Aletheian Wealth Advisors LLC Purchases in Q1 2025

Aletheian Wealth Advisors LLC

  • $170 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
21.9K
+ 8.16%
$71.17 - $73.66 $1.56M - $1.61M
291K $21.3M
VEA
Vanguard Ftse Developed Market

ETFs
13.6K
+ 4.07%
$47.4 - $52.99 $644K - $720K
348K $17.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.1K
New
$54.25 - $57.64 $548K - $583K
10.1K $557K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.53K
+ 22.11%
$49.42 - $50.43 $471K - $481K
52.6K $2.63M
MUB
Ishares National Muni Bond ETF

ETFs
4.06K
+ 13.9%
$104.71 - $107.69 $426K - $438K
33.3K $3.5M
KO
Coca Cola CO

Consumer Defensive
5.04K
New
$60.81 - $72.32 $306K - $364K
5.04K $360K
VNQ
Vanguard Specialized Funds Van

ETFs
3.5K
+ 6.27%
$85.55 - $94.34 $300K - $330K
59.4K $5.33M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.34K
+ 8.44%
$110.75 - $119.78 $260K - $281K
30.1K $3.51M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.94K
+ 11.84%
$38.22 - $41.19 $227K - $244K
56.1K $2.28M
BX
Blackstone Inc.

Financial Services
2.06K
New
$136.53 - $186.74 $281K - $384K
2.06K $287K
AAPL
Apple Inc.

Technology
3.25K
+ 20.81%
$209.68 - $247.1 $681K - $803K
18.9K $4.19M
PM
Philip Morris International Inc.

Consumer Defensive
1.72K
New
$117.15 - $158.79 $202K - $274K
1.72K $273K
CVX
Chevron Corp

Energy
1.49K
New
$146.71 - $167.97 $218K - $250K
1.49K $248K
CSCO
Cisco Systems, Inc.

Technology
3.94K
New
$58.74 - $64.87 $231K - $256K
3.94K $243K
RTX
Raytheon Technologies Corp

Industrials
1.79K
New
$114.1 - $135.66 $204K - $243K
1.79K $236K
CAT
Caterpillar Inc

Industrials
715
New
$326.75 - $407.63 $234K - $291K
715 $235K
MRK
Merck & Co., Inc.

Healthcare
2.61K
New
$83.01 - $101.02 $217K - $264K
2.61K $234K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.25K
New
$27.01 - $28.54 $223K - $235K
8.25K $227K
WMB
Williams Companies, Inc.

Energy
3.72K
New
$54.02 - $61.09 $201K - $227K
3.72K $222K
GE
General Electric CO

Industrials
1.07K
New
$168.59 - $212.13 $181K - $227K
1.07K $214K
TMUS
T Mobile Us, Inc.

Communication Services
799
New
$211.3 - $272.83 $169K - $218K
799 $213K
ABT
Abbott Laboratories

Healthcare
1.58K
New
$111.1 - $140.22 $176K - $222K
1.58K $209K
T
At&T Inc.

Communication Services
7.25K
New
$21.56 - $28.28 $156K - $205K
7.25K $205K
PLTR
Palantir Technologies Inc.

Technology
2.43K
New
$64.98 - $124.62 $158K - $303K
2.43K $205K
SAP
Sap Se

Technology
761
New
$241.4 - $293.69 $184K - $223K
761 $204K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
6.54K
+ 16.75%
$25.34 - $26.96 $166K - $176K
45.6K $1.19M
BNDX
Vanguard Total International B

ETFs
4.86K
+ 2.63%
$48.33 - $49.5 $235K - $241K
190K $9.28M
JNJ
Johnson & Johnson

Healthcare
972
+ 63.16%
$142.06 - $167.7 $138K - $163K
2.51K $416K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.94K
+ 6.05%
$76.94 - $78.28 $150K - $152K
34.1K $2.66M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.28K
+ 8.45%
$30.73 - $32.26 $224K - $235K
93.4K $2.88M
LLY
Eli Lilly & CO

Healthcare
138
+ 14.04%
$725.72 - $929.72 $100K - $128K
1.12K $925K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
86
+ 5.17%
$442.66 - $534.52 $38.1K - $46K
1.75K $918K
XOM
Exxon Mobil Corp

Energy
970
+ 27.1%
$105.44 - $118.93 $102K - $115K
4.55K $541K
V
Visa Inc.

Financial Services
292
+ 18.91%
$306.92 - $362.71 $89.6K - $106K
1.84K $643K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.68K
+ 3.96%
$25.69 - $26.89 $68.7K - $71.9K
70.2K $1.88M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4K
+ 3.11%
$13.05 - $13.97 $52.2K - $55.9K
133K $1.79M
ABBV
Abb Vie Inc.

Healthcare
233
+ 12.53%
$169.2 - $216.66 $39.4K - $50.5K
2.09K $438K
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.3K
+ 6.01%
$30.71 - $30.87 $101K - $102K
58.2K $1.79M
NAK
Northern Dynasty Minerals LTD

Basic Materials
88.7K
New
$0.58 - $1.22 $51.4K - $108K
88.7K $107K
JPM
Jpmorgan Chase & CO

Financial Services
315
+ 10.98%
$225.19 - $279.95 $70.9K - $88.2K
3.18K $781K
SUB
Ishares Short Term National Mu

ETFs
871
+ 12.46%
$105.3 - $106.24 $91.7K - $92.5K
7.86K $829K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.11K
+ 18.87%
$83.18 - $89.27 $92K - $98.7K
6.97K $584K
EMB
Ishares Tr

ETFs
730
+ 6.09%
$88.64 - $92.03 $64.7K - $67.2K
12.7K $1.15M
MA
Mastercard Inc

Financial Services
117
+ 14.11%
$504.67 - $576.31 $59K - $67.4K
946 $518K
TIP
Ishares Tr Tips Bd ETF

ETFs
644
+ 27.51%
$106.22 - $111.09 $68.4K - $71.5K
2.99K $330K
SRLN
Ssga Active Trust

ETFs
1.99K
+ 26.12%
$41.02 - $41.99 $81.8K - $83.7K
9.62K $395K
PG
Procter & Gamble CO

Consumer Defensive
394
+ 15.78%
$158.56 - $176.26 $62.5K - $69.4K
2.89K $492K
RWX
Spdr Dow Jones International R

ETFs
1.02K
+ 3.41%
$22.39 - $24.7 $22.9K - $25.3K
31K $762K
UNH
Unitedhealth Group Inc

Healthcare
86
+ 9.42%
$461.52 - $548.18 $39.7K - $47.1K
999 $523K
Activity Summary
Buys All Purchases 72 New Holdings 20 Increased Positions 52 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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