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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS 66 | COM | 501 | $428,114 | 2,621 | 0.00 | 0.00 | 363 | 16.08 | 03-31-2024 |
| GENERAL DYNAMICS CORP | COM | 502 | $426,560 | 1,510 | 0.00 | 0.00 | 243 | 19.18 | 03-31-2024 |
| BOOKING HOLDINGS INC | COM | 503 | $420,834 | 116 | 0.00 | 0.00 | 14 | 13.73 | 03-31-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 504 | $418,444 | 1,052 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
