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  Name: Aletheian Wealth Advisors LLC
  City: Bellevue
  State: WA
  Zip: 98004
   
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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
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed 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
   (BA)1 Year Chart         BA Boeing Co 86 Closed $182.96 $0 0 0% -645,000 -2,474 0    Aerospace/Defense - M...
   (KO)1 Year Chart         KO Coca-Cola Co 85 Closed $63.32 $0 0 0% -640,000 -10,853 0    Beverage Soft Drinks...
   (HON)1 Year Chart         HON Honeywell International Inc 84 Closed $206.62 $0 0 0% -455,000 -2,169 0    Conglomerates

      3 Records Found
  1    
Page 1 of 1
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