Alaethes Wealth LLC Reduced Holdings in Q4 2024

Alaethes Wealth LLC

  • $264 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-13.7K
- 86.15%
$96.31 - $114.76 $1.32M - $1.58M
2.21K $219K
DHI
Horton D R Inc

Consumer Cyclical
-1.56K
- 15.48%
$137.24 - $194.56 $214K - $304K
8.53K $1.19M
SCCO
Southern Copper Corp

Basic Materials
-2.21K
- 16.47%
$91.13 - $117.95 $201K - $260K
11.2K $1.02M
ADBE
Adobe Inc.

Technology
-135
- 2.17%
$437.39 - $552.96 $59K - $74.6K
6.08K $2.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.87K
- 5.4%
$49.79 - $51.14 $342K - $351K
120K $6.04M
FCX
Freeport Mcmoran Inc

Basic Materials
-27
- 0.07%
$38.08 - $50.82 $1.03K - $1.37K
36.5K $1.39M
CI
Cigna Corp

Healthcare
-66
- 1.35%
$265.59 - $358.58 $17.5K - $23.7K
4.84K $1.34M
AMGN
Amgen Inc

Healthcare
-218
- 4.54%
$258.78 - $328.31 $56.4K - $71.6K
4.59K $1.2M
SLB
Schlumberger Limited

Energy
-5.83K
- 19.14%
$36.83 - $45.59 $215K - $266K
24.7K $945K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-23
- 0.81%
$501.29 - $612.85 $11.5K - $14.1K
2.82K $1.47M
ZTS
Zoetis Inc.

Healthcare
-87
- 1.13%
$162.24 - $194.42 $14.1K - $16.9K
7.58K $1.24M
VEA
Vanguard Ftse Developed Market

ETFs
-4.24K
- 47.33%
$47.57 - $52.44 $201K - $222K
4.71K $225K
JNJ
Johnson & Johnson

Healthcare
-133
- 1.16%
$143.34 - $165.86 $19.1K - $22.1K
11.4K $1.64M
LHX
L3 Harris Technologies, Inc.

Industrials
-151
- 2.38%
$208.94 - $264.22 $31.5K - $39.9K
6.2K $1.3M
XOM
Exxon Mobil Corp

Energy
-13
- 0.06%
$105.51 - $125.37 $1.37K - $1.63K
20.6K $2.22M
ORCL
Oracle Corp

Technology
-667
- 4.03%
$165.41 - $192.43 $110K - $128K
15.9K $2.65M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-4.14K
- 9.7%
$34.25 - $37.94 $142K - $157K
38.6K $1.4M
CVX
Chevron Corp

Energy
-130
- 0.93%
$141.15 - $162.53 $18.3K - $21.1K
13.8K $2M
TGT
Target Corp

Consumer Defensive
-95
- 5.31%
$121.59 - $160.69 $11.6K - $15.3K
1.69K $228K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-20
- 0.39%
$89.81 - $104.0 $1.8K - $2.08K
5.11K $460K
QCOM
Qualcomm Inc

Technology
-12
- 0.86%
$150.4 - $178.04 $1.8K - $2.14K
1.38K $212K
WM
Waste Management Inc

Industrials
-14
- 0.66%
$201.79 - $228.46 $2.83K - $3.2K
2.11K $426K
PG
Procter & Gamble CO

Consumer Defensive
-20
- 1.24%
$161.05 - $179.7 $3.22K - $3.59K
1.59K $267K
ZS
Zscaler, Inc.

Technology
-485
- 5.76%
$166.99 - $211.99 $81K - $103K
7.93K $1.43M
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 4.01%
$873.59 - $994.69 $22.7K - $25.9K
623 $570K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-31
- 0.94%
$521.84 - $558.82 $16.2K - $17.3K
3.26K $1.76M
XLK
Technology Sector Spdr

ETFs
-50
- 0.89%
$220.26 - $241.44 $11K - $12.1K
5.56K $1.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-81
- 2.63%
$481.22 - $538.17 $39K - $43.6K
3K $1.53M
GOOGL
Alphabet Inc.

Communication Services
-50
- 0.66%
$161.86 - $196.66 $8.09K - $9.83K
7.56K $1.43M
BX
Blackstone Inc.

Financial Services
-63
- 0.32%
$148.45 - $199.05 $9.35K - $12.5K
19.6K $3.37M
NFLX
Netflix Inc

Communication Services
-10
- 0.43%
$687.65 - $936.56 $6.88K - $9.37K
2.31K $2.06M
FTNT
Fortinet, Inc.

Technology
-272
- 1.04%
$76.49 - $99.21 $20.8K - $27K
25.9K $2.45M
CRWD
Crowd Strike Holdings, Inc.

Technology
-169
- 2.17%
$275.15 - $388.2 $46.5K - $65.6K
7.62K $2.61M
MS
Morgan Stanley

Financial Services
-57
- 0.25%
$104.42 - $134.99 $5.95K - $7.69K
22.5K $2.82M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-7
- 0.12%
$260.53 - $404.79 $1.82K - $2.83K
5.8K $2.22M
NVDA
Nvidia Corp

Technology
-2.07K
- 2.6%
$117.0 - $148.88 $242K - $308K
77.7K $10.4M
AAPL
Apple Inc.

Technology
-415
- 0.73%
$221.69 - $259.02 $92K - $107K
56.8K $14.2M
AVGO
Broadcom Inc.

Technology
-277
- 0.96%
$159.67 - $250.0 $44.2K - $69.3K
28.6K $6.64M
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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