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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
IEFAIshares Tr
Recent Activity
Increased 2.35%
8.42%
$72.447M
1.031M shares@ $70.29 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -1.71%
7.3%
$62.853M
608,339 shares@ $103.32 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Increased 2.09%
7.15%
$61.498M
756,917 shares@ $81.25 avg price
AMGNAmgen Inc
Recent Activity
Decreased -4.42%
5.75%
$49.491M
189,882 shares@ $260.64 avg price
IEMGIshares Inc
Recent Activity
Decreased -0.34%
3.36%
$28.902M
553,458 shares@ $52.23 avg price
AAPLApple Inc
Recent Activity
Increased 7.68%
3.07%
$26.362M
105,272 shares@ $250.43 avg price
NVDANvidia Corporation
Recent Activity
Increased 52.33%
2.99%
$25.674M
191,184 shares@ $134.29 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.23%
2.98%
$25.589M
60,710 shares@ $421.5 avg price
GUNRFlexshares Tr
Recent Activity
Decreased -12.62%
2.25%
$19.314M
531,218 shares@ $36.36 avg price
VBRVanguard Index Fds
Recent Activity
Increased 9.87%
2.22%
$19.05M
96,128 shares@ $198.18 avg price