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Aaron Wealth Advisors

Aaron Wealth Advisors is an investment advisor in Chicago with $1.08B assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
831222676
SEC advisor number
801-113938
FINRA CRD number
298079
AUM ?
$1.08B (as of 11 Aug 22)
Accounts
663 (as of 11 Aug 22)
Employees
11 (7 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 191 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$29.52M 501.66K 15.31M -96.7
$26.84M 422.3K 33.8M -98.8
$25.48M 452.72K 31.23M -98.6
$22.42M 164.01K 26.08M -99.4
$18.96M 73.84K 20.61M -99.6
$15.87M 323.58K 18.92M -98.3
$13.92M 57.22K 852.42K -93.3
$13.18M 1.47M 22.06M -93.3
$12.5M 315.05K 12.9M -97.6
$10.19M 206.8K NEW
$8.3M 169.18K NEW
$7.64M 166.09K 5.76M -97.1
$7.35M 49.04K 8.12M -99.4
$6.74M 17.87K 6.3M -99.7
$5.97M 2.73K 6.48M -100.0
$5.6M 119.83K 6.09M -98.0
$5.41M 15.58K 6.36M -99.8
$5.05M 112.3K 6.05M -98.1
$4.84M 102.42K 4.26M -97.6
$4.57M 23.18K 5.86M -99.6
$4.54M 155.22K 75.21K +106.4
$4.38M 70.06K 4.94M -98.6
$4.32M 19.76K 5.05M -99.6
$4.21M 1.93K 4.7M -100.0
$4.07M 16.05K 259.3K -93.8
$3.91M 72.62K 12.32M -99.4
$3.74M 26.46K 3.36M -99.2
$3.52M 119.75K 3.86M -96.9
$3.18M 18.5K 2.74M -99.3
$3.13M 215.75K 3.98M -94.6
$3.12M 97.91K 3.72M -97.4
$3.1M 18.31K 3.46M -99.5
$2.52M 7.99K 2.79M -99.7
$2.45M 8.99K 1.59M -99.4
$2.32M 19.11K 3.22M -99.4
$2.3M 13.97K 2.73M -99.5
$2.19M 11.1K 2.25M -99.5
$2.14M 10.86K 2.25M -99.5
$2.06M 66.29K 2.44M -97.3
$2.01M 28.74K 2.38M -98.8
$2M 26.14K 1.18M -97.8
$1.91M 18K 2.25M -99.2
$1.78M 27.5K 1.77M -98.4
$1.69M 17.55K 80.82K -78.3
$1.68M 21.85K 1.4M -98.4
$1.64M 10.71K 1.69M -99.4
$1.6M 5.76K 420.53K -98.6
$1.56M 24.75K 588.07K -95.8
$1.54M 18.4K 433.54K -95.8
$1.37M 6.54K 1.48M -99.6
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings