Fiducient Advisors LLC Purchases and Sells in Q1 2025

Fiducient Advisors LLC

$799 Million
Q1 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AON	73.4K + 20.89%	$348.44 - $409.32 $25.6M - $30.1M	425K $170M
VCIT	174K + 54.51%	$79.17 - $82.04 $13.8M - $14.3M	493K $40.3M
VCSH	64K + 580.84%	$77.7 - $78.94 $4.97M - $5.05M	75K $5.92M
EFA	5.39K + 1.03%	$74.85 - $84.89 $404K - $458K	528K $43.1M
USRT	44.9K + 12.17%	$55.14 - $60.29 $2.47M - $2.7M	414K $23.8M
SCHF	114K + 636.23%	$18.36 - $20.51 $2.09M - $2.34M	132K $2.61M

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WBS	76.5K New	$47.55 - $61.41 $3.64M - $4.7M	76.5K $3.94M
VT	19.2K New	$115.08 - $123.97 $2.21M - $2.38M	19.2K $2.23M
NEE	24.8K New	$66.96 - $76.16 $1.66M - $1.89M	24.8K $1.76M
AMGN	5.12K New	$258.59 - $327.36 $1.32M - $1.68M	5.12K $1.59M
VZ	16.5K New	$37.81 - $46.49 $623K - $767K	16.5K $747K
DTD	8K New	$74.87 - $79.99 $599K - $640K	8K $615K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-629K - 96.13%	$71.17 - $73.66 $44.7M - $46.3M	25.3K $1.86M
IVV	-25.6K - 20.85%	$554.06 - $615.85 $14.2M - $15.8M	97.1K $54.6M
VO	-56.3K - 62.13%	$251.87 - $277.95 $14.2M - $15.6M	34.3K $8.87M
VOO	-16.3K - 13.7%	$507.05 - $563.67 $8.24M - $9.16M	102K $52.6M
VB	-11.6K - 15.2%	$217.89 - $252.64 $2.52M - $2.92M	64.4K $14.3M
ITW	-12.7K - 34.44%	$244.9 - $274.48 $3.12M - $3.5M	24.3K $6.02M

Activity Summary All Purchases 95 New Holdings 30 Increased Positions 65 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiducient Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiducient Advisors LLC with notifications on news.