Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AARON WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 309 | 697,631,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 151 | $1,905,495 | 3,964 | 0.00 | 0.00 | -37 | -0.92 | 03-31-2024 |
| SALESFORCE INC | COM | 152 | $1,897,020 | 6,299 | 0.00 | 0.00 | 1,400 | 28.58 | 03-31-2024 |
| EATON CORP PLC | SHS | 153 | $1,868,576 | 5,976 | 0.00 | 0.00 | -5,122 | -46.15 | 03-31-2024 |
| BROADCOM INC | COM | 154 | $1,854,249 | 1,399 | 0.00 | 0.00 | 532 | 61.36 | 03-31-2024 |
