ALETHEIAN WEALTH ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GE | 1K | $329.70K |
 | LLY | 1K | $770.63K |
 | MA | 948 | $539.23K |
 | COF | 942 | $200.25K |
 | CRM | 862 | $204.29K |
 | MCD | 853 | $259.22K |
 | IBM | 813 | $229.40K |
 | UNH | 810 | $279.76K |
 | CAT | 699 | $333.53K |
 | LIN | 613 | $291.18K |
 | COST | 535 | $495.21K |
 | NFLX | 338 | $405.24K |
 | INTU | 325 | $221.95K |
 | GS | 303 | $241.29K |
GE Aerospace
GE
Shares Held
1K
Value
$329.70K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$770.63K
Mastercard Incorporated
MA
Shares Held
948
Value
$539.23K
Capital One Financial Corporation
COF
Shares Held
942
Value
$200.25K
Salesforce, Inc.
CRM
Shares Held
862
Value
$204.29K
McDonald's Corporation
MCD
Shares Held
853
Value
$259.22K
International Business Machines Corporation
IBM
Shares Held
813
Value
$229.40K
UnitedHealth Group Incorporated
UNH
Shares Held
810
Value
$279.76K
Caterpillar Inc.
CAT
Shares Held
699
Value
$333.53K
Linde plc
LIN
Shares Held
613
Value
$291.18K
Costco Wholesale Corporation
COST
Shares Held
535
Value
$495.21K
Netflix, Inc.
NFLX
Shares Held
338
Value
$405.24K
Intuit Inc.
INTU
Shares Held
325
Value
$221.95K
The Goldman Sachs Group, Inc.
GS
Shares Held
303
Value
$241.29K