ALAETHES WEALTH LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 524,621 | +449,996 | +603.01% | $58.61 | 11.41% | 0.10% | 31,162,487 | 2025-03-31 | ||||||
| AAPL | APPLE | 58,823 | +2,065 | +3.64% | $133.96 | 4.79% | 0.00% | 13,066,333 | 2025-03-31 | ||||||
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | 115,871 | +5,674 | +5.15% | $100.31 | 4.26% | 1.91% | 11,638,083 | 2025-03-31 | ||||||
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 96,628 | +1,645 | +1.73% | $104.60 | 3.74% | 0.12% | 10,203,917 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 78,200 | +519 | +0.67% | $17.42 | 3.10% | 0.00% | 8,476,127 | 2025-03-31 | ||||||
| AMZN | AMAZON | 41,993 | +1,521 | +3.76% | $163.40 | 2.93% | 0.00% | 7,989,636 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 20,764 | +410 | +2.01% | $250.07 | 2.86% | 0.00% | 7,794,529 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 132,194 | +11,712 | +9.72% | $50.98 | 2.40% | 0.02% | 6,559,466 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 33,993 | +798 | +2.40% | $119.44 | 1.95% | 0.00% | 5,310,708 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 28,477 | -146 | -0.51% | $49.69 | 1.75% | 0.00% | 4,767,954 | 2025-03-31 | ||||||
| META | META | 8,057 | +151 | +1.91% | $284.96 | 1.70% | 0.00% | 4,643,610 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 14,755 | +256 | +1.77% | $188.66 | 1.56% | 0.00% | 4,251,506 | 2025-03-31 | ||||||
| ANET | ARISTA NETWORKS | 46,004 | +147 | +0.32% | $96.06 | 1.31% | 0.00% | 3,564,360 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 4,233 | +148 | +3.62% | $752.86 | 1.28% | 0.00% | 3,496,077 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 13,870 | -23 | -0.17% | $145.74 | 1.25% | 0.00% | 3,402,266 | 2025-03-31 | ||||||
| V | VISA | 9,485 | +172 | +1.85% | $219.63 | 1.22% | 0.00% | 3,324,077 | 2025-03-31 | ||||||
| TSM | TAIWAN SEMICONDUCTOR | 19,740 | +433 | +2.24% | $112.51 | 1.21% | 0.00% | 3,290,184 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 5,402 | -275 | -4.84% | $519.45 | 1.11% | 0.00% | 3,035,384 | 2025-03-31 | ||||||
| SAP | SAP SE | 11,199 | +112 | +1.01% | $126.43 | 1.10% | 0.00% | 3,006,194 | 2025-03-31 | ||||||
| PANW | PALO ALTO NETWORKS | 17,402 | +80 | +0.46% | $157.19 | 1.09% | 0.00% | 2,969,549 | 2025-03-31 | ||||||
| MUFG | MITSUBISHI | 217,110 | +2,293 | +1.07% | $8.28 | 1.08% | 0.00% | 2,959,208 | 2025-03-31 | ||||||
| TMUS | T-MOBILE US | 10,775 | +171 | +1.61% | $142.11 | 1.05% | 0.00% | 2,873,800 | 2025-03-31 | ||||||
| BX | BLACKSTONE | 19,892 | +331 | +1.69% | $77.56 | 1.02% | 0.00% | 2,780,550 | 2025-03-31 | ||||||
| CRWD | CROWDSTRIKE HOLDINGS | 7,585 | -35 | -0.46% | $169.05 | 0.98% | 0.00% | 2,674,225 | 2025-03-31 | ||||||
| MS | MORGAN STANLEY | 22,722 | +256 | +1.14% | $80.35 | 0.97% | 0.00% | 2,651,014 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 22,130 | +1,490 | +7.22% | $69.06 | 0.96% | 0.00% | 2,631,950 | 2025-03-31 | ||||||
| ASML | ASML HOLDING NV | 3,915 | +167 | +4.46% | $626.23 | 0.95% | 0.00% | 2,594,196 | 2025-03-31 | ||||||
| FICO | FAIR ISAAC | 1,397 | +34 | +2.49% | $1,307.53 | 0.94% | 0.01% | 2,576,292 | 2025-03-31 | ||||||
| WMB | WILLIAMS COMPANIES | 42,231 | +243 | +0.58% | $32.71 | 0.92% | 0.00% | 2,523,698 | 2025-03-31 | ||||||
| FTNT | FORTINET | 26,075 | +183 | +0.71% | $64.61 | 0.92% | 0.00% | 2,509,979 | 2025-03-31 | ||||||
| CB | CHUBB | 8,263 | +259 | +3.24% | $212.14 | 0.92% | 0.00% | 2,502,716 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 4,763 | +116 | +2.50% | $376.38 | 0.91% | 0.00% | 2,494,846 | 2025-03-31 | ||||||
| CME | CME GROUP | 9,295 | +251 | +2.78% | $205.25 | 0.90% | 0.00% | 2,465,945 | 2025-03-31 | ||||||
| ADBE | ADOBE | 6,300 | +224 | +3.69% | $462.70 | 0.89% | 0.00% | 2,416,158 | 2025-03-31 | ||||||
| ISRG | INTUITIVE SURGICAL | 4,869 | +50 | +1.04% | $256.99 | 0.88% | 0.00% | 2,411,232 | 2025-03-31 | ||||||
| CVX | CHEVRON | 14,316 | +542 | +3.93% | $115.83 | 0.88% | 0.00% | 2,394,999 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 14,924 | +591 | +4.12% | $100.38 | 0.88% | 0.00% | 2,389,000 | 2025-03-31 | ||||||
| ORCL | ORACLE | 16,130 | +231 | +1.45% | $118.59 | 0.83% | 0.00% | 2,255,148 | 2025-03-31 | ||||||
| DE | DEERE & | 4,775 | +115 | +2.47% | $365.20 | 0.82% | 0.00% | 2,248,882 | 2025-03-31 | ||||||
| UBS | UBS GROUP AG | 72,821 | +1,078 | +1.50% | $18.01 | 0.82% | 0.00% | 2,230,511 | 2025-03-31 | ||||||
| PGR | PROGRESSIVE | 7,828 | +7,828 | Open | $263.21 | 0.81% | 0.00% | 2,215,402 | 2025-03-31 | ||||||
| KR | KROGER | 32,320 | +736 | +2.33% | $51.87 | 0.80% | 0.00% | 2,187,768 | 2025-03-31 | ||||||
| SPGI | S&P GLOBAL | 4,200 | +126 | +3.09% | $506.36 | 0.78% | 0.00% | 2,134,020 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 9,927 | +953 | +10.62% | $171.63 | 0.76% | 0.00% | 2,079,963 | 2025-03-31 | ||||||
| DASH | DOORDASH | 11,312 | +257 | +2.32% | $163.90 | 0.76% | 0.00% | 2,067,494 | 2025-03-31 | ||||||
| NFLX | NETFLIX | 2,179 | -134 | -5.79% | $523.02 | 0.74% | 0.00% | 2,031,983 | 2025-03-31 | ||||||
| TOL | TOLL BROTHERS | 19,212 | +640 | +3.45% | $60.90 | 0.74% | 0.02% | 2,028,635 | 2025-03-31 | ||||||
| TDG | TRANSDIGM GROUP | 1,465 | +44 | +3.10% | $1,302.80 | 0.74% | 0.00% | 2,027,198 | 2025-03-31 | ||||||
| AMAT | APPLIED MATERIALS | 13,776 | +677 | +5.17% | $134.69 | 0.73% | 0.00% | 1,999,141 | 2025-03-31 | ||||||
| NVO | NOVO NORDISK A S | 27,534 | +2,612 | +10.48% | $66.29 | 0.71% | 0.00% | 1,942,199 | 2025-03-31 | ||||||