Fiducient Advisors LLC Purchases in Q3 2025

Fiducient Advisors LLC

  • $844 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
148
+ 0.45%
$62.09 - $66.51 $9.19K - $9.84K
33K $2.15M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
55
+ 1.99%
$567.09 - $607.37 $31.2K - $33.4K
2.82K $1.68M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.77K
+ 2.55%
$26.38 - $27.95 $46.7K - $49.4K
71.1K $1.94M
WMT
Walmart Inc.

Consumer Defensive
813
+ 22.71%
$94.4 - $104.27 $76.7K - $84.8K
4.39K $452K
AVGO
Broadcom Inc.

Technology
147
+ 18.04%
$264.74 - $369.57 $38.9K - $54.3K
962 $317K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.14K
+ 6.58%
$37.14 - $37.85 $79.6K - $81.1K
34.7K $1.31M
LQD
Ishares Iboxx $ Investment Gra

ETFs
489
+ 3.72%
$107.66 - $112.36 $52.6K - $54.9K
13.6K $1.52M
TIP
Ishares Tr Tips Bd ETF

ETFs
479
+ 3.49%
$109.11 - $111.88 $52.3K - $53.6K
14.2K $1.58M
VBK
Vanguard Small Cap Growth ETF

ETFs
69
+ 3.07%
$276.51 - $305.12 $19.1K - $21.1K
2.32K $688K
IEF
Ishares Barclays

ETFs
550
+ 3.71%
$93.91 - $97.26 $51.7K - $53.5K
15.4K $1.48M
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 3.62%
$357.4 - $423.42 $14.7K - $17.4K
1.17K $475K
AGZ
Ishares Agency Bond ETF

ETFs
465
+ 3.63%
$108.74 - $110.41 $50.6K - $51.3K
13.3K $1.46M
META
Meta Platforms, Inc.

Communication Services
88
+ 4.02%
$695.21 - $791.73 $61.2K - $69.7K
2.28K $1.67M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
11
+ 0.56%
$201.83 - $230.93 $2.22K - $2.54K
1.98K $439K
AXP
American Express CO

Financial Services
126
+ 19.6%
$294.27 - $342.31 $37.1K - $43.1K
769 $255K
V
Visa Inc.

Financial Services
295
+ 6.89%
$332.09 - $358.86 $98K - $106K
4.58K $1.56M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.08%
$284.45 - $324.95 $284 - $325
1.22K $390K
COF
Capital One Financial Corp

Financial Services
183
+ 18.96%
$207.29 - $229.74 $37.9K - $42K
1.15K $244K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
44
+ 0.25%
$23.82 - $25.84 $1.05K - $1.14K
17.5K $449K
AMGN
Amgen Inc

Healthcare
50
+ 0.97%
$271.18 - $309.22 $13.6K - $15.5K
5.2K $1.47M
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.18%
$194.44 - $206.51 $778 - $826
2.17K $448K
SCHP
Schwab Strategic Us Tips ETF

ETFs
112
+ 0.15%
$26.44 - $27.1 $2.96K - $3.04K
76.8K $2.07M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
731
+ 5.95%
$24.11 - $24.94 $17.6K - $18.2K
13K $324K
LLY
Eli Lilly & CO

Healthcare
25
+ 9.09%
$625.65 - $812.69 $15.6K - $20.3K
300 $228K
CEG
Constellation Energy Corp

Utilities
15
+ 1.28%
$298.82 - $354.89 $4.48K - $5.32K
1.19K $390K
CSCO
Cisco Systems, Inc.

Technology
155
+ 3.13%
$66.2 - $71.79 $10.3K - $11.1K
5.11K $349K
Rubrik Inc.
2.45K
New
N/A
2.45K $0
Bondbloxx ETF Trust
57
+ 0.91%
N/A
6.32K $0
Americas Gold And Silver Cor
40K
New
N/A
40K $0
Ea Series Trust
126K
New
N/A
126K $0
Franklin Templeton Digital H
3.6K
New
N/A
3.6K $0
PM
Philip Morris International Inc.

Consumer Defensive
138
+ 10.75%
$157.77 - $183.27 $21.8K - $25.3K
1.42K $230K
IBM
International Business Machines Corp

Technology
24
+ 1.71%
$234.77 - $292.47 $5.63K - $7.02K
1.43K $402K
TGT
Target Corp

Consumer Defensive
21
+ 0.86%
$86.56 - $107.43 $1.82K - $2.26K
2.45K $219K
PAYX
Paychex Inc

Industrials
9
+ 0.39%
$126.69 - $147.99 $1.14K - $1.33K
2.31K $292K
Activity Summary
Buys All Purchases 86 New Holdings 20 Increased Positions 66 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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