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
CARRCarrier Global Corporation Recent Activity Exited	0%	$272,620 3,387 shares@ $80.5 avg price	Exited
DKSDicks Sporting Goods Inc Recent Activity Exited	0%	$270,475 1,296 shares@ $208.7 avg price	Exited
LDOSLeidos Holdings Inc Recent Activity Exited	0%	$266,733 1,636 shares@ $163.04 avg price	Exited
ODFLOld Dominion Freight Line In Recent Activity Exited	0%	$266,363 1,341 shares@ $198.64 avg price	Exited
SWKStanley Black & Decker Inc Recent Activity Exited	0%	$257,043 2,334 shares@ $110.13 avg price	Exited
FCNFti Consulting Inc Recent Activity Exited	0%	$250,771 1,102 shares@ $227.56 avg price	Exited
IQVIqvia Hldgs Inc Recent Activity Exited	0%	$237,681 1,003 shares@ $236.98 avg price	Exited
XYLXylem Inc Recent Activity Exited	0%	$237,653 1,760 shares@ $135.04 avg price	Exited
UHSUniversal Hlth Svcs Inc Recent Activity Exited	0%	$234,048 1,022 shares@ $229.01 avg price	Exited
HIIHuntington Ingalls Inds Inc Recent Activity Exited	0%	$233,712 884 shares@ $264.39 avg price	Exited