test

Bill Andrakakos

@Aaron Wealth Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$861.256MTotal holdings449
Assets growth rate2.59%Assets growth rate (2-Q avg)9.56%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Aaron Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 449 positions.

Assets under management

The assets under management (AUM) of Aaron Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 861.256M in assets, with a quarterly growth rate of 2.59% and a 2-quarter average growth rate of 9.56%. The portfolio is managed by Bill Andrakakos, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
New Position
0.11%
$926,699
904 shares@ $1025.11 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.11%
$888,440
8,038 shares@ $110.53 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.08%
$634,613
8,786 shares@ $72.24 avg price
EZUIshares Inc
Recent Activity
New Position
0.06%
$473,369
10,029 shares@ $47.21 avg price
TWLOTwilio Inc
Recent Activity
New Position
0.05%
$392,979
3,636 shares@ $108.09 avg price
APPApplovin Corp
Recent Activity
New Position
0.05%
$382,443
1,181 shares@ $323.83 avg price
EXPEExpedia Group Inc
Recent Activity
New Position
0.05%
$362,226
1,944 shares@ $186.34 avg price
OTISOtis Worldwide Corp
Recent Activity
New Position
0.04%
$331,914
3,584 shares@ $92.61 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.04%
$322,072
2,916 shares@ $110.45 avg price
JAZZJazz Pharmaceuticals Plc
Recent Activity
New Position
0.04%
$300,732
2,442 shares@ $123.15 avg price