Aletheian Wealth Advisors LLC Sells in Q3 2024

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-25.4K
- 54.55%
$98.91 - $134.91 $2.51M - $3.42M
21.1K $2.57M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.34K
- 30.56%
$520.18 - $576.82 $2.78M - $3.08M
12.1K $7M
MSFT
Microsoft Corp

Technology
-5K
- 37.97%
$395.15 - $467.56 $1.97M - $2.34M
8.17K $3.51M
GOOGL
Alphabet Inc.

Communication Services
-11.1K
- 66.14%
$148.65 - $191.18 $1.65M - $2.12M
5.67K $940K
AMZN
Amazon Com Inc

Consumer Cyclical
-10.3K
- 58.01%
$161.02 - $200.0 $1.66M - $2.06M
7.45K $1.39M
META
Meta Platforms, Inc.

Communication Services
-4.14K
- 68.67%
$453.41 - $572.44 $1.88M - $2.37M
1.89K $1.08M
COIN
Coinbase Global, Inc.

Technology
-4.98K
- 40.88%
$147.09 - $265.15 $733K - $1.32M
7.21K $1.28M
COST
Costco Wholesale Corp

Consumer Defensive
-1.52K
- 75.69%
$801.83 - $917.05 $1.22M - $1.39M
487 $431K
ORCL
Oracle Corp

Technology
-8.91K
- 84.47%
$125.9 - $170.35 $1.12M - $1.52M
1.64K $278K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-61K
- 32.22%
$12.67 - $14.36 $773K - $876K
128K $1.72M
BAC
Bank Of America Corp

Financial Services
-20.8K
- 78.55%
$36.65 - $44.13 $761K - $917K
5.67K $225K
JPM
Jpmorgan Chase & CO

Financial Services
-3.99K
- 59.65%
$194.9 - $224.8 $777K - $896K
2.7K $568K
UNH
Unitedhealth Group Inc

Healthcare
-1.64K
- 63.87%
$488.01 - $604.18 $799K - $989K
926 $541K
JNJ
Johnson & Johnson

Healthcare
-5.43K
- 72.75%
$145.48 - $167.38 $789K - $908K
2.03K $329K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.96K
- 55.44%
$405.19 - $478.57 $795K - $939K
1.58K $726K
XOM
Exxon Mobil Corp

Energy
-5.62K
- 57.13%
$109.72 - $119.0 $617K - $669K
4.22K $494K
CVX
Chevron Corp

Energy
-3.75K
- 71.5%
$137.88 - $161.97 $517K - $608K
1.5K $220K
V
Visa Inc.

Financial Services
-2.2K
- 59.31%
$253.74 - $291.56 $557K - $641K
1.51K $414K
AMD
Advanced Micro Devices Inc

Technology
-2.92K
- 65.45%
$128.67 - $183.96 $376K - $538K
1.54K $253K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.89K
- 55.43%
$191.76 - $263.26 $553K - $760K
2.32K $607K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.72K
- 33.15%
$33.74 - $37.96 $328K - $369K
19.6K $736K
VO
Vanguard Mid Cap ETF

ETFs
-820
- 32.42%
$237.84 - $263.83 $195K - $216K
1.71K $450K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.78K
- 20.42%
$60.13 - $68.17 $227K - $258K
14.7K $996K
GOOG
Alphabet Inc.

Communication Services
-231
- 4.37%
$149.54 - $192.66 $34.5K - $44.5K
5.05K $844K
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.92K
- 41.91%
$53.07 - $62.66 $155K - $183K
4.05K $249K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-3.04K
- 6.86%
$49.77 - $51.95 $151K - $158K
41.3K $2.14M
MRK
Merck & Co., Inc.

Healthcare
-348
- 14.33%
$111.15 - $128.97 $38.7K - $44.9K
2.08K $236K
IEMG
Ishares Inc

ETFs
-1.01K
- 4.32%
$53.64 - $53.64 $54.2K - $54.2K
22.4K $1.2M
IEFA
Ishares Tr

ETFs
-3.54K
- 8.33%
$70.09 - $78.74 $248K - $278K
38.9K $3.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.24K
- 11.16%
$59.93 - $66.52 $74.1K - $82.3K
9.85K $655K
TIP
Ishares Tr Tips Bd ETF

ETFs
-313
- 12.08%
$105.92 - $110.83 $33.2K - $34.7K
2.28K $251K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.11%
$772.14 - $960.02 $772 - $960
917 $812K
VTI
Vanguard Total Stock Market Et

ETFs
-294
- 6.42%
$255.18 - $283.2 $75K - $83.3K
4.29K $1.21M
SRLN
Ssga Active Trust

ETFs
-184
- 2.35%
$40.93 - $41.85 $7.53K - $7.7K
7.63K $318K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-855
- 2.26%
$49.93 - $51.15 $42.7K - $43.7K
36.9K $1.89M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.72K
- 7.2%
$11.52 - $12.52 $42.8K - $46.5K
47.9K $591K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-43
- 1.07%
$50.61 - $50.96 $2.18K - $2.19K
3.96K $201K
Invesco Exchange Traded Fd T
-3.94K
- 3.48%
N/A
109K $0
VB
Vanguard Small Cap ETF

ETFs
-91
- 8.18%
$214.77 - $237.72 $19.5K - $21.6K
1.02K $242K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-375
- 5.77%
$77.24 - $83.67 $29K - $31.4K
6.12K $511K
ACN
Accenture PLC

Technology
-57
- 7.67%
$295.44 - $355.81 $16.8K - $20.3K
686 $242K
RWX
Spdr Dow Jones International R

ETFs
-3.5K
- 10.46%
$23.88 - $28.19 $83.6K - $98.7K
30K $826K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1
- 0.01%
$45.2 - $47.87 $45.2 - $47.9
18.1K $859K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.12K
- 2.65%
$19.78 - $23.53 $22.1K - $26.3K
41.1K $951K
AAPL
Apple Inc.

Technology
-402
- 2.6%
$207.23 - $234.82 $83.3K - $94.4K
15K $3.5M
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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