Alaethes Wealth LLC Purchases in Q2 2025

Alaethes Wealth LLC

  • $318 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
505K
New
$58.32 - $58.95 $29.4M - $29.7M
505K $29.7M
NVDA
Nvidia Corp

Technology
15
+ 0.02%
$94.31 - $157.99 $1.41K - $2.37K
78.2K $12.4M
SPOT
Spotify Technology S.A.

Communication Services
3.56K
New
$503.3 - $775.9 $1.79M - $2.76M
3.56K $2.73M
MSFT
Microsoft Corp

Technology
375
+ 1.81%
$354.56 - $497.45 $133K - $187K
21.1K $10.5M
IAU
Ishares Gold Trust

ETFs
37.1K
New
$56.1 - $64.74 $2.08M - $2.4M
37.1K $2.32M
VGIT
Vanguard Intermediate Term Tre

ETFs
31.6K
+ 6.03%
$58.63 - $59.9 $1.86M - $1.9M
556K $33.3M
NEE
Nextera Energy Inc

Utilities
24.8K
New
$64.11 - $75.0 $1.59M - $1.86M
24.8K $1.72M
SO
Southern CO

Utilities
18.7K
+ 831.2%
$84.91 - $92.56 $1.59M - $1.73M
21K $1.92M
DUK
Duke Energy Corp

Utilities
14.1K
New
$112.46 - $124.05 $1.58M - $1.74M
14.1K $1.66M
UBER
Uber Technologies, Inc

Technology
17.6K
New
$64.62 - $93.3 $1.14M - $1.65M
17.6K $1.65M
BSX
Boston Scientific Corp

Healthcare
14.1K
New
$89.7 - $107.41 $1.26M - $1.51M
14.1K $1.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
554
+ 7.3%
$321.63 - $509.31 $178K - $282K
8.14K $4.15M
AMZN
Amazon Com Inc

Consumer Cyclical
847
+ 2.02%
$167.32 - $223.3 $142K - $189K
42.8K $9.4M
META
Meta Platforms, Inc.

Communication Services
84
+ 1.04%
$484.66 - $738.09 $40.7K - $62K
8.14K $6.01M
ORCL
Oracle Corp

Technology
374
+ 2.32%
$122.82 - $218.63 $45.9K - $81.8K
16.5K $3.61M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
632
+ 3.2%
$141.37 - $228.57 $89.3K - $144K
20.4K $4.61M
ZS
Zscaler, Inc.

Technology
1.01K
+ 11.77%
$174.67 - $315.32 $177K - $319K
9.61K $3.02M
DASH
Door Dash, Inc.

Communication Services
1.44K
+ 12.73%
$163.16 - $246.51 $235K - $355K
12.8K $3.14M
GOOG
Alphabet Inc.

Communication Services
1.11K
+ 3.27%
$146.58 - $180.01 $163K - $200K
35.1K $6.23M
ASML
Asml Holding Nv

Technology
222
+ 5.67%
$595.37 - $815.24 $132K - $181K
4.14K $3.32M
PM
Philip Morris International Inc.

Consumer Defensive
1.7K
+ 11.37%
$149.23 - $184.95 $253K - $314K
16.6K $3.03M
JPM
Jpmorgan Chase & CO

Financial Services
114
+ 0.82%
$210.28 - $289.91 $24K - $33K
14K $4.05M
AMAT
Applied Materials Inc

Technology
696
+ 5.05%
$126.95 - $183.52 $88.4K - $128K
14.5K $2.65M
PANW
Palo Alto Networks Inc

Technology
100
+ 0.57%
$152.44 - $204.64 $15.2K - $20.5K
17.5K $3.58M
MS
Morgan Stanley

Financial Services
274
+ 1.21%
$99.83 - $140.86 $27.4K - $38.6K
23K $3.24M
WMB
Williams Companies, Inc.

Energy
7.11K
+ 16.83%
$54.33 - $62.87 $386K - $447K
49.3K $3.1M
NOW
Service Now, Inc.

Technology
135
+ 7.18%
$721.65 - $1040.18 $97.4K - $140K
2.01K $2.07M
LNG
Cheniere Energy, Inc.

Energy
1.86K
+ 25.17%
$197.25 - $244.33 $367K - $455K
9.26K $2.25M
ROK
Rockwell Automation, Inc

Industrials
189
+ 3.25%
$218.97 - $332.17 $41.4K - $62.8K
6.01K $2M
SPY
Spdr S&P 500 ETF Trust

ETFs
500
+ 16.94%
$496.48 - $617.85 $248K - $309K
3.45K $2.13M
KR
Kroger CO

Consumer Defensive
4.83K
+ 14.96%
$64.62 - $74.0 $312K - $358K
37.2K $2.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
399
+ 13.58%
$416.06 - $551.64 $166K - $220K
3.34K $1.84M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.4K
New
$100.35 - $100.71 $442K - $443K
4.4K $443K
SAP
Sap Se

Technology
57
+ 0.51%
$237.53 - $309.8 $13.5K - $17.7K
11.3K $3.42M
CAT
Caterpillar Inc

Industrials
135
+ 2.39%
$273.94 - $388.21 $37K - $52.4K
5.77K $2.24M
IVV
Ishares Core S&P 500 ETF

ETFs
66
+ 1.22%
$498.8 - $620.9 $32.9K - $41K
5.47K $3.4M
LHX
L3 Harris Technologies, Inc.

Industrials
284
+ 4.3%
$200.21 - $256.99 $56.9K - $73K
6.89K $1.73M
HII
Huntington Ingalls Industries, Inc.

Industrials
335
+ 5.26%
$183.31 - $241.46 $61.4K - $80.9K
6.71K $1.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
204
+ 5.63%
$456.74 - $568.03 $93.2K - $116K
3.83K $2.17M
UBS
Ubs Group Ag

Financial Services
2.31K
+ 3.17%
$26.12 - $33.82 $60.2K - $78K
75.1K $2.54M
FCX
Freeport Mcmoran Inc

Basic Materials
1.97K
+ 5.11%
$29.15 - $44.46 $57.3K - $87.4K
40.4K $1.75M
BTI
British American Tobacco P.L.C.

Consumer Defensive
840
+ 1.99%
$39.43 - $49.34 $33.1K - $41.4K
43.1K $2.04M
TDG
Trans Digm Group Inc

Industrials
54
+ 3.69%
$1231.75 - $1520.64 $66.5K - $82.1K
1.52K $2.31M
BX
Blackstone Inc.

Financial Services
505
+ 2.54%
$120.07 - $151.11 $60.6K - $76.3K
20.4K $3.05M
ISRG
Intuitive Surgical Inc

Healthcare
57
+ 1.17%
$451.58 - $565.94 $25.7K - $32.3K
4.93K $2.68M
FTNT
Fortinet, Inc.

Technology
94
+ 0.36%
$84.71 - $108.69 $7.96K - $10.2K
26.2K $2.77M
NVO
Novo Nordisk A S

Healthcare
3.67K
+ 13.34%
$58.08 - $81.05 $213K - $298K
31.2K $2.15M
DE
Deere & CO

Industrials
68
+ 1.42%
$412.99 - $531.48 $28.1K - $36.1K
4.84K $2.46M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.49K
New
$51.36 - $62.5 $179K - $218K
3.49K $218K
Activity Summary
Buys All Purchases 81 New Holdings 13 Increased Positions 68 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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