Aspiriant, LLC Incresed Positions in Q3 2024

Aspiriant, LLC

  • $2.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.02%
$181.06 - $197.17 $181 - $197
4.14K $816K
HBAN
Huntington Bancshares Inc

Financial Services
17
+ 0.05%
$12.84 - $15.15 $218 - $258
35.7K $524K
KMI
Kinder Morgan, Inc.

Energy
46
+ 0.19%
$19.72 - $22.22 $907 - $1.02K
24.7K $544K
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
TXN
Texas Instruments Inc

Technology
200
+ 16.41%
$194.6 - $194.6 $38.9K - $38.9K
1.42K $276K
SYK
Stryker Corp

Healthcare
40
+ 3.46%
$315.94 - $371.96 $12.6K - $14.9K
1.2K $432K
TFC
Truist Financial Corp

Financial Services
14
+ 0.15%
$38.22 - $44.94 $535 - $629
9.13K $390K
BDX
Becton Dickinson & CO

Healthcare
91
+ 8.43%
$221.47 - $242.41 $20.2K - $22.1K
1.17K $282K
CHTR
Charter Communications, Inc.

Communication Services
1
+ 0.09%
$290.56 - $383.07 $291 - $383
1.11K $359K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
10
+ 0.08%
$66.55 - $74.93 $666 - $749
13.1K $943K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.02%
$58.03 - $65.37 $58 - $65.4
4.65K $300K
BAC
Bank Of America Corp

Financial Services
485
+ 1.42%
$36.65 - $44.13 $17.8K - $21.4K
34.7K $1.38M
NOK
Nokia Corp

Technology
64
+ 0.28%
$3.62 - $4.48 $232 - $287
23.3K $102K
BA
Boeing CO

Industrials
292
+ 26.28%
$152.04 - $190.6 $44.4K - $55.7K
1.4K $213K
CVX
Chevron Corp

Energy
1.03K
+ 6.64%
$137.88 - $161.97 $141K - $166K
16.5K $2.43M
PANW
Palo Alto Networks Inc

Technology
2
+ 0.23%
$294.18 - $368.01 $588 - $736
886 $302K
VUSB
Vanguard Bd Index Fds
1.84K
+ 5.56%
N/A
35K $0
Canadian Pacific Kansas City
14
+ 0.13%
N/A
10.8K $0
AIG
American International Group, Inc.

Financial Services
5
+ 0.17%
$70.16 - $79.23 $351 - $396
2.92K $213K
WM
Waste Management Inc

Industrials
1
+ 0.06%
$196.96 - $223.45 $197 - $223
1.76K $366K
WFC
Wells Fargo & Company

Financial Services
977
+ 4.17%
$51.58 - $60.97 $50.4K - $59.6K
24.4K $1.38M
MRO
Marathon Oil Corp

Energy
18
+ 0.17%
$25.87 - $29.26 $466 - $527
10.5K $278K
OXY
Occidental Petroleum Corp

Energy
4
+ 0.1%
$49.91 - $63.73 $200 - $255
3.9K $201K
INTC
Intel Corp

Technology
5.13K
+ 22.52%
$18.9 - $34.87 $96.9K - $179K
27.9K $654K
AMZN
Amazon Com Inc

Consumer Cyclical
72
+ 0.24%
$161.02 - $200.0 $11.6K - $14.4K
29.9K $5.56M
VIG
Vanguard Dividend Appreciation

ETFs
66
+ 0.01%
$182.15 - $182.15 $12K - $12K
969K $176M
GOOG
Alphabet Inc.

Communication Services
971
+ 2.28%
$149.54 - $192.66 $145K - $187K
43.6K $7.29M
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
Track This Portfolio

Track Aspiriant, LLC Portfolio

Follow Aspiriant, 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 Aspiriant, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspiriant, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email