Aletheian Wealth Advisors LLC Purchases and Sells in Q1 2025

Aletheian Wealth Advisors LLC

$170 Million
Q1 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	21.9K + 8.16%	$71.17 - $73.66 $1.56M - $1.61M	291K $21.3M
VEA	13.6K + 4.07%	$47.4 - $52.99 $644K - $720K	348K $17.8M
IAGG	9.53K + 22.11%	$49.42 - $50.43 $471K - $481K	52.6K $2.63M
MUB	4.06K + 13.9%	$104.71 - $107.69 $426K - $438K	33.3K $3.5M
VNQ	3.5K + 6.27%	$85.55 - $94.34 $300K - $330K	59.4K $5.33M
VSS	2.34K + 8.44%	$110.75 - $119.78 $260K - $281K	30.1K $3.51M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMXC	10.1K New	$54.25 - $57.64 $548K - $583K	10.1K $557K
KO	5.04K New	$60.81 - $72.32 $306K - $364K	5.04K $360K
BX	2.06K New	$136.53 - $186.74 $281K - $384K	2.06K $287K
MCD	902 New	$279.74 - $321.29 $252K - $290K	902 $281K
PM	1.72K New	$117.15 - $158.79 $202K - $274K	1.72K $273K
CVX	1.49K New	$146.71 - $167.97 $218K - $250K	1.49K $248K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	-14.1K - 8.01%	$120.29 - $134.6 $1.7M - $1.9M	162K $19.7M
COIN	-41 - 0.56%	$172.23 - $301.3 $7.06K - $12.4K	7.24K $1.25M
IVV	-63 - 0.52%	$554.06 - $615.85 $34.9K - $38.8K	12K $6.71M
GOOG	-12 - 0.23%	$156.06 - $207.71 $1.87K - $2.49K	5.23K $816K
IWN	-437 - 6.77%	$149.27 - $169.4 $65.2K - $74K	6.02K $909K
SCHB	-3.69K - 12.48%	$21.23 - $23.75 $78.3K - $87.6K	25.9K $554K

Activity Summary All Purchases 72 New Holdings 20 Increased Positions 52 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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