Aletheian Wealth Advisors LLC Purchases and Sells in Q3 2025

Aletheian Wealth Advisors LLC

$206 Million
Q3 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWO	1.72K + 1.03%	$49.43 - $54.52 $85.2K - $94K	169K $9.13M
IAGG	16.7K + 24.42%	$50.85 - $51.35 $848K - $856K	84.9K $4.35M
MUB	3.9K + 8.17%	$103.24 - $106.68 $403K - $416K	51.7K $5.5M
VNQ	2.56K + 3.98%	$88.47 - $93.24 $226K - $239K	66.8K $6.11M
VSS	451 + 1.38%	$133.48 - $144.38 $60.2K - $65.1K	33.1K $4.72M
CWB	274 + 0.82%	$82.29 - $90.77 $22.5K - $24.9K	33.6K $3.04M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	1.33K New	$134.8 - $184.42 $179K - $244K	1.33K $214K
APH	1.7K New	$97.39 - $125.4 $165K - $213K	1.7K $210K
MS	1.27K New	$139.09 - $161.16 $177K - $205K	1.27K $202K
MRK	2.4K New	$77.6 - $87.37 $186K - $210K	2.4K $201K
LAM RESEARCH CORP	1.67K New	N/A	1.67K $0

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-4.62K - 13.57%	$48.5 - $50.19 $224K - $232K	29.4K $1.47M
BNDX	-2.96K - 1.47%	$49.0 - $49.51 $145K - $147K	198K $9.79M
COIN	-27 - 0.34%	$297.99 - $419.78 $8.05K - $11.3K	7.98K $2.69M
NFLX	-6 - 1.74%	$1147.87 - $1297.18 $6.89K - $7.78K	338 $405K
META	-48 - 2.25%	$695.21 - $791.73 $33.4K - $38K	2.09K $1.53M
PM	-49 - 2.83%	$157.77 - $183.27 $7.73K - $8.98K	1.68K $272K

Activity Summary All Purchases 39 New Holdings 5 Increased Positions 34 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.