Aspiriant, LLC Reduced Holdings in Q2 2025

Aspiriant, LLC

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-422K
- 8.06%
$48.13 - $49.85 $20.3M - $21M
4.81M $236M
AAPL
Apple Inc.

Technology
-44.2K
- 12.82%
$172.42 - $223.89 $7.62M - $9.89M
300K $61.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.52K
- 2.36%
$483.48 - $539.8 $733K - $819K
62.8K $30.5M
VGT
Vanguard Information Technolog

ETFs
-7.68K
- 37.34%
$470.37 - $663.28 $3.61M - $5.1M
12.9K $8.55M
QAI
Iq Hedge Multi Strategy Compos

ETFs
-53.7K
- 25.96%
$29.76 - $32.32 $1.6M - $1.73M
153K $4.95M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-21.5K
- 67.86%
$65.66 - $77.49 $1.41M - $1.67M
10.2K $772K
UNH
Unitedhealth Group Inc

Healthcare
-856
- 20.3%
$274.35 - $599.47 $235K - $513K
3.36K $1.05M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-34K
- 68.4%
$22.92 - $28.05 $779K - $954K
15.7K $440K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.29K
- 6.77%
$85.42 - $94.39 $537K - $593K
86.6K $8.13M
CVX
Chevron Corp

Energy
-838
- 5.6%
$133.73 - $168.51 $112K - $141K
14.1K $2.02M
JNJ
Johnson & Johnson

Healthcare
-766
- 3.65%
$146.36 - $159.82 $112K - $122K
20.2K $3.09M
PEP
Pepsico Inc

Consumer Defensive
-201
- 1.06%
$128.02 - $151.37 $25.7K - $30.4K
18.7K $2.47M
GLD
Spdr Gold Trust

ETFs
-1.38K
- 34.2%
$273.71 - $316.29 $377K - $436K
2.65K $807K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.06K
- 12.21%
$119.13 - $135.03 $365K - $414K
22K $2.72M
XOM
Exxon Mobil Corp

Energy
-376
- 1.45%
$99.93 - $119.04 $37.6K - $44.8K
25.6K $2.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.61K
- 12.54%
$152.93 - $181.74 $399K - $475K
18.2K $3.31M
UNP
Union Pacific Corp

Industrials
-906
- 11.27%
$208.27 - $238.46 $189K - $216K
7.14K $1.64M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.3K
- 38.47%
$77.94 - $79.5 $257K - $263K
5.28K $420K
NEE
Nextera Energy Inc

Utilities
-3.22K
- 43.07%
$64.11 - $75.0 $206K - $241K
4.25K $295K
ABBV
Abb Vie Inc.

Healthcare
-107
- 1.26%
$170.16 - $206.27 $18.2K - $22.1K
8.4K $1.56M
QCOM
Qualcomm Inc

Technology
-1.82K
- 12.48%
$124.66 - $159.48 $227K - $291K
12.8K $2.04M
ABT
Abbott Laboratories

Healthcare
-2K
- 10.39%
$123.95 - $138.08 $248K - $276K
17.3K $2.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.03K
- 9.99%
$24.32 - $27.87 $122K - $140K
45.3K $1.2M
REET
Ishares Global Reit ETF

ETFs
-8.09K
- 28.6%
$21.59 - $25.16 $175K - $204K
20.2K $499K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-63
- 3.73%
$390.26 - $489.06 $24.6K - $30.8K
1.63K $660K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.45K
- 42.0%
$116.93 - $119.39 $170K - $173K
2K $238K
COP
Conocophillips

Energy
-715
- 13.08%
$82.66 - $106.1 $59.1K - $75.9K
4.75K $426K
CMCSA
Comcast Corp

Communication Services
-3.28K
- 15.26%
$32.84 - $36.72 $108K - $120K
18.2K $649K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-7.97K
- 9.2%
$73.0 - $85.5 $582K - $682K
78.7K $6.62M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.15K
- 23.73%
$58.63 - $59.9 $126K - $129K
6.91K $413K
BMY
Bristol Myers Squibb CO

Healthcare
-76
- 0.98%
$44.12 - $59.6 $3.35K - $4.53K
7.65K $354K
SPG
Simon Property Group Inc

Real Estate
-465
- 7.95%
$140.37 - $171.44 $65.3K - $79.7K
5.39K $865K
PAYX
Paychex Inc

Industrials
-24
- 0.21%
$137.01 - $159.78 $3.29K - $3.83K
11.3K $1.64M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-510
- 12.04%
$140.05 - $156.07 $71.4K - $79.6K
3.73K $571K
VAW
Vanguard Materials ETF

ETFs
-566
- 19.58%
$163.82 - $196.64 $92.7K - $111K
2.32K $452K
VNQ
Vanguard Specialized Funds Van

ETFs
-423
- 1.13%
$79.79 - $91.42 $33.8K - $38.7K
37K $3.3M
MMM
3 M CO

Industrials
-820
- 10.01%
$126.09 - $154.15 $103K - $126K
7.37K $1.12M
DHR
Danaher Corp

Healthcare
-216
- 4.49%
$174.64 - $205.16 $37.7K - $44.3K
4.59K $907K
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 0.2%
$210.83 - $235.28 $2.74K - $3.06K
6.61K $1.47M
VO
Vanguard Mid Cap ETF

ETFs
-571
- 14.34%
$228.54 - $279.83 $130K - $160K
3.41K $954K
SHV
Ishares Tr

ETFs
-663
- 3.36%
$110.06 - $110.46 $73K - $73.2K
19.1K $2.1M
CRM
Salesforce, Inc.

Technology
-352
- 6.48%
$236.26 - $291.15 $83.2K - $102K
5.08K $1.39M
PFE
Pfizer Inc

Healthcare
-1.48K
- 5.06%
$21.59 - $24.84 $31.8K - $36.6K
27.7K $670K
DUK
Duke Energy Corp

Utilities
-414
- 10.85%
$112.46 - $124.05 $46.6K - $51.4K
3.4K $401K
MCD
Mcdonalds Corp

Consumer Cyclical
-73
- 3.78%
$285.55 - $321.23 $20.8K - $23.4K
1.86K $542K
KO
Coca Cola CO

Consumer Defensive
-656
- 4.52%
$68.37 - $73.9 $44.9K - $48.5K
13.8K $979K
LLY
Eli Lilly & CO

Healthcare
-25
- 3.81%
$713.71 - $898.95 $17.8K - $22.5K
631 $491K
EEMV
Ishares Msci Emerging Markets

ETFs
-2.5K
- 10.37%
$54.12 - $62.8 $135K - $157K
21.6K $1.36M
RTX
Raytheon Technologies Corp

Industrials
-1.33K
- 12.21%
$113.75 - $148.48 $151K - $197K
9.56K $1.4M
Activity Summary
Buys All Purchases 129 New Holdings 28 Increased Positions 101 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 1 Puts 0
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