| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 9.0% |
| ISHARES TR | 15 | Q2 2024 | 11.4% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 9.6% |
| MICROSOFT CORP | 15 | Q2 2024 | 11.2% |
| AMGEN INC. | 15 | Q2 2024 | 9.6% |
| APPLE INC | 15 | Q2 2024 | 5.8% |
| ISHARES INC | 15 | Q2 2024 | 7.3% |
| FLEXSHARES UPSTREAM NATURAL IDX ETF | 15 | Q2 2024 | 3.8% |
| VANGUARD SMALL CAP VALUEETF IV | 15 | Q2 2024 | 2.3% |
| PROSHARES TR | 15 | Q2 2024 | 3.5% |
View Aaron Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-22 |
View Aaron Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.