Fiducient Advisors LLC Reduced Holdings in Q4 2024

Fiducient Advisors LLC

  • $810 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-117K
- 80.68%
$280.04 - $302.45 $32.8M - $35.4M
28.1K $8.13M
VCIT
Vanguard Intermediate Term Cor

ETFs
-141K
- 30.56%
$80.13 - $83.77 $11.3M - $11.8M
319K $25.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19.6K
- 14.15%
$521.84 - $558.82 $10.2M - $10.9M
119K $63.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-15.5K
- 11.22%
$570.51 - $610.59 $8.85M - $9.47M
123K $72.2M
NTRS
Northern Trust Corp

Financial Services
-66.8K
- 96.39%
$88.4 - $111.16 $5.91M - $7.43M
2.5K $256K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-67K
- 85.89%
$77.86 - $79.27 $5.22M - $5.31M
11K $859K
AON
Aon PLC

Financial Services
-23K
- 6.13%
$344.14 - $393.31 $7.9M - $9.03M
351K $126M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-56.4K
- 50.25%
$44.04 - $49.49 $2.48M - $2.79M
55.8K $2.46M
VO
Vanguard Mid Cap ETF

ETFs
-8.65K
- 8.72%
$261.5 - $284.63 $2.26M - $2.46M
90.6K $23.9M
UBER
Uber Technologies, Inc

Technology
-924
- 0.65%
$59.93 - $86.34 $55.4K - $79.8K
142K $8.58M
VB
Vanguard Small Cap ETF

ETFs
-9.61K
- 11.22%
$233.76 - $261.58 $2.25M - $2.51M
76K $18.3M
XOM
Exxon Mobil Corp

Energy
-14.9K
- 69.76%
$105.51 - $125.37 $1.58M - $1.87M
6.47K $696K
AAPL
Apple Inc.

Technology
-8.85K
- 37.17%
$221.69 - $259.02 $1.96M - $2.29M
15K $3.74M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6.33K
- 15.34%
$311.11 - $335.64 $1.97M - $2.12M
34.9K $11.3M
VBR
Vanguard Small Cap Value ETF

ETFs
-5.87K
- 9.46%
$197.36 - $217.3 $1.16M - $1.28M
56.2K $11.1M
GOOG
Alphabet Inc.

Communication Services
-7.46K
- 75.73%
$163.08 - $198.16 $1.22M - $1.48M
2.39K $455K
VNQ
Vanguard Specialized Funds Van

ETFs
-7.7K
- 59.15%
$87.85 - $98.6 $677K - $760K
5.32K $473K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-10.1K
- 56.96%
$46.48 - $51.32 $468K - $517K
7.61K $366K
IWM
Ishares Russell 2000 ETF

ETFs
-2.1K
- 24.56%
$216.13 - $242.4 $453K - $508K
6.44K $1.42M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.96K
- 42.33%
$49.79 - $51.14 $396K - $407K
10.8K $543K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.17K
- 4.22%
$567.81 - $607.81 $665K - $712K
26.6K $15.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-85
- 0.21%
$442.29 - $483.08 $37.6K - $41.1K
41K $18.6M
ABBV
Abb Vie Inc.

Healthcare
-1.1K
- 24.26%
$164.99 - $203.87 $181K - $223K
3.42K $607K
RTX
Raytheon Technologies Corp

Industrials
-115
- 0.47%
$114.45 - $127.21 $13.2K - $14.6K
24.2K $2.8M
TWLO
Twilio Inc

Communication Services
-3.37K
- 61.18%
$63.73 - $114.96 $214K - $387K
2.14K $230K
IWD
Ishares Russell 1000 Val ETF

ETFs
-493
- 7.63%
$183.23 - $199.79 $90.3K - $98.5K
5.97K $1.11M
VBK
Vanguard Small Cap Growth ETF

ETFs
-550
- 20.19%
$264.18 - $304.19 $145K - $167K
2.17K $608K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.14K
- 27.23%
$104.59 - $118.05 $120K - $135K
3.06K $331K
META
Meta Platforms, Inc.

Communication Services
-241
- 9.77%
$554.08 - $632.68 $134K - $152K
2.23K $1.31M
GLP
Global Partners LP

Energy
-2K
- 19.65%
$44.65 - $57.06 $89.3K - $114K
8.18K $380K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-40
- 0.41%
$99.2 - $108.47 $3.97K - $4.34K
9.7K $966K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7
- 0.98%
$501.29 - $612.85 $3.51K - $4.29K
710 $369K
MRK
Merck & Co., Inc.

Healthcare
-207
- 6.02%
$96.31 - $114.76 $19.9K - $23.8K
3.23K $321K
AXP
American Express CO

Financial Services
-304
- 29.04%
$267.35 - $305.57 $81.3K - $92.9K
743 $220K
VV
Vanguard Large Cap ETF

ETFs
-621
- 3.71%
$260.27 - $280.65 $162K - $174K
16.1K $4.35M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-646
- 2.15%
$36.54 - $37.53 $23.6K - $24.2K
29.4K $1.08M
ORCL
Oracle Corp

Technology
-145
- 2.65%
$165.41 - $192.43 $24K - $27.9K
5.32K $886K
LLY
Eli Lilly & CO

Healthcare
-5
- 1.6%
$727.2 - $932.06 $3.64K - $4.66K
308 $237K
PG
Procter & Gamble CO

Consumer Defensive
-76
- 3.9%
$161.05 - $179.7 $12.2K - $13.7K
1.87K $313K
IVE
Ishares S&P 500 Value ETF

ETFs
-12
- 0.54%
$189.5 - $206.17 $2.27K - $2.47K
2.2K $419K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-18
- 0.7%
$563.99 - $620.12 $10.2K - $11.2K
2.57K $1.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13
- 2.22%
$481.22 - $538.17 $6.26K - $7K
573 $292K
VUG
Vanguard Growth ETF

ETFs
-196
- 5.74%
$378.79 - $428.11 $74.2K - $83.9K
3.22K $1.32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-473
- 6.04%
$370.24 - $418.94 $175K - $198K
7.36K $2.95M
IVW
Ishares S&P 500 Growth ETF

ETFs
-347
- 2.22%
$94.43 - $105.47 $32.8K - $36.6K
15.3K $1.55M
NVDA
Nvidia Corp

Technology
-1.21K
- 2.45%
$117.0 - $148.88 $142K - $181K
48.3K $6.49M
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
Track This Portfolio

Track Fiducient Advisors LLC Portfolio

Follow Fiducient Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiducient Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiducient Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email