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Home > Institutional Investor > Alaethes Wealth Llc > Profile

Instuitional Investor - Alaethes Wealth Llc

Fund Profile
Filing Period:
Fund Name: Alaethes Wealth Llc
Portfolio Value $273,004,915
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 524,621 $31,162,487 11.41%
2.
Apple Inc.
 AAPL 58,823 $13,066,333 4.79%
3.
Global X Fds
 115,871 $11,638,083 4.26%
4.
Ishares Tr - SHRT NAT MUN ETF
 96,628 $10,203,917 3.74%
5.
Nvidia Corp
 NVDA 78,200 $8,476,127 3.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)