Aspiriant, LLC Portfolio Holdings
Aspiriant, LLC
- $2.86 Billion
- Q1 2025
Aspiriant, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.86 Billion distributed in 288 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $328M, Ishares Core S&P U.S. Value Et with a value of $326M, Vanguard Small Cap Value ETF with a value of $287M, Ishares Msci Global Min Vol Fa with a value of $285M, and Vanguard Mun Bd Fds Tax Exempt with a value of $260M.
Examining the 13F form we can see an increase of $110M in the current position value, from $2.75B to 2.86B.
Below you can find more details about Aspiriant, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.86 Billion
ETFs: $2.55 Billion
Technology: $116 Million
Financial Services: $70.8 Million
Communication Services: $30.8 Million
Healthcare: $18.5 Million
Consumer Cyclical: $17.9 Million
Industrials: $17.7 Million
Consumer Defensive: $13.2 Million
Other: $11.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 288
- Current Value $2.86 Billion
- Prior Value $2.75 Billion
- Filing
- Period Q1 2025
- Filing Date April 21, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 20 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks