Fiduciary Advisors, Inc. Incresed Positions in Q2 2025

Fiduciary Advisors, Inc.

  • $114 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.76K
+ 8.83%
$456.74 - $568.03 $802K - $997K
21.6K $12.3B
IXUS
Ishares Tr

ETFs
18.1K
+ 48.17%
$62.37 - $77.63 $1.13M - $1.4M
55.5K $4.29B
VB
Vanguard Small Cap ETF

ETFs
813
+ 2.11%
$193.73 - $237.37 $158K - $193K
39.4K $9.33B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.89K
+ 6.7%
$65.84 - $80.81 $256K - $315K
62K $4.97B
MGC
Vanguard Mega Cap ETF

ETFs
561
+ 2.39%
$179.23 - $224.92 $101K - $126K
24K $5.4B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
10.6K
+ 6.04%
$47.89 - $48.65 $505K - $513K
185K $9.01B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
856
+ 3.63%
$104.23 - $134.39 $89.2K - $115K
24.4K $3.28B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.27K
+ 13.33%
$114.78 - $133.31 $375K - $436K
27.8K $3.71B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.5K
+ 49.95%
$90.56 - $109.49 $407K - $492K
13.5K $1.48B
VEU
Vanguard Ftse All World Ex Us

ETFs
560
+ 0.98%
$54.19 - $67.22 $30.3K - $37.6K
57.5K $3.86B
IVV
Ishares Core S&P 500 ETF

ETFs
41
+ 1.16%
$498.8 - $620.9 $20.5K - $25.5K
3.57K $2.21B
VV
Vanguard Large Cap ETF

ETFs
576
+ 24.38%
$228.25 - $285.3 $131K - $164K
2.94K $838M
VBR
Vanguard Small Cap Value ETF

ETFs
714
+ 6.99%
$162.76 - $195.77 $116K - $140K
10.9K $2.13B
AVUV
American Centy ETF Tr Avantis

ETFs
1.61K
+ 11.93%
$75.17 - $91.21 $121K - $147K
15.1K $1.37B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.71K
+ 25.15%
$57.14 - $72.68 $97.5K - $124K
8.49K $617M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
98
+ 0.28%
$39.89 - $49.46 $3.91K - $4.85K
34.8K $1.72B
VTV
Vanguard Value ETF

ETFs
114
+ 0.39%
$153.67 - $176.74 $17.5K - $20.1K
29.6K $5.24B
EFV
Msci Eafe Value ETF

ETFs
347
+ 2.08%
$52.4 - $64.65 $18.2K - $22.4K
17K $1.08B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
66
+ 0.46%
$51.16 - $62.02 $3.38K - $4.09K
14.5K $901M
IEMG
Ishares Inc

ETFs
50
+ 1.22%
N/A
4.14K $248M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
103
+ 1.41%
$81.46 - $94.63 $8.39K - $9.75K
7.43K $703M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.51K
+ 2.55%
$10.78 - $11.28 $37.8K - $39.5K
141K $1.57B
BND
Vanguard Bd Index Fd Inc Total

ETFs
276
+ 2.15%
$72.02 - $73.82 $19.9K - $20.4K
13.1K $967M
IJS
Ishares S&P Smallcap 600 Value

ETFs
141
+ 3.53%
$83.54 - $100.04 $11.8K - $14.1K
4.13K $411M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.12%
$103.16 - $128.52 $103 - $129
819 $105M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3
+ 0.28%
$53.65 - $67.02 $161 - $201
1.07K $71.8M
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.29%
$168.34 - $195.42 $505 - $586
1.04K $202M
IDV
Ishares Tr

ETFs
25
+ 2.34%
$27.79 - $34.84 $695 - $871
1.09K $37.8M
AVDV
American Centy ETF Tr Avantis

ETFs
5
+ 1.81%
$61.76 - $79.32 $309 - $397
281 $22.3M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.71%
$146.58 - $180.01 $147 - $180
141 $24.9M
EFSC
Enterprise Financial Services Corp

Financial Services
2
+ 0.46%
$46.2 - $55.78 $92.4 - $112
434 $23.9M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
3
+ 1.54%
$53.27 - $54.27 $160 - $163
198 $10.7M
BP
Bp PLC

Energy
1
+ 4.0%
$26.11 - $33.81 $26.1 - $33.8
26 $773K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
50
+ 1.85%
$19.39 - $20.21 $970 - $1.01K
2.75K $53.9M
KO
Coca Cola CO

Consumer Defensive
14
+ 0.69%
$68.37 - $73.9 $957 - $1.03K
2.04K $145M
PFE
Pfizer Inc

Healthcare
45
+ 1.74%
$21.59 - $24.84 $972 - $1.12K
2.64K $64M
AAPL
Apple Inc.

Technology
1
+ 0.12%
$172.42 - $223.89 $172 - $224
813 $167M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
170
+ 0.98%
$24.32 - $27.87 $4.13K - $4.74K
17.5K $463M
Activity Summary
Buys All Purchases 41 New Holdings 2 Increased Positions 39 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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