Aletheian Wealth Advisors LLC Purchases in Q3 2025

Aletheian Wealth Advisors LLC

  • $206 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.72K
+ 1.03%
$49.43 - $54.52 $85.2K - $94K
169K $9.13M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
16.7K
+ 24.42%
$50.85 - $51.35 $848K - $856K
84.9K $4.35M
MUB
Ishares National Muni Bond ETF

ETFs
3.9K
+ 8.17%
$103.24 - $106.68 $403K - $416K
51.7K $5.5M
VNQ
Vanguard Specialized Funds Van

ETFs
2.56K
+ 3.98%
$88.47 - $93.24 $226K - $239K
66.8K $6.11M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
451
+ 1.38%
$133.48 - $144.38 $60.2K - $65.1K
33.1K $4.72M
CWB
Spdr Bloomberg Convertible Sec

ETFs
274
+ 0.82%
$82.29 - $90.77 $22.5K - $24.9K
33.6K $3.04M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.72K
+ 4.71%
$30.67 - $32.13 $145K - $152K
105K $3.32M
AMD
Advanced Micro Devices Inc

Technology
1.33K
New
$134.8 - $184.42 $179K - $244K
1.33K $214K
APH
Amphenol Corp

Technology
1.7K
New
$97.39 - $125.4 $165K - $213K
1.7K $210K
MS
Morgan Stanley

Financial Services
1.27K
New
$139.09 - $161.16 $177K - $205K
1.27K $202K
FLRN
Spdr Bloomberg Investment Grad

ETFs
5K
+ 7.8%
$30.71 - $30.86 $154K - $154K
69.1K $2.13M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.92K
+ 6.27%
$26.44 - $27.1 $130K - $133K
83.4K $2.25M
VNQI
Vanguard Global Ex U.S. Real

ETFs
652
+ 1.06%
$45.22 - $48.34 $29.5K - $31.5K
62.4K $2.98M
EMB
Ishares Tr

ETFs
880
+ 6.49%
$91.52 - $95.59 $80.5K - $84.1K
14.4K $1.37M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.41K
+ 7.24%
$20.84 - $21.03 $113K - $114K
80.1K $1.68M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.76K
+ 2.95%
$25.84 - $27.2 $45.4K - $47.8K
61.3K $1.65M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
3.18K
+ 2.61%
$12.9 - $13.59 $41K - $43.2K
125K $1.68M
CVX
Chevron Corp

Energy
299
+ 19.67%
$145.57 - $161.83 $43.5K - $48.4K
1.82K $282K
NAK
Northern Dynasty Minerals LTD

Basic Materials
59K
+ 54.03%
$0.75 - $2.3 $44.3K - $136K
168K $200K
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 1.97%
$357.4 - $423.42 $7.86K - $9.32K
1.14K $462K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.01%
$23.82 - $25.84 $47.6 - $51.7
25.9K $664K
BX
Blackstone Inc.

Financial Services
8
+ 0.38%
$152.77 - $188.68 $1.22K - $1.51K
2.1K $358K
BAC
Bank Of America Corp

Financial Services
156
+ 2.85%
$44.92 - $52.42 $7.01K - $8.18K
5.62K $290K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 1.25%
$237.77 - $353.61 $2.38K - $3.54K
810 $279K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
266
+ 0.48%
$11.15 - $11.87 $2.97K - $3.16K
55.3K $642K
JNK
Spdr Bloomberg High Yield Bond

ETFs
79
+ 0.68%
$96.22 - $98.19 $7.6K - $7.76K
11.6K $1.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
83
+ 0.24%
$78.11 - $79.07 $6.48K - $6.56K
35.1K $2.77M
SRLN
Ssga Active Trust

ETFs
189
+ 1.96%
$41.28 - $41.65 $7.8K - $7.87K
9.81K $407K
TIP
Ishares Tr Tips Bd ETF

ETFs
26
+ 0.87%
$109.11 - $111.88 $2.84K - $2.91K
3.01K $334K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
50
+ 0.41%
$50.81 - $51.07 $2.54K - $2.55K
12.3K $627K
ABT
Abbott Laboratories

Healthcare
39
+ 2.52%
$120.51 - $136.62 $4.7K - $5.33K
1.59K $212K
Invesco Exchange Traded Fd T
2.48K
+ 2.07%
N/A
122K $0
Lam Research Corp
1.67K
New
N/A
1.67K $0
Linde PLC
1
+ 0.16%
N/A
613 $0
CSCO
Cisco Systems, Inc.

Technology
51
+ 1.42%
$66.2 - $71.79 $3.38K - $3.66K
3.64K $248K
KO
Coca Cola CO

Consumer Defensive
15
+ 0.31%
$65.67 - $71.67 $985 - $1.08K
4.9K $324K
INTU
Intuit Inc

Technology
9
+ 2.85%
$646.03 - $807.39 $5.81K - $7.27K
325 $221K
CRM
Salesforce, Inc.

Technology
3
+ 0.35%
$231.66 - $273.65 $695 - $821
862 $204K
Activity Summary
Buys All Purchases 39 New Holdings 5 Increased Positions 34 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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