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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Aaron Wealth Advisors LLC

Quarter ended Q3 2023 · Filed July 26, 2023 · Accession 0001172661-23-002620

Total Value
$769.1M
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT240,623$81.9M10.65%
2ISHARES TR46432F842839,785$56.7M7.37%
3AMGEN INCAMGN247,594$55.0M7.15%
4APPLE INCAAPL230,456$44.7M5.81%
5VANGUARD SCOTTSDALE FDS92206C714645,078$44.6M5.80%
6VANGUARD SCOTTSDALE FDS92206C680563,906$39.9M5.19%
7INTERNATIONAL BUSINESS MACHSINTR164,941$22.1M2.87%
8ISHARES INC46434G103437,169$21.5M2.80%
9FLEXSHARES TRFLEX419,359$16.8M2.18%
10NVIDIA CORPORATIONNVDA29,502$12.5M1.62%
11VANGUARD INDEX FDS92290861169,738$11.5M1.50%
12PROSHARES TR74347B508255,717$11.5M1.49%
13SPDR S&P 500 ETF TRSPY24,415$10.8M1.41%
14FREEPORT-MCMORAN INCFCX266,754$10.7M1.39%
15BERKSHIRE HATHAWAY INC DELBRK-A29,335$10.0M1.30%
16ALPHABET INCGOOG77,744$9.4M1.22%
17BARRICK GOLD CORP067901108524,672$8.9M1.15%
18VANGUARD INDEX FDS92290859535,198$8.1M1.05%
19ISHARES U S ETF TR46431W507145,519$7.2M0.94%
20TOTALENERGIES SETTE122,793$7.1M0.92%
21MASTERCARD INCORPORATEDMA17,759$7.0M0.91%
22BRISTOL-MYERS SQUIBB COCELG-RI102,459$6.6M0.85%
23VISA INCV27,274$6.5M0.84%
24ISHARES TR464288372135,593$6.4M0.83%
25ISHARES TR46428761422,558$6.2M0.81%
26AUTOMATIC DATA PROCESSING INADP27,567$6.1M0.79%
27WASTE MGMT INC DEL94106L10933,130$5.7M0.75%
28ISHARES TR464288240109,772$5.4M0.70%
29ROYAL GOLD INCRGLD46,674$5.4M0.70%
30VANGUARD SCOTTSDALE FDS92206C73025,384$5.1M0.67%
31ISHARES TR46428746569,419$5.0M0.65%
32WALMART INCWMT31,560$5.0M0.64%
33SPDR SER TR78468R739102,420$4.8M0.63%
34VANECK ETF TRUST92189H40985,460$4.4M0.57%
35ALPHABET INCGOOG34,769$4.2M0.54%
36ORACLE CORPORCL-PD34,308$4.1M0.53%
37WHEATON PRECIOUS METALS CORPWPM93,794$4.1M0.53%
38SCHWAB CHARLES CORPSCHW-PJ71,064$4.0M0.52%
39DANAHER CORPORATION23585110214,989$3.6M0.47%
40ABBVIE INCABBV26,459$3.6M0.46%
41ISHARES TR46428765518,292$3.4M0.45%
42ISHARES TR4642872006,830$3.0M0.40%
43AMAZON COM INCAMZN23,011$3.0M0.39%
44THOMSON REUTERS CORP.TMSOF22,047$3.0M0.39%
45COCA COLA COKO49,369$3.0M0.39%
46DBX ETF TR23305182091,066$2.6M0.34%
47BANK AMERICA CORP06050510491,114$2.6M0.34%
48ISHARES TR46434V80382,733$2.6M0.33%
49STARBUCKS CORPSBUX25,828$2.6M0.33%
50LILLY ELI & COLLY5,327$2.5M0.32%
51DOW INCDOW46,215$2.5M0.32%
52JOHNSON & JOHNSONJNJ14,383$2.4M0.31%
53NETAPP INCNTAP30,447$2.3M0.30%
54UBER TECHNOLOGIES INCUBER53,596$2.3M0.30%
55AMERICAN EXPRESS COAXP12,963$2.3M0.29%
56EATON CORP PLCETN11,027$2.2M0.29%
57COLGATE PALMOLIVE COCL28,625$2.2M0.29%
58CVS HEALTH CORPCVS31,857$2.2M0.29%
59NOVO-NORDISK A SNONOF13,582$2.2M0.29%
60SCHLUMBERGER LTDSLB42,602$2.1M0.27%
61CHUBB LIMITEDCB10,736$2.1M0.27%
62MEDTRONIC PLCMDT23,185$2.0M0.27%
63ACCENTURE PLC IRELANDACN6,405$2.0M0.26%
64ALCOA CORPAA57,071$1.9M0.25%
65TEXAS INSTRS INC88250810410,483$1.9M0.25%
66HOME DEPOT INCHD6,018$1.9M0.24%
67NOVANTA INCNOVTU10,124$1.9M0.24%
68ISHARES TR46428715018,612$1.8M0.24%
69MCKESSON CORPMCK4,124$1.8M0.23%
70JPMORGAN CHASE & COVYLD11,413$1.7M0.22%
71VANGUARD INDEX FDS9229083634,001$1.6M0.21%
72THERMO FISHER SCIENTIFIC INCTMO3,105$1.6M0.21%
73EXXON MOBIL CORPXOM14,669$1.6M0.20%
74DOLLAR TREE INCDLTR10,729$1.5M0.20%
75ISHARES TR4642875989,693$1.5M0.20%
76AVIDITY BIOSCIENCES INC05370A108136,908$1.5M0.20%
77PROCTER AND GAMBLE CO7427181099,923$1.5M0.20%
78KKR & CO INCKKRT26,663$1.5M0.19%
79META PLATFORMS INCMETA4,879$1.4M0.18%
80DOLLAR GEN CORP NEW2566771058,240$1.4M0.18%
81MICRON TECHNOLOGY INCMU21,081$1.3M0.17%
82HERSHEY COHSY5,108$1.3M0.17%
83SPDR INDEX SHS FDS78463X15224,565$1.3M0.16%
84GENERAL MLS INC37033410416,412$1.3M0.16%
85MCDONALDS CORPMCD4,122$1.2M0.16%
86UNITEDHEALTH GROUP INCUNH2,529$1.2M0.16%
87TEXTRON INCTXT17,277$1.2M0.15%
88CISCO SYS INCCSCO22,234$1.2M0.15%
89SALESFORCE INCCRM5,445$1.2M0.15%
90TESLA INCTSLA4,271$1.1M0.15%
91S&P GLOBAL INCSPGI2,748$1.1M0.14%
92CATERPILLAR INCCAT4,349$1.1M0.14%
93MERCK & CO INCMRK9,059$1.0M0.14%
94ALTRIA GROUP INCMO22,833$1.0M0.13%
95PEPSICO INCPEP5,579$1.0M0.13%
96ADVANCED MICRO DEVICES INCAMD8,780$1.0M0.13%
97NVE CORPNVT10,000$974,4000.13%
98ISHARES TR4642878049,562$952,8760.12%
99VERIZON COMMUNICATIONS INCVZ24,047$894,3080.12%
100VERTEX PHARMACEUTICALS INCVRTX2,481$873,0890.11%
101MONDELEZ INTL INC60920710511,920$869,4450.11%
102ISHARES TR4642875073,299$862,6260.11%
103INVESCO QQQ TRIVZ2,334$862,2260.11%
104KIMBERLY-CLARK CORPKMB6,234$860,6660.11%
105UMB FINL CORP90278810813,907$846,9390.11%
106COSTCO WHSL CORP NEW22160K1051,572$846,3330.11%
107APPLIED MATLS INC0382221055,854$846,1370.11%
108CME GROUP INCCME4,561$845,1080.11%
109LOWES COS INC5486611073,652$824,2560.11%
110LINDE PLCLIN2,150$819,3220.11%
111UNIVERSAL HLTH SVCS INC9139031005,125$808,5710.11%
112ING GROEP N.V.INGVF60,022$808,4960.11%
113CARDINAL HEALTH INCCAH8,354$790,0380.10%
114ISHARES TR46428730910,993$774,7870.10%
115VANGUARD INDEX FDS9229085383,653$751,6780.10%
116TJX COS INC NEW8725401098,790$745,3040.10%
117CORNING INCGLW21,081$738,6780.10%
118BAKER HUGHES COMPANYBKR23,288$736,1340.10%
119BROADCOM INCAVGO848$735,5810.10%
120VANGUARD INDEX FDS9229085125,277$730,2310.09%
121ISHARES TR46435G4257,392$720,4240.09%
122PROGRESSIVE CORP7433151035,359$709,3710.09%
123ELEVANCE HEALTH INCELV1,582$702,8670.09%
124UNION PAC CORPUNP3,430$701,8470.09%
125GLOBAL X FDS37954Y29316,872$701,3690.09%
126VANGUARD INDEX FDS9229087513,514$698,8990.09%
127ADOBE SYSTEMS INCORPORATEDADBE1,416$692,4100.09%
128QUALCOMM INCQCOM5,715$680,3140.09%
129LOCKHEED MARTIN CORPLMT1,475$679,0610.09%
130CHEVRON CORP NEWCVX4,299$676,3770.09%
131BLACKROCK INCBLK970$670,4060.09%
132SANOFISNYNF12,360$666,2040.09%
133VANGUARD INDEX FDS9229087692,965$653,1300.08%
134AMERICAN INTL GROUP INC02687478411,089$638,0610.08%
135ABBOTT LABSABLZF5,811$633,5150.08%
136CAMECO CORPCCJ20,000$626,6000.08%
137STRYKER CORPORATIONSYK2,046$624,2140.08%
138INTEL CORPINTC18,666$624,1910.08%
139U S PHYSICAL THERAPYUSPH5,000$606,9500.08%
140KURA ONCOLOGY INCKURA56,635$599,1980.08%
141TERADYNE INCTER5,381$599,0670.08%
142VANGUARD INTL EQUITY INDEX F92204285814,640$595,5550.08%
143GILEAD SCIENCES INCGILD7,680$591,8980.08%
144ILLINOIS TOOL WKS INC4523081092,340$585,3740.08%
145PROGRESS SOFTWARE CORP74331210010,000$581,0000.08%
146ISHARES TR4642874083,506$565,1320.07%
147NETFLIX INCNFLX1,254$552,3740.07%
148CONSOLIDATED EDISON INCED5,943$537,2470.07%
149DISNEY WALT CO2546871066,016$537,1080.07%
150PFIZER INCPFE14,609$535,8580.07%
151INTUITIVE SURGICAL INCISRG1,557$532,4010.07%
152COMCAST CORP NEWCCZ12,465$517,9210.07%
153ISHARES TR4642882575,366$514,8140.07%
154BROOKDALE SR LIVING INC112463104120,537$508,6660.07%
155SEMPRASREA3,448$501,9940.07%
156CONOCOPHILLIPSCOP4,802$497,5350.06%
157MORGAN STANLEYMS-PQ5,684$485,4140.06%
158MARRIOTT INTL INC NEW5719032022,636$484,2070.06%
159AIR PRODS & CHEMS INCAIIR1,570$470,2620.06%
160MARSH & MCLENNAN COS INC5717481022,499$470,0120.06%
161INTUITINTU998$457,2740.06%
162BCE INCBCPPF10,000$455,9000.06%
163NOVARTIS AGNVSEF4,446$448,6460.06%
164DEERE & CODE1,100$445,7090.06%
165ASML HOLDING N VASMLF611$442,8220.06%
166NIKE INCNKE4,007$442,2530.06%
167SCHWAB STRATEGIC TR8085242018,432$441,5980.06%
168TARGET CORPTGT3,307$436,1930.06%
169TAIWAN SEMICONDUCTOR MFG LTD8740391004,311$435,0660.06%
170SAP SESAPGF3,173$434,0980.06%
171TECK RESOURCES LTDTCKRF10,000$421,0000.05%
172RAYTHEON TECHNOLOGIES CORPRTX4,254$416,7220.05%
173SONY GROUP CORPORATIONSNEJF4,621$416,0750.05%
174COPA HOLDINGS SACPA3,761$415,8910.05%
175EOG RES INCEOG3,614$413,5860.05%
176GSK PLCGLAXF11,461$408,4700.05%
177KELLOGG COBEKE6,057$408,2420.05%
178TOYOTA MOTOR CORPTOYOF2,534$407,3410.05%
179MANNKIND CORPMNKD96,998$394,7820.05%
180ENBRIDGE INCENNPF10,502$390,1490.05%
181WELLS FARGO CO NEW9497461018,986$383,5360.05%
182GRAINGER W W INC384802104482$380,1000.05%
183AVADEL PHARMACEUTICALS PLC05337M10422,642$373,1400.05%
184TE CONNECTIVITY LTDTEL2,639$369,8820.05%
185CDW CORPCDW2,012$369,2020.05%
186NORTHROP GRUMMAN CORPNOC806$367,3750.05%
187ANALOG DEVICES INCADI1,884$367,0220.05%
188SPDR DOW JONES INDL AVERAGE78467X1091,052$361,7300.05%
189MOODYS CORPMCO1,036$360,2380.05%
190ISHARES TR4642876064,799$359,9250.05%
191VANGUARD WHITEHALL FDS9219464063,375$357,9860.05%
192ISHARES TR4642874994,739$346,0890.04%
193STMICROELECTRONICS N VSTMEF6,918$345,8310.04%
194ISHARES TR46435G5164,676$341,0210.04%
195LAM RESEARCH CORPLRCX513$329,7870.04%
196ASTRAZENECA PLCAZN4,607$329,7230.04%
197CORTEVA INCCTVA5,555$318,3020.04%
198GENERAL ELECTRIC CO3696043012,882$316,5880.04%
199FEDEX CORPFDX1,269$314,5850.04%
200CADENCE DESIGN SYSTEM INCCDNS1,315$308,3940.04%
201EDWARDS LIFESCIENCES CORPEW3,262$307,7040.04%
202NEXTERA ENERGY INCNEE-PW4,134$306,7430.04%
2033M COMMM3,052$305,4750.04%
204PHILIP MORRIS INTL INC7181721093,126$305,1600.04%
205ISHARES TR4642888776,204$303,6240.04%
206LEGGETT & PLATT INCLEG10,133$300,1390.04%
207ICICI BANK LIMITEDIBN12,885$297,3860.04%
208PENN ENTERTAINMENT INCPENN12,155$292,0850.04%
209SHERWIN WILLIAMS COSHW1,089$289,1510.04%
210DIAGEO PLCDGEAF1,627$282,2520.04%
211BLOCK INCBSQKZ4,239$282,1900.04%
212AT&T INCT-PC17,514$279,3480.04%
213UNILEVER PLCUNLYF5,269$274,6730.04%
214CHIPOTLE MEXICAN GRILL INCCMG128$273,7920.04%
215AON PLCAON783$270,2920.04%
216HCA HEALTHCARE INCHCA888$269,4900.04%
217INVITATION HOMES INCINVH7,820$269,0080.03%
218EMERSON ELEC COEMR2,942$265,9270.03%
219DUPONT DE NEMOURS INCDD3,710$265,0420.03%
220KROGER COKR5,454$256,3380.03%
221BOEING COBA-PA1,205$254,4480.03%
222JANUS DETROIT STR TR47103U8455,070$252,7400.03%
223VANGUARD TAX-MANAGED FDS9219438585,443$251,3580.03%
224GENERAL DYNAMICS CORPGD1,163$250,2190.03%
225BECTON DICKINSON & COBDX945$249,4890.03%
226AMERIPRISE FINL INC03076C106746$247,7910.03%
227GOLDMAN SACHS GROUP INCGSCE758$244,4850.03%
228HONEYWELL INTL INC4385161061,168$242,3600.03%
229BOSTON SCIENTIFIC CORPBSX4,442$240,2680.03%
230INTERPUBLIC GROUP COS INCINTR6,041$233,0620.03%
231MITSUBISHI UFJ FINL GROUP IN60682210430,842$227,3060.03%
232OCCIDENTAL PETE CORP6745991053,856$226,7330.03%
233DBX ETF TR2330512835,212$226,4970.03%
234DIAMONDBACK ENERGY INCFANG1,715$225,2820.03%
235CINTAS CORPCTAS450$223,6860.03%
236EBAY INC.EBAY4,904$219,1600.03%
237DBX ETF TR2330511505,315$216,0550.03%
238BOOKING HOLDINGS INCBKNG80$216,0260.03%
239SELECT SECTOR SPDR TR81369Y5062,656$215,5880.03%
240CUMMINS INCCMI873$214,0250.03%
241INTERCONTINENTAL EXCHANGE IN45866F1041,874$211,9120.03%
242TARGA RES CORPTRGP2,764$210,3400.03%
243ISHARES TR46434V4641,334$208,6260.03%
244TAKEDA PHARMACEUTICAL CO LTDTKPHF13,218$207,6550.03%
245HONDA MOTOR LTDHNDAF6,807$206,3200.03%
246ISHARES TR46435U6635,715$202,9970.03%
247PHILLIPS 66PSX2,113$201,5380.03%
248BHP GROUP LTDBHPLF3,372$201,2070.03%
249TELUS CORPORATIONTU10,000$194,6000.03%
250LISTED FD TR53656F41710,563$109,6440.01%
251PITNEY BOWES INCPBI-PB20,000$70,8000.01%
252ENERGOUS CORPWATT19,100$4,5840.00%