Alaethes Wealth LLC Purchases and Sells in Q1 2025

Alaethes Wealth LLC

$258 Million
Q1 2025

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	450K + 603.01%	$57.44 - $59.4 $25.8M - $26.7M	525K $31.2M
GLD	256 + 1.77%	$243.19 - $288.14 $62.3K - $73.8K	14.8K $4.25M
PM	591 + 4.12%	$117.15 - $158.79 $69.2K - $93.8K	14.9K $2.37M
TMUS	171 + 1.61%	$211.3 - $272.83 $36.1K - $46.7K	10.8K $2.87M
VTEB	11.7K + 9.72%	$49.25 - $50.66 $577K - $593K	132K $6.56M
ABBV	953 + 10.62%	$169.2 - $216.66 $161K - $206K	9.93K $2.08M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PGR	7.83K New	$235.61 - $291.22 $1.84M - $2.28M	7.83K $2.22M
NOW	1.88K New	$783.83 - $1170.39 $1.47M - $2.2M	1.88K $1.5M
VRTX	3.05K New	$402.49 - $513.76 $1.23M - $1.57M	3.05K $1.48M
HII	6.37K New	$159.75 - $208.61 $1.02M - $1.33M	6.37K $1.3M
TOTL	11.1K New	$38.99 - $40.37 $431K - $447K	11.1K $445K
VRP	13.4K New	$24.07 - $24.5 $323K - $328K	13.4K $324K

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-146 - 0.51%	$167.43 - $244.7 $24.4K - $35.7K	28.5K $4.77M
SPY	-2.25K - 43.28%	$551.42 - $612.93 $1.24M - $1.38M	2.95K $1.65M
IVV	-275 - 4.84%	$554.06 - $615.85 $152K - $169K	5.4K $3.04M
QQQ	-62 - 2.07%	$468.34 - $539.52 $29K - $33.5K	2.94K $1.38M
XLK	-43 - 0.77%	$206.38 - $242.18 $8.87K - $10.4K	5.52K $1.14M
HD	-60 - 3.94%	$347.25 - $424.87 $20.8K - $25.5K	1.46K $536K

Activity Summary All Purchases 92 New Holdings 10 Increased Positions 82 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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