The Analysis of Aletheian Wealth Advisors LLC's Holdings
Currently, Aletheian Wealth Advisors LLC holds 101 types of securities in its portfolio with a total value $215.2M. In the most recent quarter, they have increased their positions in IAGG (+16.7K shares, valued at $853.9K), MUB (+3.9K shares, valued at $415.5K), VNQ (+2.6K shares, valued at $233.9K); decreased their positions in ITOT (-1.8K shares, valued at $255.8K), VTEB (-4.6K shares, valued at $231.5K), NVDA (-903 shares, valued at $168.5K); initiated new positions in LRCX (+1.7K shares, valued at $223.2K), AMD (+1.3K shares, valued at $214.4K), APH (+1.7K shares, valued at $210.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR179.1K shares-0.97%2025-09-302025-11-12
BND VANGUARD BD INDEX FDS299.2K shares-0.18%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS360.8K shares-0.43%2025-09-302025-11-12 BNDX VANGUARD CHARLOTTE FDS198.0K shares-1.47%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F168.6K shares1.03%2025-09-302025-11-12 PSP INVESCO EXCHANGE TRADED FD T122.1K shares2.07%2025-09-302025-11-12 IVV ISHARES TR12.0K shares-0.19%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS66.8K shares3.98%2025-09-302025-11-12 MUB ISHARES TR51.7K shares8.17%2025-09-302025-11-12 VSS VANGUARD INTL EQUITY INDEX F33.1K shares1.38%2025-09-302025-11-12 MSFT MICROSOFT CORP8.8K shares-1.40%2025-09-302025-11-12 AAPL APPLE INC17.8K shares-1.41%2025-09-302025-11-12 NVDA NVIDIA CORPORATION23.6K shares-3.68%2025-09-302025-11-12 IAGG ISHARES TR84.9K shares24.42%2025-09-302025-11-12 PFF ISHARES TR104.9K shares4.71%2025-09-302025-11-12 IEFA ISHARES TR37.5K shares0.00%2025-09-302025-11-12 AGG ISHARES TR32.4K shares0.00%2025-09-302025-11-12 CWB SPDR SERIES TRUST33.6K shares0.82%2025-09-302025-11-12 VNQI VANGUARD INTL EQUITY INDEX F62.4K shares1.06%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS35.1K shares0.24%2025-09-302025-11-12 COIN COINBASE GLOBAL INC8.0K shares-0.34%2025-09-302025-11-12 SCHP SCHWAB STRATEGIC TR83.4K shares6.27%2025-09-302025-11-12 FLRN SPDR SERIES TRUST69.1K shares7.80%2025-09-302025-11-12 AMZN AMAZON COM INC9.5K shares-1.12%2025-09-302025-11-12 AVGO BROADCOM INC5.2K shares-3.19%2025-09-302025-11-12 PDBC INVESCO ACTVELY MNGD ETC FD124.9K shares2.61%2025-09-302025-11-12 BKLN INVESCO EXCH TRADED FD TR II80.1K shares7.24%2025-09-302025-11-12 COMT ISHARES U S ETF TR61.3K shares2.95%2025-09-302025-11-12 META META PLATFORMS INC2.1K shares-2.25%2025-09-302025-11-12 GOOGL ALPHABET INC6.3K shares-2.17%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS29.4K shares-13.57%2025-09-302025-11-12 IEMG ISHARES INC21.0K shares-1.77%2025-09-302025-11-12 VTI VANGUARD INDEX FDS4.2K shares-0.02%2025-09-302025-11-12 EMB ISHARES TR14.4K shares6.49%2025-09-302025-11-12 TSLA TESLA INC3.1K shares-1.13%2025-09-302025-11-12 GOOG ALPHABET INC5.2K shares-2.58%2025-09-302025-11-12 IWN ISHARES TR6.7K shares-0.46%2025-09-302025-11-12 JNK SPDR SERIES TRUST11.6K shares0.68%2025-09-302025-11-12 NEAR ISHARES U S ETF TR21.6K shares-1.98%2025-09-302025-11-12 SCZ ISHARES TR14.1K shares-2.40%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.3.0K shares-1.93%2025-09-302025-11-12 RWX SPDR INDEX SHS FDS30.8K shares-0.71%2025-09-302025-11-12 SCHH SCHWAB STRATEGIC TR39.6K shares-2.51%2025-09-302025-11-12 SCHZ SCHWAB STRATEGIC TR36.2K shares-0.00%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS19.6K shares0.00%2025-09-302025-11-12 SUB ISHARES TR7.8K shares-1.02%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares-1.43%2025-09-302025-11-12 LLY ELI LILLY & CO1.0K shares-0.98%2025-09-302025-11-12 ICVT ISHARES TR6.9K shares-1.62%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR25.9K shares0.01%2025-09-302025-11-12 PGX INVESCO EXCH TRADED FD TR II55.3K shares0.48%2025-09-302025-11-12 JMST J P MORGAN EXCHANGE TRADED F12.3K shares0.41%2025-09-302025-11-12 V VISA INC1.7K shares-1.14%2025-09-302025-11-12 XOM EXXON MOBIL CORP4.9K shares-1.81%2025-09-302025-11-12 VV VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-12 MA MASTERCARD INCORPORATED948 shares-1.46%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.9K shares-7.33%2025-09-302025-11-12 WMT WALMART INC5.0K shares-0.56%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW535 shares0.00%2025-09-302025-11-12 ORCL ORACLE CORP1.7K shares-9.28%2025-09-302025-11-12 VXUS VANGUARD STAR FDS6.5K shares0.00%2025-09-302025-11-12 HD HOME DEPOT INC1.1K shares1.97%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC2.3K shares-6.42%2025-09-302025-11-12 ABBV ABBVIE INC1.8K shares-0.59%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.8K shares-1.53%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON2.2K shares-0.44%2025-09-302025-11-12 SRLN SSGA ACTIVE ETF TR9.8K shares1.96%2025-09-302025-11-12 NFLX NETFLIX INC338 shares-1.74%2025-09-302025-11-12 VO VANGUARD INDEX FDS1.4K shares-2.08%2025-09-302025-11-12 BX BLACKSTONE INC2.1K shares0.38%2025-09-302025-11-12 TIP ISHARES TR3.0K shares0.87%2025-09-302025-11-12 CAT CATERPILLAR INC699 shares-1.69%2025-09-302025-11-12 GE GE AEROSPACE1.1K shares-2.84%2025-09-302025-11-12 KO COCA COLA CO4.9K shares0.31%2025-09-302025-11-12 RTX RTX CORPORATION1.8K shares-2.16%2025-09-302025-11-12 LIN LINDE PLC613 shares0.16%2025-09-302025-11-12 BAC BANK AMERICA CORP5.6K shares2.85%2025-09-302025-11-12 CVX CHEVRON CORP NEW1.8K shares19.67%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC810 shares1.25%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC1.7K shares-2.83%2025-09-302025-11-12 WFC WELLS FARGO CO NEW3.2K shares-2.41%2025-09-302025-11-12 MCD MCDONALDS CORP853 shares-2.63%2025-09-302025-11-12 VB VANGUARD INDEX FDS1.0K shares0.00%2025-09-302025-11-12 CSCO CISCO SYS INC3.6K shares1.42%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC303 shares-2.88%2025-09-302025-11-12 USRT ISHARES TR4.0K shares0.00%2025-09-302025-11-12 WMB WILLIAMS COS INC3.7K shares-1.32%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS813 shares-2.05%2025-09-302025-11-12 LRCX LAM RESEARCH CORP1.7K sharesnew addition2025-09-302025-11-12 INTU INTUIT325 shares2.85%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-11-12 ABT ABBOTT LABS1.6K shares2.52%2025-09-302025-11-12 APH AMPHENOL CORP NEW1.7K sharesnew addition2025-09-302025-11-12 T AT&T INC7.3K shares-3.23%2025-09-302025-11-12 CRM SALESFORCE INC862 shares0.35%2025-09-302025-11-12 MS MORGAN STANLEY1.3K sharesnew addition2025-09-302025-11-12 NAK NORTHERN DYNASTY MINERALS LT168.2K shares54.03%2025-09-302025-11-12 MRK MERCK & CO INC2.4K sharesnew addition2025-09-302025-11-12 COF CAPITAL ONE FINL CORP942 shares-4.07%2025-09-302025-11-12 SAN BANCO SANTANDER S.A.10.5K shares-1.37%2025-09-302025-11-12 LYG LLOYDS BANKING GROUP PLC12.3K shares-5.62%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available