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 | SMALL CP ETF | 251 | $1,065,004 | 4,659 | 0.00 | 0.00 | 973 | 26.40 | 03-31-2024 |
| INTEL CORP | COM | 252 | $1,052,615 | 23,831 | 0.00 | 0.00 | 3,754 | 18.70 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 253 | $1,042,061 | 6,606 | 0.00 | 0.00 | 1,870 | 39.48 | 03-31-2024 |
| NOVARTIS AG | SPONSORED ADR | 254 | $1,037,139 | 10,722 | 0.00 | 0.00 | 5,868 | 120.89 | 03-31-2024 |
