The Analysis of Alaethes Wealth, LLC's Holdings

Currently, Alaethes Wealth, LLC holds 112 types of securities in its portfolio with a total value $352.7M. In the most recent quarter, they have increased their positions in VCRB (+407.4K shares, valued at $31.9M), AXON (+2.9K shares, valued at $2.1M), VGIT (+32.6K shares, valued at $2.0M); decreased their positions in NVDA (-7.1K shares, valued at $1.3M), AVGO (-3.6K shares, valued at $1.2M), ORCL (-2.8K shares, valued at $801.0K); initiated new positions in VCRB (+407.4K shares, valued at $31.9M), AXON (+2.9K shares, valued at $2.1M), VEEV (+5.7K shares, valued at $1.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGIT VANGUARD SCOTTSDALE FDS588.9K shares5.86%2025-09-302025-11-13

VCRB VANGUARD MALVERN FDS407.4K sharesnew addition2025-09-302025-11-13

AAPL APPLE INC54.2K shares-1.37%2025-09-302025-11-13

NVDA NVIDIA CORPORATION71.1K shares-9.11%2025-09-302025-11-13

CLIP GLOBAL X FDS115.9K shares0.68%2025-09-302025-11-13

MSFT MICROSOFT CORP20.7K shares-2.24%2025-09-302025-11-13

SUB ISHARES TR96.6K shares0.00%2025-09-302025-11-13

AMZN AMAZON COM INC41.9K shares-2.16%2025-09-302025-11-13

Sponsored

AVGO BROADCOM INC24.8K shares-12.77%2025-09-302025-11-13

GOOG ALPHABET INC32.3K shares-8.05%2025-09-302025-11-13

GLD SPDR GOLD TR19.6K shares1.90%2025-09-302025-11-13

VTEB VANGUARD MUN BD FDS139.3K shares2.19%2025-09-302025-11-13

ANET ARISTA NETWORKS INC42.8K shares-8.32%2025-09-302025-11-13

META META PLATFORMS INC7.5K shares-7.49%2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD18.1K shares-11.02%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.13.0K shares-7.19%2025-09-302025-11-13

Sponsored

ASML ASML HOLDING N V4.1K shares-1.09%2025-09-302025-11-13

ORCL ORACLE CORP13.7K shares-17.26%2025-09-302025-11-13

IVV ISHARES TR5.4K shares-2.03%2025-09-302025-11-13

CRWD CROWDSTRIKE HLDGS INC7.3K shares-10.79%2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC17.4K shares-0.36%2025-09-302025-11-13

BX BLACKSTONE INC19.7K shares-3.30%2025-09-302025-11-13

LLY ELI LILLY & CO4.3K shares-1.85%2025-09-302025-11-13

MS MORGAN STANLEY20.7K shares-10.15%2025-09-302025-11-13

Sponsored

DASH DOORDASH INC11.7K shares-8.40%2025-09-302025-11-13

MUFG MITSUBISHI UFJ FINL GROUP IN198.9K shares-9.74%2025-09-302025-11-13

V VISA INC9.2K shares-3.59%2025-09-302025-11-13

WMB WILLIAMS COS INC47.1K shares-4.59%2025-09-302025-11-13

AMAT APPLIED MATLS INC14.5K shares0.50%2025-09-302025-11-13

SAP SAP SE11.0K shares-2.43%2025-09-302025-11-13

TMUS T-MOBILE US INC12.2K shares1.31%2025-09-302025-11-13

UBS UBS GROUP AG70.1K shares-6.75%2025-09-302025-11-13

Sponsored

IAU ISHARES GOLD TR38.9K shares4.79%2025-09-302025-11-13

XOM EXXON MOBIL CORP23.6K shares2.82%2025-09-302025-11-13

CAT CATERPILLAR INC5.5K shares-4.43%2025-09-302025-11-13

SPOT SPOTIFY TECHNOLOGY S A3.8K shares5.44%2025-09-302025-11-13

ZS ZSCALER INC8.7K shares-9.11%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC16.0K shares-3.62%2025-09-302025-11-13

KR KROGER CO38.3K shares3.06%2025-09-302025-11-13

CB CHUBB LIMITED8.7K shares2.67%2025-09-302025-11-13

Sponsored

CME CME GROUP INC9.1K shares-3.52%2025-09-302025-11-13

CVX CHEVRON CORP NEW15.2K shares1.93%2025-09-302025-11-13

FICO FAIR ISAAC CORP1.6K shares10.06%2025-09-302025-11-13

ABBV ABBVIE INC10.0K shares-2.54%2025-09-302025-11-13

ISRG INTUITIVE SURGICAL INC5.2K shares5.10%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR3.5K shares0.00%2025-09-302025-11-13

SPGI S&P GLOBAL INC4.6K shares6.19%2025-09-302025-11-13

SO SOUTHERN CO23.6K shares12.82%2025-09-302025-11-13

Sponsored

PGR PROGRESSIVE CORP9.1K shares11.38%2025-09-302025-11-13

LNG CHENIERE ENERGY INC9.4K shares1.62%2025-09-302025-11-13

VOO VANGUARD INDEX FDS3.6K shares-6.72%2025-09-302025-11-13

DE DEERE & CO4.7K shares-2.31%2025-09-302025-11-13

NEE NEXTERA ENERGY INC28.4K shares14.92%2025-09-302025-11-13

NFLX NETFLIX INC1.8K shares-3.57%2025-09-302025-11-13

NOW SERVICENOW INC2.3K shares15.19%2025-09-302025-11-13

BTI BRITISH AMERN TOB PLC39.4K shares-8.45%2025-09-302025-11-13

Sponsored

TDG TRANSDIGM GROUP INC1.6K shares3.95%2025-09-302025-11-13

AXON AXON ENTERPRISE INC2.9K sharesnew addition2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW16.7K shares18.68%2025-09-302025-11-13

LHX L3HARRIS TECHNOLOGIES INC6.6K shares-3.91%2025-09-302025-11-13

UBER UBER TECHNOLOGIES INC20.5K shares16.15%2025-09-302025-11-13

ROK ROCKWELL AUTOMATION INC5.7K shares-4.56%2025-09-302025-11-13

GD GENERAL DYNAMICS CORP5.9K shares-0.37%2025-09-302025-11-13

LMT LOCKHEED MARTIN CORP3.9K shares7.50%2025-09-302025-11-13

Sponsored

HII HUNTINGTON INGALLS INDS INC6.6K shares-0.97%2025-09-302025-11-13

QQQ INVESCO QQQ TR3.1K shares-6.41%2025-09-302025-11-13

UNP UNION PAC CORP7.8K shares4.67%2025-09-302025-11-13

SYK STRYKER CORPORATION4.9K shares1.56%2025-09-302025-11-13

FCX FREEPORT-MCMORAN INC45.4K shares12.30%2025-09-302025-11-13

TM TOYOTA MOTOR CORP9.2K shares1.20%2025-09-302025-11-13

VEEV VEEVA SYS INC5.7K sharesnew addition2025-09-302025-11-13

VICI VICI PPTYS INC51.2K shares5.20%2025-09-302025-11-13

Sponsored

CI THE CIGNA GROUP5.9K shares10.51%2025-09-302025-11-13

GOOGL ALPHABET INC6.9K shares-8.82%2025-09-302025-11-13

D DOMINION ENERGY INC26.2K sharesnew addition2025-09-302025-11-13

PSA PUBLIC STORAGE OPER CO5.5K shares11.67%2025-09-302025-11-13

VRTX VERTEX PHARMACEUTICALS INC4.0K shares23.22%2025-09-302025-11-13

BSX BOSTON SCIENTIFIC CORP15.8K shares12.10%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC33.6K sharesnew addition2025-09-302025-11-13

T AT&T INC51.8K sharesnew addition2025-09-302025-11-13

Sponsored

TOST TOAST INC39.8K sharesnew addition2025-09-302025-11-13

ADBE ADOBE INC2.2K shares-2.26%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS12.2K shares-3.91%2025-09-302025-11-13

HD HOME DEPOT INC1.4K shares-1.12%2025-09-302025-11-13

WM WASTE MGMT INC DEL2.6K shares0.00%2025-09-302025-11-13

SGOV ISHARES TR5.4K shares22.73%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW581 shares-4.44%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR1.8K shares-0.82%2025-09-302025-11-13

Sponsored

XBI SPDR SERIES TRUST5.1K shares0.00%2025-09-302025-11-13

TOTL SSGA ACTIVE ETF TR10.9K shares-0.48%2025-09-302025-11-13

WMT WALMART INC4.2K shares-1.19%2025-09-302025-11-13

ITOT ISHARES TR2.8K shares0.00%2025-09-302025-11-13

SBUX STARBUCKS CORP4.8K shares-0.10%2025-09-302025-11-13

VUG VANGUARD INDEX FDS802 shares0.00%2025-09-302025-11-13

MCD MCDONALDS CORP1.1K shares-7.26%2025-09-302025-11-13

CSCO CISCO SYS INC4.9K shares-5.75%2025-09-302025-11-13

Sponsored

MCK MCKESSON CORP366 shares0.00%2025-09-302025-11-13

TSLA TESLA INC610 sharesnew addition2025-09-302025-11-13

VRP INVESCO EXCH TRADED FD TR II10.9K shares-18.42%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL525 shares-9.33%2025-09-302025-11-13

IWR ISHARES TR2.6K shares0.00%2025-09-302025-11-13

MPC MARATHON PETE CORP1.3K shares0.00%2025-09-302025-11-13

MRK MERCK & CO INC2.7K sharesnew addition2025-09-302025-11-13

QCOM QUALCOMM INC1.4K shares-6.08%2025-09-302025-11-13

Sponsored

CGW INVESCO EXCH TRADED FD TR II3.5K shares0.09%2025-09-302025-11-13

FITB FIFTH THIRD BANCORP5.0K shares0.00%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO1.4K shares-10.62%2025-09-302025-11-13

ALL ALLSTATE CORP1.0K shares0.00%2025-09-302025-11-13

TFC TRUIST FINL CORP4.7K shares0.00%2025-09-302025-11-13

NSC NORFOLK SOUTHN CORP708 sharesnew addition2025-09-302025-11-13

NOC NORTHROP GRUMMAN CORP348 sharesnew addition2025-09-302025-11-13

IVOO VANGUARD ADMIRAL FDS INC1.9K shares-4.13%2025-09-302025-11-13

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available