Fiducient Advisors LLC Purchases in Q3 2025

Fiducient Advisors LLC

  • $844 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
64.2K
+ 136.97%
$567.77 - $614.76 $36.4M - $39.4M
111K $68M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
287K
+ 858.25%
$68.24 - $73.73 $19.6M - $21.1M
320K $23.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1.06K
+ 1.07%
$620.67 - $670.08 $660K - $713K
100K $67.2M
GOOG
Alphabet Inc.

Communication Services
6.46K
+ 101.51%
$175.16 - $255.24 $1.13M - $1.65M
12.8K $3.12M
ORCL
Oracle Corp

Technology
409
+ 1.52%
$218.96 - $328.33 $89.6K - $134K
27.3K $7.67M
AAPL
Apple Inc.

Technology
3.15K
+ 15.9%
$202.38 - $256.87 $637K - $809K
22.9K $5.84M
MSFT
Microsoft Corp

Technology
2.7K
+ 46.46%
$491.09 - $535.64 $1.33M - $1.45M
8.51K $4.41M
VBR
Vanguard Small Cap Value ETF

ETFs
300
+ 0.28%
$195.41 - $212.37 $58.6K - $63.7K
106K $22.1M
CPNG
Coupang, Inc.

Consumer Cyclical
42.3K
+ 265.68%
$27.67 - $33.53 $1.17M - $1.42M
58.3K $1.88M
NVDA
Nvidia Corp

Technology
1.1K
+ 2.68%
$153.3 - $186.58 $168K - $205K
42K $7.84M
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 1.99%
$279.83 - $293.74 $290K - $305K
53.1K $15.6M
COST
Costco Wholesale Corp

Consumer Defensive
914
New
$915.95 - $994.57 $837K - $909K
914 $846K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 50.0%
$692600.0 - $759798.0 $693K - $760K
3 $2.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.01%
$546.99 - $602.2 $547 - $602
15.2K $9.14M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
15.5K
+ 288.45%
$46.51 - $50.07 $722K - $777K
20.9K $981K
VNQ
Vanguard Specialized Funds Van

ETFs
7.73K
+ 144.8%
$88.47 - $93.24 $683K - $720K
13.1K $1.19M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.41K
+ 3.51%
$97.75 - $100.75 $529K - $545K
159K $16M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.06K
+ 3.38%
$49.43 - $54.52 $151K - $167K
93.6K $5.07M
IWM
Ishares Russell 2000 ETF

ETFs
1.59K
+ 24.3%
$214.92 - $244.84 $341K - $388K
8.11K $1.96M
GOOGL
Alphabet Inc.

Communication Services
1.39K
+ 46.32%
$174.36 - $254.72 $242K - $354K
4.39K $1.07M
RTX
Raytheon Technologies Corp

Industrials
25
+ 0.1%
$144.19 - $167.33 $3.6K - $4.18K
24.2K $4.05M
JNJ
Johnson & Johnson

Healthcare
2.22K
+ 68.34%
$155.17 - $185.42 $345K - $412K
5.47K $1.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
349
+ 4.71%
$420.11 - $472.68 $147K - $165K
7.75K $3.63M
FSLR
First Solar, Inc.

Technology
2.2K
New
$160.84 - $223.53 $354K - $492K
2.2K $485K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.79K
+ 2.71%
$66.38 - $71.68 $118K - $128K
67.6K $4.83M
MPC
Marathon Petroleum Corp

Energy
2.01K
New
$158.59 - $198.69 $318K - $399K
2.01K $387K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.93K
+ 18.85%
$72.57 - $74.72 $358K - $368K
31.1K $2.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.69K
New
$72.65 - $78.68 $341K - $369K
4.69K $367K
IWN
Ishares Russell2000 Val ETF

ETFs
1.72K
+ 78.3%
$157.1 - $178.94 $270K - $307K
3.91K $691K
XLI
Industrial Sector Spdr

ETFs
2.19K
New
$147.94 - $154.99 $324K - $340K
2.19K $338K
TCHP
T Rowe Price Exchange Traded F

Technology
5.07K
+ 26.41%
$44.9 - $49.35 $228K - $250K
24.3K $1.19M
ABBV
Abb Vie Inc.

Healthcare
349
+ 7.82%
$184.85 - $231.54 $64.5K - $80.8K
4.81K $1.11M
ACN
Accenture PLC

Technology
1.08K
New
$232.56 - $304.78 $250K - $328K
1.08K $265K
MA
Mastercard Inc

Financial Services
460
New
$550.18 - $598.96 $253K - $276K
460 $261K
WFC
Wells Fargo & Company

Financial Services
3.01K
New
$77.05 - $85.16 $232K - $256K
3.01K $252K
COP
Conocophillips

Energy
2.6K
New
$91.0 - $98.99 $237K - $257K
2.6K $245K
JPM
Jpmorgan Chase & CO

Financial Services
477
+ 14.36%
$282.78 - $316.06 $135K - $151K
3.8K $1.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.18K
New
$89.32 - $107.82 $194K - $235K
2.18K $234K
CVX
Chevron Corp

Energy
1.5K
New
$145.57 - $161.83 $218K - $242K
1.5K $232K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.73K
+ 13.34%
$92.26 - $97.51 $159K - $168K
14.7K $1.42M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.53K
New
$79.39 - $90.39 $201K - $229K
2.53K $224K
MUB
Ishares National Muni Bond ETF

ETFs
2.06K
New
$103.24 - $106.68 $213K - $220K
2.06K $219K
BK
Bank Of New York Mellon Corp

Financial Services
2.01K
New
$90.65 - $109.75 $182K - $220K
2.01K $218K
QCOM
Qualcomm Inc

Technology
1.22K
New
$145.84 - $173.55 $179K - $212K
1.22K $203K
MS
Morgan Stanley

Financial Services
851
+ 29.98%
$139.09 - $161.16 $118K - $137K
3.69K $586K
GS
Goldman Sachs Group Inc

Financial Services
40
+ 2.31%
$696.56 - $806.32 $27.9K - $32.3K
1.77K $1.41M
IWD
Ishares Russell 1000 Val ETF

ETFs
532
+ 8.06%
$192.76 - $203.86 $103K - $108K
7.13K $1.45M
CVE
Cenovus Energy Inc.

Energy
10K
New
$13.87 - $17.81 $139K - $178K
10K $169K
UNP
Union Pacific Corp

Industrials
565
+ 53.71%
$214.91 - $237.16 $121K - $134K
1.62K $382K
Activity Summary
Buys All Purchases 86 New Holdings 20 Increased Positions 66 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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