Alaethes Wealth LLC Incresed Positions in Q4 2024

Alaethes Wealth LLC

  • $264 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
3.56K
+ 670.75%
$727.2 - $932.06 $2.59M - $3.31M
4.09K $3.15M
AMZN
Amazon Com Inc

Consumer Cyclical
2.99K
+ 7.98%
$180.88 - $232.93 $541K - $696K
40.5K $8.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.25K
+ 76.31%
$567.81 - $607.81 $1.28M - $1.37M
5.2K $3.05M
TDG
Trans Digm Group Inc

Industrials
939
+ 194.81%
$1239.0 - $1442.53 $1.16M - $1.35M
1.42K $1.8M
GOOG
Alphabet Inc.

Communication Services
334
+ 1.02%
$163.08 - $198.16 $54.5K - $66.2K
33.2K $6.32M
VGSH
Vanguard

ETFs
20.3K
+ 4.28%
$58.02 - $58.88 $1.18M - $1.19M
493K $28.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
226
+ 1.18%
$172.07 - $207.36 $38.9K - $46.9K
19.3K $3.81M
JPM
Jpmorgan Chase & CO

Financial Services
92
+ 0.67%
$205.18 - $250.29 $18.9K - $23K
13.9K $3.33M
V
Visa Inc.

Financial Services
139
+ 1.52%
$273.87 - $320.91 $38.1K - $44.6K
9.31K $2.94M
IVV
Ishares Core S&P 500 ETF

ETFs
597
+ 11.75%
$570.51 - $610.59 $341K - $365K
5.68K $3.34M
ASML
Asml Holding Nv

Technology
1.06K
+ 39.64%
$658.43 - $872.27 $701K - $928K
3.75K $2.6M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
951
+ 0.44%
$9.95 - $12.23 $9.46K - $11.6K
215K $2.52M
SAP
Sap Se

Technology
39
+ 0.35%
$218.13 - $255.54 $8.51K - $9.97K
11.1K $2.73M
META
Meta Platforms, Inc.

Communication Services
62
+ 0.79%
$554.08 - $632.68 $34.4K - $39.2K
7.91K $4.66M
TMUS
T Mobile Us, Inc.

Communication Services
51
+ 0.48%
$206.1 - $246.94 $10.5K - $12.6K
10.6K $2.34M
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 0.56%
$471.27 - $550.62 $12.7K - $14.9K
4.82K $2.52M
TM
Toyota Motor Corp

Consumer Cyclical
122
+ 1.48%
$169.2 - $199.52 $20.6K - $24.3K
8.37K $1.63M
CME
Cme Group Inc.

Financial Services
169
+ 1.9%
$221.17 - $246.02 $37.4K - $41.6K
9.04K $2.1M
PANW
Palo Alto Networks Inc

Technology
8.52K
+ 96.73%
$181.96 - $405.9 $1.55M - $3.46M
17.3K $3.15M
KR
Kroger CO

Consumer Defensive
324
+ 1.04%
$55.21 - $63.3 $17.9K - $20.5K
31.6K $1.93M
ROK
Rockwell Automation, Inc

Industrials
74
+ 1.35%
$264.65 - $302.92 $19.6K - $22.4K
5.56K $1.59M
PM
Philip Morris International Inc.

Consumer Defensive
682
+ 5.0%
$118.38 - $133.06 $80.7K - $90.7K
14.3K $1.72M
DE
Deere & CO

Industrials
40
+ 0.87%
$389.45 - $466.0 $15.6K - $18.6K
4.66K $1.97M
GLD
Spdr Gold Trust

ETFs
228
+ 1.6%
$236.59 - $257.5 $53.9K - $58.7K
14.5K $3.51M
CSCO
Cisco Systems, Inc.

Technology
100
+ 1.91%
$52.45 - $60.02 $5.25K - $6K
5.35K $316K
SYK
Stryker Corp

Healthcare
88
+ 1.98%
$345.14 - $392.15 $30.4K - $34.5K
4.54K $1.63M
Global X Fds
2.72K
+ 2.53%
N/A
110K $0
UBS
Ubs Group Ag

Financial Services
632
+ 0.89%
$29.78 - $33.08 $18.8K - $20.9K
71.7K $2.18M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.02%
$87.44 - $102.5 $87.4 - $103
4.68K $426K
GNRC
Generac Holdings Inc.

Industrials
78
+ 0.67%
$154.28 - $195.11 $12K - $15.2K
11.7K $1.82M
FANG
Diamondback Energy, Inc.

Energy
134
+ 1.53%
$153.06 - $199.5 $20.5K - $26.7K
8.9K $1.46M
CB
Chubb LTD

Financial Services
87
+ 1.1%
$271.57 - $301.89 $23.6K - $26.3K
8K $2.21M
COP
Conocophillips

Energy
304
+ 1.78%
$95.12 - $114.72 $28.9K - $34.9K
17.3K $1.72M
UNP
Union Pacific Corp

Industrials
99
+ 1.46%
$223.15 - $249.32 $22.1K - $24.7K
6.87K $1.57M
CNQ
Canadian Natural Resources LTD

Energy
242
+ 0.47%
$29.51 - $37.6 $7.14K - $9.1K
51.7K $1.6M
MSFT
Microsoft Corp

Technology
129
+ 0.64%
$406.35 - $454.46 $52.4K - $58.6K
20.4K $8.58M
VLO
Valero Energy Corp

Energy
11
+ 0.1%
$118.59 - $144.02 $1.3K - $1.58K
11.1K $1.36M
CAT
Caterpillar Inc

Industrials
38
+ 0.7%
$360.37 - $416.88 $13.7K - $15.8K
5.5K $2M
ABBV
Abb Vie Inc.

Healthcare
131
+ 1.48%
$164.99 - $203.87 $21.6K - $26.7K
8.97K $1.59M
VICI
Vici Properties Inc.

Real Estate
274
+ 0.62%
$28.27 - $33.19 $7.75K - $9.09K
44.2K $1.29M
GD
General Dynamics Corp

Industrials
84
+ 1.58%
$260.28 - $314.03 $21.9K - $26.4K
5.39K $1.42M
PSA
Public Storage

Real Estate
74
+ 1.7%
$289.33 - $360.21 $21.4K - $26.7K
4.42K $1.32M
DHR
Danaher Corp

Healthcare
115
+ 1.73%
$226.16 - $274.52 $26K - $31.6K
6.76K $1.55M
LMT
Lockheed Martin Corp

Industrials
36
+ 1.08%
$479.66 - $614.62 $17.3K - $22.1K
3.38K $1.64M
UNH
Unitedhealth Group Inc

Healthcare
33
+ 0.72%
$485.52 - $625.25 $16K - $20.6K
4.65K $2.35M
AMAT
Applied Materials Inc

Technology
340
+ 2.66%
$161.44 - $213.89 $54.9K - $72.7K
13.1K $2.13M
TOL
Toll Brothers, Inc.

Consumer Cyclical
143
+ 0.78%
$123.8 - $167.8 $17.7K - $24K
18.6K $2.34M
AMD
Advanced Micro Devices Inc

Technology
115
+ 0.74%
$118.88 - $172.8 $13.7K - $19.9K
15.7K $1.89M
NVO
Novo Nordisk A S

Healthcare
256
+ 1.04%
$85.0 - $120.04 $21.8K - $30.7K
24.9K $2.14M
Activity Summary
Buys All Purchases 57 New Holdings 7 Increased Positions 50 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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