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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 $211,270,184
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 149,207 $12,127,545 5.74%
2.
Vanguard Scottsdale Funds
 188,241 $10,980,088 5.19%
3.
Apple Inc.
 AAPL 56,687 $10,913,683 5.16%
4.
Microsoft Corp
 MSFT 20,160 $7,581,030 3.58%
5.
Amazon Com Inc
 AMZN 35,467 $5,388,794 2.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)