Aletheian Wealth Advisors LLC Reduced Holdings in Q3 2025

Aletheian Wealth Advisors LLC

  • $206 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.62K
- 13.57%
$48.5 - $50.19 $224K - $232K
29.4K $1.47M
BNDX
Vanguard Total International B

ETFs
-2.96K
- 1.47%
$49.0 - $49.51 $145K - $147K
198K $9.79M
COIN
Coinbase Global, Inc.

Technology
-27
- 0.34%
$297.99 - $419.78 $8.05K - $11.3K
7.98K $2.69M
NFLX
Netflix Inc

Communication Services
-6
- 1.74%
$1147.87 - $1297.18 $6.89K - $7.78K
338 $405K
META
Meta Platforms, Inc.

Communication Services
-48
- 2.25%
$695.21 - $791.73 $33.4K - $38K
2.09K $1.53M
PM
Philip Morris International Inc.

Consumer Defensive
-49
- 2.83%
$157.77 - $183.27 $7.73K - $8.98K
1.68K $272K
V
Visa Inc.

Financial Services
-20
- 1.14%
$332.09 - $358.86 $6.64K - $7.18K
1.74K $593K
LLY
Eli Lilly & CO

Healthcare
-10
- 0.98%
$625.65 - $812.69 $6.26K - $8.13K
1.01K $770K
PG
Procter & Gamble CO

Consumer Defensive
-43
- 1.53%
$150.47 - $161.22 $6.47K - $6.93K
2.76K $424K
AMZN
Amazon Com Inc

Consumer Cyclical
-108
- 1.12%
$211.65 - $238.24 $22.9K - $25.7K
9.53K $2.09M
NEAR
Blackrock Short Maturity Bond

ETFs
-436
- 1.98%
$50.8 - $51.32 $22.1K - $22.4K
21.6K $1.11M
IBM
International Business Machines Corp

Technology
-17
- 2.05%
$234.77 - $292.47 $3.99K - $4.97K
813 $229K
T
At&T Inc.

Communication Services
-243
- 3.23%
$26.94 - $29.62 $6.55K - $7.2K
7.27K $205K
COF
Capital One Financial Corp

Financial Services
-40
- 4.07%
$207.29 - $229.74 $8.29K - $9.19K
942 $200K
SUB
Ishares Short Term National Mu

ETFs
-81
- 1.02%
$106.17 - $107.3 $8.6K - $8.69K
7.84K $837K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.02K
- 2.51%
$20.76 - $21.78 $21.2K - $22.2K
39.6K $853K
MA
Mastercard Inc

Financial Services
-14
- 1.46%
$550.18 - $598.96 $7.7K - $8.39K
948 $539K
WMB
Williams Companies, Inc.

Energy
-49
- 1.32%
$56.52 - $64.01 $2.77K - $3.14K
3.67K $232K
LYG
Lloyds Banking Group PLC

Financial Services
-733
- 5.62%
$4.03 - $4.63 $2.95K - $3.39K
12.3K $55K
MCD
Mcdonalds Corp

Consumer Cyclical
-23
- 2.63%
$291.67 - $316.99 $6.71K - $7.29K
853 $259K
WFC
Wells Fargo & Company

Financial Services
-80
- 2.41%
$77.05 - $85.16 $6.16K - $6.81K
3.24K $271K
RWX
Spdr Dow Jones International R

ETFs
-220
- 0.71%
$26.58 - $28.39 $5.85K - $6.25K
30.8K $857K
VO
Vanguard Mid Cap ETF

ETFs
-29
- 2.08%
$279.83 - $293.74 $8.12K - $8.52K
1.37K $401K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1
- -0.0%
$22.9 - $23.58 $22.9 - $23.6
36.2K $849K
XOM
Exxon Mobil Corp

Energy
-90
- 1.81%
$105.83 - $117.22 $9.52K - $10.5K
4.87K $549K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-24
- 1.43%
$459.11 - $506.91 $11K - $12.2K
1.65K $830K
SAN
Banco Santander, S.A.

Financial Services
-146
- 1.37%
$8.27 - $10.48 $1.21K - $1.53K
10.5K $109K
GS
Goldman Sachs Group Inc

Financial Services
-9
- 2.88%
$696.56 - $806.32 $6.27K - $7.26K
303 $241K
WMT
Walmart Inc.

Consumer Defensive
-28
- 0.56%
$94.4 - $104.27 $2.64K - $2.92K
4.97K $511K
RTX
Raytheon Technologies Corp

Industrials
-39
- 2.16%
$144.19 - $167.33 $5.62K - $6.53K
1.77K $295K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-346
- 2.4%
$72.04 - $77.35 $24.9K - $26.8K
14.1K $1.08M
GE
General Electric CO

Industrials
-32
- 2.84%
$244.75 - $305.63 $7.83K - $9.78K
1.1K $329K
CAT
Caterpillar Inc

Industrials
-12
- 1.69%
$390.92 - $477.15 $4.69K - $5.73K
699 $333K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-114
- 1.62%
$89.29 - $100.17 $10.2K - $11.4K
6.94K $694K
JPM
Jpmorgan Chase & CO

Financial Services
-59
- 1.93%
$282.78 - $316.06 $16.7K - $18.6K
2.99K $944K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-148
- 7.33%
$224.68 - $282.71 $33.3K - $41.8K
1.87K $522K
ORCL
Oracle Corp

Technology
-176
- 9.28%
$218.96 - $328.33 $38.5K - $57.8K
1.72K $484K
JNJ
Johnson & Johnson

Healthcare
-10
- 0.44%
$155.17 - $185.42 $1.55K - $1.85K
2.24K $414K
ABBV
Abb Vie Inc.

Healthcare
-11
- 0.59%
$184.85 - $231.54 $2.03K - $2.55K
1.84K $426K
PLTR
Palantir Technologies Inc.

Technology
-161
- 6.42%
$130.68 - $186.97 $21K - $30.1K
2.35K $427K
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.02%
$303.93 - $329.86 $304 - $330
4.2K $1.38M
MSFT
Microsoft Corp

Technology
-125
- 1.4%
$491.09 - $535.64 $61.4K - $67K
8.82K $4.57M
IWN
Ishares Russell2000 Val ETF

ETFs
-31
- 0.46%
$157.1 - $178.94 $4.87K - $5.55K
6.65K $1.18M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-535
- 0.18%
$72.57 - $74.72 $38.8K - $40K
299K $22.3M
AVGO
Broadcom Inc.

Technology
-171
- 3.19%
$264.74 - $369.57 $45.3K - $63.2K
5.19K $1.71M
GOOG
Alphabet Inc.

Communication Services
-138
- 2.58%
$175.16 - $255.24 $24.2K - $35.2K
5.2K $1.27M
TSLA
Tesla, Inc.

Consumer Cyclical
-35
- 1.13%
$293.94 - $444.72 $10.3K - $15.6K
3.06K $1.36M
GOOGL
Alphabet Inc.

Communication Services
-140
- 2.17%
$174.36 - $254.72 $24.4K - $35.7K
6.3K $1.53M
NVDA
Nvidia Corp

Technology
-903
- 3.68%
$153.3 - $186.58 $138K - $168K
23.7K $4.41M
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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