Aaron Wealth Advisors portfolio

What changed this quarter

694 positions with a change (82 new, 283 added to, 245 trimmed, 84 sold); also, 1 entered through an IPO. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• Berkshire Hathaway+540%more sharesIncreased
  0.2% → 1.2%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• iShares Core Msci Eafe ETFIEFA8.1%
• NVIDIANVDA7.4%
• Vanguard Russell 1000 Value ETFVONV4.9%
• Vanguard Russell 1000 Growth ETFVONG4.9%
• AmgenAMGN3.5%
• AppleAAPL3.4%
• MBX BiosciencesMBX3.4%
• IsharesIEMG3.1%
• Flexshares TrGUNR3.0%
• AlphabetGOOGL · GOOG2.4%
• MicrosoftMSFT2.3%
• Berkshire HathawayBRK/A · BRK/B1.8%
• Vanguard Index FundsVBR1.7%
• Vanguard Index FundsVBK1.6%
• Amazon.comAMZN1.5%
• First Trust Low Duration OPP ETFLMBS1.5%
• Taiwan Semiconductor ManufacturingTSM1.5%
• State Str Spdr S&P 500 ETF TSPY1.2%
• BroadcomAVGO0.8%
• Micron TechnologyMU0.8%
• Meta PlatformsMETA0.7%
• Eli LillyLLY0.7%
• ProShares GLB Infrastructure ETFTOLZ0.6%
• JPMorgan ChaseJPM0.6%
• Freeport-McMoRanFCX0.5%
• Johnson & JohnsonJNJ0.5%
• Advanced Micro DevicesAMD0.5%
• VisaV0.5%
• TeslaTSLA0.5%
• ASML HoldingASML0.4%
• Exxon MobilXOM0.4%
• CaterpillarCAT0.4%
• WalmartWMT0.4%
• Applied MaterialsAMAT0.4%
• iShares Msci Eafe ETFEFA0.3%
• iShares Short-term National ETFSUB0.3%
• Lam ResearchLRCX0.3%
• Cisco SystemsCSCO0.3%
• Bristol-myers SquibbBMY0.3%
• MastercardMA0.3%
• iShares Russell 1000 Value E ETFIWD0.3%
• Vanguard Russell 1000 ETFVONE0.3%
• AbbVieABBV0.3%
• Vanguard S&P 500 ETFVOO0.3%
• Palantir TechnologiesPLTR0.3%
• KLAKLAC0.2%
• iShares Russell 1000 Growth ETFIWF0.2%
• Costco WholesaleCOST0.2%
• IntelINTC0.2%
• Bank of AmericaBAC0.2%
• HSBC HoldingsHSBC0.2%
• iShares Core S&P 500 ETFIVV0.2%
• Morgan StanleyMS0.2%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.2%
• UnitedHealth GroupUNH0.2%
• Goldman Sachs GroupGS0.2%
• GE AerospaceGE0.2%
• ChevronCVX0.2%
• GE VernovaGEV0.2%
• CitigroupC0.2%
• EatonETN0.2%
• RTXRTX0.2%
• Palo Alto NetworksPANW0.2%
• Coca-ColaKO0.2%
• LindeLIN0.2%
• Philip Morris InternationalPM0.2%
• ShellSHEL0.2%
• NovartisNVS0.2%
• Procter & GamblePG0.2%
• ING GroepING0.2%
• Mitsubishi UFJ Financial GroupMUFG0.2%
• UBER TechnologiesUBER0.2%
• MerckMRK0.2%
• Arista NetworksANET0.2%
• Waste ManagementWM0.2%
• CrowdStrike HoldingsCRWD0.2%
• 10x GenomicsTXG0.2%
• NetflixNFLX0.2%
• SAPSAP0.2%
• SandiskSNDK0.2%
• BHP GroupBHP0.1%
• iShares Msci Acwi EX US ETFACWX0.1%
• Texas InstrumentsTXN0.1%
• Alibaba Group HoldingBABA0.1%
• McKESSONMCK0.1%
• Gilead SciencesGILD0.1%
• OracleORCL0.1%
• Banco SantanderSAN0.1%
• QualcommQCOM0.1%
• Wells FargoWFC0.1%
• Automatic Data ProcessingADP0.1%
• Dell TechnologiesDELL0.1%
• DeereDE0.1%
• Monster BeverageMNST0.1%
• Thermo Fisher ScientificTMO0.1%
• Analog DevicesADI0.1%
• Sumitomo Mitsui Financial GroupSMFG0.1%
• Vertex PharmaceuticalsVRTX0.1%