Aspiriant, LLC Reduced Holdings in Q1 2025

Aspiriant, LLC

  • $2.86 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNQI
Vanguard Global Ex U.S. Real

ETFs
-3.04K
- 6.71%
$38.22 - $41.19 $116K - $125K
42.3K $1.71M
AFRM
Affirm Holdings, Inc.

Technology
-44
- 0.86%
$43.7 - $80.98 $1.92K - $3.56K
5.06K $228K
NKE
Nike, Inc.

Consumer Cyclical
-496
- 12.26%
$63.29 - $81.72 $31.4K - $40.5K
3.55K $225K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.15K
- 8.18%
$45.92 - $47.58 $98.9K - $102K
24.2K $1.15M
NET
Cloudflare, Inc.

Technology
-825
- 21.51%
$110.71 - $176.5 $91.3K - $146K
3.01K $339K
UNH
Unitedhealth Group Inc

Healthcare
-281
- 6.25%
$461.52 - $548.18 $130K - $154K
4.22K $2.21M
VO
Vanguard Mid Cap ETF

ETFs
-149
- 3.61%
$251.87 - $277.95 $37.5K - $41.4K
3.98K $1.03M
NFLX
Netflix Inc

Communication Services
-132
- 8.39%
$828.4 - $1058.6 $109K - $140K
1.44K $1.34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-729
- 7.83%
$77.7 - $78.94 $56.6K - $57.5K
8.59K $677K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-23
- 5.94%
$634.14 - $744.83 $14.6K - $17.1K
364 $230K
QLC
Flexshares Tr Us Quality Large

ETFs
-368
- 8.92%
$62.78 - $69.86 $23.1K - $25.7K
3.76K $239K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-75
- 1.61%
$117.4 - $131.02 $8.81K - $9.83K
4.59K $549K
TMUS
T Mobile Us, Inc.

Communication Services
-448
- 23.58%
$211.3 - $272.83 $94.7K - $122K
1.45K $387K
LMT
Lockheed Martin Corp

Industrials
-9
- 1.31%
$423.19 - $506.29 $3.81K - $4.56K
676 $301K
HYG
Ishares Tr

ETFs
-330
- 6.99%
$78.51 - $80.11 $25.9K - $26.4K
4.39K $346K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.14K
- 2.76%
$76.77 - $82.22 $87.7K - $93.9K
40.2K $3.19M
VNQ
Vanguard Specialized Funds Van

ETFs
-845
- 2.21%
$85.55 - $94.34 $72.3K - $79.7K
37.4K $3.39M
PH
Parker Hannifin Corp

Industrials
-11
- 2.27%
$591.65 - $707.05 $6.51K - $7.78K
474 $288K
BOX
Box Inc

Technology
-448
- 4.95%
$30.22 - $35.39 $13.5K - $15.9K
8.6K $265K
NVS
Novartis Ag

Healthcare
-526
- 18.99%
$97.14 - $115.57 $51.1K - $60.8K
2.24K $250K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-96
- 2.22%
$157.04 - $169.58 $15.1K - $16.3K
4.24K $666K
ITW
Illinois Tool Works Inc

Industrials
-28
- 2.93%
$244.9 - $274.48 $6.86K - $7.69K
929 $230K
BA
Boeing CO

Industrials
-6
- 0.45%
$148.15 - $186.25 $889 - $1.12K
1.32K $224K
ABEV
Ambev S.A.

Consumer Defensive
-7.13K
- 21.21%
$1.77 - $2.37 $12.6K - $16.9K
26.5K $61K
Ge Vernova Inc
-207
- 16.16%
N/A
1.07K $0
Linde PLC
-49
- 7.64%
N/A
592 $0
SPGI
S&P Global Inc.

Financial Services
-3
- 0.61%
$478.26 - $543.77 $1.43K - $1.63K
487 $247K
CB
Chubb LTD

Financial Services
-25
- 2.93%
$257.71 - $301.99 $6.44K - $7.55K
828 $250K
KO
Coca Cola CO

Consumer Defensive
-1.89K
- 11.53%
$60.81 - $72.32 $115K - $137K
14.5K $1.04M
NOK
Nokia Corp

Technology
-3
- 0.01%
$4.43 - $5.42 $13.3 - $16.3
24K $126K
COP
Conocophillips

Energy
-103
- 1.85%
$88.6 - $105.85 $9.13K - $10.9K
5.47K $574K
WFC
Wells Fargo & Company

Financial Services
-170
- 0.77%
$66.78 - $81.42 $11.4K - $13.8K
21.9K $1.57M
MCK
Mckesson Corp

Healthcare
-7
- 1.7%
$566.21 - $672.99 $3.96K - $4.71K
405 $272K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.1K
- 1.9%
$42.5 - $46.71 $89.1K - $97.9K
108K $4.9M
MPC
Marathon Petroleum Corp

Energy
-2
- 0.03%
$134.72 - $159.03 $269 - $318
7.25K $1.06M
EEM
Ishares Msci Emerging Markets

ETFs
-911
- 2.01%
$40.81 - $45.34 $37.2K - $41.3K
44.3K $1.94M
UNP
Union Pacific Corp

Industrials
-52
- 0.64%
$225.21 - $254.42 $11.7K - $13.2K
8.04K $1.9M
MMM
3 M CO

Industrials
-596
- 6.78%
$129.7 - $155.12 $77.3K - $92.5K
8.19K $1.2M
VTV
Vanguard Value ETF

ETFs
-1.1K
- 1.24%
$167.73 - $179.21 $185K - $198K
87.9K $15.2M
V
Visa Inc.

Financial Services
-33
- 0.7%
$306.92 - $362.71 $10.1K - $12K
4.67K $1.63M
GE
General Electric CO

Industrials
-90
- 1.71%
$168.59 - $212.13 $15.2K - $19.1K
5.19K $1.04M
AMGN
Amgen Inc

Healthcare
-68
- 1.53%
$258.59 - $327.36 $17.6K - $22.3K
4.36K $1.36M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-12K
- 2.66%
$39.65 - $43.35 $477K - $522K
440K $18.5M
ABBV
Abb Vie Inc.

Healthcare
-274
- 3.12%
$169.2 - $216.66 $46.4K - $59.4K
8.5K $1.78M
CVX
Chevron Corp

Energy
-737
- 4.69%
$146.71 - $167.97 $108K - $124K
15K $2.51M
JNJ
Johnson & Johnson

Healthcare
-1.37K
- 6.12%
$142.06 - $167.7 $194K - $229K
21K $3.48M
VEA
Vanguard Ftse Developed Market

ETFs
-3.21K
- 2.15%
$47.4 - $52.99 $152K - $170K
146K $7.41M
ABT
Abbott Laboratories

Healthcare
-674
- 3.38%
$111.1 - $140.22 $74.9K - $94.5K
19.3K $2.55M
DFIV
Dimensional ETF Tr

ETFs
-3.46K
- 1.63%
$35.33 - $40.77 $122K - $141K
209K $8.23M
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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