Aspiriant, LLC Incresed Positions in Q1 2025

Aspiriant, LLC

  • $2.86 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
77
+ 3.12%
$326.75 - $407.63 $25.2K - $31.4K
2.55K $839K
BAC
Bank Of America Corp

Financial Services
547
+ 1.51%
$39.61 - $47.74 $21.7K - $26.1K
36.8K $1.54M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.23K
+ 4.99%
$57.21 - $65.8 $185K - $212K
67.9K $3.96M
LOW
Lowes Companies Inc

Consumer Cyclical
47
+ 0.71%
$222.66 - $268.42 $10.5K - $12.6K
6.63K $1.55M
NVO
Novo Nordisk A S

Healthcare
34
+ 0.65%
$69.3 - $90.95 $2.36K - $3.09K
5.26K $365K
DOCU
Docusign, Inc.

Technology
12
+ 0.12%
$74.7 - $97.7 $896 - $1.17K
10.1K $823K
FDX
Fedex Corp

Industrials
22
+ 0.88%
$230.33 - $281.53 $5.07K - $6.19K
2.53K $615K
META
Meta Platforms, Inc.

Communication Services
105
+ 0.93%
$576.36 - $736.67 $60.5K - $77.4K
11.4K $6.59M
NOW
Service Now, Inc.

Technology
6
+ 1.48%
$783.83 - $1170.39 $4.7K - $7.02K
411 $327K
USB
Us Bancorp \De\

Financial Services
145
+ 0.73%
$40.92 - $50.9 $5.93K - $7.38K
20.1K $849K
JEF
Jefferies Financial Group Inc.

Financial Services
59
+ 0.97%
$52.22 - $81.31 $3.08K - $4.8K
6.14K $328K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.68K
+ 3.89%
$302.31 - $337.54 $810K - $904K
71.6K $22M
NVDA
Nvidia Corp

Technology
2.33K
+ 9.93%
$106.98 - $149.43 $249K - $348K
25.8K $2.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.37K
+ 25.23%
$222.15 - $428.22 $305K - $588K
6.81K $1.76M
ORCL
Oracle Corp

Technology
305
+ 1.54%
$139.81 - $186.47 $42.6K - $56.9K
20.1K $2.81M
IWM
Ishares Russell 2000 ETF

ETFs
20
+ 0.04%
$198.1 - $229.79 $3.96K - $4.6K
46.9K $9.35M
VTI
Vanguard Total Stock Market Et

ETFs
1.18K
+ 1.29%
$271.18 - $303.12 $320K - $357K
92.3K $25.4M
IWN
Ishares Russell2000 Val ETF

ETFs
16
+ 0.02%
$149.27 - $169.4 $2.39K - $2.71K
85.9K $13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.78K
+ 2.49%
$507.05 - $563.67 $1.92M - $2.13M
155K $79.8M
MSFT
Microsoft Corp

Technology
187
+ 0.4%
$375.39 - $447.2 $70.2K - $83.6K
47K $17.6M
BILL
Bill.Com Holdings, Inc.

Technology
3
+ 0.01%
$43.59 - $97.07 $131 - $291
59.6K $2.73M
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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