Aspiriant, LLC Portfolio Holdings
Aspiriant, LLC
- $2.75 Billion
- Q4 2024
Aspiriant, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.75 Billion distributed in 288 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $315M, Ishares Core S&P U.S. Value Et with a value of $303M, Ishares Msci Global Min Vol Fa with a value of $265M, Vanguard Mun Bd Fds Tax Exempt with a value of $259M, and Vanguard Small Cap Value ETF with a value of $243M.
Examining the 13F form we can see an increase of $142M in the current position value, from $2.61B to 2.75B.
Below you can find more details about Aspiriant, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.75 Billion
ETFs: $2.43 Billion
Technology: $124 Million
Financial Services: $68.5 Million
Communication Services: $35.4 Million
Consumer Cyclical: $20.1 Million
Healthcare: $18.2 Million
Industrials: $16.2 Million
Consumer Defensive: $13.3 Million
Other: $10.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 288
- Current Value $2.75 Billion
- Prior Value $2.61 Billion
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 19 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks