Alaethes Wealth LLC
|Alaethes Wealth LLC|
|Last update 2023-02-14||103 Stocks (11 new)|
|Value $146.00 Mil||Turnover 11 %|
Top Holdings: VCSH(7.36%) AAPL(5.46%) VGSH(4.52%) MSFT(3.80%) GOOG(2.04%)Portfolio Report
Alaethes Wealth LLC has disclosed 103 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. The current portfolio value is calculated to be $146.00 Mil. The turnover rate is 11%.
In Alaethes Wealth LLC's current portfolio as of 2022-12-31, the top 5 holdings are Vanguard Short-Term Corporate Bond ETF (VCSH), Apple Inc (AAPL), Vanguard Short-Term Government Bond ETF (VGSH), Microsoft Corp (MSFT), Alphabet Inc (GOOG), not including call and put options. Alaethes Wealth LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Alaethes Wealth LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Alaethes Wealth LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Alaethes Wealth LLC.
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