Aspiriant, LLC Purchases in Q3 2024

Aspiriant, LLC

  • $2.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
2.9K
New
$67.67 - $80.78 $196K - $234K
2.9K $234K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.42K
New
$136.93 - $162.81 $195K - $232K
1.42K $228K
PEG
Public Service Enterprise Group Inc

Utilities
2.55K
New
$73.58 - $89.21 $187K - $227K
2.55K $227K
XOM
Exxon Mobil Corp

Energy
1.5K
+ 6.62%
$109.72 - $119.0 $164K - $178K
24.1K $2.83M
SRE
Sempra Energy

Utilities
2.66K
New
$74.97 - $84.04 $199K - $223K
2.66K $222K
AMT
American Tower Corp

Real Estate
949
New
$192.27 - $242.73 $182K - $230K
949 $220K
ENB
Enbridge Inc

Energy
5.44K
New
$35.27 - $41.18 $192K - $224K
5.44K $220K
FNDX
Schwab Fundamental U S Large C

ETFs
2.99K
New
$65.36 - $71.76 $196K - $215K
2.99K $214K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.29K
New
$30.27 - $34.42 $191K - $217K
6.29K $214K
O
Realty Income Corp

Real Estate
3.35K
New
$52.36 - $63.42 $175K - $212K
3.35K $212K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.08K
New
$50.63 - $51.11 $207K - $208K
4.08K $208K
VV
Vanguard Large Cap ETF

ETFs
241
+ 2.28%
$236.92 - $263.4 $57.1K - $63.5K
10.8K $2.85M
AFRM
Affirm Holdings, Inc.

Technology
5.05K
New
$24.12 - $44.98 $122K - $227K
5.05K $205K
EFG
Msci Eafe Growth ETF

ETFs
1.9K
New
$96.84 - $108.77 $184K - $207K
1.9K $204K
SPGI
S&P Global Inc.

Financial Services
394
New
$446.32 - $527.38 $176K - $208K
394 $203K
CLX
Clorox CO

Consumer Defensive
1.24K
New
$131.73 - $166.97 $163K - $207K
1.24K $201K
TMO
Thermo Fisher Scientific Inc.

Healthcare
154
+ 10.47%
$531.86 - $624.21 $81.9K - $96.1K
1.63K $1.01M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.3K
+ 5.27%
$59.93 - $66.52 $78.1K - $86.7K
26.1K $1.73M
USB
Us Bancorp \De\

Financial Services
803
+ 4.02%
$39.04 - $47.23 $31.3K - $37.9K
20.8K $949K
BMY
Bristol Myers Squibb CO

Healthcare
1.3K
+ 19.19%
$39.66 - $51.75 $51.7K - $67.4K
8.09K $418K
GLD
Spdr Gold Trust

ETFs
241
+ 8.67%
$215.56 - $246.98 $51.9K - $59.5K
3.02K $734K
HON
Honeywell International Inc

Industrials
695
+ 48.84%
$196.73 - $220.21 $137K - $153K
2.12K $437K
V
Visa Inc.

Financial Services
238
+ 4.61%
$253.74 - $291.56 $60.4K - $69.4K
5.4K $1.48M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
35
+ 0.13%
$116.79 - $133.54 $4.09K - $4.67K
27.8K $3.67M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.39K
+ 29.29%
$81.31 - $83.29 $113K - $116K
6.14K $510K
SPG
Simon Property Group Inc

Real Estate
103
+ 1.79%
$146.09 - $170.11 $15K - $17.5K
5.85K $988K
DUK
Duke Energy Corp

Utilities
498
+ 13.64%
$99.35 - $117.71 $49.5K - $58.6K
4.15K $478K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.57K
+ 9.64%
$44.83 - $47.42 $70.2K - $74.3K
17.8K $840K
PFE
Pfizer Inc

Healthcare
2.27K
+ 6.36%
$27.7 - $31.39 $63K - $71.4K
38K $1.1M
DOCU
Docusign, Inc.

Technology
2
+ 0.02%
$49.73 - $62.53 $99.5 - $125
10.5K $654K
ETN
Eaton Corp PLC

Industrials
210
+ 25.86%
$272.52 - $333.02 $57.2K - $69.9K
1.02K $338K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.59%
$460.3 - $584.56 $1.84K - $2.34K
679 $396K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
20
+ 0.58%
$256.4 - $289.78 $5.13K - $5.8K
3.47K $986K
VHT
Vanguard Health Care ETF

ETFs
190
+ 22.54%
$261.88 - $288.1 $49.8K - $54.7K
1.03K $291K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.02%
$181.06 - $197.17 $181 - $197
4.14K $816K
ABEV
Ambev S.A.

Consumer Defensive
25.1K
New
$2.04 - $2.44 $51.2K - $61.2K
25.1K $61K
KMI
Kinder Morgan, Inc.

Energy
46
+ 0.19%
$19.72 - $22.22 $907 - $1.02K
24.7K $544K
HBAN
Huntington Bancshares Inc

Financial Services
17
+ 0.05%
$12.84 - $15.15 $218 - $258
35.7K $524K
BOX
Box Inc

Technology
35
+ 0.41%
$24.92 - $33.45 $872 - $1.17K
8.62K $282K
SHV
Ishares Tr

ETFs
453
+ 2.41%
$110.05 - $110.63 $49.9K - $50.1K
19.3K $2.13M
D
Dominion Energy, Inc

Utilities
4
+ 0.07%
$48.01 - $58.53 $192 - $234
5.75K $332K
HDV
Ishares Core High Dividend ETF

ETFs
256
+ 11.06%
$107.62 - $118.76 $27.6K - $30.4K
2.57K $302K
NVS
Novartis Ag

Healthcare
254
+ 9.95%
$106.13 - $120.89 $27K - $30.7K
2.81K $322K
XLK
Technology Sector Spdr

ETFs
206
+ 6.24%
$197.34 - $237.68 $40.7K - $49K
3.51K $791K
VZ
Verizon Communications Inc

Communication Services
253
+ 3.0%
$38.89 - $45.0 $9.84K - $11.4K
8.68K $389K
MET
Metlife Inc

Financial Services
17
+ 0.53%
$67.96 - $82.48 $1.16K - $1.4K
3.22K $265K
AOA
Ishares Tr Core Aggressive All

ETFs
152
+ 2.23%
$72.11 - $79.05 $11K - $12K
6.96K $548K
SYK
Stryker Corp

Healthcare
40
+ 3.46%
$315.94 - $371.96 $12.6K - $14.9K
1.2K $432K
TXN
Texas Instruments Inc

Technology
200
+ 16.41%
$194.6 - $194.6 $38.9K - $38.9K
1.42K $276K
Activity Summary
Buys All Purchases 124 New Holdings 28 Increased Positions 96 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 1 Puts 0
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