Aspiriant, LLC Reduced Holdings in Q4 2024

Aspiriant, LLC

  • $2.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-1
- 0.01%
$64.91 - $73.47 $64.9 - $73.5
13.1K $852K
VAW
Vanguard Materials ETF

ETFs
-105
- 3.51%
$186.91 - $215.32 $19.6K - $22.6K
2.89K $542K
CAT
Caterpillar Inc

Industrials
-52
- 2.06%
$360.37 - $416.88 $18.7K - $21.7K
2.47K $895K
VZ
Verizon Communications Inc

Communication Services
-962
- 11.09%
$39.6 - $45.21 $38.1K - $43.5K
7.72K $308K
DUK
Duke Energy Corp

Utilities
-405
- 9.76%
$105.76 - $120.76 $42.8K - $48.9K
3.74K $403K
MMM
3 M CO

Industrials
-42
- 0.48%
$124.74 - $137.12 $5.24K - $5.76K
8.79K $1.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.05K
- 1.6%
$61.68 - $67.87 $65K - $71.5K
64.7K $4.03M
ABT
Abbott Laboratories

Healthcare
-384
- 1.89%
$111.93 - $119.39 $43K - $45.8K
19.9K $2.25M
MCD
Mcdonalds Corp

Consumer Cyclical
-71
- 2.7%
$288.47 - $316.54 $20.5K - $22.5K
2.56K $742K
UPS
United Parcel Service Inc

Industrials
-302
- 15.54%
$122.65 - $138.35 $37K - $41.8K
1.64K $206K
NVS
Novartis Ag

Healthcare
-37
- 1.32%
$96.78 - $117.18 $3.58K - $4.34K
2.77K $269K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-1.05K
- 9.81%
$29.02 - $32.11 $30.4K - $33.6K
9.62K $279K
HDV
Ishares Core High Dividend ETF

ETFs
-256
- 9.96%
$110.82 - $121.28 $28.4K - $31K
2.31K $259K
VHT
Vanguard Health Care ETF

ETFs
-47
- 4.55%
$250.81 - $283.3 $11.8K - $13.3K
986 $250K
SBUX
Starbucks Corp

Consumer Cyclical
-99
- 2.09%
$87.44 - $102.5 $8.66K - $10.1K
4.65K $423K
VOE
Vanguard Mid Cap Value Index F

ETFs
-88
- 2.34%
$160.89 - $176.18 $14.2K - $15.5K
3.67K $594K
BDX
Becton Dickinson & CO

Healthcare
-50
- 4.27%
$220.02 - $243.75 $11K - $12.2K
1.12K $254K
D
Dominion Energy, Inc

Utilities
-6
- 0.1%
$52.63 - $60.92 $316 - $366
5.74K $309K
FROG
J Frog LTD

Technology
-896
- 7.09%
$27.22 - $32.86 $24.4K - $29.4K
11.7K $345K
RMD
Resmed Inc

Healthcare
-1
- 0.08%
$228.69 - $256.07 $229 - $256
1.2K $275K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-80
- 1.3%
$81.68 - $82.93 $6.53K - $6.63K
6.06K $496K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-405
- 1.22%
$89.88 - $101.38 $36.4K - $41.1K
32.8K $3.06M
ETN
Eaton Corp PLC

Industrials
-27
- 2.64%
$326.96 - $377.52 $8.83K - $10.2K
995 $330K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-470
- 0.41%
$63.58 - $71.15 $29.9K - $33.4K
114K $7.4M
Spdr Index Shs Fds
-345
- 2.77%
N/A
12.1K $0
Ge Vernova Inc
-81
- 5.95%
N/A
1.28K $0
DE
Deere & CO

Industrials
-14
- 1.36%
$389.45 - $466.0 $5.45K - $6.52K
1.01K $428K
Solventum Corp
-151
- 4.08%
N/A
3.55K $0
SRE
Sempra Energy

Utilities
-108
- 4.07%
$80.81 - $94.77 $8.73K - $10.2K
2.55K $223K
V
Visa Inc.

Financial Services
-698
- 12.94%
$273.87 - $320.91 $191K - $224K
4.7K $1.48M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1
- 0.02%
$121.89 - $135.52 $122 - $136
4.66K $582K
USB
Us Bancorp \De\

Financial Services
-797
- 3.84%
$43.98 - $53.66 $35.1K - $42.8K
20K $955K
SPG
Simon Property Group Inc

Real Estate
-74
- 1.26%
$167.23 - $183.84 $12.4K - $13.6K
5.78K $994K
BMY
Bristol Myers Squibb CO

Healthcare
-520
- 6.43%
$51.92 - $59.94 $27K - $31.2K
7.57K $428K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-208
- 3.97%
$481.22 - $538.17 $100K - $112K
5.03K $2.57M
PAYX
Paychex Inc

Industrials
-385
- 3.3%
$135.86 - $148.73 $52.3K - $57.3K
11.3K $1.58M
TJX
Tjx Companies Inc

Consumer Cyclical
-544
- 2.14%
$112.15 - $127.2 $61K - $69.2K
24.8K $3M
BA
Boeing CO

Industrials
-82
- 5.84%
$138.14 - $180.72 $11.3K - $14.8K
1.32K $233K
L
Loews Corp

Financial Services
-3
- 0.05%
$76.49 - $87.05 $229 - $261
5.5K $466K
KMI
Kinder Morgan, Inc.

Energy
-1.33K
- 5.38%
$22.59 - $28.54 $30K - $37.9K
23.3K $639K
WFC
Wells Fargo & Company

Financial Services
-2.38K
- 9.74%
$54.98 - $77.35 $131K - $184K
22.1K $1.55M
DOCU
Docusign, Inc.

Technology
-447
- 4.24%
$61.42 - $106.99 $27.5K - $47.8K
10.1K $908K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.32K
- 19.53%
$213.65 - $479.86 $282K - $633K
5.44K $2.2M
VTI
Vanguard Total Stock Market Et

ETFs
-455
- 0.5%
$280.04 - $302.45 $127K - $138K
91.1K $26.4M
VGT
Vanguard Information Technolog

ETFs
-36
- 0.17%
$571.78 - $647.97 $20.6K - $23.3K
21.4K $13.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.61K
- 1.05%
$521.84 - $558.82 $839K - $899K
152K $81.7M
BILL
Bill.Com Holdings, Inc.

Technology
-2.51K
- 4.04%
$51.23 - $97.41 $129K - $245K
59.6K $5.05M
AAPL
Apple Inc.

Technology
-4.41K
- 1.45%
$221.69 - $259.02 $977K - $1.14M
300K $75.2M
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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