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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 9 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DUK DUKE ENERGY CORP NEW Utilities 10,338.0 $1.4M 0.08% -4K -26.8% $130.94 -4.0%
162 QQQ INVESCO QQQ TR Financial Services 2,334.0 $1.3M 0.08% $577.18 +24.3%
163 AVY AVERY DENNISON CORP Industrials 7,758.0 $1.3M 0.08% -869.0 -10.1% $172.68 -7.5%
164 FIVE FIVE BELOW INC Consumer Cyclical 5,846.0 $1.3M 0.08% -1K -16.7% $228.48 -3.9%
165 IJR ISHARES TR 10,716.0 $1.3M 0.08% -3K -21.9% $124.32 +10.5%
166 ULTA ULTA BEAUTY INC Consumer Cyclical 2,545.0 $1.3M 0.08% -775.0 -23.3% $522.71 -1.5%
167 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 11,315.0 $1.3M 0.07% -3K -19.6% $117.06 -6.1%
168 FR FIRST INDL RLTY TR INC Real Estate 22,882.0 $1.3M 0.07% -304.0 -1.3% $57.85 +9.4%
169 NOC NORTHROP GRUMMAN CORP Industrials 1,928.0 $1.3M 0.07% +744.0 +62.8% $682.45 -18.6%
170 AZN ASTRAZENECA PLC Healthcare 6,644.0 $1.3M 0.07% NEW $197.22 -5.2%
171 NOW SERVICENOW INC Technology 12,484.0 $1.3M 0.07% +5K +64.7% $104.55 -2.3%
172 MFG MIZUHO FINANCIAL GROUP INC Financial Services 162,923.0 $1.3M 0.07% +29K +21.6% $7.94 +17.4%
173 URI UNITED RENTALS INC Industrials 1,769.0 $1.3M 0.07% -625.0 -26.1% $728.56 +28.8%
174 SBUX STARBUCKS CORP Consumer Cyclical 14,342.0 $1.3M 0.07% +3K +25.3% $89.59 +15.1%
175 JBHT HUNT J B TRANS SVCS INC Industrials 6,043.0 $1.3M 0.07% -2K -20.4% $211.90 +22.1%
176 CW CURTISS WRIGHT CORP Industrials 1,874.0 $1.3M 0.07% -973.0 -34.2% $681.12 +7.4%
177 HON HONEYWELL INTL INC Industrials 5,633.0 $1.3M 0.07% +104.0 +1.9% $226.03 +0.8%
178 NEE NEXTERA ENERGY INC Utilities 13,644.0 $1.3M 0.07% +2K +12.4% $92.88 -4.7%
179 NTRS NORTHERN TR CORP Financial Services 9,071.0 $1.3M 0.07% $139.57 +20.2%
180 VTI VANGUARD INDEX FDS 3,934.0 $1.3M 0.07% $320.81 +14.3%
Page 9 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%