Fiducient Advisors LLC Purchases and Sells in Q4 2024

Fiducient Advisors LLC

$810 Million
Q4 2024

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USRT	95.9K + 35.14%	$55.97 - $62.75 $5.37M - $6.02M	369K $21.1M
MSFT	5.62K + 91.64%	$406.35 - $454.46 $2.28M - $2.55M	11.8K $4.95M
AMZN	5.89K + 54.33%	$180.88 - $232.93 $1.07M - $1.37M	16.7K $3.67M
COST	1.16K + 395.24%	$873.59 - $994.69 $1.02M - $1.16M	1.46K $1.33M
EFG	8.82K + 210.28%	$96.83 - $106.88 $854K - $943K	13K $1.26M
EPD	21K + 37.29%	$28.66 - $34.43 $603K - $724K	77.4K $2.43M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCAR	366K New	$97.92 - $118.41 $35.8M - $43.3M	366K $38.1M
WSO	3.87K New	$466.57 - $568.78 $1.81M - $2.2M	3.87K $1.84M
ABT	14.3K New	$111.93 - $119.39 $1.61M - $1.71M	14.3K $1.62M
CAT	4.22K New	$360.37 - $416.88 $1.52M - $1.76M	4.22K $1.53M
SHW	3.9K New	$338.75 - $399.71 $1.32M - $1.56M	3.9K $1.33M
BRO	12.4K New	$100.93 - $113.42 $1.26M - $1.41M	12.4K $1.27M

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-117K - 80.68%	$280.04 - $302.45 $32.8M - $35.4M	28.1K $8.13M
VCIT	-141K - 30.56%	$80.13 - $83.77 $11.3M - $11.8M	319K $25.6M
VOO	-19.6K - 14.15%	$521.84 - $558.82 $10.2M - $10.9M	119K $63.9M
IVV	-15.5K - 11.22%	$570.51 - $610.59 $8.85M - $9.47M	123K $72.2M
NTRS	-66.8K - 96.39%	$88.4 - $111.16 $5.91M - $7.43M	2.5K $256K
VCSH	-67K - 85.89%	$77.86 - $79.27 $5.22M - $5.31M	11K $859K

Activity Summary All Purchases 68 New Holdings 15 Increased Positions 53 All Sells 47 Reductions 47 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.