Aletheian Wealth Advisors LLC Purchases in Q4 2024

Aletheian Wealth Advisors LLC

  • $162 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
7.16K
+ 32.43%
$105.78 - $108.7 $757K - $778K
29.2K $3.12M
NVDA
Nvidia Corp

Technology
2.63K
+ 12.42%
$117.0 - $148.88 $307K - $391K
23.8K $3.19M
COIN
Coinbase Global, Inc.

Technology
68
+ 0.94%
$163.17 - $343.62 $11.1K - $23.4K
7.28K $1.81M
AAPL
Apple Inc.

Technology
572
+ 3.8%
$221.69 - $259.02 $127K - $148K
15.6K $3.91M
TSLA
Tesla, Inc.

Consumer Cyclical
149
+ 6.42%
$213.65 - $479.86 $31.8K - $71.5K
2.47K $997K
AMZN
Amazon Com Inc

Consumer Cyclical
617
+ 8.28%
$180.88 - $232.93 $112K - $144K
8.07K $1.77M
AVGO
Broadcom Inc.

Technology
369
+ 8.44%
$159.67 - $250.0 $58.9K - $92.3K
4.74K $1.1M
WFC
Wells Fargo & Company

Financial Services
3.31K
New
$54.98 - $77.35 $182K - $256K
3.31K $232K
CRM
Salesforce, Inc.

Technology
660
New
$270.87 - $367.87 $179K - $243K
660 $220K
SUB
Ishares Short Term National Mu

ETFs
2.04K
+ 41.09%
$104.94 - $106.2 $214K - $216K
6.99K $737K
GOOG
Alphabet Inc.

Communication Services
184
+ 3.64%
$163.08 - $198.16 $30K - $36.5K
5.24K $997K
META
Meta Platforms, Inc.

Communication Services
182
+ 9.62%
$554.08 - $632.68 $101K - $115K
2.07K $1.22M
JPM
Jpmorgan Chase & CO

Financial Services
172
+ 6.38%
$205.18 - $250.29 $35.3K - $43K
2.87K $687K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
234
+ 11.57%
$172.07 - $207.36 $40.3K - $48.5K
2.26K $445K
NFLX
Netflix Inc

Communication Services
23
+ 5.81%
$687.65 - $936.56 $15.8K - $21.5K
419 $373K
V
Visa Inc.

Financial Services
37
+ 2.46%
$273.87 - $320.91 $10.1K - $11.9K
1.54K $487K
WMT
Walmart Inc.

Consumer Defensive
266
+ 6.03%
$79.1 - $95.7 $21K - $25.5K
4.68K $422K
MA
Mastercard Inc

Financial Services
53
+ 6.83%
$491.3 - $536.15 $26K - $28.4K
829 $436K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
844
+ 21.3%
$50.67 - $50.9 $42.8K - $43K
4.81K $243K
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 5.95%
$873.59 - $994.69 $25.3K - $28.8K
516 $472K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.8K
+ 5.79%
$96.64 - $101.23 $174K - $182K
32.9K $3.18M
BAC
Bank Of America Corp

Financial Services
176
+ 3.1%
$39.22 - $47.77 $6.9K - $8.41K
5.85K $257K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
86
+ 5.45%
$442.29 - $483.08 $38K - $41.5K
1.66K $754K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
942
+ 1.5%
$20.98 - $21.19 $19.8K - $20K
63.8K $1.35M
FLRN
Spdr Bloomberg Investment Grad

ETFs
826
+ 1.53%
$30.67 - $30.84 $25.3K - $25.5K
54.9K $1.69M
ORCL
Oracle Corp

Technology
131
+ 8.0%
$165.41 - $192.43 $21.7K - $25.2K
1.77K $294K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.7K
+ 200.04%
$22.01 - $66.82 $434K - $1.32M
29.5K $670K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.84K
+ 4.45%
$49.87 - $52.46 $91.7K - $96.4K
43.1K $2.15M
PG
Procter & Gamble CO

Consumer Defensive
127
+ 5.36%
$161.05 - $179.7 $20.5K - $22.8K
2.5K $418K
LYG
Lloyds Banking Group PLC

Financial Services
2.32K
+ 21.16%
$2.67 - $3.23 $6.2K - $7.5K
13.3K $36K
TIP
Ishares Tr Tips Bd ETF

ETFs
64
+ 2.81%
$106.33 - $110.69 $6.81K - $7.08K
2.34K $249K
IWN
Ishares Russell2000 Val ETF

ETFs
65
+ 1.02%
$162.69 - $181.35 $10.6K - $11.8K
6.45K $1.06M
NEAR
Blackrock Short Maturity Bond

ETFs
170
+ 0.84%
$50.28 - $51.08 $8.55K - $8.68K
20.5K $1.03M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
437
+ 1.38%
$77.02 - $78.58 $33.7K - $34.3K
32.1K $2.48M
JNK
Spdr Bloomberg High Yield Bond

ETFs
80
+ 0.77%
$94.77 - $97.36 $7.58K - $7.79K
10.5K $998K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
165
+ 0.42%
$24.66 - $27.63 $4.07K - $4.56K
39.1K $988K
MSFT
Microsoft Corp

Technology
99
+ 1.21%
$406.35 - $454.46 $40.2K - $45K
8.26K $3.48M
SCHP
Schwab Strategic Us Tips ETF

ETFs
34.3K
+ 103.5%
$25.74 - $53.78 $884K - $1.85M
67.5K $1.74M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.16%
$164.99 - $203.87 $495 - $612
1.86K $330K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.1K
+ 100.01%
$22.63 - $47.53 $409K - $860K
36.2K $821K
EMB
Ishares Tr

ETFs
61
+ 0.51%
$88.94 - $93.46 $5.43K - $5.7K
12K $1.07M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
527
+ 0.41%
$12.74 - $14.23 $6.71K - $7.5K
129K $1.67M
LLY
Eli Lilly & CO

Healthcare
66
+ 7.2%
$727.2 - $932.06 $48K - $61.5K
983 $758K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.43K
+ 1.69%
$31.23 - $33.51 $44.7K - $47.9K
86.1K $2.71M
RWX
Spdr Dow Jones International R

ETFs
45
+ 0.15%
$22.73 - $27.57 $1.02K - $1.24K
30K $691K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
417
+ 1.52%
$114.08 - $125.68 $47.6K - $52.4K
27.8K $3.18M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.15K
+ 2.34%
$39.22 - $47.52 $45K - $54.6K
50.1K $1.98M
VNQ
Vanguard Specialized Funds Van

ETFs
1.37K
+ 2.51%
$87.85 - $98.6 $120K - $135K
55.9K $4.98M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.06K
+ 1.54%
$71.75 - $75.11 $292K - $305K
269K $19.3M
Activity Summary
Buys All Purchases 51 New Holdings 2 Increased Positions 49 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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