Aaron Wealth Advisors LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 484,145 | 662,775 | +178,630 | 84,435,046 | 132,614,838 | 6.74% | +48,179,792 |
| MBX BIOSCIENCES INC(MBX) | 1,168,176 | 1,167,799 | -377 | 34,870,054 | 64,462,505 | 3.27% | +29,592,451 |
| ISHARES TR | 1,536,718 | 1,610,916 | +74,198 | 139,119,139 | 155,582,287 | 7.90% | +16,463,148 |
| ISHARES INC | 642,173 | 733,400 | +91,227 | 44,791,610 | 60,754,880 | 3.09% | +15,963,270 |
| MICRON TECHNOLOGY INC(MU) | 14,086 | 13,980 | -106 | 4,758,814 | 16,136,974 | 0.82% | +11,378,160 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 51,599 | 59,883 | +8,284 | 17,437,882 | 28,598,324 | 1.45% | +11,160,442 |
| APPLE INC(AAPL) | 201,114 | 204,480 | +3,366 | 51,040,948 | 59,168,439 | 3.01% | +8,127,491 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 23,865 | 31,147 | +7,282 | 15,520,364 | 23,259,645 | 1.18% | +7,739,281 |
| VANGUARD SCOTTSDALE FDS | 863,072 | 797,921 | -65,151 | 94,670,451 | 101,982,372 | 5.18% | +7,311,921 |
| ADVANCED MICRO DEVICES INC(AMD) | 15,606 | 17,573 | +1,967 | 3,174,870 | 10,208,734 | 0.52% | +7,033,864 |
| ALPHABET INC(GOOG) | 77,406 | 80,055 | +2,649 | 22,258,869 | 28,609,255 | 1.45% | +6,350,386 |
| VANGUARD INDEX FDS | 97,146 | 96,959 | -187 | 29,362,425 | 35,458,114 | 1.80% | +6,095,689 |
| APPLIED MATLS INC | 15,370 | 15,406 | +36 | 5,253,312 | 11,138,538 | 0.57% | +5,885,226 |
| AMAZON COM INC(AMZN) | 104,868 | 114,132 | +9,264 | 21,840,858 | 27,202,221 | 1.38% | +5,361,363 |
| ISHARES TR | 0 | 51,038 | +51,038 | 0 | 5,137,995 | 0.26% | +5,137,995 |
| INTEL CORP(INTC) | 44,400 | 45,307 | +907 | 1,959,372 | 6,326,216 | 0.32% | +4,366,844 |
| LAM RESEARCH CORP(LRCX) | 21,153 | 20,037 | -1,116 | 4,519,573 | 8,682,685 | 0.44% | +4,163,112 |
| CATERPILLAR INC(CAT) | 12,073 | 11,790 | -283 | 8,553,506 | 12,555,575 | 0.64% | +4,002,069 |
| BROADCOM INC(AVGO) | 44,094 | 46,469 | +2,375 | 13,647,534 | 17,553,665 | 0.89% | +3,906,131 |
| ASML HLDG NV | 4,433 | 4,798 | +365 | 5,855,239 | 9,545,333 | 0.48% | +3,690,094 |
| ELI LILLY & CO(LLY) | 11,253 | 11,530 | +277 | 10,350,247 | 13,829,526 | 0.70% | +3,479,279 |
| ALPHABET INC(GOOG) | 56,880 | 55,428 | -1,452 | 16,316,597 | 19,584,375 | 0.99% | +3,267,778 |
| SANDISK CORP(SNDK) | 1,787 | 1,747 | -40 | 1,135,353 | 3,972,206 | 0.20% | +2,836,853 |
| VISA INC(V) | 21,417 | 26,947 | +5,530 | 6,473,074 | 9,245,246 | 0.47% | +2,772,172 |
| KLA CORP(KLAC) | 1,777 | 17,305 | +15,528 | 2,616,473 | 5,221,092 | 0.27% | +2,604,619 |
| CISCO SYS INC(CSCO) | 67,160 | 64,869 | -2,291 | 5,210,944 | 7,619,513 | 0.39% | +2,408,569 |
| CORNING INC(GLW) | 16,375 | 17,535 | +1,160 | 2,226,509 | 4,478,965 | 0.23% | +2,252,456 |
| UNITEDHEALTH GROUP INC(UNH) | 8,947 | 10,803 | +1,856 | 2,420,969 | 4,490,051 | 0.23% | +2,069,082 |
| MARVELL TECHNOLOGY INC(MRVL) | 6,216 | 9,001 | +2,785 | 615,695 | 2,681,308 | 0.14% | +2,065,613 |
| VANGUARD SCOTTSDALE FDS | 1,086,914 | 976,287 | -110,627 | 101,887,391 | 103,789,107 | 5.27% | +1,901,716 |
| WESTERN DIGITAL CORP(WDC) | 4,179 | 4,605 | +426 | 1,130,378 | 2,941,306 | 0.15% | +1,810,928 |
| DELL TECHNOLOGIES INC(DELL) | 4,307 | 5,712 | +1,405 | 706,908 | 2,464,500 | 0.13% | +1,757,592 |
| VANGUARD INDEX FDS | 150,977 | 142,094 | -8,883 | 32,799,858 | 34,527,584 | 1.75% | +1,727,726 |
| HOME DEPOT INC(HD) | 10,263 | 14,324 | +4,061 | 3,375,627 | 5,052,038 | 0.26% | +1,676,411 |
| PALO ALTO NETWORKS INC(PANW) | 5,277 | 7,166 | +1,889 | 846,009 | 2,443,749 | 0.12% | +1,597,740 |
| CROWDSTRIKE HLDGS INC(CRWD) | 2,394 | 3,279 | +885 | 934,671 | 2,502,393 | 0.13% | +1,567,722 |
| TEXAS INSTRS INC(TXN) | 9,499 | 11,298 | +1,799 | 1,844,136 | 3,367,595 | 0.17% | +1,523,459 |
| AMGEN INC(AMGN) | 174,735 | 173,851 | -884 | 61,480,510 | 62,954,924 | 3.20% | +1,474,414 |
| JPMORGAN CHASE & CO(JPM) | 34,941 | 35,779 | +838 | 10,278,316 | 11,711,639 | 0.59% | +1,433,323 |
| MORGAN STANLEY(MS) | 21,013 | 22,707 | +1,694 | 3,458,109 | 4,746,671 | 0.24% | +1,288,562 |
| SPDR INDEX SHS FDS | 0 | 16,142 | +16,142 | 0 | 1,218,721 | 0.06% | +1,218,721 |
| TESLA INC(TSLA) | 28,454 | 27,912 | -542 | 10,577,775 | 11,739,787 | 0.60% | +1,162,012 |
| DATADOG INC(DDOG) | 4,999 | 6,709 | +1,710 | 590,132 | 1,746,755 | 0.09% | +1,156,623 |
| MICROSOFT CORP(MSFT) | 93,286 | 95,430 | +2,144 | 34,531,889 | 35,597,497 | 1.81% | +1,065,608 |
| QUALCOMM INC(QCOM) | 11,054 | 13,332 | +2,278 | 1,423,534 | 2,463,620 | 0.13% | +1,040,086 |
| ARISTA NETWORKS INC(ANET) | 15,037 | 16,966 | +1,929 | 1,846,243 | 2,882,184 | 0.15% | +1,035,941 |
| SPDR SERIES TRUST | 0 | 6,600 | +6,600 | 0 | 1,018,116 | 0.05% | +1,018,116 |
| GE VERNOVA INC(GEV) | 3,658 | 3,562 | -96 | 3,193,068 | 4,184,851 | 0.21% | +991,783 |
| CVS HEALTH CORP(CVS) | 25,018 | 26,512 | +1,494 | 1,796,793 | 2,742,666 | 0.14% | +945,873 |
| MASTERCARD INCORPORATED(MA) | 7,964 | 9,530 | +1,566 | 3,979,563 | 4,894,887 | 0.25% | +915,324 |
| ASE TECHNOLOGY HLDG CO LTD(ASX) | 42,039 | 40,205 | -1,834 | 911,406 | 1,814,050 | 0.09% | +902,644 |
| 10X GENOMICS INC(TXG) | 46,381 | 48,221 | +1,840 | 984,669 | 1,848,793 | 0.09% | +864,124 |
| CITIGROUP INC(C) | 28,657 | 29,376 | +719 | 3,249,990 | 4,111,465 | 0.21% | +861,475 |
| UNITED MICROELECTRONICS CORP(UMC) | 35,927 | 41,929 | +6,002 | 322,624 | 1,140,888 | 0.06% | +818,264 |
| NOVO-NORDISK A S(NVO) | 28,636 | 38,829 | +10,193 | 1,052,373 | 1,861,462 | 0.09% | +809,089 |
| LINDE PLC(LIN) | 5,619 | 6,907 | +1,288 | 2,785,675 | 3,584,319 | 0.18% | +798,644 |
| GE AEROSPACE(GE) | 11,747 | 11,046 | -701 | 3,333,446 | 4,128,222 | 0.21% | +794,776 |
| EATON CORP PLC(ETN) | 8,312 | 8,802 | +490 | 2,973,131 | 3,750,921 | 0.19% | +777,790 |
| SEAGATE TECHNOLOGY HLDNGS PL | 779 | 1,118 | +339 | 305,181 | 1,078,870 | 0.05% | +773,689 |
| MIZUHO FINANCIAL GROUP INC(MFG) | 162,923 | 213,939 | +51,016 | 1,293,609 | 2,049,536 | 0.10% | +755,927 |
| CARNIVAL CORP LTD | 0 | 26,084 | +26,084 | 0 | 745,220 | 0.04% | +745,220 |
| MONSTER BEVERAGE CORP NEW(MNST) | 32,530 | 32,237 | -293 | 2,357,124 | 3,098,620 | 0.16% | +741,496 |
| CENTENE CORP DEL(CNC) | 10,948 | 17,134 | +6,186 | 358,438 | 1,099,831 | 0.06% | +741,393 |
| AMPHENOL CORP | 11,498 | 12,361 | +863 | 1,452,773 | 2,179,492 | 0.11% | +726,719 |
| CUMMINS INC(CMI) | 4,299 | 4,248 | -51 | 2,312,948 | 3,029,716 | 0.15% | +716,768 |
| HONEYWELL INTL INC | 0 | 3,201 | +3,201 | 0 | 716,704 | 0.04% | +716,704 |
| UNION PAC CORP(UNP) | 7,218 | 9,073 | +1,855 | 1,751,231 | 2,467,856 | 0.13% | +716,625 |
| ABBVIE INC(ABBV) | 20,998 | 20,993 | -5 | 4,566,855 | 5,282,679 | 0.27% | +715,824 |
| VANGUARD SCOTTSDALE FDS | 18,086 | 17,861 | -225 | 5,337,577 | 6,049,899 | 0.31% | +712,322 |
| HONEYWELL AEROSPACE INC | 0 | 3,201 | +3,201 | 0 | 707,677 | 0.04% | +707,677 |
| GOLDMAN SACHS GROUP INC(GS) | 4,300 | 4,296 | -4 | 3,637,757 | 4,344,846 | 0.22% | +707,089 |
| ISHARES TR | 9,951 | 39,718 | +29,767 | 4,243,106 | 4,931,784 | 0.25% | +688,678 |
| HDFC BANK LTD(HDB) | 37,132 | 62,141 | +25,009 | 923,844 | 1,605,102 | 0.08% | +681,258 |
| JOHNSON & JOHNSON(JNJ) | 40,714 | 41,786 | +1,072 | 9,952,332 | 10,612,518 | 0.54% | +660,186 |
| FORTINET INC(FTNT) | 5,474 | 7,151 | +1,677 | 447,335 | 1,098,537 | 0.06% | +651,202 |
| BHP BILLITON LIMITED | 29,907 | 33,890 | +3,983 | 2,175,465 | 2,823,410 | 0.14% | +647,945 |
| BANK OF AMER CORP | 81,702 | 81,187 | -515 | 3,982,973 | 4,626,035 | 0.23% | +643,062 |
| JABIL INC(JBL) | 6,112 | 5,873 | -239 | 1,623,531 | 2,263,924 | 0.11% | +640,393 |
| TWILIO INC(TWLO) | 7,240 | 7,481 | +241 | 910,937 | 1,543,555 | 0.08% | +632,618 |
| ISHARES TR | 5,732 | 5,830 | +98 | 3,744,374 | 4,366,557 | 0.22% | +622,183 |
| KRAFT HEINZ CO(KHC) | 0 | 26,227 | +26,227 | 0 | 619,482 | 0.03% | +619,482 |
| MIDDLEBY CORP(MIDD) | 0 | 3,596 | +3,596 | 0 | 618,548 | 0.03% | +618,548 |
| DARDEN RESTAURANTS INC(DRI) | 0 | 3,001 | +3,001 | 0 | 618,236 | 0.03% | +618,236 |
| MITSUBISHI UFJ FINANCIAL GRO(MUFG) | 139,534 | 150,101 | +10,567 | 2,367,892 | 2,985,509 | 0.15% | +617,617 |
| META PLATFORMS INC(META) | 20,019 | 21,425 | +1,406 | 11,453,470 | 12,068,488 | 0.61% | +615,018 |
| COUSINS PPTYS INC(CUZ) | 0 | 20,397 | +20,397 | 0 | 611,502 | 0.03% | +611,502 |
| STATE STR CORP(STT) | 11,464 | 12,146 | +682 | 1,450,884 | 2,059,962 | 0.10% | +609,078 |
| ILLUMINA INC(ILMN) | 9,310 | 9,950 | +640 | 1,147,651 | 1,749,651 | 0.09% | +602,000 |
| AMERICAN EXPRESS CO(AXP) | 6,094 | 7,192 | +1,098 | 1,843,313 | 2,432,694 | 0.12% | +589,381 |
| ING GROEP N.V.(ING) | 97,760 | 99,831 | +2,071 | 2,546,648 | 3,132,697 | 0.16% | +586,049 |
| SUMITOMO MITSUI FIN GRP INC(SMFG) | 91,510 | 101,462 | +9,952 | 1,807,323 | 2,392,474 | 0.12% | +585,151 |
| HSBC HLDGS PLC(HSBC) | 43,102 | 43,514 | +412 | 3,555,484 | 4,137,746 | 0.21% | +582,262 |
| WEST PHARMACEUTICAL SVSC INC(WST) | 0 | 1,617 | +1,617 | 0 | 580,503 | 0.03% | +580,503 |
| VANGUARD INDEX FDS | 8,772 | 51,102 | +42,330 | 3,831,522 | 4,401,926 | 0.22% | +570,404 |
| SCOTTS MIRACLE-GRO CO(SMG) | 0 | 8,297 | +8,297 | 0 | 565,109 | 0.03% | +565,109 |
| MKS INC.(MKSI) | 3,928 | 3,281 | -647 | 902,694 | 1,459,389 | 0.07% | +556,695 |
| ANALOG DEVICES INC(ADI) | 7,239 | 7,183 | -56 | 2,303,015 | 2,852,872 | 0.14% | +549,857 |
| ISHARES TR | 0 | 1,342 | +1,342 | 0 | 549,549 | 0.03% | +549,549 |
| SOUTHERN CO(SO) | 10,370 | 16,175 | +5,805 | 1,000,912 | 1,548,109 | 0.08% | +547,197 |
| ROKU INC(ROKU) | 4,021 | 6,651 | +2,630 | 380,467 | 918,769 | 0.05% | +538,302 |