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Home > Institutional Investor > Aaron Wealth Advisors > Profile

Instuitional Investor - Aaron Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Aaron Wealth Advisors
Portfolio Value $1,687,719,042
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,649,615 $166,116,231 9.84%
2.
Ishares Trust
 VLUE 1,184,187 $103,391,404 6.13%
3.
Nvidia Corp
 NVDA 479,620 $89,487,668 5.3%
4.
Vanguard Scottsdale Funds
 671,400 $80,903,746 4.79%
5.
Vanguard Scottsdale Funds
 810,318 $72,418,132 4.29%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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