Aletheian Wealth Advisors LLC Portfolio Holdings
Aletheian Wealth Advisors LLC
- $177 Million
- Q1 2024
Aletheian Wealth Advisors LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $177 Million distributed in 83 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 $19.4M, Vanguard Bd Index Fd Inc Total with a value of $16.8M, Vanguard Ftse Developed Market with a value of $15.2M, Ishares Core S&P 500 ETF with a value of $9.19M, and Vanguard Total International B with a value of $8.29M.
Examining the 13F form we can see an increase of $32.3M in the current position value, from $145M to 177M.
Below you can find more details about Aletheian Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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