Alaethes Wealth LLC Portfolio Holdings
Alaethes Wealth LLC
- $260 Million
- Q3 2024
Alaethes Wealth LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $260 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $27.9M, Apple Inc. with a value of $13.3M, Ishares Short Term National Mu with a value of $10.1M, Nvidia Corp with a value of $9.68M, and Microsoft Corp with a value of $8.7M.
Examining the 13F form we can see an increase of $24.5M in the current position value, from $236M to 260M.
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
$260 Million
Technology: $72.2 Million
ETFs: $59.4 Million
Healthcare: $25.3 Million
Financial Services: $20.1 Million
Consumer Cyclical: $18.5 Million
Industrials: $16.9 Million
Energy: $16.4 Million
Communication Services: $15.1 Million
Other: $16.2 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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