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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
GOOGLAlphabet Inc
Recent Activity
Increased 9.58%
0.8%
$6.867M
36,276 shares@ $189.31 avg price
METAMeta Platforms Inc
Recent Activity
Increased 7.06%
0.8%
$6.806M
11,624 shares@ $585.51 avg price
WMTWalmart Inc
Recent Activity
Increased 3.78%
0.69%
$5.909M
65,403 shares@ $90.35 avg price
GOOGAlphabet Inc
Recent Activity
Increased 6.18%
0.67%
$5.717M
30,020 shares@ $190.45 avg price
EFAIshares Tr
Recent Activity
Increased 0.19%
0.66%
$5.667M
74,954 shares@ $75.62 avg price
TSLATesla Inc
Recent Activity
Increased 24.98%
0.63%
$5.415M
13,410 shares@ $403.84 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 2.51%
0.6%
$5.113M
90,400 shares@ $56.56 avg price
VVisa Inc
Recent Activity
Increased 4.18%
0.59%
$5.057M
16,001 shares@ $316.04 avg price
VOOVanguard Index Fds
Recent Activity
Increased 13.66%
0.59%
$5.054M
9,380 shares@ $538.82 avg price
AVGOBroadcom Inc
Recent Activity
Increased 10.72%
0.58%
$4.951M
21,354 shares@ $231.84 avg price