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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
RHIRobert Half Inc.
Recent Activity
New Position
0.03%
$235,689
3,345 shares@ $70.47 avg price
NTRSNorthern Tr Corp
Recent Activity
New Position
0.03%
$235,135
2,294 shares@ $102.5 avg price
FTNTFortinet Inc
Recent Activity
New Position
0.03%
$233,932
2,476 shares@ $94.48 avg price
CFCf Inds Hldgs Inc
Recent Activity
New Position
0.03%
$232,412
2,724 shares@ $85.33 avg price
RLRalph Lauren Corp
Recent Activity
New Position
0.03%
$231,904
1,004 shares@ $230.99 avg price
TCOMTrip Com Group Ltd
Recent Activity
New Position
0.03%
$231,865
3,377 shares@ $68.67 avg price
CHTRCharter Communications Inc N
Recent Activity
New Position
0.03%
$230,341
672 shares@ $342.77 avg price
UALUnited Airls Hldgs Inc
Recent Activity
New Position
0.03%
$230,224
2,371 shares@ $97.1 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.03%
$229,064
599 shares@ $382.42 avg price
GRMNGarmin Ltd
Recent Activity
New Position
0.03%
$228,536
1,108 shares@ $206.26 avg price