Aletheian Wealth Advisors LLC Incresed Positions in Q1 2025

Aletheian Wealth Advisors LLC

  • $170 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
21.9K
+ 8.16%
$71.17 - $73.66 $1.56M - $1.61M
291K $21.3M
VEA
Vanguard Ftse Developed Market

ETFs
13.6K
+ 4.07%
$47.4 - $52.99 $644K - $720K
348K $17.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.53K
+ 22.11%
$49.42 - $50.43 $471K - $481K
52.6K $2.63M
MUB
Ishares National Muni Bond ETF

ETFs
4.06K
+ 13.9%
$104.71 - $107.69 $426K - $438K
33.3K $3.5M
VNQ
Vanguard Specialized Funds Van

ETFs
3.5K
+ 6.27%
$85.55 - $94.34 $300K - $330K
59.4K $5.33M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.34K
+ 8.44%
$110.75 - $119.78 $260K - $281K
30.1K $3.51M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.94K
+ 11.84%
$38.22 - $41.19 $227K - $244K
56.1K $2.28M
AAPL
Apple Inc.

Technology
3.25K
+ 20.81%
$209.68 - $247.1 $681K - $803K
18.9K $4.19M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
6.54K
+ 16.75%
$25.34 - $26.96 $166K - $176K
45.6K $1.19M
BNDX
Vanguard Total International B

ETFs
4.86K
+ 2.63%
$48.33 - $49.5 $235K - $241K
190K $9.28M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.94K
+ 6.05%
$76.94 - $78.24 $150K - $152K
34.1K $2.66M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.28K
+ 8.45%
$30.85 - $32.26 $224K - $235K
93.4K $2.88M
LLY
Eli Lilly & CO

Healthcare
138
+ 14.04%
$725.72 - $929.72 $100K - $128K
1.12K $925K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
86
+ 5.17%
$442.66 - $534.52 $38.1K - $46K
1.75K $918K
XOM
Exxon Mobil Corp

Energy
970
+ 27.1%
$105.44 - $118.93 $102K - $115K
4.55K $541K
V
Visa Inc.

Financial Services
292
+ 18.91%
$306.92 - $362.71 $89.6K - $106K
1.84K $643K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.68K
+ 3.96%
$25.69 - $26.78 $68.7K - $71.6K
70.2K $1.88M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4K
+ 3.11%
$13.05 - $13.97 $52.2K - $55.9K
133K $1.79M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.3K
+ 6.01%
$30.71 - $30.87 $101K - $102K
58.2K $1.79M
ABBV
Abb Vie Inc.

Healthcare
233
+ 12.53%
$169.2 - $216.66 $39.4K - $50.5K
2.09K $438K
JPM
Jpmorgan Chase & CO

Financial Services
315
+ 10.98%
$225.19 - $279.95 $70.9K - $88.2K
3.18K $781K
SUB
Ishares Short Term National Mu

ETFs
871
+ 12.46%
$105.3 - $106.24 $91.7K - $92.5K
7.86K $829K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.11K
+ 18.87%
$83.18 - $89.27 $92K - $98.7K
6.97K $584K
EMB
Ishares Tr

ETFs
730
+ 6.09%
$88.64 - $92.03 $64.7K - $67.2K
12.7K $1.15M
MA
Mastercard Inc

Financial Services
117
+ 14.11%
$504.67 - $576.31 $59K - $67.4K
946 $518K
TIP
Ishares Tr Tips Bd ETF

ETFs
644
+ 27.51%
$106.22 - $110.65 $68.4K - $71.3K
2.99K $330K
SRLN
Ssga Active Trust

ETFs
1.99K
+ 26.12%
$41.02 - $41.99 $81.8K - $83.7K
9.62K $395K
PG
Procter & Gamble CO

Consumer Defensive
394
+ 15.78%
$158.56 - $176.26 $62.5K - $69.4K
2.89K $492K
RWX
Spdr Dow Jones International R

ETFs
1.02K
+ 3.41%
$22.39 - $24.7 $22.9K - $25.3K
31K $762K
UNH
Unitedhealth Group Inc

Healthcare
86
+ 9.42%
$461.52 - $548.18 $39.7K - $47.1K
999 $523K
NEAR
Blackrock Short Maturity Bond

ETFs
1.05K
+ 5.11%
$50.4 - $50.89 $52.8K - $53.3K
21.5K $1.1M
COST
Costco Wholesale Corp

Consumer Defensive
48
+ 9.3%
$890.62 - $1076.86 $42.7K - $51.7K
564 $533K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
766
+ 15.94%
$50.72 - $50.92 $38.9K - $39K
5.57K $283K
META
Meta Platforms, Inc.

Communication Services
112
+ 5.4%
$576.74 - $736.67 $64.6K - $82.5K
2.19K $1.26M
WMT
Walmart Inc.

Consumer Defensive
568
+ 12.15%
$84.5 - $105.05 $48K - $59.7K
5.24K $460K
MSFT
Microsoft Corp

Technology
1.12K
+ 13.49%
$375.39 - $447.2 $419K - $499K
9.38K $3.52M
HD
Home Depot, Inc.

Consumer Cyclical
155
+ 16.08%
$347.25 - $424.87 $53.8K - $65.9K
1.12K $410K
NFLX
Netflix Inc

Communication Services
10
+ 2.39%
$828.4 - $1058.6 $8.28K - $10.6K
429 $400K
JNK
Spdr Bloomberg High Yield Bond

ETFs
245
+ 2.34%
$94.86 - $97.12 $23.2K - $23.8K
10.7K $1.02M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1
+ 0.0%
$22.46 - $23.26 $22.5 - $23.3
36.2K $836K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.2K
+ 1.88%
$20.71 - $21.15 $24.9K - $25.4K
65K $1.35M
Invesco Exchange Traded Fd T
2.79K
+ 2.57%
N/A
111K $0
CWB
Spdr Bloomberg Convertible Sec

ETFs
375
+ 1.24%
$75.99 - $81.58 $28.5K - $30.6K
30.5K $2.35M
USRT
Ishares Core U.S. Reit ETF

ETFs
1
+ 0.02%
$55.14 - $60.29 $55.1 - $60.3
4.05K $231K
VTI
Vanguard Total Stock Market Et

ETFs
129
+ 3.19%
$271.18 - $303.12 $35K - $39.1K
4.17K $1.14M
ORCL
Oracle Corp

Technology
96
+ 5.43%
$139.81 - $186.47 $13.4K - $17.9K
1.86K $260K
AMZN
Amazon Com Inc

Consumer Cyclical
964
+ 11.95%
$190.26 - $242.06 $183K - $233K
9.03K $1.72M
GOOGL
Alphabet Inc.

Communication Services
723
+ 12.25%
$154.33 - $206.19 $112K - $149K
6.62K $1.02M
TSLA
Tesla, Inc.

Consumer Cyclical
864
+ 34.98%
$222.15 - $428.22 $192K - $370K
3.33K $864K
Activity Summary
Buys All Purchases 72 New Holdings 20 Increased Positions 52 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aletheian Wealth Advisors LLC Portfolio

Follow Aletheian Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email