Aspiriant, LLC Sells in Q3 2025

Aspiriant, LLC

  • $3.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-57
- 15.53%
$646.03 - $807.39 $36.8K - $46K
310 $211K
BMY
Bristol Myers Squibb CO

Healthcare
-1.45K
- 18.95%
$43.31 - $48.98 $62.8K - $71K
6.2K $279K
PEP
Pepsico Inc

Consumer Defensive
-1.64K
- 8.76%
$133.81 - $152.16 $220K - $250K
17.1K $2.4M
ECL
Ecolab Inc.

Basic Materials
-291
- 16.25%
$259.39 - $285.47 $75.5K - $83.1K
1.5K $410K
WM
Waste Management Inc

Industrials
-257
- 13.45%
$213.88 - $237.1 $55K - $60.9K
1.65K $365K
DE
Deere & CO

Industrials
-33
- 3.18%
$457.26 - $524.37 $15.1K - $17.3K
1.01K $460K
TFC
Truist Financial Corp

Financial Services
-2.14K
- 18.35%
$42.83 - $47.07 $91.4K - $100K
9.5K $434K
ABT
Abbott Laboratories

Healthcare
-206
- 1.19%
$120.51 - $136.62 $24.8K - $28.1K
17.1K $2.28M
EEMV
Ishares Msci Emerging Markets

ETFs
-1.3K
- 6.0%
$61.94 - $64.63 $80.2K - $83.7K
20.3K $1.3M
DOCU
Docusign, Inc.

Technology
-17
- 0.17%
$67.14 - $85.01 $1.14K - $1.45K
10.1K $728K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.16K
- 14.94%
$52.39 - $53.11 $60.8K - $61.6K
6.6K $350K
LLY
Eli Lilly & CO

Healthcare
-64
- 10.14%
$625.65 - $812.69 $40K - $52K
567 $432K
USB
Us Bancorp \De\

Financial Services
-2.46K
- 12.11%
$43.94 - $50.41 $108K - $124K
17.8K $862K
KMI
Kinder Morgan, Inc.

Energy
-946
- 3.8%
$26.23 - $28.5 $24.8K - $27K
23.9K $677K
AIG
American International Group, Inc.

Financial Services
-383
- 10.93%
$76.34 - $85.87 $29.2K - $32.9K
3.12K $245K
MSFT
Microsoft Corp

Technology
-1.95K
- 4.16%
$491.09 - $535.64 $959K - $1.05M
45K $23.3M
MET
Metlife Inc

Financial Services
-655
- 16.94%
$73.82 - $82.37 $48.4K - $54K
3.21K $264K
T
At&T Inc.

Communication Services
-1.27K
- 14.17%
$26.94 - $29.62 $34.2K - $37.6K
7.69K $217K
TMUS
T Mobile Us, Inc.

Communication Services
-183
- 10.98%
$226.02 - $259.01 $41.4K - $47.4K
1.48K $355K
SBUX
Starbucks Corp

Consumer Cyclical
-63
- 1.28%
$81.9 - $96.86 $5.16K - $6.1K
4.87K $411K
ESAB
Esab Corp

Industrials
-13
- 0.31%
$108.14 - $134.17 $1.41K - $1.74K
4.22K $471K
VZ
Verizon Communications Inc

Communication Services
-1.01K
- 12.71%
$40.84 - $45.06 $41.1K - $45.4K
6.91K $303K
VBK
Vanguard Small Cap Growth ETF

ETFs
-479
- 9.63%
$276.51 - $305.12 $132K - $146K
4.49K $1.34M
CSCO
Cisco Systems, Inc.

Technology
-296
- 1.62%
$66.2 - $71.79 $19.6K - $21.2K
17.9K $1.23M
MMM
3 M CO

Industrials
-356
- 4.83%
$144.41 - $160.2 $51.4K - $57K
7.02K $1.09M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-16
- 0.12%
$61.86 - $71.34 $990 - $1.14K
13.1K $838K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-387
- 7.6%
$101.12 - $106.18 $39.1K - $41.1K
4.71K $484K
SHV
Ishares Tr

ETFs
-230
- 1.21%
$110.06 - $110.49 $25.3K - $25.4K
18.8K $2.08M
BOX
Box Inc

Technology
-24
- 0.28%
$31.03 - $33.73 $745 - $810
8.59K $277K
MCD
Mcdonalds Corp

Consumer Cyclical
-115
- 6.2%
$291.67 - $316.99 $33.5K - $36.5K
1.74K $529K
GS
Goldman Sachs Group Inc

Financial Services
-127
- 12.66%
$696.56 - $806.32 $88.5K - $102K
876 $697K
NOK
Nokia Corp

Technology
-500
- 2.13%
$4.05 - $5.23 $2.03K - $2.62K
23K $110K
ABEV
Ambev S.A.

Consumer Defensive
-1.6K
- 6.03%
$2.15 - $2.49 $3.45K - $3.99K
25K $55K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-322
- 2.22%
$45.6 - $46.92 $14.7K - $15.1K
14.2K $661K
BNDX
Vanguard Total International B

ETFs
-92
- 0.5%
$49.0 - $49.51 $4.51K - $4.55K
18.3K $906K
FNDX
Schwab Fundamental U S Large C

ETFs
-783
- 8.72%
$24.38 - $26.34 $19.1K - $20.6K
8.2K $215K
NFG
National Fuel Gas CO

Energy
-307
- 9.28%
$82.19 - $93.72 $25.2K - $28.8K
3K $277K
NVS
Novartis Ag

Healthcare
-140
- 6.85%
$113.5 - $129.73 $15.9K - $18.2K
1.9K $244K
Ge Vernova Inc
-182
- 18.44%
N/A
805 $0
Linde PLC
-63
- 11.01%
N/A
509 $0
Arista Networks Inc
-1.33K
- 44.68%
N/A
1.65K $0
Gsk PLC
-119
- 1.47%
N/A
8K $0
Canadian Pacific Kansas City
-37
- 0.38%
N/A
9.8K $0
Blackrock Inc
-14
- 3.68%
N/A
366 $0
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-189
- 4.54%
$122.57 - $132.57 $23.2K - $25.1K
3.98K $515K
WFC
Wells Fargo & Company

Financial Services
-963
- 4.25%
$77.05 - $85.16 $74.2K - $82K
21.7K $1.82M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.12K
- 1.29%
$92.18 - $95.14 $103K - $107K
85.4K $8.13M
BA
Boeing CO

Industrials
-15
- 1.17%
$209.79 - $237.38 $3.15K - $3.56K
1.27K $273K
QCOM
Qualcomm Inc

Technology
-514
- 4.02%
$145.84 - $173.55 $75K - $89.2K
12.3K $2.04M
Activity Summary
Buys All Purchases 76 New Holdings 15 Increased Positions 61 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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