Aletheian-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ABT", "ABBV", null, "GOOGL", "SCHH", "T", "CAT", "AVGO", "SAN", null, "HD", "MCD", "EMXC", null, "MUB", "META", null, null, null, "NAK", null, "LIN", null, "MA", "MSFT", "TMUS", "GE", null, "BX", "ORCL", null, null, "IEMG", "IVV", "UNH", "AAPL", "NVDA", "PLTR", "PG", "MRK", null, "IEFA", null, null, "RTX", "SPDW", "SAP", null, "VNQ", "VO", "VV", "VWO", "VSS", "LYG", "IWN", "TSM", "AMZN", "SCHB", null, "VEA", "VNQI", "BNDX", "VTEB", "BND", "BSV", "VB", "V", "WMT", "WFC", "WMB", null, "SCHD", null, null, null, "BAC", "BRK-B", "CVX", "CSCO", "KO", "COIN", "COST", null, "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-08
- Total Holdings
- 95
- Total Value
- 177885003
- Accession Number
- 0001667731-25-000380
- Form Type
- 13F-HR
- Manager Name
- Aletheian-Wealth-Advisors
Data Enrichment
76% identified72 identified23 unidentified
Holdings
95 positions • $177.9M total value
Manager:
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808524870
Shares:70.2K
Value:$1.9M
% of Portfolio:1.1% ($1.9M/$177.9M)
46090F100
Shares:132.8K
Value:$1.8M
% of Portfolio:1.0% ($1.8M/$177.9M)
78468R200
Shares:58.2K
Value:$1.8M
% of Portfolio:1.0% ($1.8M/$177.9M)
46138G508
Shares:65.0K
Value:$1.3M
% of Portfolio:0.8% ($1.3M/$177.9M)
46431W853
Shares:45.6K
Value:$1.2M
% of Portfolio:0.7% ($1.2M/$177.9M)
464288281
Shares:12.7K
Value:$1.2M
% of Portfolio:0.6% ($1.2M/$177.9M)
46431W507
Shares:21.5K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$177.9M)
78468R622
Shares:10.7K
Value:$1.0M
% of Portfolio:0.6% ($1.0M/$177.9M)
464288273
Shares:14.4K
Value:$915.1K
% of Portfolio:0.5% ($915.1K/$177.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip808524870)✕ | 70.2K | All Managers (Combined) | $1.9M | 1.1% ($1.9M/$177.9M) | ||
(cusip46090F100)✕ | 132.8K | All Managers (Combined) | $1.8M | 1.0% ($1.8M/$177.9M) | ||
(cusip78468R200)✕ | 58.2K | All Managers (Combined) | $1.8M | 1.0% ($1.8M/$177.9M) | ||
AMAZON COM INC(AMZNcusip023135106) | 9.0K | All Managers (Combined) | $1.7M | 1.0% ($1.7M/$177.9M) | ||
| 34.1K | All Managers (Combined) | $1.7M | 1.0% ($1.7M/$177.9M) | |||
(cusip46138G508)✕ | 65.0K | All Managers (Combined) | $1.3M | 0.8% ($1.3M/$177.9M) | ||
| 2.2K | All Managers (Combined) | $1.3M | 0.7% ($1.3M/$177.9M) | |||
| 7.2K | All Managers (Combined) | $1.2M | 0.7% ($1.2M/$177.9M) | |||
(cusip46431W853)✕ | 45.6K | YoY NEW(+45.6K) | All Managers (Combined) | $1.2M | 0.7% ($1.2M/$177.9M) | YoY NEW(+$1.2M) |
| 21.4K | All Managers (Combined) | $1.2M | 0.7% ($1.2M/$177.9M) | |||
(cusip464288281)✕ | 12.7K | All Managers (Combined) | $1.2M | 0.6% ($1.2M/$177.9M) | ||
| 4.2K | All Managers (Combined) | $1.1M | 0.6% ($1.1M/$177.9M) | |||
(cusip46431W507)✕ | 21.5K | All Managers (Combined) | $1.1M | 0.6% ($1.1M/$177.9M) | ||
Alphabet Inc.(GOOGLcusip02079K305) | 6.6K | All Managers (Combined) | $1.0M | 0.6% ($1.0M/$177.9M) | ||
(cusip78468R622)✕ | 10.7K | All Managers (Combined) | $1.0M | 0.6% ($1.0M/$177.9M) | ||
| 1.8K | All Managers (Combined) | $932.0K | 0.5% ($932.0K/$177.9M) | |||
ELI LILLY & Co(LLYcusip532457108) | 1.1K | All Managers (Combined) | $925.8K | 0.5% ($925.8K/$177.9M) | ||
(cusip464288273)✕ | 14.4K | All Managers (Combined) | $915.1K | 0.5% ($915.1K/$177.9M) | ||
Broadcom Inc.(AVGOcusip11135F101) | 5.4K | All Managers (Combined) | $910.5K | 0.5% ($910.5K/$177.9M) | ||
| 6.0K | QoQ -6.77% (-437)YoY +1.81% (-107) | All Managers (Combined) | $908.3K | 0.5% ($908.3K/$177.9M) |