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CIK: 0001859677
Total reported value
$344.5M
$344.5M
106 檔
21.6%
At the close of Q1 2025, Alaethes Wealth, LLC disclosed equity holdings valued at approximately $344.5M, spread across 106 reported holdings.
In Q1 2025, Alaethes Wealth, LLC displayed an active expansion posture, initiating 106 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, AAPL, CLIP) accounted for 21.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 11.41% | -10.21% | EXIT | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.79% | +0.60% | +3.64% | |
| 3 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 4.26% | +0.11% | +5.15% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 3.74% | -2.12% | EXIT | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.10% | +0.56% | +0.67% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | +0.42% | +3.76% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | +0.06% | +2.01% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.40% | -1.77% | EXIT | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | +0.61% | +2.40% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.75% | +0.49% | -0.51% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | -0.01% | +1.91% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.56% | -0.30% | +1.77% | |
| 13 | ANET | Arista Networks Inc | Stock-Tech | 1.31% | +0.60% | +0.32% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | +0.36% | +3.62% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.14% | -0.17% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | +0.12% | +1.85% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | +0.72% | +2.24% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.21% | -4.84% | |
| 19 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.10% | -0.04% | +1.01% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | +0.97% | +0.46% | |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 1.08% | — | +1.07% | |
| 22 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.05% | -0.74% | EXIT | |
| 23 | BX | Blackstone Inc | Stock-Financials | 1.02% | — | +1.69% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.98% | +0.76% | -0.46% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 0.97% | +0.28% | +1.14% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -0.27% | +7.22% | |
| 27 | ASML | ASML Holding N.V. | Stock-Tech | 0.95% | +0.80% | +4.46% | |
| 28 | FICO | Fair Isaac CORP | Stock-Tech | 0.94% | — | +2.49% | |
| 29 | WMB | Williams Cos Inc | Stock-Energy | 0.92% | +0.04% | +0.58% | |
| 30 | FTNT | Fortinet Inc | Stock-Tech | 0.92% | — | +0.71% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.92% | +0.06% | +3.24% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | — | +2.50% | |
| 33 | CME | Cme Group Inc | Stock-Financials | 0.90% | -0.18% | +2.78% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.89% | -0.03% | +3.69% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.88% | -0.08% | +1.04% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.19% | +3.93% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.88% | +0.09% | +4.12% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.58% | EXIT | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.82% | +0.11% | +2.47% | |
| 40 | UBS | UBS Group AG | Stock-Financials | 0.82% | +0.22% | +1.50% | |
| 41 | PGR | Progressive CORP | Stock-Financials | 0.81% | +0.06% | — | |
| 42 | KR | Kroger Co | Stock-Consumer Staples | 0.80% | -0.17% | +2.33% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.78% | -0.56% | EXIT | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.20% | +10.62% | |
| 45 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.76% | +0.12% | +2.32% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | -0.12% | -5.79% | |
| 47 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.74% | — | +3.45% | |
| 48 | TDG | Transdigm Group Inc | Stock-Industrials | 0.74% | +0.13% | +3.10% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.73% | +1.57% | +5.17% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.71% | — | +10.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | CLIP | Global X 1-3 Month T-bill | — | NEW | New buy |
| 4 | SUB | Ishares Short-term National | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 9 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 10 | AVGO | Broadcom Inc | — | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 12 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 13 | ANET | Arista Networks Inc | — | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 18 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 19 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 20 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | — | NEW | New buy |
| 22 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 23 | BX | Blackstone Inc | — | NEW | New buy |
| 24 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 25 | MS | Morgan Stanley | — | NEW | New buy |
| 26 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 27 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 28 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 29 | WMB | Williams Cos Inc | — | NEW | New buy |
| 30 | FTNT | Fortinet Inc | — | NEW | New buy |
| 31 | CB | Chubb Limited | — | NEW | New buy |
| 32 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 33 | CME | Cme Group Inc | — | NEW | New buy |
| 34 | ADBE | Adobe Inc | — | NEW | New buy |
| 35 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 36 | CVX | Chevron CORP | — | NEW | New buy |
| 37 | PM | Philip Morris International | — | NEW | New buy |
| 38 | ORCL | Oracle CORP | — | NEW | New buy |
| 39 | DE | Deere & Co | — | NEW | New buy |
| 40 | UBS | UBS Group AG | — | NEW | New buy |
| 41 | PGR | Progressive CORP | — | NEW | New buy |
| 42 | KR | Kroger Co | — | NEW | New buy |
| 43 | SPGI | S&p Global Inc | — | NEW | New buy |
| 44 | ABBV | Abbvie Inc | — | NEW | New buy |
| 45 | DASH | Doordash Inc - A | — | NEW | New buy |
| 46 | NFLX | Netflix Inc | — | NEW | New buy |
| 47 | TOL | Toll Brothers Inc | — | NEW | New buy |
| 48 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 49 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Alaethes Wealth, LLC reported a total U.S. public equity portfolio value of $344.5M across 106 disclosed positions in Q1 2025.
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Top New Position Initiated
VGIT
市值: $31.2M
During Q1 2025, Alaethes Wealth, LLC's top holdings by market value included VGIT (11.4%)、AAPL (4.8%)、CLIP (4.3%). The largest single position, VGIT, represented 11.4% of total portfolio value.
In Q1 2025, Alaethes Wealth, LLC made 106 total portfolio adjustments, initiating 106 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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