Bill Andrakakos

@Aaron Wealth Advisors Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$861.256M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SNASnap On Inc Recent Activity New Position	0.04%	$291,953 860 shares@ $339.49 avg price	New Position
TSNTyson Foods Inc Recent Activity New Position	0.04%	$290,934 5,065 shares@ $57.45 avg price	New Position
GENGen Digital Inc Recent Activity New Position	0.04%	$280,316 10,238 shares@ $27.38 avg price	New Position
CPRTCopart Inc Recent Activity New Position	0.04%	$277,940 4,843 shares@ $57.4 avg price	New Position
JJacobs Solutions Inc Recent Activity New Position	0.04%	$277,529 2,077 shares@ $133.63 avg price	New Position
WMBWilliams Cos Inc Recent Activity New Position	0.04%	$275,146 5,084 shares@ $54.12 avg price	New Position
DGROIshares Tr Recent Activity New Position	0.04%	$274,374 4,473 shares@ $61.35 avg price	New Position
BYDBoyd Gaming Corp Recent Activity New Position	0.04%	$265,351 3,658 shares@ $72.54 avg price	New Position
CVLCMorgan Stanley Etf Trust Recent Activity New Position	0.03%	$257,941 3,517 shares@ $73.35 avg price	New Position
ZIONZions Bancorporation N A Recent Activity New Position	0.03%	$257,199 4,741 shares@ $54.25 avg price	New Position