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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
SWKSSkyworks Solutions Inc
Recent Activity
New Position
0.03%
$210,438
2,373 shares@ $88.69 avg price
BURLBurlington Stores Inc
Recent Activity
New Position
0.03%
$210,089
737 shares@ $285.06 avg price
COINCoinbase Global Inc
Recent Activity
New Position
0.03%
$209,069
842 shares@ $248.31 avg price
CRHCrh Plc
Recent Activity
New Position
0.03%
$206,135
2,228 shares@ $92.53 avg price
ZBRAZebra Technologies Corporati
Recent Activity
New Position
0.03%
$204,710
530 shares@ $386.25 avg price
WDSWoodside Energy Group Ltd
Recent Activity
New Position
0.03%
$203,393
13,038 shares@ $15.61 avg price
LOPEGrand Canyon Ed Inc
Recent Activity
New Position
0.03%
$201,802
1,232 shares@ $163.81 avg price
AEEAmeren Corp
Recent Activity
New Position
0.03%
$201,456
2,260 shares@ $89.14 avg price
NWLNewell Brands Inc
Recent Activity
New Position
0.03%
$196,630
19,742 shares@ $9.96 avg price
WITWipro Ltd
Recent Activity
New Position
0.01%
$63,486
17,934 shares@ $3.54 avg price