Alaethes Wealth LLC has filed its 13F form on May 19, 2025 for Q1 2025 where it was disclosed a total value porftolio of $258 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $31.2M, Apple Inc. with a value of $13.1M, Ishares Short Term National Mu with a value of $10.2M, Nvidia Corp with a value of $8.48M, and Amazon Com Inc with a value of $7.99M.
Examining the 13F form we can see an decrease of $5.94M in the current position value, from $264M to 258M.
Alaethes Wealth LLC is based out at Glenbrook, NV
Below you can find more details about Alaethes Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$258 Million
Technology: $64.1 Million
ETFs: $64 Million
Financial Services: $27.2 Million
Healthcare: $22 Million
Communication Services: $18.1 Million
Consumer Cyclical: $17.6 Million
Industrials: $15.7 Million
Energy: $15.3 Million
Other: $13.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions