Alaethes Wealth LLC Incresed Positions in Q2 2024

Alaethes Wealth LLC

  • $236 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
228K
+ 119.87%
$57.55 - $58.0 $13.1M - $13.2M
418K $24.2M
NVDA
Nvidia Corp

Technology
75.6K
+ 886.28%
$118.11 - $1224.4 $8.93M - $92.6M
84.2K $10.4M
AAPL
Apple Inc.

Technology
813
+ 1.45%
$165.0 - $216.67 $134K - $176K
56.9K $12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
22.1K
+ 23.05%
$49.55 - $50.44 $1.09M - $1.11M
118K $5.9M
GOOG
Alphabet Inc.

Communication Services
489
+ 1.64%
$151.94 - $186.86 $74.3K - $91.4K
30.3K $5.56M
ANET
Arista Networks, Inc.

Technology
33
+ 0.24%
$245.47 - $350.48 $8.1K - $11.6K
13.9K $4.86M
SUB
Ishares Short Term National Mu

ETFs
7.69K
+ 16.26%
$104.04 - $104.8 $800K - $806K
55K $5.75M
MSFT
Microsoft Corp

Technology
339
+ 1.72%
$389.33 - $452.85 $132K - $154K
20K $8.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.09K
+ 91.14%
$495.16 - $548.49 $540K - $598K
2.29K $1.24M
PANW
Palo Alto Networks Inc

Technology
127
+ 1.29%
$265.2 - $340.82 $33.7K - $43.3K
9.94K $3.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
799
+ 149.35%
$414.65 - $485.21 $331K - $388K
1.33K $639K
NVO
Novo Nordisk A S

Healthcare
336
+ 1.4%
$122.71 - $146.91 $41.2K - $49.4K
24.3K $3.47M
ADBE
Adobe Inc.

Technology
155
+ 2.66%
$439.02 - $555.54 $68K - $86.1K
5.99K $3.33M
AMAT
Applied Materials Inc

Technology
16
+ 0.13%
$189.46 - $247.83 $3.03K - $3.97K
12.1K $2.86M
ORCL
Oracle Corp

Technology
385
+ 2.59%
$113.75 - $144.64 $43.8K - $55.7K
15.2K $2.15M
ISRG
Intuitive Surgical Inc

Healthcare
41
+ 0.76%
$366.34 - $445.11 $15K - $18.2K
5.45K $2.42M
GOOGL
Alphabet Inc.

Communication Services
59
+ 0.85%
$150.53 - $185.41 $8.88K - $10.9K
6.98K $1.27M
GLD
Spdr Gold Trust

ETFs
291
+ 2.2%
$207.82 - $224.56 $60.5K - $65.3K
13.5K $2.91M
TMUS
T Mobile Us, Inc.

Communication Services
237
+ 2.25%
$159.79 - $180.69 $37.9K - $42.8K
10.8K $1.9M
WMB
Williams Companies, Inc.

Energy
598
+ 1.4%
$37.58 - $43.11 $22.5K - $25.8K
43.4K $1.84M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.77K
+ 1.88%
$9.68 - $10.84 $36.5K - $40.8K
204K $2.2M
ASML
Asml Holding Nv

Technology
6
+ 0.23%
$852.84 - $1068.86 $5.12K - $6.41K
2.57K $2.63M
XLK
Technology Sector Spdr

ETFs
62
+ 0.93%
$192.53 - $231.41 $11.9K - $14.3K
6.74K $1.52M
UNH
Unitedhealth Group Inc

Healthcare
130
+ 2.8%
$439.2 - $524.63 $57.1K - $68.2K
4.78K $2.43M
ZS
Zscaler, Inc.

Technology
635
+ 9.87%
$156.65 - $192.19 $99.5K - $122K
7.07K $1.36M
LHX
L3 Harris Technologies, Inc.

Industrials
195
+ 3.07%
$200.34 - $226.69 $39.1K - $44.2K
6.56K $1.47M
MS
Morgan Stanley

Financial Services
510
+ 2.4%
$86.19 - $101.53 $44K - $51.8K
21.7K $2.11M
GNRC
Generac Holdings Inc.

Industrials
256
+ 2.19%
$127.41 - $154.23 $32.6K - $39.5K
12K $1.58M
IVV
Ishares Core S&P 500 ETF

ETFs
117
+ 6.57%
$497.53 - $549.64 $58.2K - $64.3K
1.9K $1.04M
SAP
Sap Se

Technology
103
+ 0.86%
$175.77 - $201.71 $18.1K - $20.8K
12.1K $2.45M
LMT
Lockheed Martin Corp

Industrials
82
+ 2.48%
$447.57 - $471.51 $36.7K - $38.7K
3.39K $1.58M
TSLA
Tesla, Inc.

Consumer Cyclical
11
+ 0.31%
$142.05 - $197.88 $1.56K - $2.18K
3.52K $696K
FCX
Freeport Mcmoran Inc

Basic Materials
493
+ 1.45%
$47.26 - $54.86 $23.3K - $27K
34.4K $1.67M
PSA
Public Storage

Real Estate
295
+ 9.16%
$257.73 - $293.34 $76K - $86.5K
3.52K $1.01M
GD
General Dynamics Corp

Industrials
107
+ 1.99%
$281.11 - $300.23 $30.1K - $32.1K
5.49K $1.59M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.11K
+ 2.67%
$28.38 - $32.36 $31.5K - $36K
42.7K $1.32M
DHR
Danaher Corp

Healthcare
206
+ 3.05%
$235.51 - $267.98 $48.5K - $55.2K
6.96K $1.74M
BHP
Bhp Group LTD

Basic Materials
848
+ 4.06%
$55.0 - $61.63 $46.6K - $52.3K
21.8K $1.24M
FANG
Diamondback Energy, Inc.

Energy
80
+ 0.88%
$185.97 - $208.26 $14.9K - $16.7K
9.17K $1.84M
CVX
Chevron Corp

Energy
250
+ 2.06%
$152.57 - $166.33 $38.1K - $41.6K
12.4K $1.94M
ROK
Rockwell Automation, Inc

Industrials
288
+ 7.27%
$254.39 - $288.52 $73.3K - $83.1K
4.25K $1.17M
CB
Chubb LTD

Financial Services
178
+ 2.31%
$243.01 - $274.28 $43.3K - $48.8K
7.89K $2.01M
XOM
Exxon Mobil Corp

Energy
302
+ 1.56%
$108.36 - $122.2 $32.7K - $36.9K
19.7K $2.27M
VICI
Vici Properties Inc.

Real Estate
1.93K
+ 4.93%
$27.15 - $30.51 $52.4K - $58.9K
41.1K $1.18M
VHT
Vanguard Health Care ETF

ETFs
28
+ 3.2%
$252.83 - $269.37 $7.08K - $7.54K
902 $239K
WM
Waste Management Inc

Industrials
4
+ 0.18%
$200.55 - $213.34 $802 - $853
2.17K $463K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.15%
$45.52 - $50.04 $364 - $400
5.41K $256K
STZ
Constellation Brands, Inc.

Consumer Defensive
158
+ 3.39%
$243.97 - $268.34 $38.5K - $42.4K
4.81K $1.24M
TTE
Total Energies Se

Energy
497
+ 1.77%
$65.76 - $74.56 $32.7K - $37.1K
28.6K $1.91M
Activity Summary
Buys All Purchases 80 New Holdings 7 Increased Positions 73 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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