Portfolio (Quarterly)
Guide ↗
Aletheian Wealth Advisors LLC
· CIK 0001922281| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 12,307.0 | $56K | 0.03% | NEW | — | $4.54 | +18.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.8%
Financial Services
16.0%
Communication Services
12.1%
Consumer Cyclical
10.3%
Healthcare
5.7%
Consumer Defensive
5.0%
Energy
2.6%
Industrials
2.4%
Basic Materials
1.2%