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  Name: Alaethes Wealth LLC
  City: GLENBROOK
  State: NV
  Zip: 89413
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $228,818,000
  Total Value Change : $17,546,000
  Securities Held Change : -3
   
All Securities Held : 110
  New Positions : 7
  Closed Positions : 10
  Increased Positions : 44
  Unchanged Positions : 6
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CNQ)1 Year Chart         CNQ Canadian Natural Resource (... 44 New $71.72 $1,895,000 24,826 0.83% 1,895,000 24,826 0.002    Independent Oil & Gas
   (GD)1 Year Chart         GD General Dynamics Corp 61 New $297.32 $1,520,000 5,381 0.66% 1,520,000 5,381 0.002    Aerospace/Defense - M...
   (AMGN)1 Year Chart         AMGN Amgen Inc 62 New $307.37 $1,517,000 5,336 0.66% 1,517,000 5,336 0.001    Biotechnology
   (DHI)1 Year Chart         DHI DR Horton Inc 78 New $143.87 $1,201,000 7,296 0.52% 1,201,000 7,296 0.002    Residential Construct...
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 81 New $254.99 $1,155,000 3,963 0.5% 1,155,000 3,963 0.003    Conglomerates
   (PSA)1 Year Chart         PSA Public Storage Inc 86 New $278.97 $935,000 3,222 0.41% 935,000 3,222 0.002    REIT - Industrial
   (ALL)1 Year Chart         ALL Allstate Corp 108 New $163.42 $228,000 1,309 0.1% 228,000 1,309 0    Property & Casualty I...

      7 Records Found
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