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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 15 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PCTY PAYLOCITY HLDG CORP Technology 7,143.0 $772K 0.04% +3K +63.3% $108.04 +4.6%
282 BKR BAKER HUGHES COMPANY Energy 12,544.0 $766K 0.04% +104.0 +0.8% $61.05 +8.2%
283 CCL CARNIVAL CORP Consumer Cyclical 29,572.0 $765K 0.04% -28K -48.6% $25.88 +0.4%
284 TFC TRUIST FINL CORP Financial Services 16,637.0 $765K 0.04% -502.0 -2.9% $45.97 +5.2%
285 GLPI GAMING & LEISURE P Real Estate 17,183.0 $762K 0.04% -659.0 -3.7% $44.37 +7.7%
286 MMM 3M CO Industrials 5,210.0 $757K 0.04% -2K -31.9% $145.23 +5.0%
287 HAS HASBRO INC Consumer Cyclical 8,037.0 $752K 0.04% -4K -30.6% $93.60 -5.9%
288 NVST ENVISTA HOLDINGS CORPORATION Healthcare 29,635.0 $752K 0.04% -11K -27.2% $25.37 -7.6%
289 EW EDWARDS LIFESCIENCES CORP Healthcare 9,374.0 $751K 0.04% $80.08 +7.1%
290 TRGP TARGA RES CORP Energy 2,982.0 $748K 0.04% -540.0 -15.3% $250.73 +10.4%
291 KB KB FINL GROUP INC Financial Services 7,497.0 $748K 0.04% +2K +34.6% $99.73 +5.2%
292 XEL XCEL ENERGY INC Utilities 9,395.0 $746K 0.04% -1K -12.1% $79.44 +2.1%
293 MO ALTRIA GROUP INC Consumer Defensive 11,290.0 $745K 0.04% -458.0 -3.9% $65.99 +12.0%
294 LAMR LAMAR ADVERTISING CO Real Estate 5,878.0 $745K 0.04% -1K -19.4% $126.66 +20.9%
295 ACWI ISHARES TR 5,366.0 $742K 0.04% $138.37 +12.7%
296 PUK PRUDENTIAL PLC Financial Services 25,856.0 $735K 0.04% +9K +55.0% $28.43 +7.2%
297 NMR NOMURA HLDGS INC Financial Services 93,153.0 $735K 0.04% +5K +6.2% $7.89 +2.8%
298 CI THE CIGNA GROUP Healthcare 2,732.0 $729K 0.04% -565.0 -17.1% $266.75 +7.3%
299 VYM VANGUARD WHITEHALL FDS 4,888.0 $724K 0.04% $148.10 +7.2%
300 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,361.0 $718K 0.04% +69.0 +3.0% $304.08 +5.6%
Page 15 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%