Alaethes Wealth LLC Purchases in Q1 2025

Alaethes Wealth LLC

  • $258 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
450K
+ 603.01%
$57.44 - $59.4 $25.8M - $26.7M
525K $31.2M
PGR
Progressive Corp

Financial Services
7.83K
New
$235.61 - $291.22 $1.84M - $2.28M
7.83K $2.22M
NOW
Service Now, Inc.

Technology
1.88K
New
$783.83 - $1170.39 $1.47M - $2.2M
1.88K $1.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.05K
New
$402.49 - $513.76 $1.23M - $1.57M
3.05K $1.48M
HII
Huntington Ingalls Industries, Inc.

Industrials
6.37K
New
$159.75 - $208.61 $1.02M - $1.33M
6.37K $1.3M
GLD
Spdr Gold Trust

ETFs
256
+ 1.77%
$243.19 - $288.14 $62.3K - $73.8K
14.8K $4.25M
PM
Philip Morris International Inc.

Consumer Defensive
591
+ 4.12%
$117.15 - $158.79 $69.2K - $93.8K
14.9K $2.37M
TMUS
T Mobile Us, Inc.

Communication Services
171
+ 1.61%
$211.3 - $272.83 $36.1K - $46.7K
10.8K $2.87M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.7K
+ 9.72%
$49.25 - $50.66 $577K - $593K
132K $6.56M
ABBV
Abb Vie Inc.

Healthcare
953
+ 10.62%
$169.2 - $216.66 $161K - $206K
9.93K $2.08M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.29K
+ 1.07%
$11.66 - $14.98 $26.7K - $34.3K
217K $2.96M
XOM
Exxon Mobil Corp

Energy
1.49K
+ 7.22%
$105.44 - $118.93 $157K - $177K
22.1K $2.63M
SLB
Schlumberger Limited

Energy
7.72K
+ 31.3%
$38.4 - $43.74 $296K - $337K
32.4K $1.35M
CVX
Chevron Corp

Energy
542
+ 3.93%
$146.71 - $167.97 $79.5K - $91K
14.3K $2.39M
VEA
Vanguard Ftse Developed Market

ETFs
7.56K
+ 160.48%
$47.4 - $52.99 $358K - $401K
12.3K $623K
V
Visa Inc.

Financial Services
172
+ 1.85%
$306.92 - $362.71 $52.8K - $62.4K
9.49K $3.32M
CME
Cme Group Inc.

Financial Services
251
+ 2.78%
$225.82 - $266.54 $56.7K - $66.9K
9.3K $2.47M
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.66K
+ 9.48%
$35.35 - $42.74 $129K - $156K
42.2K $1.75M
LLY
Eli Lilly & CO

Healthcare
148
+ 3.62%
$725.72 - $929.72 $107K - $138K
4.23K $3.5M
AMGN
Amgen Inc

Healthcare
336
+ 7.33%
$258.59 - $327.36 $86.9K - $110K
4.92K $1.53M
CI
Cigna Corp

Healthcare
251
+ 5.19%
$274.49 - $329.0 $68.9K - $82.6K
5.09K $1.67M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
13.4K
New
$24.07 - $24.5 $323K - $328K
13.4K $324K
SCCO
Southern Copper Corp

Basic Materials
3.16K
+ 28.23%
$85.92 - $101.48 $272K - $321K
14.4K $1.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
579
New
$442.66 - $534.52 $256K - $309K
579 $308K
CB
Chubb LTD

Financial Services
259
+ 3.24%
$257.71 - $301.99 $66.7K - $78.2K
8.26K $2.5M
SAP
Sap Se

Technology
112
+ 1.01%
$241.4 - $293.69 $27K - $32.9K
11.2K $3.01M
ZS
Zscaler, Inc.

Technology
670
+ 8.45%
$181.66 - $216.87 $122K - $145K
8.6K $1.71M
DE
Deere & CO

Industrials
115
+ 2.47%
$408.57 - $509.27 $47K - $58.6K
4.78K $2.24M
KR
Kroger CO

Consumer Defensive
736
+ 2.33%
$58.36 - $67.72 $43K - $49.8K
32.3K $2.19M
WMB
Williams Companies, Inc.

Energy
243
+ 0.58%
$54.02 - $61.09 $13.1K - $14.8K
42.2K $2.52M
VICI
Vici Properties Inc.

Real Estate
2.37K
+ 5.35%
$28.21 - $32.68 $66.8K - $77.4K
46.6K $1.52M
TDG
Trans Digm Group Inc

Industrials
44
+ 3.1%
$1251.32 - $1394.11 $55.1K - $61.3K
1.47K $2.03M
DASH
Door Dash, Inc.

Communication Services
257
+ 2.32%
$168.37 - $213.38 $43.3K - $54.8K
11.3K $2.07M
PEP
Pepsico Inc

Consumer Defensive
1.39K
New
$142.64 - $156.42 $198K - $218K
1.39K $208K
ALL
Allstate Corp

Financial Services
1.01K
New
$180.99 - $210.18 $183K - $212K
1.01K $208K
SO
Southern CO

Utilities
2.25K
New
$80.96 - $92.96 $182K - $209K
2.25K $206K
LNG
Cheniere Energy, Inc.

Energy
326
+ 4.61%
$209.32 - $253.66 $68.2K - $82.7K
7.4K $1.71M
SUB
Ishares Short Term National Mu

ETFs
1.65K
+ 1.73%
$105.3 - $106.24 $173K - $175K
96.6K $10.2M
VLO
Valero Energy Corp

Energy
564
+ 5.08%
$121.76 - $142.99 $68.7K - $80.6K
11.7K $1.54M
WM
Waste Management Inc

Industrials
462
+ 21.88%
$200.54 - $233.78 $92.6K - $108K
2.57K $595K
DHI
Horton D R Inc

Consumer Cyclical
2.08K
+ 24.35%
$125.29 - $147.65 $260K - $307K
10.6K $1.35M
UNH
Unitedhealth Group Inc

Healthcare
116
+ 2.5%
$461.52 - $548.18 $53.5K - $63.6K
4.76K $2.49M
UNP
Union Pacific Corp

Industrials
264
+ 3.84%
$225.21 - $254.42 $59.5K - $67.2K
7.13K $1.69M
GD
General Dynamics Corp

Industrials
248
+ 4.6%
$241.94 - $272.58 $60K - $67.6K
5.64K $1.54M
SYK
Stryker Corp

Healthcare
135
+ 2.97%
$355.18 - $399.9 $47.9K - $54K
4.67K $1.74M
SPGI
S&P Global Inc.

Financial Services
126
+ 3.09%
$478.26 - $543.77 $60.3K - $68.5K
4.2K $2.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
361
+ 11.07%
$507.05 - $563.67 $183K - $203K
3.62K $1.86M
ZTS
Zoetis Inc.

Healthcare
497
+ 6.56%
$156.48 - $175.67 $77.8K - $87.3K
8.08K $1.33M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.12K
+ 41.25%
$82.81 - $92.93 $92.3K - $104K
3.82K $324K
Activity Summary
Buys All Purchases 92 New Holdings 10 Increased Positions 82 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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