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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 Q4 2023 · Filed October 19, 2023 · Accession 0001172661-23-003451

Total Value
$775.3M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT274,209$86.6M11.17%
2AMGEN INCAMGN249,378$67.0M8.64%
3ISHARES TR46432F842940,425$60.5M7.81%
4VANGUARD SCOTTSDALE FDS92206C714689,518$46.0M5.93%
5INTERNATIONAL BUSINESS MACHSINTR307,827$43.2M5.57%
6VANGUARD SCOTTSDALE FDS92206C680595,973$40.8M5.26%
7APPLE INCAAPL232,713$39.8M5.14%
8ISHARES INC46434G103439,302$20.9M2.70%
9FLEXSHARES TRFLEX446,383$18.1M2.33%
10PROSHARES TR74347B508292,214$12.1M1.56%
11VANGUARD INDEX FDS92290861174,405$11.9M1.53%
12FREEPORT-MCMORAN INCFCX279,168$10.4M1.34%
13BERKSHIRE HATHAWAY INC DELBRK-A29,393$10.3M1.33%
14SPDR S&P 500 ETF TRSPY24,011$10.3M1.32%
15FIRST TR EXCHANGE-TRADED FD33739Q200181,892$8.6M1.11%
16VANGUARD INDEX FDS92290859537,960$8.1M1.05%
17BRISTOL-MYERS SQUIBB COCELG-RI134,081$7.8M1.00%
18SCHWAB CHARLES CORPSCHW-PJ140,151$7.7M0.99%
19MASTERCARD INCORPORATEDMA17,802$7.0M0.91%
20AUTOMATIC DATA PROCESSING INADP27,912$6.7M0.87%
21VISA INCV27,409$6.3M0.81%
22ISHARES TR464288372136,669$5.9M0.76%
23ISHARES TR46428761421,117$5.6M0.72%
24WALMART INCWMT31,635$5.1M0.65%
25WASTE MGMT INC DEL94106L10933,044$5.0M0.65%
26ROYAL GOLD INCRGLD46,953$5.0M0.64%
27VANGUARD SCOTTSDALE FDS92206C73024,545$4.8M0.62%
28ISHARES TR464288240101,620$4.8M0.62%
29ISHARES TR46428746569,274$4.8M0.62%
30SPDR SER TR78468R739102,420$4.7M0.61%
31VANECK ETF TRUST92189H40985,460$4.2M0.54%
32ABBVIE INCABBV26,870$4.0M0.52%
33BARRICK GOLD CORP067901108263,863$3.8M0.50%
34WHEATON PRECIOUS METALS CORPWPM93,794$3.8M0.49%
35ORACLE CORPORCL-PD34,206$3.6M0.47%
36ELEVANCE HEALTH INCELV8,117$3.5M0.46%
37VANGUARD INDEX FDS92290873612,838$3.5M0.45%
38DANAHER CORPORATION23585110213,494$3.3M0.43%
39ISHARES TR46428765518,467$3.3M0.42%
40ELI LILLY & COLLY6,012$3.2M0.42%
41AMAZON COM INCAMZN23,168$2.9M0.38%
42ISHARES TR4642872006,770$2.9M0.38%
43NVIDIA CORPORATIONNVDA6,396$2.8M0.36%
44THOMSON REUTERS CORP.TMSOF21,878$2.7M0.35%
45PUBLIC STORAGEPSA-PS9,707$2.6M0.33%
46DBX ETF TR23305182088,623$2.5M0.33%
47SCHLUMBERGER LTDSLB42,719$2.5M0.32%
48ISHARES TR46434V80382,717$2.5M0.32%
49UBER TECHNOLOGIES INCUBER53,585$2.5M0.32%
50SCHWAB STRATEGIC TR80852479734,817$2.5M0.32%
51NOVO-NORDISK A SNONOF26,782$2.4M0.31%
52EATON CORP PLCETN11,098$2.4M0.31%
53ALPHABET INCGOOG17,838$2.4M0.30%
54STARBUCKS CORPSBUX25,169$2.3M0.30%
55NETAPP INCNTAP30,240$2.3M0.30%
56JOHNSON & JOHNSONJNJ14,434$2.2M0.29%
57CHUBB LIMITEDCB10,747$2.2M0.29%
58ISHARES TR4642875078,212$2.0M0.26%
59ACCENTURE PLC IRELANDACN6,453$2.0M0.26%
60ALPHABET INCGOOG14,599$1.9M0.25%
61ISHARES TR46428780419,338$1.8M0.24%
62HOME DEPOT INCHD5,994$1.8M0.23%
63EXXON MOBIL CORPXOM15,108$1.8M0.23%
64MCKESSON CORPMCK4,040$1.8M0.23%
65ISHARES TR46428715018,612$1.8M0.23%
66VANGUARD TAX-MANAGED FDS92194385839,567$1.7M0.22%
67JPMORGAN CHASE & COVYLD11,628$1.7M0.22%
68KKR & CO INCKKRT26,861$1.7M0.21%
69TEXAS INSTRS INC88250810410,092$1.6M0.21%
70VANGUARD INDEX FDS9229083634,001$1.6M0.20%
71META PLATFORMS INCMETA5,183$1.6M0.20%
72ISHARES TR4642875989,693$1.5M0.19%
73PROCTER AND GAMBLE CO7427181099,961$1.5M0.19%
74NOVANTA INCNOVTU10,065$1.4M0.19%
75MICRON TECHNOLOGY INCMU20,658$1.4M0.18%
76TEXTRON INCTXT17,347$1.4M0.17%
77SPDR INDEX SHS FDS78463X15224,565$1.3M0.17%
78COCA COLA COKO22,619$1.3M0.16%
79TESLA INCTSLA5,008$1.3M0.16%
80CISCO SYS INCCSCO22,759$1.2M0.16%
81CATERPILLAR INCCAT4,452$1.2M0.16%
82UNITEDHEALTH GROUP INCUNH2,388$1.2M0.16%
83MCDONALDS CORPMCD4,108$1.1M0.14%
84VANGUARD INTL EQUITY INDEX F92204285827,448$1.1M0.14%
85HERSHEY COHSY5,210$1.0M0.13%
86GENERAL MLS INC37033410416,045$1.0M0.13%
87S&P GLOBAL INCSPGI2,745$1.0M0.13%
88SALESFORCE INCCRM4,899$993,4190.13%
89CME GROUP INCCME4,769$954,8490.12%
90PEPSICO INCPEP5,427$919,5510.12%
91PFIZER INCPFE27,655$917,3160.12%
92COSTCO WHSL CORP NEW22160K1051,613$911,2800.12%
93MORGAN STANLEY ETF TRUSTMS-PQ18,176$908,9820.12%
94DOLLAR GEN CORP NEW2566771058,267$874,6490.11%
95VERTEX PHARMACEUTICALS INCVRTX2,496$867,9590.11%
96AVIDITY BIOSCIENCES INC05370A108133,414$851,1810.11%
97APPLIED MATLS INC0382221056,043$836,6530.11%
98INVESCO QQQ TRIVZ2,334$836,2020.11%
99ADVANCED MICRO DEVICES INCAMD8,063$829,0380.11%
100BAKER HUGHES COMPANYBKR23,388$826,0640.11%
101NVE CORPNVT9,984$820,0860.11%
102MONDELEZ INTL INC60920710511,809$819,5450.11%
103ING GROEP N.V.INGVF61,343$808,5010.10%
104LINDE PLCLIN2,155$802,4140.10%
105CHEVRON CORP NEWCVX4,736$798,5020.10%
106MERCK & CO INCMRK7,703$793,0290.10%
107CAMECO CORPCCJ20,000$792,8000.10%
108TJX COS INC NEW8725401098,790$781,2550.10%
109KIMBERLY-CLARK CORPKMB6,325$764,3760.10%
110VERIZON COMMUNICATIONS INCVZ23,476$760,8570.10%
111LOWES COS INC5486611073,659$760,4870.10%
112PROGRESSIVE CORP7433151035,430$756,3990.10%
113ISHARES TR46428730910,993$752,1410.10%
114ADOBE INCADBE1,435$731,7070.09%
115BROADCOM INCAVGO867$720,1130.09%
116CARDINAL HEALTH INCCAH8,272$718,1750.09%
117GLOBAL X FDS37954Y29316,872$715,0990.09%
118INTEL CORPINTC20,077$713,7370.09%
119CVS HEALTH CORPCVS10,080$703,7860.09%
120BANK AMERICA CORP06050510425,528$698,9570.09%
121VANGUARD INDEX FDS9229087513,686$696,9680.09%
122ISHARES TR46435G4257,392$694,1830.09%
123UNION PAC CORPUNP3,397$691,7310.09%
124VANGUARD INDEX FDS9229085125,277$691,0760.09%
125SANOFISNYNF12,543$672,8070.09%
126VANGUARD INDEX FDS9229085383,434$668,8400.09%
127AMERICAN INTL GROUP INC02687478411,013$667,3880.09%
128VANGUARD INDEX FDS9229087693,016$640,6290.08%
129CORNING INCGLW20,867$635,8170.08%
130BLACKROCK INCBLK982$634,8530.08%
131THERMO FISHER SCIENTIFIC INCTMO1,242$628,6630.08%
132COLGATE PALMOLIVE COCL8,347$593,5550.08%
133QUALCOMM INCQCOM5,324$591,2830.08%
134CONOCOPHILLIPSCOP4,919$589,2960.08%
135LOCKHEED MARTIN CORPLMT1,373$561,5020.07%
136CONSOLIDATED EDISON INCED6,454$552,0110.07%
137COMCAST CORP NEWCCZ12,320$546,2690.07%
138ISHARES TR4642874083,506$539,3630.07%
139ILLINOIS TOOL WKS INC4523081092,339$538,6950.07%
140GILEAD SCIENCES INCGILD7,183$538,2940.07%
141STRYKER CORPORATIONSYK1,965$536,9760.07%
142TERADYNE INCTER5,328$535,2510.07%
143ABBOTT LABSABLZF5,496$532,2880.07%
144DISNEY WALT CO2546871066,546$530,5530.07%
145PROGRESS SOFTWARE CORP74331210010,000$525,8000.07%
146FIRST TR EXCHNG TRADED FD VI33740F80512,213$513,6180.07%
147MARRIOTT INTL INC NEW5719032022,564$503,9800.07%
148TOYOTA MOTOR CORPTOYOF2,789$501,3230.06%
149BROOKDALE SR LIVING INC112463104120,537$499,0230.06%
150ISHARES TR4642882575,366$495,6570.06%
151NOVARTIS AGNVSEF4,854$494,4280.06%
152INTUITINTU940$480,2840.06%
153KURA ONCOLOGY INCKURA52,196$476,0280.06%
154SAP SESAPGF3,607$466,4570.06%
155EOG RES INCEOG3,673$465,5890.06%
156U S PHYSICAL THERAPYUSPH5,000$458,6500.06%
157SEMPRASREA6,718$457,0260.06%
158MORGAN STANLEYMS-PQ5,530$451,6350.06%
159INTUITIVE SURGICAL INCISRG1,537$449,2500.06%
160MARSH & MCLENNAN COS INC5717481022,356$448,3470.06%
161AIR PRODS & CHEMS INCAIIR1,570$444,9380.06%
162GSK PLCGLAXF12,098$438,5530.06%
163NETFLIX INCNFLX1,141$430,8420.06%
164DEERE & CODE1,138$429,4580.06%
165AMERICAN EXPRESS COAXP2,863$427,1310.06%
166TARGET CORPTGT3,796$419,7240.05%
167SCHWAB STRATEGIC TR8085242018,278$418,8460.05%
168ASML HOLDING N VASMLF690$406,1750.05%
169SONY GROUP CORPSNEJF4,878$401,9960.05%
170MANNKIND CORPMNKD96,998$400,6020.05%
171NORTHROP GRUMMAN CORPNOC882$388,2480.05%
172VERALTO CORPVLTO4,487$381,9330.05%
173ISHARES TR46435G5165,425$375,0300.05%
174DOW INCDOW7,261$374,3770.05%
175WELLS FARGO CO NEW9497461019,122$372,7070.05%
176TAIWAN SEMICONDUCTOR MFG LTD8740391004,219$366,6310.05%
177NIKE INCNKE3,744$358,0010.05%
178KELLANOVABEKE5,947$353,9060.05%
179SPDR DOW JONES INDL AVERAGE78467X1091,052$352,3670.05%
180ISHARES TR4642876064,799$346,6800.04%
181VANGUARD WHITEHALL FDS9219464063,341$345,1920.04%
182FEDEX CORPFDX1,272$336,9780.04%
183VANGUARD SPECIALIZED FUNDS9219088442,124$330,0230.04%
184MOODYS CORPMCO1,039$328,5010.04%
185TE CONNECTIVITY LTDTEL2,617$323,2780.04%
1863M COMMM3,452$323,1760.04%
187STMICROELECTRONICS N VSTMEF7,429$320,6360.04%
188PHILIP MORRIS INTL INC7181721093,463$320,6050.04%
189BOOKING HOLDINGS INCBKNG102$314,5630.04%
190ISHARES TR4642874994,541$314,4640.04%
191ICICI BANK LIMITEDIBN13,592$314,2470.04%
192ANALOG DEVICES INCADI1,776$310,9600.04%
193LAM RESEARCH CORPLRCX491$307,7440.04%
194GENERAL ELECTRIC CO3696043012,772$306,4450.04%
195GRAINGER W W INC384802104441$305,1010.04%
196BECTON DICKINSON & COBDX1,169$302,2220.04%
197ENBRIDGE INCENNPF9,000$301,8600.04%
198PENN ENTERTAINMENT INCPENN12,957$297,3630.04%
199CORTEVA INCCTVA5,726$292,9420.04%
200ISHARES TR4642888775,968$292,0140.04%
201CDW CORPCDW1,434$289,3240.04%
202SHERWIN WILLIAMS COSHW1,125$286,9310.04%
203TAKEDA PHARMACEUTICAL CO LTDTKPHF18,403$284,6940.04%
204EMERSON ELEC COEMR2,938$283,7230.04%
205GENERAL DYNAMICS CORPGD1,267$279,9690.04%
206DUPONT DE NEMOURS INCDD3,707$276,5050.04%
207MITSUBISHI UFJ FINL GROUP IN60682210432,542$276,2820.04%
208AT&T INCT-PC18,145$272,5380.04%
209PHILLIPS 66PSX2,258$271,2990.03%
210UNILEVER PLCUNLYF5,455$269,4770.03%
211RTX CORPORATIONRTX3,739$269,0960.03%
212DIAMONDBACK ENERGY INCFANG1,727$267,4780.03%
213CADENCE DESIGN SYSTEM INCCDNS1,127$264,0560.03%
214JANUS DETROIT STR TR47103U8455,190$261,2130.03%
215ASTRAZENECA PLCAZN3,813$258,2160.03%
216GOLDMAN SACHS GROUP INCGSCE796$257,5620.03%
217OCCIDENTAL PETE CORP6745991053,954$256,5360.03%
218NEXTERA ENERGY INCNEE-PW4,418$253,1070.03%
219INVITATION HOMES INCINVH7,949$251,9040.03%
220AON PLCAON773$250,6220.03%
221KROGER COKR5,435$243,2160.03%
222SELECT SECTOR SPDR TR81369Y5062,656$240,0760.03%
223COPA HOLDINGS SACPA2,678$238,6630.03%
224TARGA RES CORPTRGP2,761$236,6730.03%
225SPDR SER TR78464A8544,669$234,6640.03%
226AVADEL PHARMACEUTICALS PLC05337M10422,642$233,2130.03%
227HONDA MOTOR LTDHNDAF6,851$230,4680.03%
228NATIONAL GRID PLCNMPWP3,801$230,4550.03%
229CHIPOTLE MEXICAN GRILL INCCMG124$227,1470.03%
230MARATHON PETE CORPMARA1,492$225,7990.03%
231THE CIGNA GROUP125523100784$224,2790.03%
232DBX ETF TR2330512835,212$224,2210.03%
233BHP GROUP LTDBHPLF3,894$221,4910.03%
234ORIX CORPORXCF2,346$220,2420.03%
235BOSTON SCIENTIFIC CORPBSX4,169$220,1230.03%
236SHELL PLCRYDAF3,409$219,4710.03%
237CHENIERE ENERGY INCLNG1,317$218,5690.03%
238AIRBNB INCABNB1,582$217,0660.03%
239HUMANA INCHUM438$213,0960.03%
240MEDTRONIC PLCMDT2,716$212,8260.03%
241ZOETIS INCZTS1,212$210,8640.03%
242DBX ETF TR2330511505,315$210,7930.03%
243PAYCHEX INCPAYX1,816$209,4390.03%
244CUMMINS INCCMI915$209,0410.03%
245EBAY INC.EBAY4,732$208,6340.03%
246HALLIBURTON COHAL5,137$208,0490.03%
247INTERCONTINENTAL EXCHANGE IN45866F1041,872$205,9570.03%
248BOEING COBA-PA1,051$201,4560.03%
249AFLAC INCAFL2,615$200,7010.03%
250AUTOZONE INCAZO79$200,6590.03%
251HCA HEALTHCARE INCHCA815$200,4740.03%
252ISHARES TR46434V4641,334$200,4310.03%
253NOMURA HLDGS INCNRSCF48,583$195,3040.03%
254PORTILLOS INC73642K10610,000$153,9000.02%
255WW INTL INC98262P10111,627$128,7110.02%
256LISTED FD TR53656F41710,563$100,1370.01%
257PITNEY BOWES INCPBI-PB20,000$60,4000.01%
258PELOTON INTERACTIVE INCPTON11,352$57,3280.01%