Bill Andrakakos

@Aaron Wealth Advisors Llc

Latest period2024 - Q4

Reported4d 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
WECWec Energy Group Inc Recent Activity New Position	0.03%	$256,823 2,731 shares@ $94.04 avg price	New Position
BBYBest Buy Inc Recent Activity New Position	0.03%	$253,024 2,949 shares@ $85.8 avg price	New Position
AYIAcuity Brands Inc Recent Activity New Position	0.03%	$245,973 842 shares@ $292.13 avg price	New Position
EAElectronic Arts Inc Recent Activity New Position	0.03%	$245,784 1,680 shares@ $146.3 avg price	New Position
WSMWilliams Sonoma Inc Recent Activity New Position	0.03%	$244,252 1,319 shares@ $185.18 avg price	New Position
CLXClorox Co Del Recent Activity New Position	0.03%	$241,504 1,487 shares@ $162.42 avg price	New Position
AVBAvalonbay Cmntys Inc Recent Activity New Position	0.03%	$240,207 1,092 shares@ $219.97 avg price	New Position
STTState Str Corp Recent Activity New Position	0.03%	$237,523 2,420 shares@ $98.15 avg price	New Position
FOXAFox Corp Recent Activity New Position	0.03%	$236,633 4,871 shares@ $48.58 avg price	New Position
MTBM & T Bk Corp Recent Activity New Position	0.03%	$236,329 1,257 shares@ $188.02 avg price	New Position