Alaethes Wealth LLC Top Holdings and 13F Report (2025) About Alaethes Wealth LLCInvestment ActivityAlaethes Wealth LLC has $273.00 million in total holdings as of March 31, 2025.Alaethes Wealth LLC owns shares of 106 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 15.90% of the portfolio was purchased this quarter.About 14.90% of the portfolio was sold this quarter.This quarter, Alaethes Wealth LLC has purchased 107 new stocks and bought additional shares in 82 stocks.Alaethes Wealth LLC sold shares of 11 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Treasury Index ETF $31,162,487Apple $13,066,333GLOBAL X FDS $11,638,083iShares Short-Term National Muni Bond ETF $10,203,917NVIDIA $8,476,127 Largest New Holdings this Quarter 743315103 - Progressive $2,215,402 Holding81762P102 - ServiceNow $1,495,947 Holding92532F100 - Vertex Pharmaceuticals $1,479,186 Holding446413106 - Huntington Ingalls Industries $1,299,735 Holding78467V848 - SPDR Doubleline Total Return Tactical ETF $445,809 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury Index ETF 449,996 shares (about $26.73M)Progressive 7,828 shares (about $2.22M)ServiceNow 1,879 shares (about $1.50M)Vertex Pharmaceuticals 3,051 shares (about $1.48M)Huntington Ingalls Industries 6,370 shares (about $1.30M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 2,252 shares (about $1.26M)iShares Core S&P 500 ETF 275 shares (about $154.52K)Netflix 134 shares (about $124.96K)Invesco QQQ 62 shares (about $29.07K)Broadcom 146 shares (about $24.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlaethes Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGITVanguard Intermediate-Term Treasury Index ETF$31,162,487$26,729,762 ▲603.0%524,62111.4%ETFAAPLApple$13,066,333$458,698 ▲3.6%58,8234.8%Computer and TechnologyGLOBAL X FDS$11,638,083$569,897 ▲5.1%115,8714.3%1-3 MONTH T-BILLSUBiShares Short-Term National Muni Bond ETF$10,203,917$173,712 ▲1.7%96,6283.7%ETFNVDANVIDIA$8,476,127$56,255 ▲0.7%78,2003.1%Computer and TechnologyAMZNAmazon.com$7,989,636$289,387 ▲3.8%41,9932.9%Retail/WholesaleMSFTMicrosoft$7,794,529$153,909 ▲2.0%20,7642.9%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$6,559,466$581,149 ▲9.7%132,1942.4%ETFGOOGAlphabet$5,310,708$124,671 ▲2.4%33,9931.9%Computer and TechnologyAVGOBroadcom$4,767,954$24,445 ▼-0.5%28,4771.7%Computer and TechnologyMETAMeta Platforms$4,643,610$87,028 ▲1.9%8,0571.7%Computer and TechnologyGLDSPDR Gold Shares$4,251,506$73,764 ▲1.8%14,7551.6%FinanceARISTA NETWORKS INC$3,564,360$11,389 ▲0.3%46,0041.3%COM SHSLLYEli Lilly and Company$3,496,077$122,235 ▲3.6%4,2331.3%MedicalJPMJPMorgan Chase & Co.$3,402,266$5,642 ▼-0.2%13,8701.2%FinanceVVisa$3,324,077$60,278 ▲1.8%9,4851.2%Business ServicesTSMTaiwan Semiconductor Manufacturing$3,290,184$72,171 ▲2.2%19,7401.2%Computer and TechnologyIVViShares Core S&P 500 ETF$3,035,384$154,523 ▼-4.8%5,4021.1%ETFSAPSAP$3,006,194$30,065 ▲1.0%11,1991.1%Computer and TechnologyPANWPalo Alto Networks$2,969,549$13,652 ▲0.5%17,4021.1%Computer and TechnologyMUFGMitsubishi UFJ Financial Group$2,959,208$31,254 ▲1.1%217,1101.1%FinanceTMUST-Mobile US$2,873,800$45,607 ▲1.6%10,7751.1%Computer and TechnologyBXBlackstone$2,780,550$46,268 ▲1.7%19,8921.0%FinanceCRWDCrowdStrike$2,674,225$12,340 ▼-0.5%7,5851.0%Computer and TechnologyMSMorgan Stanley$2,651,014$29,868 ▲1.1%22,7221.0%FinanceXOMExxon Mobil$2,631,950$177,208 ▲7.2%22,1301.0%EnergyASMLASML$2,594,196$110,659 ▲4.5%3,9151.0%Computer and TechnologyFICOFair Isaac$2,576,292$62,701 ▲2.5%1,3970.9%Computer and TechnologyWMBWilliams Companies$2,523,698$14,522 ▲0.6%42,2310.9%EnergyFTNTFortinet$2,509,979$17,616 ▲0.7%26,0750.9%Computer and TechnologyCBChubb$2,502,716$78,447 ▲3.2%8,2630.9%FinanceUNHUnitedHealth Group$2,494,846$60,760 ▲2.5%4,7630.9%MedicalCMECME Group$2,465,945$66,590 ▲2.8%9,2950.9%FinanceADBEAdobe$2,416,158$85,908 ▲3.7%6,3000.9%Computer and TechnologyISRGIntuitive Surgical$2,411,232$24,761 ▲1.0%4,8690.9%MedicalCVXChevron$2,394,999$90,674 ▲3.9%14,3160.9%EnergyPMPhilip Morris International$2,389,000$94,606 ▲4.1%14,9240.9%Consumer StaplesORCLOracle$2,255,148$32,296 ▲1.5%16,1300.8%Computer and TechnologyDEDeere & Company$2,248,882$54,162 ▲2.5%4,7750.8%IndustrialsUBSUBS Group$2,230,511$33,019 ▲1.5%72,8210.8%FinancePGRProgressive$2,215,402$2,215,402 ▲New Holding7,8280.8%FinanceKRKroger$2,187,768$49,820 ▲2.3%32,3200.8%Retail/WholesaleSPGIS&P Global$2,134,020$64,021 ▲3.1%4,2000.8%Business ServicesABBVAbbVie$2,079,963$199,678 ▲10.6%9,9270.8%MedicalDOORDASH INC$2,067,494$46,972 ▲2.3%11,3120.8%CL ANFLXNetflix$2,031,983$124,959 ▼-5.8%2,1790.7%Consumer DiscretionaryTOLToll Brothers$2,028,635$67,579 ▲3.4%19,2120.7%ConstructionTDGTransDigm Group$2,027,198$60,885 ▲3.1%1,4650.7%AerospaceAMATApplied Materials$1,999,141$98,245 ▲5.2%13,7760.7%Computer and TechnologyNVONovo Nordisk A/S$1,942,199$184,246 ▲10.5%27,5340.7%MedicalVOOVanguard S&P 500 ETF$1,861,382$185,522 ▲11.1%3,6220.7%ETFCATCaterpillar$1,859,412$44,853 ▲2.5%5,6380.7%IndustrialsBTIBritish American Tobacco$1,778,059$153,988 ▲9.5%42,2150.7%Consumer StaplesSYKStryker$1,743,450$50,367 ▲3.0%4,6730.6%MedicalCHENIERE ENERGY INC$1,711,666$75,436 ▲4.6%7,3970.6%COM NEWZSZscaler$1,706,015$132,941 ▲8.5%8,5980.6%Computer and TechnologyUNPUnion Pacific$1,685,259$62,365 ▲3.8%7,1340.6%TransportationCIThe Cigna Group$1,674,478$82,572 ▲5.2%5,0900.6%MedicalLULULululemon Athletica$1,672,035$30,287 ▲1.8%5,9070.6%Consumer DiscretionaryCNQCanadian Natural Resources$1,656,763$63,202 ▲4.0%53,7910.6%EnergySPYSPDR S&P 500 ETF Trust$1,655,763$1,263,564 ▼-43.3%2,9510.6%FinanceLMTLockheed Martin$1,569,645$60,749 ▲4.0%3,5140.6%AerospaceVICIVICI Properties$1,540,556$78,233 ▲5.3%46,6110.6%FinanceVLOValero Energy$1,539,983$74,490 ▲5.1%11,6600.6%EnergyTMToyota Motor$1,538,759$61,430 ▲4.2%8,7170.6%Auto/Tires/TrucksGDGeneral Dynamics$1,536,261$67,600 ▲4.6%5,6360.6%AerospaceAMGNAmgen$1,533,796$104,683 ▲7.3%4,9230.6%MedicalROKRockwell Automation$1,504,049$67,696 ▲4.7%5,8210.6%Computer and TechnologyFANGDiamondback Energy$1,499,355$76,583 ▲5.4%9,3780.5%EnergyNOWServiceNow$1,495,947$1,495,947 ▲New Holding1,8790.5%Computer and TechnologyVRTXVertex Pharmaceuticals$1,479,186$1,479,186 ▲New Holding3,0510.5%MedicalTMOThermo Fisher Scientific$1,471,878$66,745 ▲4.8%2,9550.5%MedicalFCXFreeport-McMoRan$1,455,301$73,562 ▲5.3%38,4390.5%Basic MaterialsPSAPublic Storage$1,392,896$69,136 ▲5.2%4,6540.5%FinanceLHXL3Harris Technologies$1,382,218$84,976 ▲6.6%6,6040.5%AerospaceQQQInvesco QQQ$1,377,687$29,073 ▼-2.1%2,9380.5%FinanceSLBSchlumberger$1,361,864$324,666 ▲31.3%32,3660.5%EnergyDHID.R. Horton$1,348,341$264,049 ▲24.4%10,6060.5%ConstructionSCCOSouthern Copper$1,341,805$295,427 ▲28.2%14,3570.5%Basic MaterialsZTSZoetis$1,330,052$81,832 ▲6.6%8,0780.5%MedicalHIIHuntington Ingalls Industries$1,299,735$1,299,735 ▲New Holding6,3700.5%AerospaceGOOGLAlphabet$1,182,311$12,989 ▲1.1%7,6460.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,139,320$8,878 ▼-0.8%5,5180.4%ETFABNBAirbnb$1,132,600$116,473 ▲11.5%9,4810.4%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$623,887$384,376 ▲160.5%12,2740.2%ETFWMWaste Management$595,793$106,937 ▲21.9%2,5740.2%Business ServicesCOSTCostco Wholesale$575,034$14,187 ▼-2.4%6080.2%Retail/WholesaleHDHome Depot$536,541$21,989 ▼-3.9%1,4640.2%Retail/WholesaleSBUXStarbucks$478,483$19,029 ▲4.1%4,8780.2%Retail/WholesaleTSLATesla$469,080$51,314 ▲12.3%1,8100.2%Auto/Tires/TrucksTOTLSPDR Doubleline Total Return Tactical ETF$445,809$445,809 ▲New Holding11,0650.2%ETFXBISPDR S&P Biotech ETF$414,4210.0%5,1100.2%ETFMCDMcDonald's$380,779$10,933 ▲3.0%1,2190.1%Retail/WholesaleWMTWalmart$370,673$32,041 ▲9.5%4,2110.1%Retail/WholesaleMCKMcKesson$350,9980.0%5210.1%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$342,2380.0%2,8050.1%ETFCSCOCisco Systems$326,816$3,085 ▼-0.9%5,2960.1%Computer and TechnologyVRPInvesco Variable Rate Preferred ETF$324,864$324,864 ▲New Holding13,4020.1%ETFIWRiShares Russell Mid-Cap ETF$324,797$94,853 ▲41.3%3,8180.1%ETFBRK.BBerkshire Hathaway$308,364$308,364 ▲New Holding5790.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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