Aletheian Wealth Advisors LLC [Rocket]

Holdings

Aletheian Wealth Advisors LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Coinbase Global, Inc.	COIN	COM CL A	19,659	19,659	1,406,601,000	1,406,601,000	0.96		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHZ	Common	21,946	21,946	1,013,027,000	1,013,027,000	0.69		Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	1,483	1,483	798,418,000	798,418,000	0.55		Hist	06/30/2023
COCA COLA CO	KO	Common	12,106	12,106	729,023,000	729,023,000	0.50		Hist	06/30/2023
ORACLE CORP	ORCL	Common	6,089	6,089	725,139,000	725,139,000	0.50	0.00	Hist	06/30/2023
BANK OF AMERICA CORP /DE/	BAC	Common	25,026	25,026	717,996,000	717,996,000	0.49		Hist	06/30/2023
RAYTHEON TECHNOLOGIES CORP	RTX	COM	7,070	7,070	692,577,000	692,577,000	0.47		Hist	06/30/2023
BRISTOL MYERS SQUIBB CO	BMY	Common	10,477	10,477	670,004,000	670,004,000	0.46		Hist	06/30/2023
HONEYWELL INTERNATIONAL INC	HON	Common	3,138	3,138	651,135,000	651,135,000	0.45	0.00	Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	5,677	5,677	646,667,000	646,667,000	0.44		Hist	06/30/2023
NEXTERA ENERGY INC	FPL	common	8,652	8,652	641,978,000	641,978,000	0.44		Hist	06/30/2023
SPDR INDEX SHARES FUNDS	RWX	Common	12,126	12,126	300,361,000	300,361,000	0.21		Hist	06/30/2023
Mastercard Inc	MA	CL A	585	585	230,081,000	230,081,000	0.16		Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	1,930	1,930	222,703,000	222,703,000	0.15		Hist	06/30/2023
PEPSICO INC	PEP	Common	1,120	1,120	207,446,000	207,446,000	0.14		Hist	06/30/2023
Banco Santander, S.A.	STD	ADR	13,153	13,153	48,798,000	48,798,000	0.03		Hist	06/30/2023

Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy