Aletheian Wealth Advisors LLC Reduced Holdings in Q2 2025

Aletheian Wealth Advisors LLC

  • $195 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-780
- 4.14%
$172.42 - $223.89 $134K - $175K
18.1K $3.71M
UNH
Unitedhealth Group Inc

Healthcare
-199
- 19.92%
$274.35 - $599.47 $54.6K - $119K
800 $249K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-11.1K
- 8.35%
$12.21 - $13.9 $135K - $154K
122K $1.59M
LLY
Eli Lilly & CO

Healthcare
-101
- 9.01%
$713.71 - $898.95 $72.1K - $90.8K
1.02K $795K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-74
- 4.23%
$483.48 - $539.8 $35.8K - $39.9K
1.68K $814K
ABBV
Abb Vie Inc.

Healthcare
-237
- 11.33%
$170.16 - $206.27 $40.3K - $48.9K
1.86K $344K
JNJ
Johnson & Johnson

Healthcare
-263
- 10.47%
$146.36 - $159.82 $38.5K - $42K
2.25K $343K
PG
Procter & Gamble CO

Consumer Defensive
-84
- 2.91%
$157.66 - $172.39 $13.2K - $14.5K
2.81K $447K
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 2.88%
$285.55 - $321.23 $7.42K - $8.35K
876 $255K
V
Visa Inc.

Financial Services
-78
- 4.25%
$308.27 - $373.31 $24K - $29.1K
1.76K $624K
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 5.14%
$908.13 - $1056.85 $26.3K - $30.6K
535 $529K
IEMG
Ishares Inc

ETFs
-76
- 0.35%
N/A
21.4K $1.15M
USRT
Ishares Core U.S. Reit ETF

ETFs
-3
- 0.07%
$50.37 - $57.97 $151 - $174
4.05K $228K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-156
- 0.48%
$96.84 - $99.46 $15.1K - $15.5K
32.4K $3.22M
Linde PLC
-15
- 2.39%
N/A
612 $0
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4
- 0.01%
$22.68 - $23.28 $90.7 - $93.1
36.2K $837K
ABT
Abbott Laboratories

Healthcare
-32
- 2.02%
$123.95 - $138.08 $3.97K - $4.42K
1.55K $210K
CSCO
Cisco Systems, Inc.

Technology
-353
- 8.96%
$53.19 - $69.38 $18.8K - $24.5K
3.59K $248K
LYG
Lloyds Banking Group PLC

Financial Services
-256
- 1.93%
$3.32 - $4.29 $850 - $1.1K
13K $55K
SAP
Sap Se

Technology
-69
- 9.07%
$237.53 - $309.8 $16.4K - $21.4K
692 $210K
SAN
Banco Santander, S.A.

Financial Services
-1.39K
- 11.57%
$5.72 - $8.32 $7.96K - $11.6K
10.6K $88K
BAC
Bank Of America Corp

Financial Services
-248
- 4.34%
$34.39 - $47.46 $8.53K - $11.8K
5.47K $258K
WMT
Walmart Inc.

Consumer Defensive
-249
- 4.75%
$81.79 - $99.98 $20.4K - $24.9K
5K $488K
CAT
Caterpillar Inc

Industrials
-4
- 0.56%
$273.94 - $388.21 $1.1K - $1.55K
711 $276K
NFLX
Netflix Inc

Communication Services
-85
- 19.81%
$855.86 - $1339.13 $72.7K - $114K
344 $460K
JPM
Jpmorgan Chase & CO

Financial Services
-131
- 4.11%
$210.28 - $289.91 $27.5K - $38K
3.05K $885K
GOOGL
Alphabet Inc.

Communication Services
-179
- 2.7%
$144.7 - $178.6 $25.9K - $32K
6.44K $1.14M
TSLA
Tesla, Inc.

Consumer Cyclical
-241
- 7.23%
$221.86 - $362.89 $53.5K - $87.5K
3.09K $982K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3
- 0.02%
$57.14 - $72.68 $171 - $218
14.4K $1.05M
IEFA
Ishares Tr

ETFs
-390
- 1.03%
$67.83 - $84.09 $26.5K - $32.8K
37.5K $3.13M
META
Meta Platforms, Inc.

Communication Services
-50
- 2.29%
$484.66 - $738.09 $24.2K - $36.9K
2.14K $1.58M
AVGO
Broadcom Inc.

Technology
-82
- 1.51%
$146.29 - $275.65 $12K - $22.6K
5.36K $1.48M
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 0.16%
$498.8 - $620.9 $9.48K - $11.8K
12K $7.46M
MSFT
Microsoft Corp

Technology
-432
- 4.61%
$354.56 - $497.45 $153K - $215K
8.95K $4.45M
NVDA
Nvidia Corp

Technology
-1.34K
- 5.16%
$94.31 - $157.99 $126K - $211K
24.6K $3.88M
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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