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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
MAMastercard Incorporated
Recent Activity
Increased 2.36%
0.34%
$2.88M
5,470 shares@ $526.53 avg price
HEFAIshares Tr
Recent Activity
Increased 4.61%
0.34%
$2.876M
82,775 shares@ $34.76 avg price
DBAWDbx Etf Tr
Recent Activity
0.34%
$2.852M
83,982 shares@ $33.97 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.91%
0.33%
$2.8M
19,362 shares@ $144.62 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 12.57%
0.33%
$2.792M
7,937 shares@ $351.79 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 8.8%
0.32%
$2.744M
2,995 shares@ $916.28 avg price
PGProcter And Gamble Co
Recent Activity
Increased 7.76%
0.32%
$2.74M
16,346 shares@ $167.66 avg price
ORCLOracle Corp
Recent Activity
Decreased -5.42%
0.32%
$2.722M
16,335 shares@ $166.64 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 4.73%
0.32%
$2.718M
13,467 shares@ $201.8 avg price
DHRDanaher Corporation
Recent Activity
Decreased -8.52%
0.32%
$2.711M
11,808 shares@ $229.55 avg price