Aletheian Wealth Advisors LLC Portfolio Holdings by Sector
Aletheian Wealth Advisors LLC
- $170 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND ITOT VEA BNDX VWO IVV VNQ VSS 45 stocks |
$137,668
80.83% of portfolio
|
29
|
12
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,188
2.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM 3 stocks |
$4,046
2.38% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR 3 stocks |
$3,985
2.34% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$3,098
1.82% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ MRK 4 stocks |
$2,013
1.18% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,718
1.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
COIN SAP 2 stocks |
$1,450
0.85% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC SAN 4 stocks |
$1,334
0.78% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$1,161
0.68% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,140
0.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$993
0.58% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$918
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$864
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$789
0.46% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$523
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$492
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Telecom Services | Communication Services
TMUS T 2 stocks |
$418
0.25% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$410
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$400
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$360
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$287
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$281
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$273
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$243
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$236
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$235
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB 1 stocks |
$222
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$214
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$209
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
NAK 1 stocks |
$107
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
LYG 1 stocks |
$50
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|