Aspiriant, LLC Reduced Holdings in Q2 2025

Aspiriant, LLC

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
-357
- 17.02%
$182.86 - $232.88 $65.3K - $83.1K
1.74K $405K
GIS
General Mills Inc

Consumer Defensive
-62
- 1.44%
$50.37 - $60.97 $3.12K - $3.78K
4.24K $219K
VZ
Verizon Communications Inc

Communication Services
-477
- 5.68%
$41.67 - $45.62 $19.9K - $21.8K
7.92K $342K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-424
- 9.24%
$103.88 - $123.68 $44K - $52.4K
4.17K $514K
SBUX
Starbucks Corp

Consumer Cyclical
-21
- 0.42%
$79.69 - $99.41 $1.67K - $2.09K
4.93K $451K
NVO
Novo Nordisk A S

Healthcare
-373
- 7.09%
$58.08 - $81.05 $21.7K - $30.2K
4.89K $337K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-617
- 4.08%
$45.12 - $46.23 $27.8K - $28.5K
14.5K $669K
SPGI
S&P Global Inc.

Financial Services
-65
- 13.35%
$438.31 - $527.29 $28.5K - $34.3K
422 $222K
MDT
Medtronic PLC

Healthcare
-133
- 3.9%
$80.68 - $88.86 $10.7K - $11.8K
3.27K $285K
HD
Home Depot, Inc.

Consumer Cyclical
-46
- 0.81%
$335.24 - $380.78 $15.4K - $17.5K
5.63K $2.07M
WM
Waste Management Inc

Industrials
-7
- 0.36%
$216.47 - $242.1 $1.52K - $1.69K
1.91K $437K
TTE
Total Energies Se

Energy
-82
- 1.79%
N/A
4.5K $308K
NOK
Nokia Corp

Technology
-513
- 2.14%
$4.65 - $5.43 $2.39K - $2.79K
23.5K $121K
NVS
Novartis Ag

Healthcare
-201
- 8.96%
$101.96 - $121.01 $20.5K - $24.3K
2.04K $247K
V
Visa Inc.

Financial Services
-66
- 1.41%
$308.27 - $373.31 $20.3K - $24.6K
4.6K $1.63M
Blackrock Inc
-24
- 5.94%
N/A
380 $0
Tempus Ai Inc
-7.82K
- 57.12%
N/A
5.87K $0
Linde PLC
-20
- 3.38%
N/A
572 $0
Canadian Pacific Kansas City
-980
- 9.06%
N/A
9.84K $0
Gsk PLC
-122
- 1.48%
N/A
8.12K $0
Ge Vernova Inc
-87
- 8.1%
N/A
987 $0
D
Dominion Energy, Inc

Utilities
-17
- 0.29%
$49.66 - $58.0 $844 - $986
5.79K $327K
JEF
Jefferies Financial Group Inc.

Financial Services
-31
- 0.51%
$41.06 - $56.09 $1.27K - $1.74K
6.1K $333K
XLU
Utilities Sector Spdr

ETFs
-6
- 0.19%
$73.09 - $82.77 $439 - $497
3.18K $259K
AVUV
American Centy ETF Tr Avantis

ETFs
-3
- 0.11%
$75.17 - $91.21 $226 - $274
2.61K $237K
BX
Blackstone Inc.

Financial Services
-62
- 3.11%
$120.07 - $151.11 $7.44K - $9.37K
1.93K $289K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-295
- 2.48%
$114.78 - $133.31 $33.9K - $39.3K
11.6K $1.55M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-807
- 4.46%
$29.36 - $35.56 $23.7K - $28.7K
17.3K $615K
ESAB
Esab Corp

Industrials
-3
- 0.07%
$104.48 - $130.25 $313 - $391
4.23K $510K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-44
- 2.05%
$152.42 - $182.82 $6.71K - $8.04K
2.1K $384K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-18
- 0.54%
$62.73 - $78.42 $1.13K - $1.41K
3.29K $255K
ETN
Eaton Corp PLC

Industrials
-121
- 15.13%
$246.52 - $356.99 $29.8K - $43.2K
679 $242K
DE
Deere & CO

Industrials
-25
- 2.35%
$412.99 - $531.48 $10.3K - $13.3K
1.04K $528K
PH
Parker Hannifin Corp

Industrials
-12
- 2.53%
$517.23 - $700.54 $6.21K - $8.41K
462 $322K
INTU
Intuit Inc

Technology
-36
- 8.93%
$544.07 - $787.63 $19.6K - $28.4K
367 $289K
BA
Boeing CO

Industrials
-32
- 2.43%
$136.59 - $217.51 $4.37K - $6.96K
1.28K $268K
IDV
Ishares Tr

ETFs
-1
- 0.01%
$27.79 - $34.84 $27.8 - $34.8
13.7K $471K
VB
Vanguard Small Cap ETF

ETFs
-4.58K
- 6.14%
$193.73 - $237.37 $887K - $1.09M
70K $16.6M
MS
Morgan Stanley

Financial Services
-155
- 4.6%
$99.83 - $140.86 $15.5K - $21.8K
3.21K $452K
HBAN
Huntington Bancshares Inc

Financial Services
-153
- 0.42%
$12.49 - $16.76 $1.91K - $2.56K
35.9K $601K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1
- 0.01%
$22.27 - $29.21 $22.3 - $29.2
16.2K $472K
IWV
Ishares Russell 3000 ETF

ETFs
-2.44K
- 8.73%
$281.67 - $351.0 $688K - $857K
25.5K $8.96M
MPC
Marathon Petroleum Corp

Energy
-433
- 5.97%
$118.55 - $170.08 $51.3K - $73.6K
6.82K $1.13M
BAC
Bank Of America Corp

Financial Services
-1.93K
- 5.23%
$34.39 - $47.46 $66.2K - $91.4K
34.9K $1.65M
CSCO
Cisco Systems, Inc.

Technology
-393
- 2.11%
$53.19 - $69.38 $20.9K - $27.3K
18.2K $1.27M
XLK
Technology Sector Spdr

ETFs
-94
- 3.05%
$179.73 - $253.23 $16.9K - $23.8K
2.99K $757K
WMT
Walmart Inc.

Consumer Defensive
-28
- 0.21%
$81.79 - $99.98 $2.29K - $2.8K
13.4K $1.31M
CAT
Caterpillar Inc

Industrials
-34
- 1.34%
$273.94 - $388.21 $9.31K - $13.2K
2.51K $974K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.65K
- 2.43%
$51.16 - $62.02 $84.5K - $102K
66.2K $4.11M
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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