Aletheian Wealth Advisors LLC Portfolio Holdings

Aletheian Wealth Advisors LLC

  • $162 Million
  • Q4 2024

Aletheian Wealth Advisors LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $162 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $22.7M, Vanguard Bd Index Fd Inc Total with a value of $19.3M, Vanguard Ftse Developed Market with a value of $16M, Vanguard Total International B with a value of $9.08M, and Ishares Core S&P 500 ETF with a value of $7.12M.

Examining the 13F form we can see an decrease of $1.57M in the current position value, from $163M to 162M.

Below you can find more details about Aletheian Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $134 Million
Technology: $14.7 Million
Communication Services: $3.71 Million
Consumer Cyclical: $3.14 Million
Financial Services: $2.95 Million
Healthcare: $1.77 Million
Consumer Defensive: $1.31 Million
Energy: $384,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.7 Million 14.02% of portfolio
176,383
Q4 2024 Reduced 2.07%
$0
$19.3 Million 11.93% of portfolio
268,620
Q4 2024 Added 1.54%
$0
$16 Million 9.87% of portfolio
334,208
Q4 2024 Added 1.15%
$0
$9.08 Million 5.61% of portfolio
185,191
Q4 2024 Reduced 0.03%
$0
$7.12 Million 4.4% of portfolio
12,091
Q4 2024 Reduced 0.36%
$0
$6.78 Million 4.19% of portfolio
153,979
Q4 2024 Reduced 2.23%
$0
$4.98 Million 3.08% of portfolio
55,883
Q4 2024 Added 2.51%
$3.95T
$3.91 Million 2.41% of portfolio
15,608
Q4 2024 Added 3.8%
$3.1T
$3.48 Million 2.15% of portfolio
8,264
Q4 2024 Added 1.21%
$0
$3.18 Million 1.97% of portfolio
32,862
Q4 2024 Added 5.79%
$349B
$3.19 Million 1.97% of portfolio
23,762
Q4 2024 Added 12.42%
$0
$3.18 Million 1.96% of portfolio
27,770
Q4 2024 Added 1.52%
$0
$3.12 Million 1.92% of portfolio
29,244
Q4 2024 Added 32.43%
$0
$2.71 Million 1.67% of portfolio
86,142
Q4 2024 Added 1.69%
$0
$2.68 Million 1.66% of portfolio
38,134
Q4 2024 Reduced 2.05%
$0
$2.48 Million 1.53% of portfolio
32,112
Q4 2024 Added 1.38%
$0
$2.15 Million 1.33% of portfolio
43,103
Q4 2024 Added 4.45%
$0
$1.98 Million 1.22% of portfolio
50,126
Q4 2024 Added 2.34%
$36.4B
$1.81 Million 1.12% of portfolio
7,276
Q4 2024 Added 0.94%
$2.27T
$1.77 Million 1.09% of portfolio
8,070
Q4 2024 Added 8.28%
$0
$1.74 Million 1.08% of portfolio
67,506
Q4 2024 Added 103.5%
$0
$1.75 Million 1.08% of portfolio
34,976
Q4 2024 Reduced 5.2%
$0
$1.69 Million 1.04% of portfolio
54,862
Q4 2024 Added 1.53%
$0
$1.67 Million 1.03% of portfolio
128,771
Q4 2024 Added 0.41%
$0
$1.35 Million 0.83% of portfolio
63,840
Q4 2024 Added 1.5%
$1.56T
$1.22 Million 0.75% of portfolio
2,073
Q4 2024 Added 9.62%
$0
$1.16 Million 0.72% of portfolio
21,651
Q4 2024 Reduced 3.27%
$0
$1.17 Million 0.72% of portfolio
4,043
Q4 2024 Reduced 5.65%
$1.1T
$1.12 Million 0.69% of portfolio
5,900
Q4 2024 Added 4.02%
$91.8B
$1.1 Million 0.68% of portfolio
4,743
Q4 2024 Added 8.44%
$0
$1.07 Million 0.66% of portfolio
11,993
Q4 2024 Added 0.51%
$0
$1.06 Million 0.65% of portfolio
6,454
Q4 2024 Added 1.02%
$0
$1.03 Million 0.64% of portfolio
20,490
Q4 2024 Added 0.84%
$1.12T
$997,000 0.62% of portfolio
2,470
Q4 2024 Added 6.42%
$1.14T
$997,000 0.62% of portfolio
5,238
Q4 2024 Added 3.64%
$0
$998,000 0.62% of portfolio
10,457
Q4 2024 Added 0.77%
$0
$988,000 0.61% of portfolio
39,062
Q4 2024 Added 0.42%
$0
$878,000 0.54% of portfolio
14,464
Q4 2024 Reduced 1.76%
$0
$842,000 0.52% of portfolio
40,022
Q4 2024 Reduced 2.51%
$0
$821,000 0.51% of portfolio
36,183
Q4 2024 Added 100.01%
$830B
$758,000 0.47% of portfolio
983
Q4 2024 Added 7.2%
$627B
$754,000 0.47% of portfolio
1,664
Q4 2024 Added 5.45%
$0
$737,000 0.46% of portfolio
6,991
Q4 2024 Added 41.09%
$0
$691,000 0.43% of portfolio
30,020
Q4 2024 Added 0.15%
$783B
$687,000 0.42% of portfolio
2,869
Q4 2024 Added 6.38%
$0
$669,000 0.41% of portfolio
19,604
Q3 2024 Reduced 33.15%
$0
$670,000 0.41% of portfolio
29,545
Q4 2024 Added 200.04%
$0
$541,000 0.33% of portfolio
46,983
Q4 2024 Reduced 1.86%
$0
$497,000 0.31% of portfolio
5,860
Q4 2024 Reduced 4.23%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $162 Million
  • Prior Value $163 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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