Aletheian Wealth Advisors LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $163 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $22.6M, Vanguard Bd Index Fd Inc Total with a value of $19.9M, Vanguard Ftse Developed Market with a value of $17.4M, Vanguard Total International B with a value of $9.31M, and Vanguard Ftse Emerging Mkts Et with a value of $7.54M.
Examining the 13F form we can see an decrease of $19.4M in the current position value, from $183M to 163M.
Below you can find more details about Aletheian Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$163 Million
ETFs: $138 Million
Technology: $12.7 Million
Communication Services: $3.15 Million
Healthcare: $2.5 Million
Financial Services: $2.42 Million
Consumer Cyclical: $2.41 Million
Consumer Defensive: $1.43 Million
Energy: $714,000
Other: $0
Stock Holdings Table Market Cap. of $200 Billions or more
