Fiducient Advisors LLC Purchases in Q3 2024

Fiducient Advisors LLC

  • $864 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
2K
+ 0.54%
$293.16 - $351.06 $586K - $702K
374K $130M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33.8K
+ 464.0%
$405.19 - $478.57 $13.7M - $16.2M
41K $18.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.1K
+ 19.07%
$475.2 - $527.7 $10.5M - $11.7M
138K $72.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
162K
+ 54.27%
$79.29 - $84.02 $12.8M - $13.6M
460K $38.5M
BSM
Black Stone Minerals, L.P.

Energy
811K
New
$14.05 - $15.85 $11.4M - $12.9M
811K $12.3M
VBR
Vanguard Small Cap Value ETF

ETFs
55.3K
+ 825.1%
$179.99 - $201.6 $9.96M - $11.2M
62K $12.5M
ITW
Illinois Tool Works Inc

Industrials
35.8K
+ 3243.35%
$233.14 - $263.97 $8.36M - $9.46M
36.9K $9.68M
IVV
Ishares Core S&P 500 ETF

ETFs
7.86K
+ 6.03%
$520.18 - $576.82 $4.09M - $4.53M
138K $79.7M
NTRS
Northern Trust Corp

Financial Services
69.3K
New
$82.48 - $92.62 $5.72M - $6.42M
69.3K $6.24M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
56.3K
+ 64.33%
$96.25 - $101.98 $5.42M - $5.74M
144K $14.6M
USRT
Ishares Core U.S. Reit ETF

ETFs
36.4K
+ 15.39%
$53.07 - $62.66 $1.93M - $2.28M
273K $16.8M
VTI
Vanguard Total Stock Market Et

ETFs
19
+ 0.01%
$255.18 - $283.2 $4.85K - $5.38K
145K $41.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.51K
+ 0.55%
$71.45 - $75.64 $251K - $265K
642K $48.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.41K
+ 9.51%
$517.38 - $573.86 $1.25M - $1.38M
27.8K $15.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.43K
+ 5.31%
$105.53 - $118.34 $678K - $760K
127K $14.9M
XOM
Exxon Mobil Corp

Energy
14.8K
+ 224.15%
$109.72 - $119.0 $1.62M - $1.76M
21.4K $2.51M
BY
Byline Bancorp, Inc.

Financial Services
64.6K
New
$23.24 - $29.12 $1.5M - $1.88M
64.6K $1.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.4K
+ 22.23%
$41.9 - $48.26 $855K - $985K
112K $5.37M
GS
Goldman Sachs Group Inc

Financial Services
1.86K
New
$459.02 - $510.25 $853K - $948K
1.86K $919K
GOOG
Alphabet Inc.

Communication Services
4.54K
+ 85.42%
$149.54 - $192.66 $679K - $875K
9.86K $1.65M
AAPL
Apple Inc.

Technology
671
+ 2.9%
$207.23 - $234.82 $139K - $158K
23.8K $5.54M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.3K
+ 119.2%
$36.06 - $37.66 $588K - $614K
30K $1.13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.18K
+ 37.64%
$77.02 - $85.06 $476K - $525K
22.6K $1.91M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.77K
+ 67.39%
$106.11 - $113.72 $506K - $542K
11.8K $1.34M
IEFA
Ishares Tr

ETFs
2.57K
+ 4.04%
$70.09 - $78.74 $180K - $203K
66.3K $5.17M
RTX
Raytheon Technologies Corp

Industrials
243
+ 1.01%
$99.55 - $123.34 $24.2K - $30K
24.3K $2.94M
IWM
Ishares Russell 2000 ETF

ETFs
1.76K
+ 25.96%
$200.87 - $224.6 $353K - $395K
8.53K $1.88M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.84K
+ 64.98%
$95.1 - $106.76 $365K - $410K
9.74K $1.04M
GLP
Global Partners LP

Energy
10.2K
New
$37.3 - $46.56 $380K - $474K
10.2K $473K
MUB
Ishares National Muni Bond ETF

ETFs
4.3K
New
$106.13 - $108.7 $456K - $467K
4.3K $466K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.77K
New
$53.41 - $57.9 $415K - $450K
7.77K $449K
IGF
Ishares Global Infrastructure

ETFs
7.59K
New
$47.97 - $54.56 $364K - $414K
7.59K $413K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
468
+ 0.28%
$31.05 - $34.29 $14.5K - $16K
170K $5.83M
UBER
Uber Technologies, Inc

Technology
21
+ 0.01%
$58.48 - $77.47 $1.23K - $1.63K
143K $10.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.66K
+ 76.54%
$44.66 - $49.15 $342K - $377K
17.7K $833K
VNQ
Vanguard Specialized Funds Van

ETFs
2K
+ 18.12%
$82.97 - $98.97 $166K - $198K
13K $1.27M
VLO
Valero Energy Corp

Energy
2.15K
New
$132.81 - $163.48 $285K - $351K
2.15K $290K
QQQ
Invesco Qqq Trust, Series 1

ETFs
586
New
$434.77 - $502.96 $255K - $295K
586 $286K
DVN
Devon Energy Corp

Energy
7.06K
New
$37.87 - $48.65 $267K - $344K
7.06K $276K
META
Meta Platforms, Inc.

Communication Services
213
+ 9.45%
$453.41 - $572.44 $96.6K - $122K
2.47K $1.41M
MDT
Medtronic PLC

Healthcare
3.01K
New
$76.84 - $91.03 $231K - $274K
3.01K $271K
PSX
Phillips 66

Energy
2K
New
$125.0 - $147.17 $250K - $294K
2K $262K
CVS
Cvs Health Corp

Healthcare
4.14K
New
$55.81 - $63.18 $231K - $262K
4.14K $260K
COST
Costco Wholesale Corp

Consumer Defensive
294
New
$801.83 - $917.05 $236K - $270K
294 $260K
ACI
Albertsons Companies, Inc.

Consumer Defensive
12.7K
New
$17.94 - $20.93 $227K - $265K
12.7K $233K
VEU
Vanguard Ftse All World Ex Us

ETFs
429
+ 0.96%
$56.47 - $63.69 $24.2K - $27.3K
44.9K $2.83M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
7.94K
New
$25.38 - $26.27 $202K - $209K
7.94K $208K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.03K
New
$37.33 - $40.63 $188K - $204K
5.03K $204K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1K
New
$178.94 - $207.0 $179K - $207K
1K $200K
Activity Summary
Buys All Purchases 76 New Holdings 22 Increased Positions 54 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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