Aspiriant, LLC Incresed Positions in Q4 2024

Aspiriant, LLC

  • $2.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEF
Jefferies Financial Group Inc.

Financial Services
2
+ 0.03%
$61.95 - $81.75 $124 - $164
6.08K $476K
SCHX
Schwab Strategic Tr Us Large C

ETFs
169K
+ 197.58%
$22.4 - $68.28 $3.79M - $11.6M
255K $5.91M
TMUS
T Mobile Us, Inc.

Communication Services
322
+ 20.41%
$206.1 - $246.94 $66.4K - $79.5K
1.9K $419K
IWS
Ishares Russell Midcap Value E

ETFs
729
+ 42.16%
$128.08 - $140.32 $93.4K - $102K
2.46K $317K
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 1.61%
$873.59 - $994.69 $28K - $31.8K
2.01K $1.85M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10
+ 0.0%
$33.92 - $36.6 $339 - $366
282K $9.76M
MS
Morgan Stanley

Financial Services
173
+ 6.21%
$104.42 - $134.99 $18.1K - $23.4K
2.96K $372K
VGSH
Vanguard

ETFs
1.57K
+ 11.9%
$58.02 - $58.88 $90.9K - $92.3K
14.7K $857K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.31K
+ 0.76%
$54.54 - $61.04 $71.6K - $80.1K
173K $9.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34.8K
+ 228.26%
$26.93 - $84.95 $936K - $2.95M
50K $1.37M
VBK
Vanguard Small Cap Growth ETF

ETFs
26
+ 0.48%
$264.18 - $304.19 $6.87K - $7.91K
5.45K $1.53M
VV
Vanguard Large Cap ETF

ETFs
11
+ 0.1%
$260.27 - $280.65 $2.86K - $3.09K
10.8K $2.92M
PANW
Palo Alto Networks Inc

Technology
1.17K
+ 132.51%
$181.96 - $405.9 $214K - $477K
2.06K $374K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
33.9K
+ 215.54%
$27.54 - $83.04 $935K - $2.82M
49.7K $1.38M
MSFT
Microsoft Corp

Technology
1.09K
+ 2.37%
$406.35 - $454.46 $441K - $494K
46.8K $19.7M
HBAN
Huntington Bancshares Inc

Financial Services
7
+ 0.02%
$14.18 - $18.2 $99.3 - $127
35.7K $580K
ADP
Automatic Data Processing Inc

Industrials
36
+ 1.54%
$280.08 - $307.97 $10.1K - $11.1K
2.37K $694K
ACN
Accenture PLC

Technology
143
+ 5.02%
$343.9 - $376.86 $49.2K - $53.9K
2.99K $1.05M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.96%
$4100.99 - $5300.34 $4.1K - $5.3K
52 $258K
SPGI
S&P Global Inc.

Financial Services
96
+ 24.37%
$480.36 - $529.17 $46.1K - $50.8K
490 $244K
QUAL
Ishares Msci Usa Quality Facto

ETFs
204
+ 12.41%
$176.42 - $186.91 $36K - $38.1K
1.85K $329K
IWN
Ishares Russell2000 Val ETF

ETFs
1.56K
+ 1.86%
$162.69 - $181.35 $254K - $284K
85.8K $14.1M
IBM
International Business Machines Corp

Technology
167
+ 3.59%
$204.9 - $238.04 $34.2K - $39.8K
4.81K $1.06M
PH
Parker Hannifin Corp

Industrials
36
+ 8.02%
$621.74 - $709.46 $22.4K - $25.5K
485 $308K
TXN
Texas Instruments Inc

Technology
129
+ 9.09%
N/A
1.55K $301K
FDX
Fedex Corp

Industrials
13
+ 0.52%
$260.5 - $305.15 $3.39K - $3.97K
2.5K $704K
MRCC
Monroe Capital Corp

Financial Services
2K
+ 18.18%
$7.82 - $8.64 $15.6K - $17.3K
13K $110K
CHTR
Charter Communications, Inc.

Communication Services
1
+ 0.09%
$315.38 - $408.02 $315 - $408
1.11K $380K
IWM
Ishares Russell 2000 ETF

ETFs
70
+ 0.15%
$216.13 - $242.4 $15.1K - $17K
46.8K $10.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
14
+ 0.4%
$278.19 - $315.36 $3.89K - $4.42K
3.49K $1M
SYK
Stryker Corp

Healthcare
50
+ 4.18%
$345.14 - $392.15 $17.3K - $19.6K
1.25K $448K
RTX
Raytheon Technologies Corp

Industrials
594
+ 5.78%
$114.45 - $127.21 $68K - $75.6K
10.9K $1.26M
ITW
Illinois Tool Works Inc

Industrials
61
+ 6.81%
$253.56 - $278.5 $15.5K - $17K
957 $242K
WM
Waste Management Inc

Industrials
91
+ 5.16%
$201.79 - $228.46 $18.4K - $20.8K
1.86K $374K
TFC
Truist Financial Corp

Financial Services
11
+ 0.12%
$41.51 - $48.1 $457 - $529
9.14K $396K
NOK
Nokia Corp

Technology
695
+ 2.98%
$4.13 - $4.95 $2.87K - $3.44K
24K $106K
BOX
Box Inc

Technology
427
+ 4.95%
$31.6 - $35.65 $13.5K - $15.2K
9.05K $285K
ABEV
Ambev S.A.

Consumer Defensive
8.55K
+ 34.07%
$1.85 - $2.56 $15.8K - $21.9K
33.6K $62K
VUSB
Vanguard Bd Index Fds
228
+ 0.65%
N/A
35.2K $0
CLX
Clorox CO

Consumer Defensive
1
+ 0.08%
$156.51 - $169.74 $157 - $170
1.24K $201K
Canadian Pacific Kansas City
10
+ 0.09%
N/A
10.8K $0
Linde PLC
121
+ 23.27%
N/A
641 $0
AIG
American International Group, Inc.

Financial Services
2
+ 0.07%
$70.0 - $79.22 $140 - $158
2.92K $212K
MET
Metlife Inc

Financial Services
3
+ 0.09%
$78.15 - $88.25 $234 - $265
3.22K $263K
FNDX
Schwab Fundamental U S Large C

ETFs
5.99K
+ 200.0%
$23.49 - $71.77 $141K - $430K
8.98K $212K
ICE
Intercontinental Exchange, Inc.

Financial Services
49
+ 3.45%
$148.29 - $166.93 $7.27K - $8.18K
1.47K $219K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
198
+ 6.55%
$63.27 - $70.31 $12.5K - $13.9K
3.22K $204K
IVE
Ishares S&P 500 Value ETF

ETFs
85
+ 2.05%
$189.5 - $206.17 $16.1K - $17.5K
4.22K $806K
TGT
Target Corp

Consumer Defensive
152
+ 10.37%
$121.59 - $160.69 $18.5K - $24.4K
1.62K $218K
Activity Summary
Buys All Purchases 147 New Holdings 19 Increased Positions 128 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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