Alaethes Wealth LLC Purchases and Sells in Q2 2025

Alaethes Wealth LLC

$318 Million
Q2 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	15 + 0.02%	$94.31 - $157.99 $1.41K - $2.37K	78.2K $12.4M
MSFT	375 + 1.81%	$354.56 - $497.45 $133K - $187K	21.1K $10.5M
VGIT	31.6K + 6.03%	$58.63 - $59.9 $1.86M - $1.9M	556K $33.3M
SO	18.7K + 831.2%	$84.91 - $92.56 $1.59M - $1.73M	21K $1.92M
GLD	4.5K + 30.52%	$273.71 - $316.29 $1.23M - $1.42M	19.3K $5.87M
CRWD	554 + 7.3%	$321.63 - $509.31 $178K - $282K	8.14K $4.15M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	505K New	$58.32 - $58.95 $29.4M - $29.7M	505K $29.7M
SPOT	3.56K New	$503.3 - $775.9 $1.79M - $2.76M	3.56K $2.73M
IAU	37.1K New	$56.1 - $64.74 $2.08M - $2.4M	37.1K $2.32M
NEE	24.8K New	$64.11 - $75.0 $1.59M - $1.86M	24.8K $1.72M
DUK	14.1K New	$112.46 - $124.05 $1.58M - $1.74M	14.1K $1.66M
UBER	17.6K New	$64.62 - $93.3 $1.14M - $1.65M	17.6K $1.65M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-3.88K - 6.59%	$172.42 - $223.89 $669K - $868K	54.9K $11.3M
ADBE	-4K - 63.49%	$340.0 - $420.68 $1.36M - $1.68M	2.3K $889K
XLK	-3.69K - 66.78%	$179.73 - $253.23 $662K - $933K	1.83K $464K
IWR	-1.2K - 31.43%	$74.88 - $91.97 $89.9K - $110K	2.62K $240K
MCK	-155 - 29.75%	$652.83 - $732.78 $101K - $114K	366 $268K
SBUX	-84 - 1.72%	$79.69 - $99.41 $6.69K - $8.35K	4.79K $439K

Activity Summary All Purchases 81 New Holdings 13 Increased Positions 68 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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