Fiducient Advisors LLC Purchases in Q4 2024

Fiducient Advisors LLC

  • $810 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PCAR
Paccar Inc

Industrials
366K
New
$97.92 - $118.41 $35.8M - $43.3M
366K $38.1M
USRT
Ishares Core U.S. Reit ETF

ETFs
95.9K
+ 35.14%
$55.97 - $62.75 $5.37M - $6.02M
369K $21.1M
MSFT
Microsoft Corp

Technology
5.62K
+ 91.64%
$406.35 - $454.46 $2.28M - $2.55M
11.8K $4.95M
WSO
Watsco Inc

Industrials
3.87K
New
$466.57 - $568.78 $1.81M - $2.2M
3.87K $1.84M
AMZN
Amazon Com Inc

Consumer Cyclical
5.89K
+ 54.33%
$180.88 - $232.93 $1.07M - $1.37M
16.7K $3.67M
ABT
Abbott Laboratories

Healthcare
14.3K
New
$111.93 - $119.39 $1.61M - $1.71M
14.3K $1.62M
CAT
Caterpillar Inc

Industrials
4.22K
New
$360.37 - $416.88 $1.52M - $1.76M
4.22K $1.53M
SHW
Sherwin Williams CO

Basic Materials
3.9K
New
$338.75 - $399.71 $1.32M - $1.56M
3.9K $1.33M
BRO
Brown & Brown, Inc.

Financial Services
12.4K
New
$100.93 - $113.42 $1.26M - $1.41M
12.4K $1.27M
TSCO
Tractor Supply CO

Consumer Cyclical
20.5K
New
$52.59 - $303.74 $1.08M - $6.24M
20.5K $1.09M
AMD
Advanced Micro Devices Inc

Technology
8.57K
New
$118.88 - $172.8 $1.02M - $1.48M
8.57K $1.04M
EFG
Msci Eafe Growth ETF

ETFs
8.82K
+ 210.28%
$96.83 - $106.88 $854K - $943K
13K $1.26M
EPD
Enterprise Products Partners L.P.

Energy
21K
+ 37.29%
$28.66 - $34.43 $603K - $724K
77.4K $2.43M
POOL
Pool Corp

Industrials
2.12K
New
$339.32 - $390.03 $718K - $826K
2.12K $721K
UNP
Union Pacific Corp

Industrials
3.15K
+ 267.88%
$223.15 - $249.32 $704K - $786K
4.33K $987K
CPNG
Coupang, Inc.

Consumer Cyclical
27.2K
New
$21.98 - $26.89 $597K - $731K
27.2K $597K
MBB
Ishares Tr

ETFs
4.09K
New
$91.26 - $95.82 $373K - $392K
4.09K $374K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.89K
+ 3.84%
$113.92 - $127.38 $558K - $623K
132K $15.2M
ACWI
Ishares Msci Acwi ETF

ETFs
2.88K
+ 77.39%
$117.05 - $123.03 $337K - $354K
6.59K $774K
IEMG
Ishares Inc

ETFs
6.13K
+ 2.52%
N/A
249K $13.4M
JNJ
Johnson & Johnson

Healthcare
2K
+ 79.55%
$143.34 - $165.86 $286K - $331K
4.5K $651K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.13K
New
$31.24 - $37.15 $223K - $265K
7.13K $228K
COIN
Coinbase Global, Inc.

Technology
868
New
$163.17 - $343.62 $142K - $298K
868 $215K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.95K
New
$50.62 - $50.97 $200K - $201K
3.95K $200K
V
Visa Inc.

Financial Services
35
+ 0.8%
$273.87 - $320.91 $9.59K - $11.2K
4.42K $1.4M
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 2.71%
$205.18 - $250.29 $19.5K - $23.8K
3.61K $864K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.11K
+ 51.81%
$25.3 - $26.31 $104K - $108K
12.1K $308K
GOOGL
Alphabet Inc.

Communication Services
160
+ 5.81%
$161.86 - $196.66 $25.9K - $31.5K
2.91K $551K
AGZ
Ishares Agency Bond ETF

ETFs
1.07K
+ 9.3%
$107.68 - $110.37 $115K - $118K
12.5K $1.35M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
491
+ 0.29%
$33.92 - $36.6 $16.7K - $18K
171K $5.9M
MS
Morgan Stanley

Financial Services
70
+ 2.48%
$104.42 - $134.99 $7.31K - $9.45K
2.9K $364K
IEF
Ishares Barclays

ETFs
1.52K
+ 11.43%
$92.08 - $98.18 $140K - $150K
14.9K $1.37M
C
Citigroup Inc

Financial Services
178
+ 2.71%
$61.31 - $72.5 $10.9K - $12.9K
6.74K $474K
TIP
Ishares Tr Tips Bd ETF

ETFs
958
+ 8.26%
$106.33 - $110.69 $102K - $106K
12.6K $1.34M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
19
+ 0.99%
$193.7 - $235.05 $3.68K - $4.47K
1.95K $445K
IBM
International Business Machines Corp

Technology
200
+ 13.59%
$204.9 - $238.04 $41K - $47.6K
1.67K $367K
BMY
Bristol Myers Squibb CO

Healthcare
73
+ 1.05%
$51.92 - $59.94 $3.79K - $4.38K
7K $395K
PANW
Palo Alto Networks Inc

Technology
1.3K
+ 103.17%
$181.96 - $405.9 $237K - $528K
2.56K $466K
TFC
Truist Financial Corp

Financial Services
400
+ 4.49%
$41.51 - $48.1 $16.6K - $19.2K
9.32K $404K
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 12.96%
$385.02 - $431.37 $33.9K - $38K
767 $298K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
35
+ 1.14%
$278.19 - $315.36 $9.74K - $11K
3.1K $890K
PAYX
Paychex Inc

Industrials
8
+ 0.34%
$135.86 - $148.73 $1.09K - $1.19K
2.37K $332K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
102
+ 1.47%
$84.34 - $95.14 $8.6K - $9.7K
7.04K $613K
IWR
Ishares Russell Mid Cap ETF

ETFs
34
+ 0.22%
$87.25 - $95.52 $2.97K - $3.25K
15.4K $1.37M
DFAT
Dimensional ETF Tr U S Target

ETFs
75
+ 0.37%
$54.54 - $61.04 $4.09K - $4.58K
20.1K $1.12M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
74
+ 0.73%
$126.68 - $134.74 $9.37K - $9.97K
10.2K $1.31M
LQD
Ishares Iboxx $ Investment Gra

ETFs
690
+ 5.83%
$106.56 - $113.11 $73.5K - $78K
12.5K $1.34M
CVX
Chevron Corp

Energy
33
+ 2.41%
$141.15 - $162.53 $4.66K - $5.36K
1.41K $203K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.02%
$61.68 - $67.87 $370 - $407
25.7K $1.6M
Activity Summary
Buys All Purchases 68 New Holdings 15 Increased Positions 53 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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