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
TEAMAtlassian Corporation Recent Activity New Position	0.03%	$227,560 935 shares@ $243.38 avg price	New Position
AMEAmetek Inc Recent Activity New Position	0.03%	$227,488 1,262 shares@ $180.26 avg price	New Position
SKXSkechers U S A Inc Recent Activity New Position	0.03%	$221,892 3,300 shares@ $67.24 avg price	New Position
MTZMastec Inc Recent Activity New Position	0.03%	$221,364 1,626 shares@ $136.15 avg price	New Position
PINCPremier Inc Recent Activity New Position	0.03%	$220,310 10,392 shares@ $21.2 avg price	New Position
KMIKinder Morgan Inc Del Recent Activity New Position	0.03%	$218,214 7,964 shares@ $27.41 avg price	New Position
VRSNVerisign Inc Recent Activity New Position	0.03%	$216,273 1,045 shares@ $206.96 avg price	New Position
NETCloudflare Inc Recent Activity New Position	0.03%	$212,991 1,978 shares@ $107.68 avg price	New Position
VRSKVerisk Analytics Inc Recent Activity New Position	0.03%	$212,357 771 shares@ $275.44 avg price	New Position
BKRBaker Hughes Company Recent Activity New Position	0.03%	$211,499 5,156 shares@ $41.02 avg price	New Position