Portfolio (Quarterly)
Guide ↗
Aletheian Wealth Advisors LLC
· CIK 0001922281| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 810 | $280K | 0.13% | SOLD |
| 2 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 813 | $229K | 0.11% | SOLD |
| 3 | INTU | INTUIT | Technology | 325 | $222K | 0.10% | SOLD |
| 4 | ABT | ABBOTT LABS | Healthcare | 1,588 | $213K | 0.10% | SOLD |
| 5 | T | AT&T INC | Communication Services | 7,269 | $205K | 0.10% | SOLD |
| 6 | CRM | SALESFORCE INC | Technology | 862 | $204K | 0.10% | SOLD |
| 7 | MS | MORGAN STANLEY | Financial Services | 1,274 | $203K | 0.09% | SOLD |
| 8 | COF | CAPITAL ONE FINL CORP | Financial Services | 942 | $200K | 0.09% | SOLD |
| 9 | SAN | BANCO SANTANDER S.A. | Financial Services | 10,496 | $110K | 0.05% | SOLD |
| 10 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 12,307 | $56K | 0.03% | SOLD |
Sector Allocation
Technology
45.2%
Communication Services
13.3%
Financial Services
10.6%
Consumer Cyclical
10.1%
Healthcare
5.9%
Consumer Defensive
5.4%
Energy
4.8%
Industrials
3.3%
Basic Materials
1.4%