Alaethes Wealth LLC Purchases in Q3 2025

Alaethes Wealth LLC

  • $303 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
32.6K
+ 5.86%
$58.97 - $60.36 $1.92M - $1.97M
589K $35.3M
AXON
Axon Enterprise, Inc.

Industrials
2.88K
New
$698.02 - $870.97 $2.01M - $2.51M
2.88K $2.07M
VEEV
Veeva Systems Inc

Healthcare
5.71K
New
$269.2 - $297.91 $1.54M - $1.7M
5.71K $1.7M
D
Dominion Energy, Inc

Utilities
26.2K
New
$56.32 - $62.1 $1.48M - $1.63M
26.2K $1.61M
VZ
Verizon Communications Inc

Communication Services
33.6K
New
$40.84 - $45.06 $1.37M - $1.51M
33.6K $1.47M
T
At&T Inc.

Communication Services
51.8K
New
$26.94 - $29.62 $1.4M - $1.53M
51.8K $1.46M
TOST
Toast, Inc.

Technology
39.8K
New
$36.51 - $49.3 $1.45M - $1.96M
39.8K $1.45M
GLD
Spdr Gold Trust

ETFs
366
+ 1.9%
$300.96 - $355.47 $110K - $130K
19.6K $6.98M
IAU
Ishares Gold Trust

ETFs
1.78K
+ 4.79%
$61.62 - $72.77 $110K - $129K
38.9K $2.83M
NEE
Nextera Energy Inc

Utilities
3.69K
+ 14.92%
$69.77 - $77.54 $258K - $286K
28.4K $2.15M
UBER
Uber Technologies, Inc

Technology
2.85K
+ 16.15%
$86.91 - $99.57 $248K - $284K
20.5K $2.01M
AMAT
Applied Materials Inc

Technology
73
+ 0.5%
$156.25 - $204.95 $11.4K - $15K
14.5K $2.98M
SO
Southern CO

Utilities
2.69K
+ 12.82%
$90.83 - $96.0 $244K - $258K
23.6K $2.24M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.99K
+ 2.19%
$48.5 - $50.19 $145K - $150K
139K $6.97M
TSLA
Tesla, Inc.

Consumer Cyclical
610
New
$293.94 - $444.72 $179K - $271K
610 $271K
LMT
Lockheed Martin Corp

Industrials
275
+ 7.5%
$410.74 - $499.21 $113K - $137K
3.94K $1.97M
MRK
Merck & Co., Inc.

Healthcare
2.73K
New
$77.6 - $87.37 $212K - $238K
2.73K $228K
CVX
Chevron Corp

Energy
288
+ 1.93%
$145.57 - $161.83 $41.9K - $46.6K
15.2K $2.36M
NSC
Norfolk Southern Corp

Industrials
708
New
$259.49 - $300.41 $184K - $213K
708 $212K
NOC
Northrop Grumman Corp

Industrials
348
New
$498.9 - $609.32 $174K - $212K
348 $212K
TM
Toyota Motor Corp

Consumer Cyclical
109
+ 1.2%
$167.86 - $202.79 $18.3K - $22.1K
9.18K $1.75M
XOM
Exxon Mobil Corp

Energy
648
+ 2.82%
$105.83 - $117.22 $68.6K - $76K
23.6K $2.66M
PSA
Public Storage

Real Estate
571
+ 11.67%
$271.94 - $298.09 $155K - $170K
5.46K $1.58M
UNP
Union Pacific Corp

Industrials
349
+ 4.67%
$214.91 - $237.16 $75K - $82.8K
7.82K $1.85M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
745
+ 23.22%
$366.54 - $479.53 $273K - $357K
3.95K $1.55M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1K
+ 22.73%
$100.37 - $100.74 $100K - $101K
5.4K $543K
VICI
Vici Properties Inc.

Real Estate
2.53K
+ 5.2%
$31.43 - $33.93 $79.6K - $85.9K
51.2K $1.67M
PGR
Progressive Corp

Financial Services
926
+ 11.38%
$238.61 - $264.3 $221K - $245K
9.06K $2.24M
NOW
Service Now, Inc.

Technology
306
+ 15.19%
$850.86 - $1044.69 $260K - $320K
2.32K $2.14M
TMUS
T Mobile Us, Inc.

Communication Services
158
+ 1.31%
$226.02 - $259.01 $35.7K - $40.9K
12.2K $2.92M
BSX
Boston Scientific Corp

Healthcare
1.7K
+ 12.1%
$97.03 - $108.14 $165K - $184K
15.8K $1.54M
FCX
Freeport Mcmoran Inc

Basic Materials
4.97K
+ 12.3%
$35.34 - $47.21 $176K - $235K
45.4K $1.78M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3
+ 0.09%
$61.4 - $65.41 $184 - $196
3.5K $224K
CB
Chubb LTD

Financial Services
227
+ 2.67%
$265.99 - $289.59 $60.4K - $65.7K
8.74K $2.47M
Vanguard Malvern Fds
407K
New
N/A
407K $0
Global X Fds
778
+ 0.68%
N/A
116K $0
LNG
Cheniere Energy, Inc.

Energy
150
+ 1.62%
$222.68 - $244.28 $33.4K - $36.6K
9.41K $2.21M
SPGI
S&P Global Inc.

Financial Services
270
+ 6.19%
$484.94 - $564.15 $131K - $152K
4.63K $2.25M
CI
Cigna Corp

Healthcare
557
+ 10.51%
$262.23 - $334.39 $146K - $186K
5.86K $1.69M
KR
Kroger CO

Consumer Defensive
1.14K
+ 3.06%
$64.52 - $74.35 $73.3K - $84.5K
38.3K $2.58M
SYK
Stryker Corp

Healthcare
75
+ 1.56%
$368.57 - $403.53 $27.6K - $30.3K
4.88K $1.8M
SPOT
Spotify Technology S.A.

Communication Services
194
+ 5.44%
$620.01 - $738.53 $120K - $143K
3.76K $2.62M
TDG
Trans Digm Group Inc

Industrials
60
+ 3.95%
$1271.04 - $1620.83 $76.3K - $97.2K
1.58K $2.08M
FICO
Fair Isaac Corp

Technology
143
+ 10.06%
$1311.26 - $1869.83 $188K - $267K
1.57K $2.34M
ISRG
Intuitive Surgical Inc

Healthcare
251
+ 5.1%
$433.66 - $544.47 $109K - $137K
5.18K $2.32M
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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