Fiducient Advisors LLC Purchases in Q1 2025

Fiducient Advisors LLC

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
73.4K
+ 20.89%
$348.44 - $409.32 $25.6M - $30.1M
425K $170M
VCIT
Vanguard Intermediate Term Cor

ETFs
174K
+ 54.51%
$79.17 - $82.04 $13.8M - $14.3M
493K $40.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
64K
+ 580.84%
$77.7 - $78.94 $4.97M - $5.05M
75K $5.92M
WBS
Webster Financial Corp

Financial Services
76.5K
New
$47.55 - $61.41 $3.64M - $4.7M
76.5K $3.94M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.39K
+ 1.03%
$74.85 - $84.89 $404K - $458K
528K $43.1M
USRT
Ishares Core U.S. Reit ETF

ETFs
44.9K
+ 12.17%
$55.14 - $60.29 $2.47M - $2.7M
414K $23.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
114K
+ 636.23%
$18.36 - $20.51 $2.09M - $2.34M
132K $2.61M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
23.6K
+ 5.53%
$73.11 - $77.43 $1.72M - $1.82M
450K $34.2M
VT
Vanguard Total World Stk Index

ETFs
19.2K
New
$115.08 - $123.97 $2.21M - $2.38M
19.2K $2.23M
VUG
Vanguard Growth ETF

ETFs
5.76K
+ 178.98%
$369.1 - $427.61 $2.12M - $2.46M
8.97K $3.33M
IWV
Ishares Russell 3000 ETF

ETFs
6.33K
+ 207.27%
$313.1 - $349.83 $1.98M - $2.22M
9.39K $2.98M
VTI
Vanguard Total Stock Market Et

ETFs
8.1K
+ 28.86%
$271.18 - $303.12 $2.2M - $2.45M
36.2K $9.94M
NEE
Nextera Energy Inc

Utilities
24.8K
New
$66.96 - $76.16 $1.66M - $1.89M
24.8K $1.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
36.6K
+ 65.59%
$42.5 - $46.71 $1.56M - $1.71M
92.5K $4.18M
AMGN
Amgen Inc

Healthcare
5.12K
New
$258.59 - $327.36 $1.32M - $1.68M
5.12K $1.59M
GNR
Spdr S&P Global Natural Resour

ETFs
24.1K
+ 38.43%
$50.12 - $54.48 $1.21M - $1.31M
86.9K $4.63M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.51K
+ 18.65%
$302.31 - $337.54 $1.97M - $2.2M
41.4K $12.7M
GOOG
Alphabet Inc.

Communication Services
8.75K
+ 365.89%
$156.06 - $207.71 $1.37M - $1.82M
11.1K $1.74M
MTB
M&T Bank Corp

Financial Services
4.37K
+ 221.78%
$170.47 - $201.98 $745K - $882K
6.34K $1.13M
VZ
Verizon Communications Inc

Communication Services
16.5K
New
$37.81 - $46.49 $623K - $767K
16.5K $747K
XLE
Energy Sector Spdr

ETFs
52
+ 0.06%
$85.7 - $93.96 $4.46K - $4.89K
87.9K $8.21M
JPM
Jpmorgan Chase & CO

Financial Services
2.65K
+ 73.41%
$225.19 - $279.95 $596K - $741K
6.25K $1.53M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.2K
+ 159.77%
$48.65 - $53.06 $591K - $645K
19.8K $1.03M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
8K
New
$74.87 - $79.99 $599K - $640K
8K $615K
VEU
Vanguard Ftse All World Ex Us

ETFs
7.05K
+ 15.27%
$56.51 - $62.98 $398K - $444K
53.2K $3.23M
WFC
Wells Fargo & Company

Financial Services
8K
New
$66.78 - $81.42 $534K - $651K
8K $574K
ABBV
Abb Vie Inc.

Healthcare
2.04K
+ 59.58%
$169.2 - $216.66 $345K - $441K
5.46K $1.14M
IEF
Ishares Barclays

ETFs
4.37K
+ 29.45%
$91.17 - $95.39 $399K - $417K
19.2K $1.83M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.28K
+ 25.72%
$51.39 - $57.43 $323K - $361K
30.7K $1.7M
T
At&T Inc.

Communication Services
15.1K
New
$21.56 - $28.28 $326K - $427K
15.1K $426K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.79K
New
$108.02 - $120.45 $409K - $456K
3.79K $417K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.01%
$114.1 - $135.66 $342 - $407
24.2K $3.2M
PFE
Pfizer Inc

Healthcare
15.7K
New
$25.01 - $27.13 $394K - $427K
15.7K $398K
SO
Southern CO

Utilities
4.25K
New
$80.96 - $92.96 $344K - $395K
4.25K $391K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17.4K
New
$21.23 - $23.75 $369K - $413K
17.4K $374K
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.9K
New
$25.69 - $26.89 $356K - $373K
13.9K $372K
AAPL
Apple Inc.

Technology
3.58K
+ 23.96%
$209.68 - $247.1 $751K - $885K
18.5K $4.12M
DUK
Duke Energy Corp

Utilities
3K
New
$105.87 - $121.97 $318K - $366K
3K $365K
EPD
Enterprise Products Partners L.P.

Energy
3.27K
+ 4.22%
$31.75 - $34.14 $104K - $112K
80.7K $2.75M
CVS
Cvs Health Corp

Healthcare
4.62K
New
$44.22 - $68.64 $204K - $317K
4.62K $313K
COF
Capital One Financial Corp

Financial Services
1.75K
New
$163.87 - $209.82 $286K - $366K
1.75K $313K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.1K
New
$21.75 - $24.28 $307K - $343K
14.1K $311K
DFAE
Dimensional ETF Tr

ETFs
11.8K
New
$24.64 - $26.86 $291K - $318K
11.8K $306K
CSCO
Cisco Systems, Inc.

Technology
4.95K
New
$58.74 - $64.87 $291K - $321K
4.95K $305K
BAC
Bank Of America Corp

Financial Services
7.08K
New
$39.61 - $47.74 $280K - $338K
7.08K $295K
BMY
Bristol Myers Squibb CO

Healthcare
4.06K
+ 58.01%
$53.9 - $63.11 $219K - $256K
11.1K $674K
COP
Conocophillips

Energy
2.6K
New
$88.6 - $105.85 $230K - $275K
2.6K $273K
VIG
Vanguard Dividend Appreciation

ETFs
1.46K
New
N/A
1.46K $265K
BY
Byline Bancorp, Inc.

Financial Services
16.5K
+ 25.55%
$25.9 - $30.22 $428K - $499K
81.1K $2.12M
Activity Summary
Buys All Purchases 95 New Holdings 30 Increased Positions 65 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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