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 13 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ASX ASE TECHNOLOGY HLDG CO LTD Technology 42,039.0 $911K 0.05% +11K +33.4% $21.68 +60.6%
242 TWLO TWILIO INC Communication Services 7,240.0 $911K 0.05% $125.82 +49.3%
243 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,208.0 $906K 0.05% -190.0 -5.6% $282.37 +22.7%
244 MKSI MKS INC. Technology 3,928.0 $903K 0.05% -1K -26.9% $229.81 +39.5%
245 ADSK AUTODESK INC Technology 3,742.0 $896K 0.05% -2K -38.6% $239.40 +0.7%
246 L LOEWS CORP Financial Services 8,348.0 $891K 0.05% -452.0 -5.1% $106.74 +2.0%
247 IJH ISHARES TR 13,179.0 $890K 0.05% -12K -48.7% $67.53 +8.8%
248 BLOCK INC 14,742.0 $887K 0.05% +8K +108.2% $60.18
249 GM GENERAL MTRS CO Consumer Cyclical 11,810.0 $880K 0.05% -259.0 -2.1% $74.50 +5.8%
250 OKE ONEOK INC NEW Energy 9,696.0 $876K 0.05% -619.0 -6.0% $90.39 +4.0%
251 FAST FASTENAL CO Industrials 18,710.0 $868K 0.05% -5K -21.9% $46.40 -5.3%
252 TER TERADYNE INC Technology 2,924.0 $867K 0.05% -835.0 -22.2% $296.53 +20.9%
253 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,120.0 $859K 0.05% +881.0 +39.4% $275.18 -6.9%
254 TMUS T-MOBILE US INC Communication Services 4,061.0 $853K 0.05% +803.0 +24.6% $210.03 -8.8%
255 REGN REGENERON PHARMACEUTICALS Healthcare 1,102.0 $851K 0.05% +16.0 +1.5% $772.64 -17.3%
256 CME CME GROUP INC Financial Services 2,882.0 $851K 0.05% +68.0 +2.4% $295.35 -1.4%
257 AEP AMERICAN ELEC PWR CO INC Utilities 6,475.0 $849K 0.05% -1K -17.5% $131.08 +0.4%
258 PANW PALO ALTO NETWORKS INC Technology 5,277.0 $846K 0.05% -4K -44.8% $160.32 +62.5%
259 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 12,153.0 $843K 0.05% +3K +27.3% $69.37 +20.3%
260 NATWEST GROUP PLC 56,409.0 $840K 0.05% +8K +16.6% $14.90
Page 13 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%