Aletheian Wealth Advisors LLC Top Holdings and 13F Report (2024) → Gold Mania (From Stansberry Research) (Ad) About Aletheian Wealth Advisors LLCInvestment ActivityAletheian Wealth Advisors LLC has $184.34 million in total holdings as of March 31, 2024.Aletheian Wealth Advisors LLC owns shares of 83 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 15.12% of the portfolio was purchased this quarter.About 1.92% of the portfolio was sold this quarter.This quarter, Aletheian Wealth Advisors LLC has purchased 76 new stocks and bought additional shares in 49 stocks.Aletheian Wealth Advisors LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $19,364,099Vanguard Total Bond Market ETF $16,784,561Vanguard FTSE Developed Markets ETF $15,153,675iShares Core S&P 500 ETF $9,187,763Vanguard Total International Bond ETF $8,290,175 Largest New Holdings this Quarter Advanced Micro Devices $2,210,461 HoldingOracle $1,296,672 HoldingMerck & Co., Inc. $276,567 HoldingWalmart $227,021 HoldingAccenture $220,097 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 39,508 shares (about $2.87M)Advanced Micro Devices 12,247 shares (about $2.21M)Microsoft 5,097 shares (about $2.14M)Apple 11,116 shares (about $1.91M)Amazon.com 8,501 shares (about $1.53M) Largest Sales this Quarter Coinbase Global 4,981 shares (about $1.32M)Visa 420 shares (about $117.21K)Vanguard Total Stock Market ETF 430 shares (about $111.76K)Berkshire Hathaway 227 shares (about $95.46K)Vanguard Tax-Exempt Bond ETF 660 shares (about $33.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAletheian Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$19,364,099$1,119,450 ▲6.1%167,94510.5%ETFBNDVanguard Total Bond Market ETF$16,784,561$2,869,464 ▲20.6%231,0979.1%ETFVEAVanguard FTSE Developed Markets ETF$15,153,675$1,186,318 ▲8.5%302,0478.2%ETFIVViShares Core S&P 500 ETF$9,187,763$29,967 ▼-0.3%17,4765.0%ETFBNDXVanguard Total International Bond ETF$8,290,175$890,190 ▲12.0%168,5344.5%ETFPSPInvesco Global Listed Private Equity ETF$7,011,654$532,625 ▲8.2%106,3023.8%ETFMSFTMicrosoft$5,718,030$2,144,419 ▲60.0%13,5913.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$5,686,094$571,579 ▲11.2%136,1293.1%ETFNVDANVIDIA$4,663,273$1,188,181 ▲34.2%5,1612.5%Computer and TechnologyAAPLApple$4,591,548$1,906,171 ▲71.0%26,7762.5%Computer and TechnologyVNQVanguard Real Estate ETF$4,121,757$494,497 ▲13.6%47,6612.2%ETFCOINCoinbase Global$3,918,474$1,320,563 ▼-25.2%14,7802.1%FinanceAMZNAmazon.com$3,466,904$1,533,411 ▲79.3%19,2201.9%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$3,160,584$15,141 ▼-0.5%42,5841.7%ETFMETAMeta Platforms$3,025,649$1,324,177 ▲77.8%6,2311.6%Computer and TechnologyGOOGLAlphabet$2,997,772$1,245,625 ▲71.1%19,8621.6%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,979,062$1,469 ▼0.0%30,4171.6%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,869,553$54,213 ▲1.9%24,5601.6%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,521,912$246,456 ▲10.8%181,8251.4%ManufacturingMUBiShares National Muni Bond ETF$2,228,719$132,025 ▲6.3%20,7131.2%ETFPFFiShares Preferred and Income Securities ETF$2,228,658$278,433 ▲14.3%69,1491.2%ETFIAGGiShares Core International Aggregate Bond ETF$2,224,623$21,978 ▼-1.0%44,5371.2%ETFAMDAdvanced Micro Devices$2,210,461$2,210,461 ▲New Holding12,2471.2%Computer and TechnologyBSVVanguard Short-Term Bond ETF$2,198,386$331,295 ▲17.7%28,6731.2%ETFVTEBVanguard Tax-Exempt Bond ETF$2,061,191$33,396 ▼-1.6%40,7351.1%ETFCWBSPDR Bloomberg Convertible Securities ETF$1,953,924$201,155 ▲11.5%26,7511.1%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$1,790,382$273,275 ▲18.0%42,4871.0%ETFSCHPSchwab U.S. TIPS ETF$1,626,313$122,838 ▲8.2%31,1790.9%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$1,547,221$115,149 ▲8.0%50,1860.8%ETFBRK.BBerkshire Hathaway$1,513,451$95,458 ▼-5.9%3,5990.8%FinanceCOSTCostco Wholesale$1,417,639$378,037 ▲36.4%1,9350.8%Retail/WholesaleJPMJPMorgan Chase & Co.$1,387,278$245,368 ▲21.5%6,9260.8%FinanceORCLOracle$1,296,672$1,296,672 ▲New Holding10,3230.7%Computer and TechnologyBKLNInvesco Senior Loan ETF$1,271,633$100,273 ▲8.6%60,1240.7%ETFUNHUnitedHealth Group$1,218,539$232,032 ▲23.5%2,4630.7%MedicalVTIVanguard Total Stock Market ETF$1,209,575$111,757 ▼-8.5%4,6540.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,208,863$17,595 ▼-1.4%23,4280.7%ETFPGProcter & Gamble$1,203,895$364,251 ▲43.4%7,4200.7%Consumer StaplesSCZiShares MSCI EAFE Small-Cap ETF$1,171,606$1,520 ▼-0.1%18,5000.6%ETFJNJJohnson & Johnson$1,140,234$97,287 ▲9.3%7,2080.6%MedicalBACBank of America$1,114,772$255,277 ▲29.7%29,3980.6%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$1,055,333$8,781 ▼-0.8%29,4460.6%ETFXOMExxon Mobil$1,004,018$114,270 ▲12.8%8,6370.5%Oils/EnergyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$983,858$84,290 ▲9.4%10,9720.5%ETFMCDMcDonald's$967,370$296,329 ▲44.2%3,4310.5%Retail/WholesaleVVisa$965,617$117,214 ▼-10.8%3,4600.5%Business ServicesDEDeere & Company$964,828$296,143 ▲44.3%2,3490.5%Industrial ProductsNEARBlackRock Short Duration Bond ETF$963,510$148,853 ▲18.3%19,0950.5%ETFLMTLockheed Martin$939,761$539,930 ▲135.0%2,0660.5%AerospaceIWNiShares Russell 2000 Value ETF$938,558$60,347 ▲6.9%5,9100.5%ETFJNKSPDR Bloomberg High Yield Bond ETF$914,554$92,436 ▲11.2%9,6070.5%FinanceRWXSPDR Dow Jones International Real Estate ETF$887,164$2,661 ▼-0.3%34,0040.5%ETFSCHHSchwab U.S. REIT ETF$855,970$4,304 ▼-0.5%42,1660.5%ETFTSLATesla$851,175$15,821 ▲1.9%4,8420.5%Auto/Tires/TrucksSCHZSchwab U.S. Aggregate Bond ETF$832,2320.0%18,0920.5%ETFCVXChevron$784,943$68,462 ▲9.6%4,9760.4%Oils/EnergyGOOGAlphabet$708,009$61,209 ▲9.5%4,6500.4%Computer and TechnologySCHBSchwab US Broad Market ETF$694,6940.0%11,3790.4%ETFVOVanguard Mid-Cap ETF$651,135$9,994 ▼-1.5%2,6060.4%ETFLLYEli Lilly and Company$629,370$69,238 ▲12.4%8090.3%MedicalPGXInvesco Preferred ETF$626,672$713 ▼-0.1%52,7500.3%ETFSUBiShares Short-Term National Muni Bond ETF$514,184$69,116 ▲15.5%4,9100.3%ETFAVGOBroadcom$501,005$51,691 ▲11.5%3780.3%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$467,5260.0%8,1210.3%ManufacturingICVTiShares Convertible Bond ETF$458,065$639 ▼-0.1%5,7380.2%ETFVVVanguard Large-Cap ETF$424,6150.0%1,7710.2%ETFUSRTiShares Core U.S. REIT ETF$375,099$54 ▼0.0%6,9720.2%ETFHDHome Depot$339,870$47,566 ▲16.3%8860.2%Retail/WholesaleMAMastercard$307,242$50,083 ▲19.5%6380.2%Business ServicesSRLNSPDR Blackstone Senior Loan ETF$298,518$6,653 ▲2.3%7,0890.2%ETFABBVAbbVie$293,043$44,803 ▲18.0%1,6090.2%MedicalMRKMerck & Co., Inc.$276,567$276,567 ▲New Holding2,0960.2%MedicalIJHiShares Core S&P Mid-Cap ETF$259,056$207,245 ▲400.0%4,2650.1%ETFVBVanguard Small-Cap ETF$254,192$4,343 ▼-1.7%1,1120.1%ETFTIPiShares TIPS Bond ETF$250,325$4,188 ▲1.7%2,3310.1%ETFWMTWalmart$227,021$227,021 ▲New Holding3,7730.1%Retail/WholesaleACNAccenture$220,097$220,097 ▲New Holding6350.1%Business ServicesJMSTJPMorgan Ultra-Short Municipal ETF$203,772$203,772 ▲New Holding4,0160.1%ETFCOPConocoPhillips$202,630$202,630 ▲New Holding1,5920.1%Oils/EnergyNFLXNetflix$202,241$202,241 ▲New Holding3330.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$201,898$201,898 ▲New Holding1,4840.1%Computer and TechnologySANBanco Santander$60,050$60,050 ▲New Holding12,4070.0%FinanceLAZRLuminar Technologies$43,4090.0%22,0350.0%Auto/Tires/TrucksBABoeing$0$644,873 ▼-100.0%00.0%AerospaceKOCoca-Cola$0$639,567 ▼-100.0%00.0%Consumer StaplesHONHoneywell International$0$454,861 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
