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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
ACWXIshares Tr
Recent Activity
Decreased -0.26%
0.54%
$4.598M
88,158 shares@ $52.16 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.81%
0.53%
$4.548M
18,973 shares@ $239.72 avg price
IVVIshares Tr
Recent Activity
Increased 0.31%
0.5%
$4.3M
7,304 shares@ $588.67 avg price
IWMIshares Tr
Recent Activity
Decreased -0.45%
0.47%
$4.001M
18,107 shares@ $220.97 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -5.27%
0.46%
$3.952M
5,119 shares@ $772.0 avg price
IWDIshares Tr
Recent Activity
Increased 23.47%
0.45%
$3.828M
20,677 shares@ $185.13 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.31%
0.43%
$3.655M
8,904 shares@ $410.44 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 28.57%
0.39%
$3.34M
16,910 shares@ $197.5 avg price
HDHome Depot Inc
Recent Activity
Increased 11.23%
0.37%
$3.137M
8,066 shares@ $388.98 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.16%
0.34%
$2.891M
26,875 shares@ $107.58 avg price