Aletheian Wealth Advisors LLC Purchases in Q2 2025

Aletheian Wealth Advisors LLC

  • $195 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
18.7K
+ 11.5%
$108.12 - $135.04 $2.02M - $2.52M
181K $24.4M
VEA
Vanguard Ftse Developed Market

ETFs
14.6K
+ 4.2%
$45.65 - $57.01 $666K - $832K
362K $20.7M
COIN
Coinbase Global, Inc.

Technology
770
+ 10.64%
$151.47 - $375.07 $117K - $289K
8.01K $2.81M
MUB
Ishares National Muni Bond ETF

ETFs
14.5K
+ 43.39%
$102.31 - $105.8 $1.48M - $1.53M
47.8K $4.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.9K
+ 8.39%
$39.89 - $49.46 $515K - $639K
167K $8.25M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.52K
+ 8.37%
$104.23 - $134.39 $263K - $339K
32.6K $4.39M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15.6K
+ 29.66%
$50.09 - $51.09 $782K - $798K
68.2K $3.49M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.25K
+ 3.18%
$72.02 - $73.82 $666K - $683K
300K $22.1M
BNDX
Vanguard Total International B

ETFs
10.9K
+ 5.72%
$48.77 - $49.55 $530K - $538K
201K $9.95M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.64K
+ 10.06%
$37.77 - $46.15 $213K - $260K
61.7K $2.85M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.79K
+ 9.13%
$71.86 - $82.66 $200K - $230K
33.3K $2.75M
AMZN
Amazon Com Inc

Consumer Cyclical
605
+ 6.7%
$167.32 - $223.3 $101K - $135K
9.64K $2.11M
VNQ
Vanguard Specialized Funds Van

ETFs
4.86K
+ 8.19%
$79.79 - $91.42 $388K - $445K
64.2K $5.72M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
13.9K
+ 30.51%
$23.54 - $27.53 $328K - $383K
59.5K $1.54M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.67K
+ 119.63%
$50.52 - $50.92 $337K - $339K
12.2K $623K
INTU
Intuit Inc

Technology
316
New
$544.07 - $787.63 $172K - $249K
316 $248K
IBM
International Business Machines Corp

Technology
830
New
$221.03 - $294.78 $183K - $245K
830 $244K
CRM
Salesforce, Inc.

Technology
859
New
$236.26 - $291.15 $203K - $250K
859 $234K
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
New
$4164.15 - $5789.24 $162K - $226K
39 $225K
GS
Goldman Sachs Group Inc

Financial Services
312
New
$462.22 - $707.75 $144K - $221K
312 $220K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
9.63K
+ 14.81%
$20.12 - $21.0 $194K - $202K
74.7K $1.56M
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.29K
+ 11.82%
$26.18 - $26.93 $217K - $223K
78.5K $2.09M
COF
Capital One Financial Corp

Financial Services
982
New
$150.57 - $212.76 $148K - $209K
982 $208K
NOW
Service Now, Inc.

Technology
203
New
$721.65 - $1040.18 $146K - $211K
203 $208K
ACN
Accenture PLC

Technology
699
New
$279.23 - $323.21 $195K - $226K
699 $208K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.78K
+ 7.25%
$29.0 - $30.68 $197K - $208K
100K $3.07M
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.9K
+ 10.15%
$30.29 - $30.83 $179K - $182K
64.1K $1.98M
ORCL
Oracle Corp

Technology
33
+ 1.77%
$122.82 - $218.63 $4.05K - $7.21K
1.9K $414K
IWN
Ishares Russell2000 Val ETF

ETFs
665
+ 11.05%
$131.84 - $157.76 $87.7K - $105K
6.68K $1.05M
VTI
Vanguard Total Stock Market Et

ETFs
27
+ 0.65%
$243.75 - $303.93 $6.58K - $8.21K
4.2K $1.28M
PLTR
Palantir Technologies Inc.

Technology
73
+ 3.0%
$74.01 - $144.25 $5.4K - $10.5K
2.51K $341K
GOOG
Alphabet Inc.

Communication Services
116
+ 2.22%
$146.58 - $180.01 $17K - $20.9K
5.34K $947K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21
+ 1.05%
$141.37 - $228.57 $2.97K - $4.8K
2.02K $457K
EMB
Ishares Tr

ETFs
829
+ 6.52%
$86.54 - $92.62 $71.7K - $76.8K
13.6K $1.26M
JNK
Spdr Bloomberg High Yield Bond

ETFs
831
+ 7.76%
$91.23 - $97.27 $75.8K - $80.8K
11.5K $1.12M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
934
+ 2.74%
$77.74 - $78.78 $72.6K - $73.6K
35K $2.75M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
8.68K
+ 18.7%
$10.78 - $11.28 $93.5K - $97.9K
55.1K $613K
GE
General Electric CO

Industrials
57
+ 5.32%
$166.81 - $257.39 $9.51K - $14.7K
1.13K $290K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.01%
$19.1 - $23.83 $57.3 - $71.5
25.9K $616K
ICVT
Ishares Tr Convertible Bond Et

ETFs
92
+ 1.32%
$78.98 - $90.1 $7.27K - $8.29K
7.06K $635K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.29%
$149.23 - $184.95 $746 - $925
1.73K $314K
NAK
Northern Dynasty Minerals LTD

Basic Materials
20.5K
+ 23.15%
$0.8 - $1.55 $16.4K - $31.8K
109K $146K
WFC
Wells Fargo & Company

Financial Services
41
+ 1.25%
$60.98 - $80.12 $2.5K - $3.28K
3.32K $265K
NEAR
Blackrock Short Maturity Bond

ETFs
470
+ 2.18%
$50.41 - $51.17 $23.7K - $24K
22K $1.12M
RTX
Raytheon Technologies Corp

Industrials
19
+ 1.06%
$113.75 - $148.48 $2.16K - $2.82K
1.81K $263K
BX
Blackstone Inc.

Financial Services
35
+ 1.7%
$120.07 - $151.11 $4.2K - $5.29K
2.09K $312K
MA
Mastercard Inc

Financial Services
16
+ 1.69%
$479.92 - $590.74 $7.68K - $9.45K
962 $540K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.1K
+ 2.8%
$18.94 - $21.67 $20.9K - $23.9K
40.6K $858K
SUB
Ishares Short Term National Mu

ETFs
60
+ 0.76%
$104.77 - $106.34 $6.29K - $6.38K
7.92K $842K
Activity Summary
Buys All Purchases 55 New Holdings 9 Increased Positions 46 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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