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

SEC FilingSEC DataHachi Filing

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
CIK: aletheian-wealth-advisors
Manager Name: Aletheian-Wealth-Advisors

Data Enrichment

76% identified

72 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $177.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.3K

Value:$235.1K

% of Portfolio:0.1% ($235.1K/$177.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.6K

Value:$234.6K

% of Portfolio:0.1% ($234.6K/$177.9M)

464288521

Shares:4.1K

Value:$233.3K

% of Portfolio:0.1% ($233.3K/$177.9M)

808524797

SCHD|808524797

Shares:8.3K

Value:$230.7K

% of Portfolio:0.1% ($230.7K/$177.9M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:3.7K

Value:$222.0K

% of Portfolio:0.1% ($222.0K/$177.9M)

922908751

VB|922908751

Shares:1.0K

Value:$221.8K

% of Portfolio:0.1% ($221.8K/$177.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.1K

Value:$214.4K

% of Portfolio:0.1% ($214.4K/$177.9M)

T-Mobile US, Inc.

TMUS|872590104

Shares:799

Value:$213.1K

% of Portfolio:0.1% ($213.1K/$177.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.6K

Value:$209.7K

% of Portfolio:0.1% ($209.7K/$177.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.4K

Value:$205.3K

% of Portfolio:0.1% ($205.3K/$177.9M)

AT&T INC.

T|00206R102

Shares:7.3K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$177.9M)

SAP SE

SAP|803054204

Shares:761

Value:$204.3K

% of Portfolio:0.1% ($204.3K/$177.9M)

NORTHERN DYNASTY MINERALS LTD

NAK|66510M204

Shares:88.7K

Value:$102.0K

% of Portfolio:0.1% ($102.0K/$177.9M)

Banco Santander, S.A.

SAN|05964H105

Shares:12.0K

Value:$80.6K

% of Portfolio:0.0% ($80.6K/$177.9M)

Lloyds Banking Group plc

LYG|539439109

Shares:13.3K

Value:$50.8K

% of Portfolio:0.0% ($50.8K/$177.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.3K	QoQ -0.96% (-32) YoY NEW(+3.3K)	All Managers (Combined)	$235.1K	0.1% ($235.1K/$177.9M)	QoQ +1.21% (-$2.8K) YoY NEW(+$235.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.6K	QoQ NEW(+2.6K) YoY +24.71% (-518)	All Managers (Combined)	$234.6K	0.1% ($234.6K/$177.9M)	QoQ NEW(+$234.6K) YoY -15.16% (-$41.9K)
(cusip464288521)✕	4.1K	QoQ +0.02% (+1) YoY -41.89% (-2.9K)	All Managers (Combined)	$233.3K	0.1% ($233.3K/$177.9M)	QoQ +0.53% (+$1.2K) YoY -37.79% (-$141.8K)
(SCHDcusip808524797)	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$230.7K	0.1% ($230.7K/$177.9M)	QoQ NEW(+$230.7K) YoY NEW(+$230.7K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$222.0K	0.1% ($222.0K/$177.9M)	QoQ NEW(+$222.0K) YoY NEW(+$222.0K)
(VBcusip922908751)	1.0K	QoQ 0.00% (-0) YoY -10.07% (-112)	All Managers (Combined)	$221.8K	0.1% ($221.8K/$177.9M)	QoQ -7.71% (-$18.5K) YoY -12.76% (-$32.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$214.4K	0.1% ($214.4K/$177.9M)	QoQ NEW(+$214.4K) YoY NEW(+$214.4K)
T-Mobile US, Inc.(TMUScusip872590104)	799	QoQ NEW(+799) YoY NEW(+799)	All Managers (Combined)	$213.1K	0.1% ($213.1K/$177.9M)	QoQ NEW(+$213.1K) YoY NEW(+$213.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$209.7K	0.1% ($209.7K/$177.9M)	QoQ NEW(+$209.7K) YoY NEW(+$209.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$205.3K	0.1% ($205.3K/$177.9M)	QoQ NEW(+$205.3K) YoY NEW(+$205.3K)
AT&T INC.(Tcusip00206R102)	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$177.9M)	QoQ NEW(+$205.1K) YoY NEW(+$205.1K)
SAP SE(SAPcusip803054204)	761	QoQ NEW(+761) YoY NEW(+761)	All Managers (Combined)	$204.3K	0.1% ($204.3K/$177.9M)	QoQ NEW(+$204.3K) YoY NEW(+$204.3K)
NORTHERN DYNASTY MINERALS LTD(NAKcusip66510M204)	88.7K	QoQ NEW(+88.7K) YoY NEW(+88.7K)	All Managers (Combined)	$102.0K	0.1% ($102.0K/$177.9M)	QoQ NEW(+$102.0K) YoY NEW(+$102.0K)
Banco Santander, S.A.(SANcusip05964H105)	12.0K	QoQ -6.11% (-784) YoY -3.00% (-373)	All Managers (Combined)	$80.6K	0.0% ($80.6K/$177.9M)	QoQ +37.94% (-$22.2K) YoY +34.26% (-$20.6K)
Lloyds Banking Group plc(LYGcusip539439109)	13.3K	QoQ 0.00% (+0) YoY NEW(+13.3K)	All Managers (Combined)	$50.8K	0.0% ($50.8K/$177.9M)	QoQ +40.44% (+$14.6K) YoY NEW(+$50.8K)