Fiduciary Advisors, Inc. New Holdings in Q4 2024

Fiduciary Advisors, Inc.

  • $99.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.5K
New
$521.84 - $558.82 $10.2M - $10.9M
19.5K $10.5B
VB
Vanguard Small Cap ETF

ETFs
37.9K
New
$233.76 - $261.58 $8.86M - $9.91M
37.9K $9.1B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
166K
New
$47.58 - $48.56 $7.88M - $8.04M
166K $7.91B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
126K
New
$58.88 - $64.8 $7.44M - $8.19M
126K $7.45B
VO
Vanguard Mid Cap ETF

ETFs
26.2K
New
$261.5 - $284.63 $6.85M - $7.46M
26.2K $6.92B
VEA
Vanguard Ftse Developed Market

ETFs
121K
New
$47.57 - $52.44 $5.74M - $6.33M
121K $5.77B
VTV
Vanguard Value ETF

ETFs
29.4K
New
$168.32 - $181.87 $4.94M - $5.34M
29.4K $4.97B
MGC
Vanguard Mega Cap ETF

ETFs
23.4K
New
$204.21 - $220.18 $4.77M - $5.14M
23.4K $4.97B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
55.9K
New
$67.29 - $73.38 $3.76M - $4.1M
55.9K $3.79B
VEU
Vanguard Ftse All World Ex Us

ETFs
56.3K
New
$57.29 - $63.1 $3.22M - $3.55M
56.3K $3.23B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23.5K
New
$126.68 - $134.74 $2.98M - $3.17M
23.5K $3B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
22.7K
New
$114.08 - $125.68 $2.59M - $2.85M
22.7K $2.6B
IXUS
Ishares Tr

ETFs
37.5K
New
$65.95 - $72.56 $2.48M - $2.72M
37.5K $2.48B
VTI
Vanguard Total Stock Market Et

ETFs
7.49K
New
$280.04 - $302.45 $2.1M - $2.27M
7.49K $2.17B
IVV
Ishares Core S&P 500 ETF

ETFs
3.62K
New
$570.51 - $610.59 $2.07M - $2.21M
3.62K $2.13B
VBR
Vanguard Small Cap Value ETF

ETFs
9.91K
New
$197.36 - $217.3 $1.95M - $2.15M
9.91K $1.96B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
21.6K
New
$77.02 - $78.58 $1.67M - $1.7M
21.6K $1.67B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
136K
New
$11.42 - $12.5 $1.55M - $1.7M
136K $1.57B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33.5K
New
$44.04 - $49.49 $1.48M - $1.66M
33.5K $1.48B
AVUV
American Centy ETF Tr Avantis

ETFs
12.3K
New
$94.37 - $106.41 $1.16M - $1.3M
12.3K $1.18B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.24K
New
$113.92 - $127.38 $1.05M - $1.18M
9.24K $1.06B
BAC
Bank Of America Corp

Financial Services
22.8K
New
$39.22 - $47.77 $895K - $1.09M
22.8K $1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.5K
New
$61.68 - $67.87 $896K - $986K
14.5K $905M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.5K
New
$71.75 - $75.11 $897K - $939K
12.5K $899M
EFV
Msci Eafe Value ETF

ETFs
16.6K
New
$51.78 - $57.15 $862K - $951K
16.6K $873M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.9K
New
$124.26 - $134.12 $734K - $792K
5.9K $759M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.5K
New
$91.94 - $100.02 $690K - $750K
7.5K $694M
VV
Vanguard Large Cap ETF

ETFs
2.36K
New
$260.27 - $280.65 $613K - $661K
2.36K $635M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.1K
New
$26.93 - $84.95 $461K - $1.46M
17.1K $468M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.96K
New
$104.59 - $118.05 $414K - $467K
3.96K $430M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.78K
New
$60.13 - $67.31 $408K - $457K
6.78K $412M
VUG
Vanguard Growth ETF

ETFs
792
New
$378.79 - $428.11 $300K - $339K
792 $325M
SPY
Spdr S&P 500 ETF Trust

ETFs
500
New
$567.81 - $607.81 $284K - $304K
500 $293M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.54K
New
$48.33 - $49.08 $268K - $272K
5.54K $268M
IEMG
Ishares Inc

ETFs
4.09K
New
N/A
4.09K $213M
AAPL
Apple Inc.

Technology
812
New
$221.69 - $259.02 $180K - $210K
812 $203M
IVE
Ishares S&P 500 Value ETF

ETFs
1.03K
New
$189.5 - $206.17 $195K - $212K
1.03K $197M
AEE
Ameren Corp

Utilities
1.52K
New
$85.81 - $94.98 $130K - $144K
1.52K $135M
KO
Coca Cola CO

Consumer Defensive
2.03K
New
$61.74 - $71.71 $125K - $145K
2.03K $126M
NVDA
Nvidia Corp

Technology
857
New
$117.0 - $148.88 $100K - $128K
857 $115M
VT
Vanguard Total World Stk Index

ETFs
818
New
$117.09 - $123.07 $95.8K - $101K
818 $96.1M
PFE
Pfizer Inc

Healthcare
2.65K
New
$24.8 - $30.19 $65.8K - $80.1K
2.65K $70.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.07K
New
$61.52 - $66.5 $65.5K - $70.8K
1.07K $67.9M
AEP
American Electric Power CO Inc

Utilities
687
New
$90.91 - $102.21 $62.5K - $70.2K
687 $63.4M
LLY
Eli Lilly & CO

Healthcare
75
New
$727.2 - $932.06 $54.5K - $69.9K
75 $57.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
357
New
$160.89 - $176.18 $57.4K - $62.9K
357 $57.8M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
2.65K
New
$20.56 - $21.33 $54.5K - $56.5K
2.65K $54.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
609
New
$87.25 - $95.52 $53.1K - $58.2K
609 $53.9M
TSN
Tyson Foods, Inc.

Consumer Defensive
928
New
$57.14 - $64.54 $53K - $59.9K
928 $53.3M
Activity Summary
Buys All Purchases 99 New Holdings 99 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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