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  Name: Alaethes Wealth LLC
  City: GLENBROOK
  State: NV
  Zip: 89413
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $228,818,000
  Total Value Change : $17,546,000
  Securities Held Change : -3
   
All Securities Held : 110
  New Positions : 7
  Closed Positions : 10
  Increased Positions : 44
  Unchanged Positions : 6
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (INBX)1 Year Chart         INBX Inhibrx, Inc. 88 - $0.00 $676,000 19,341 0.3% -59,000 0 0.041    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 96 - $119.23 $323,000 2,805 0.14% 28,000 0 0.001    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 97 - $59.05 $311,000 5,363 0.14% 47,000 0 0    Domestic Money Center...
   (SO)1 Year Chart         SO Southern Co 100 - $77.94 $280,000 3,905 0.12% 6,000 0 0    Electric Utilities
   (DUK)1 Year Chart         DUK Duke Energy Corp 103 - $100.03 $263,000 2,720 0.11% -1,000 0 0    Electric Utilities
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 109 - $249.65 $216,000 848 0.09% 16,000 0 0    Railroads

      6 Records Found
  1    
Page 1 of 1
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