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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
ORCLOracle Corp
Recent Activity
Decreased -5.42%
0.32%
$2.722M
16,335 shares@ $166.64 avg price
DHRDanaher Corporation
Recent Activity
Decreased -8.52%
0.32%
$2.711M
11,808 shares@ $229.55 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -2.88%
0.3%
$2.57M
42,605 shares@ $60.33 avg price
ITOTIshares Tr
Recent Activity
Decreased -8.81%
0.29%
$2.489M
19,349 shares@ $128.63 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -0.83%
0.26%
$2.208M
6,652 shares@ $331.89 avg price
TGTTarget Corp
Recent Activity
Decreased -6.62%
0.23%
$1.895M
14,020 shares@ $135.19 avg price
PGRProgressive Corp
Recent Activity
Decreased -1.2%
0.19%
$1.616M
6,746 shares@ $239.61 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -2%
0.17%
$1.402M
14,098 shares@ $99.48 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -4.21%
0.16%
$1.308M
8,044 shares@ $162.64 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -0.24%
0.15%
$1.269M
2,431 shares@ $521.96 avg price