Aletheian Wealth Advisors LLC Purchases and Sells in Q2 2025

Aletheian Wealth Advisors LLC

$195 Million
Q2 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	18.7K + 11.5%	$108.12 - $135.04 $2.02M - $2.52M	181K $24.4M
VEA	14.6K + 4.2%	$45.65 - $57.01 $666K - $832K	362K $20.7M
COIN	770 + 10.64%	$151.47 - $375.07 $117K - $289K	8.01K $2.81M
MUB	14.5K + 43.39%	$102.31 - $105.8 $1.48M - $1.53M	47.8K $4.99M
VWO	12.9K + 8.39%	$39.89 - $49.46 $515K - $639K	167K $8.25M
VSS	2.52K + 8.37%	$104.23 - $134.39 $263K - $339K	32.6K $4.39M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	6.48K New	$55.54 - $69.09 $360K - $447K	6.48K $447K
INTU	316 New	$544.07 - $787.63 $172K - $249K	316 $248K
IBM	830 New	$221.03 - $294.78 $183K - $245K	830 $244K
CRM	859 New	$236.26 - $291.15 $203K - $250K	859 $234K
BKNG	39 New	$4164.15 - $5789.24 $162K - $226K	39 $225K
GS	312 New	$462.22 - $707.75 $144K - $221K	312 $220K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-780 - 4.14%	$172.42 - $223.89 $134K - $175K	18.1K $3.71M
UNH	-199 - 19.92%	$274.35 - $599.47 $54.6K - $119K	800 $249K
PDBC	-11.1K - 8.35%	$12.21 - $13.9 $135K - $154K	122K $1.59M
LLY	-101 - 9.01%	$713.71 - $898.95 $72.1K - $90.8K	1.02K $795K
BRK-B	-74 - 4.23%	$483.48 - $539.8 $35.8K - $39.9K	1.68K $814K
ABBV	-237 - 11.33%	$170.16 - $206.27 $40.3K - $48.9K	1.86K $344K

Activity Summary All Purchases 55 New Holdings 9 Increased Positions 46 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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