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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
SHMSpdr Ser Tr
Recent Activity
Exited
0%
$4.93M
102,420 shares@ $48.15 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$774,800
816 shares@ $949.51 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$745,363
1,942 shares@ $383.82 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$654,441
802 shares@ $816.02 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$429,520
826 shares@ $520.0 avg price
CAGConagra Brands Inc
Recent Activity
Exited
0%
$341,688
10,507 shares@ $32.53 avg price
CNCCentene Corp Del
Recent Activity
Exited
0%
$307,594
4,086 shares@ $75.28 avg price
BAXBaxter Intl Inc
Recent Activity
Exited
0%
$307,367
8,095 shares@ $37.97 avg price
CSXCsx Corp
Recent Activity
Exited
0%
$283,629
8,214 shares@ $34.53 avg price
BGBunge Global Sa
Recent Activity
Exited
0%
$280,063
2,898 shares@ $96.65 avg price