Aletheian Wealth Advisors LLC Portfolio Holdings
Q3 2025•101 long positions•$215.2M portfolio value
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Holding105 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $26.1M 12.13% | -$255.8K Sold | — 179.1K shares | 180.9K → 179.1K −$255.8K | -0.97% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $22.3M 10.34% | -$39.8K Sold | — 299.2K shares | 299.8K → 299.2K −$39.8K | -0.18% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $21.6M 10.05% | -$93.5K Sold | — 360.8K shares | 362.4K → 360.8K −$93.5K | -0.43% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.8M 4.55% | -$146.4K Sold | — 198.0K shares | 200.9K → 198.0K −$146.4K | -1.47% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.1M 4.24% | +$93.4K Bought | — 168.6K shares | 166.8K → 168.6K +$93.4K | +1.03% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.4M 3.92% | +$171.1K Bought | — 122.1K shares | 119.7K → 122.1K +$171.1K | +2.07% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.0M 3.73% | -$15.4K Sold | — 12.0K shares | 12.0K → 12.0K −$15.4K | -0.19% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.1M 2.84% | +$233.9K Bought | — 66.8K shares | 64.2K → 66.8K +$233.9K | +3.98% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.5M 2.56% | +$415.5K Bought | — 51.7K shares | 47.8K → 51.7K +$415.5K | +8.17% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.7M 2.19% | +$64.3K Bought | — 33.1K shares | 32.6K → 33.1K +$64.3K | +1.38% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $4.6M 2.12% | -$64.7K Sold | 0.0% 8.8K shares | 8.9K → 8.8K −$64.7K | -1.4% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $4.5M 2.11% | -$64.7K Sold | 0.0% 17.8K shares | 18.1K → 17.8K −$64.7K | -1.41% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $4.4M 2.05% | -$168.5K Sold | 0.0% 23.7K shares | 24.6K → 23.7K −$168.5K | -3.68% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.4M 2.02% | +$853.9K Bought | — 84.9K shares | 68.2K → 84.9K +$853.9K | +24.42% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 1.54% | +$149.3K Bought | — 104.9K shares | 100.2K → 104.9K +$149.3K | +4.71% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 1.52% | — | — 37.5K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 1.51% | — | — 32.4K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.0M 1.41% | +$24.8K Bought | — 33.6K shares | 33.3K → 33.6K +$24.8K | +0.82% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.0M 1.38% | +$31.1K Bought | — 62.4K shares | 61.7K → 62.4K +$31.1K | +1.06% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.8M 1.29% | +$6.5K Bought | — 35.1K shares | 35.0K → 35.1K +$6.5K | +0.24% | — — | Q4 2021 Held for 3y 11m | |
Software - Application Technology | $2.7M 1.25% | -$9.1K Sold | 0.003% 8.0K shares | 8.0K → 8.0K −$9.1K | -0.34% | $86.7B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.2M 1.04% | +$132.7K Bought | — 83.4K shares | 78.5K → 83.4K +$132.7K | +6.27% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.1M 0.991% | +$154.3K Bought | — 69.1K shares | 64.1K → 69.1K +$154.3K | +7.8% | — — | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $2.1M 0.973% | -$23.7K Sold | 0.0% 9.5K shares | 9.6K → 9.5K −$23.7K | -1.12% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.7M 0.795% | -$56.4K Sold | 0.0% 5.2K shares | 5.4K → 5.2K −$56.4K | -3.19% | $1.56T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.7M 0.779% | +$42.7K Bought | — 124.9K shares | 121.7K → 124.9K +$42.7K | +2.61% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 0.779% | +$113.1K Bought | — 80.1K shares | 74.7K → 80.1K +$113.1K | +7.24% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.6M 0.765% | +$47.2K Bought | — 61.3K shares | 59.5K → 61.3K +$47.2K | +2.95% | — — | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $1.5M 0.712% | -$35.3K Sold | 0.0% 2.1K shares | 2.1K → 2.1K −$35.3K | -2.25% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $1.5M 0.712% | -$34.0K Sold | 0.0% 6.3K shares | 6.4K → 6.3K −$34.0K | -2.17% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.5M 0.685% | -$231.5K Sold | — 29.4K shares | 34.1K → 29.4K −$231.5K | -13.57% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.643% | -$24.9K Sold | — 21.0K shares | 21.4K → 21.0K −$24.9K | -1.77% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 0.64% | -$328.2 Sold | — 4.2K shares | 4.2K → 4.2K −$328.2 | -0.02% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.4M 0.638% | +$83.8K Bought | — 14.4K shares | 13.6K → 14.4K +$83.8K | +6.49% | — — | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.4M 0.632% | -$15.6K Sold | 0.0% 3.1K shares | 3.1K → 3.1K −$15.6K | -1.13% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $1.3M 0.589% | -$33.6K Sold | 0.0% 5.2K shares | 5.3K → 5.2K −$33.6K | -2.58% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.547% | -$5.5K Sold | — 6.7K shares | 6.7K → 6.7K −$5.5K | -0.46% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.529% | +$7.7K Bought | — 11.6K shares | 11.5K → 11.6K +$7.7K | +0.68% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.514% | -$22.4K Sold | — 21.6K shares | 22.0K → 21.6K −$22.4K | -1.98% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.501% | -$26.5K Sold | — 14.1K shares | 14.4K → 14.1K −$26.5K | -2.4% | — — | Q1 2022 Held for 3y 8m | |
Banks - Diversified Financial Services | $944.4K 0.439% | -$18.6K Sold | 0.0% 3.0K shares | 3.1K → 3.0K −$18.6K | -1.93% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $857.2K 0.398% | -$6.1K Sold | — 30.8K shares | 31.0K → 30.8K −$6.1K | -0.71% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $853.5K 0.397% | -$22.0K Sold | — 39.6K shares | 40.6K → 39.6K −$22.0K | -2.51% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $849.1K 0.395% | -$23.5 Sold | — 36.2K shares | 36.2K → 36.2K −$23.5 | -0.0% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $838.8K 0.39% | — | — 19.6K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $837.2K 0.389% | -$8.6K Sold | — 7.8K shares | 7.9K → 7.8K −$8.6K | -1.02% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $830.5K 0.386% | -$12.1K Sold | 0.0% 1.7K shares | 1.7K → 1.7K −$12.1K | -1.43% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $770.6K 0.358% | -$7.6K Sold | 0.0% 1.0K shares | 1.0K → 1.0K −$7.6K | -0.98% | $684.00B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $694.7K 0.323% | -$11.4K Sold | — 6.9K shares | 7.1K → 6.9K −$11.4K | -1.62% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $664.9K 0.309% | +$51.4 Bought | — 25.9K shares | 25.9K → 25.9K +$51.4 | +0.01% | — — | Q4 2021 Held for 3y 11m |
