Aspiriant, LLC Incresed Positions in Q1 2025

Aspiriant, LLC

  • $2.86 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
665
+ 15.02%
$97.38 - $104.52 $64.8K - $69.5K
5.09K $520K
VZ
Verizon Communications Inc

Communication Services
683
+ 8.85%
$37.81 - $46.49 $25.8K - $31.8K
8.4K $380K
DE
Deere & CO

Industrials
52
+ 5.14%
$408.57 - $509.27 $21.2K - $26.5K
1.06K $499K
WM
Waste Management Inc

Industrials
63
+ 3.4%
$200.54 - $233.78 $12.6K - $14.7K
1.92K $444K
VGSH
Vanguard

ETFs
978
+ 6.64%
$58.07 - $58.69 $56.8K - $57.4K
15.7K $922K
SBUX
Starbucks Corp

Consumer Cyclical
305
+ 6.57%
$91.75 - $115.81 $28K - $35.3K
4.95K $485K
DUK
Duke Energy Corp

Utilities
74
+ 1.98%
$105.87 - $121.97 $7.83K - $9.03K
3.82K $465K
TJX
Tjx Companies Inc

Consumer Cyclical
266
+ 1.07%
$112.81 - $126.16 $30K - $33.6K
25.1K $3.06M
SHV
Ishares Tr

ETFs
435
+ 2.26%
$110.11 - $110.51 $47.9K - $48.1K
19.7K $2.18M
IDV
Ishares Tr

ETFs
1
+ 0.01%
$27.0 - $31.7 $27 - $31.7
13.7K $423K
LLY
Eli Lilly & CO

Healthcare
17
+ 2.66%
$725.72 - $929.72 $12.3K - $15.8K
656 $541K
CI
Cigna Corp

Healthcare
17
+ 2.17%
$274.49 - $329.0 $4.67K - $5.59K
801 $263K
HDV
Ishares Core High Dividend ETF

ETFs
203
+ 8.77%
$110.86 - $121.12 $22.5K - $24.6K
2.52K $304K
BMY
Bristol Myers Squibb CO

Healthcare
157
+ 2.07%
$53.9 - $63.11 $8.46K - $9.91K
7.73K $471K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
382
+ 0.76%
$27.01 - $28.54 $10.3K - $10.9K
50.4K $1.41M
KMI
Kinder Morgan, Inc.

Energy
396
+ 1.7%
$26.1 - $31.22 $10.3K - $12.4K
23.7K $677K
ICE
Intercontinental Exchange, Inc.

Financial Services
19
+ 1.29%
$142.8 - $176.36 $2.71K - $3.35K
1.49K $257K
DVY
Ishares Tr

ETFs
147
+ 2.41%
$128.58 - $138.1 $18.9K - $20.3K
6.25K $839K
QUAL
Ishares Msci Usa Quality Facto

ETFs
297
+ 16.07%
$168.16 - $186.21 $49.9K - $55.3K
2.15K $366K
CHTR
Charter Communications, Inc.

Communication Services
17
+ 1.53%
$334.89 - $384.77 $5.69K - $6.54K
1.13K $415K
ECL
Ecolab Inc.

Basic Materials
17
+ 1.13%
$229.72 - $269.82 $3.91K - $4.59K
1.52K $385K
XLU
Utilities Sector Spdr

ETFs
281
+ 9.69%
$74.7 - $80.27 $21K - $22.6K
3.18K $250K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
92
+ 2.86%
$63.07 - $73.5 $5.8K - $6.76K
3.31K $232K
MS
Morgan Stanley

Financial Services
405
+ 13.68%
$111.68 - $141.08 $45.2K - $57.1K
3.37K $392K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
4
+ 0.03%
$60.44 - $69.57 $242 - $278
13.1K $871K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.08%
$126.11 - $135.06 $1.13K - $1.22K
11.9K $1.54M
PANW
Palo Alto Networks Inc

Technology
233
+ 11.31%
$167.82 - $208.28 $39.1K - $48.5K
2.29K $391K
DUHP
Dimensional ETF Tr Dimensional

ETFs
807
+ 4.67%
$32.57 - $35.82 $26.3K - $28.9K
18.1K $600K
D
Dominion Energy, Inc

Utilities
68
+ 1.18%
$52.85 - $57.43 $3.59K - $3.91K
5.81K $325K
VT
Vanguard Total World Stk Index

ETFs
189
+ 3.91%
$115.08 - $123.97 $21.8K - $23.4K
5.02K $581K
COF
Capital One Financial Corp

Financial Services
67
+ 2.36%
$163.87 - $209.82 $11K - $14.1K
2.91K $521K
TTE
Total Energies Se

Energy
82
+ 1.82%
N/A
4.58K $314K
MET
Metlife Inc

Financial Services
115
+ 3.57%
$77.7 - $87.0 $8.94K - $10K
3.34K $267K
IVE
Ishares S&P 500 Value ETF

ETFs
26
+ 0.62%
$185.78 - $198.58 $4.83K - $5.16K
4.25K $809K
CMCSA
Comcast Corp

Communication Services
381
+ 1.81%
$33.19 - $38.23 $12.6K - $14.6K
21.5K $792K
Canadian Pacific Kansas City
9
+ 0.08%
N/A
10.8K $0
Blackrock Inc
9
+ 2.28%
N/A
404 $0
VUSB
Vanguard Bd Index Fds
12.7K
+ 35.96%
N/A
47.8K $0
Vanguard Calif Tax Free Fds
30
+ 1.21%
N/A
2.5K $0
MRCC
Monroe Capital Corp

Financial Services
1K
+ 7.69%
$7.61 - $8.81 $7.61K - $8.81K
14K $109K
GS
Goldman Sachs Group Inc

Financial Services
44
+ 4.49%
$524.81 - $672.19 $23.1K - $29.6K
1.03K $559K
TFC
Truist Financial Corp

Financial Services
317
+ 3.47%
$39.48 - $48.15 $12.5K - $15.3K
9.46K $389K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.6K
+ 4.84%
$21.23 - $23.75 $76.3K - $85.4K
77.8K $1.68M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 3.85%
$4295.4 - $5141.88 $8.59K - $10.3K
54 $248K
ESAB
Esab Corp

Industrials
16
+ 0.38%
$115.08 - $131.54 $1.84K - $2.1K
4.24K $493K
SLGN
Silgan Holdings Inc

Consumer Cyclical
17
+ 0.07%
$48.82 - $56.15 $830 - $955
23.1K $1.18M
SPG
Simon Property Group Inc

Real Estate
74
+ 1.28%
$159.48 - $187.78 $11.8K - $13.9K
5.85K $971K
TMO
Thermo Fisher Scientific Inc.

Healthcare
23
+ 1.38%
$497.6 - $606.74 $11.4K - $14K
1.69K $841K
HBAN
Huntington Bancshares Inc

Financial Services
354
+ 0.99%
$14.28 - $17.39 $5.06K - $6.16K
36K $540K
Activity Summary
Buys All Purchases 142 New Holdings 20 Increased Positions 122 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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