Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Aletheian Wealth Advisors LLC
  City: Bellevue
  State: WA
  Zip: 98004
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $184,341,000
  Total Value Change : $33,233,000
  Securities Held Change : 7
   
All Securities Held : 83
  New Positions : 8
  Closed Positions : 3
  Increased Positions : 51
  Unchanged Positions : 5
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 23 New $162.62 $2,210,000 12,247 1.2% 2,210,000 12,247 0.001    Semiconductor- Broad...
   (MRK)1 Year Chart         MRK Merck & Co Inc 72 New $131.20 $277,000 2,096 0.15% 277,000 2,096 0    Drug Manufacturers - ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 76 New $60.24 $227,000 3,773 0.12% 227,000 3,773 0    Discount, Variety Stores
   (ACN)1 Year Chart         ACN Accenture Plc 77 New $308.00 $220,000 635 0.12% 220,000 635 0    Management Services
   (JMST)1 Year Chart         JMST Jpmorgan Ultra Short Munici... 78 New $0.00 $204,000 4,016 0.11% 204,000 4,016 0.001    N/A
   (COP)1 Year Chart         COP ConocoPhillips 79 New $119.83 $203,000 1,592 0.11% 203,000 1,592 0    Integrated Oil & Gas
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 80 New $152.23 $202,000 1,484 0.11% 202,000 1,484 0    Semiconductor - Integ...
   (NFLX)1 Year Chart         NFLX Netflix Inc 81 New $610.52 $202,000 333 0.11% 202,000 333 0    Music & Video Stores

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results