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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 14.74%
1.85%
$15.863M
27,067 shares@ $586.08 avg price
VBKVanguard Index Fds
Recent Activity
Increased 8.78%
1.81%
$15.534M
55,466 shares@ $280.07 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -5.84%
1.44%
$12.327M
253,270 shares@ $48.68 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Increased 0.27%
1.41%
$12.07M
316,973 shares@ $38.08 avg price
SUBIshares Tr
Recent Activity
Increased 966.3%
1.38%
$11.832M
112,174 shares@ $105.49 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 8.5%
1.3%
$11.141M
50,783 shares@ $219.39 avg price
IWFIshares Tr
Recent Activity
Increased 8.68%
1.08%
$9.231M
22,987 shares@ $401.59 avg price
TOLZProshares Tr
Recent Activity
Increased 10.56%
0.94%
$8.025M
163,384 shares@ $49.12 avg price
VONEVanguard Scottsdale Fds
Recent Activity
Increased 1.35%
0.9%
$7.684M
28,810 shares@ $266.72 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 6.17%
0.88%
$7.577M
16,715 shares@ $453.28 avg price