Aletheian Wealth Advisors LLC Portfolio Holdings

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $163 Million
  • Prior Value $183 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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