Aspiriant, LLC New Holdings in Q1 2025

Aspiriant, LLC

  • $2.86 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
4K
New
$332.0 - $400.86 $1.33M - $1.61M
4K $1.35M
AVUS
American Centy ETF Tr Avantis

ETFs
4.49K
New
$90.7 - $101.57 $408K - $456K
4.49K $415K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.46K
New
$114.57 - $118.14 $396K - $408K
3.46K $408K
AVDE
American Centy ETF Tr Avantis

ETFs
5.57K
New
$60.63 - $68.55 $338K - $382K
5.57K $369K
MDT
Medtronic PLC

Healthcare
3.41K
New
$79.84 - $94.5 $272K - $322K
3.41K $306K
PM
Philip Morris International Inc.

Consumer Defensive
1.8K
New
$117.15 - $158.79 $211K - $286K
1.8K $286K
RWX
Spdr Dow Jones International R

ETFs
11.7K
New
$22.39 - $24.7 $261K - $288K
11.7K $285K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.15K
New
$64.88 - $72.1 $269K - $299K
4.15K $272K
GIS
General Mills Inc

Consumer Defensive
4.3K
New
$57.56 - $65.3 $248K - $281K
4.3K $257K
AJG
Arthur J. Gallagher & Co.

Financial Services
746
New
$275.89 - $345.24 $206K - $258K
746 $257K
NFG
National Fuel Gas CO

Energy
3.03K
New
$60.71 - $79.19 $184K - $240K
3.03K $239K
T
At&T Inc.

Communication Services
8.21K
New
$21.56 - $28.28 $177K - $232K
8.21K $232K
AVUV
American Centy ETF Tr Avantis

ETFs
2.61K
New
$84.95 - $100.62 $222K - $263K
2.61K $227K
ELV
Elevance Health, Inc.

Healthcare
502
New
$365.9 - $436.25 $184K - $219K
502 $218K
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.66K
New
$22.35 - $24.52 $193K - $212K
8.66K $205K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.29K
New
$30.35 - $33.16 $191K - $209K
6.29K $201K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
10.5K
New
$11.63 - $13.3 $122K - $140K
10.5K $122K
Tempus Ai Inc
13.7K
New
N/A
13.7K $0
Gsk PLC
8.24K
New
N/A
8.24K $0
Activity Summary
Buys All Purchases 142 New Holdings 20 Increased Positions 122 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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