Alaethes Wealth LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $222 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $12.4M, Vanguard with a value of $11M, Apple Inc. with a value of $9.61M, Microsoft Corp with a value of $8.28M, and Nvidia Corp with a value of $7.71M.
Examining the 13F form we can see an increase of $15.9M in the current position value, from $206M to 222M.
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
$222 Million
Technology: $60.3 Million
ETFs: $40.7 Million
Healthcare: $26.4 Million
Financial Services: $18.8 Million
Energy: $16.9 Million
Consumer Cyclical: $16.6 Million
Industrials: $15.5 Million
Communication Services: $12.4 Million
Other: $14.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions