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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 30 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CDW CDW CORP Technology 2,335.0 $283K 0.02% -666.0 -22.2% $121.02 -8.4%
582 SCCO SOUTHERN COPPER CORP Basic Materials 1,641.0 $282K 0.02% -436.0 -21.0% $172.06 +4.4%
583 CVLC MORGAN STANLEY ETF TRUST 3,517.0 $282K 0.02% $80.06 +15.8%
584 EA ELECTRONIC ARTS INC Communication Services 1,376.0 $281K 0.02% NEW $203.87 -1.4%
585 ACGL ARCH CAP GROUP LTD Financial Services 2,918.0 $280K 0.02% +487.0 +20.0% $95.99 +0.3%
586 NDAQ NASDAQ INC Financial Services 3,268.0 $277K 0.02% NEW $84.89 +7.2%
587 LEG LEGGETT & PLATT INC Consumer Cyclical 28,003.0 $277K 0.02% +3K +12.8% $9.88 +1.1%
588 TTEK TETRA TECH INC NEW Industrials 9,181.0 $277K 0.02% -13K -58.6% $30.12 -8.2%
589 NSC NORFOLK SOUTHN CORP Industrials 963.0 $276K 0.02% NEW $287.00 +9.6%
590 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,760.0 $276K 0.02% -783.0 -22.1% $100.09 +6.6%
591 TKR TIMKEN CO Industrials 2,745.0 $276K 0.02% -3K -53.5% $100.57 +19.3%
592 MTCH MATCH GROUP INC NEW Communication Services 8,808.0 $270K 0.01% NEW $30.71 +16.6%
593 STLA STELLANTIS N.V Consumer Cyclical 38,111.0 $270K 0.01% NEW $7.09 +7.3%
594 VEEV VEEVA SYS INC Healthcare 1,537.0 $270K 0.01% NEW $175.66 -8.8%
595 RTO RENTOKIL INITIAL PLC Industrials 8,569.0 $270K 0.01% NEW $31.48 -0.4%
596 O REALTY INCOME CORP Real Estate 4,408.0 $270K 0.01% NEW $61.18 +1.4%
597 AER AERCAP HOLDINGS NV Industrials 1,951.0 $268K 0.01% +202.0 +11.6% $137.18 +1.0%
598 SWKS SKYWORKS SOLUTIONS INC Technology 4,995.0 $267K 0.01% -2K -27.7% $53.55 +53.9%
599 NUBD NUSHARES ETF TR 12,003.0 $267K 0.01% $22.21 -0.9%
600 EPAM EPAM SYS INC Technology 1,967.0 $266K 0.01% -6K -75.0% $135.40 -24.2%
Page 30 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%