Alaethes Wealth LLC Portfolio Holdings
Alaethes Wealth LLC
- $264 Million
- Q4 2024
Alaethes Wealth LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $264 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $28.7M, Apple Inc. with a value of $14.2M, Nvidia Corp with a value of $10.4M, Ishares Short Term National Mu with a value of $10M, and Amazon Com Inc with a value of $8.88M.
Examining the 13F form we can see an increase of $3.38M in the current position value, from $260M to 264M.
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
$264 Million
Technology: $72.1 Million
ETFs: $65.1 Million
Financial Services: $23.9 Million
Healthcare: $22.3 Million
Consumer Cyclical: $19.4 Million
Communication Services: $18.7 Million
Industrials: $15.5 Million
Energy: $15.1 Million
Other: $11.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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