Fiducient Advisors LLC Purchases in Q1 2025

Fiducient Advisors LLC

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
1.17K
New
$201.63 - $347.44 $236K - $407K
1.17K $236K
DD
Du Pont De Nemours, Inc.

Basic Materials
3K
New
$72.7 - $84.32 $218K - $253K
3K $224K
VDC
Vanguard Consumer Staples ETF

ETFs
1K
New
$206.54 - $226.16 $207K - $226K
1K $218K
QCOM
Qualcomm Inc

Technology
1.41K
New
$151.94 - $175.86 $214K - $248K
1.41K $216K
IYK
Ishares U.S. Consumer Staples

ETFs
3K
New
$63.29 - $71.8 $190K - $215K
3K $214K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.5K
+ 14.65%
$126.11 - $135.06 $189K - $203K
11.7K $1.51M
PM
Philip Morris International Inc.

Consumer Defensive
1.3K
New
$117.15 - $158.79 $152K - $206K
1.3K $205K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.08K
+ 8.58%
$106.22 - $111.09 $114K - $120K
13.6K $1.51M
BRKL
Brookline Bancorp Inc

Financial Services
15K
New
$10.72 - $12.69 $161K - $190K
15K $163K
QQQ
Invesco Qqq Trust, Series 1

ETFs
389
+ 67.89%
$468.34 - $539.52 $182K - $210K
962 $451K
MRK
Merck & Co., Inc.

Healthcare
1.92K
+ 59.45%
$83.01 - $101.02 $160K - $194K
5.16K $462K
XOM
Exxon Mobil Corp

Energy
434
+ 6.7%
$105.44 - $118.93 $45.8K - $51.6K
6.91K $821K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.18K
+ 10.83%
$36.63 - $37.45 $116K - $119K
32.5K $1.2M
MCD
Mcdonalds Corp

Consumer Cyclical
161
+ 6.84%
$279.74 - $321.29 $45K - $51.7K
2.52K $785K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.66K
+ 41.9%
$50.48 - $51.04 $83.5K - $84.5K
5.61K $284K
TWLO
Twilio Inc

Communication Services
1K
+ 46.84%
$94.9 - $148.35 $94.9K - $148K
3.14K $306K
LQD
Ishares Iboxx $ Investment Gra

ETFs
341
+ 2.72%
$105.1 - $109.61 $35.8K - $37.4K
12.9K $1.4M
AGZ
Ishares Agency Bond ETF

ETFs
292
+ 2.33%
$107.46 - $109.48 $31.4K - $32K
12.8K $1.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
260
+ 0.4%
$27.01 - $28.54 $7.02K - $7.42K
66K $1.85M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
195
+ 2.01%
$97.38 - $104.52 $19K - $20.4K
9.9K $1.01M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
930
+ 8.58%
$49.25 - $50.66 $45.8K - $47.1K
11.8K $584K
ACWI
Ishares Msci Acwi ETF

ETFs
389
+ 5.9%
$115.16 - $124.13 $44.8K - $48.3K
6.98K $812K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.36K
+ 9.17%
$57.21 - $65.8 $135K - $155K
28.1K $1.64M
PG
Procter & Gamble CO

Consumer Defensive
156
+ 8.34%
$158.56 - $176.26 $24.7K - $27.5K
2.03K $345K
IGF
Ishares Global Infrastructure

ETFs
108
+ 1.42%
$51.96 - $54.84 $5.61K - $5.92K
7.7K $421K
C
Citigroup Inc

Financial Services
247
+ 3.67%
$67.23 - $84.63 $16.6K - $20.9K
6.98K $495K
TGT
Target Corp

Consumer Defensive
651
+ 36.61%
$103.65 - $142.5 $67.5K - $92.8K
2.43K $253K
VNQ
Vanguard Specialized Funds Van

ETFs
8
+ 0.15%
$85.55 - $94.34 $684 - $755
5.33K $482K
IWR
Ishares Russell Mid Cap ETF

ETFs
691
+ 4.47%
$82.81 - $92.93 $57.2K - $64.2K
16.1K $1.37M
Bondbloxx ETF Trust
6.2K
New
N/A
6.2K $0
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.18%
$185.78 - $198.58 $743 - $794
2.2K $419K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
88
+ 0.73%
$25.12 - $26.05 $2.21K - $2.29K
12.1K $306K
WMT
Walmart Inc.

Consumer Defensive
19
+ 0.54%
$84.5 - $105.05 $1.61K - $2K
3.56K $312K
IJS
Ishares S&P Smallcap 600 Value

ETFs
225
+ 7.36%
$96.3 - $112.23 $21.7K - $25.3K
3.28K $319K
IWN
Ishares Russell2000 Val ETF

ETFs
7
+ 0.32%
$149.27 - $169.4 $1.04K - $1.19K
2.19K $329K
VBK
Vanguard Small Cap Growth ETF

ETFs
72
+ 3.31%
$247.97 - $296.33 $17.9K - $21.3K
2.25K $565K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
41
+ 1.59%
$522.96 - $601.18 $21.4K - $24.6K
2.61K $1.39M
DFAT
Dimensional ETF Tr U S Target

ETFs
62
+ 0.31%
$50.44 - $58.1 $3.13K - $3.6K
20.2K $1.04M
GOOGL
Alphabet Inc.

Communication Services
125
+ 4.29%
$154.33 - $206.19 $19.3K - $25.8K
3.04K $469K
IVW
Ishares S&P 500 Growth ETF

ETFs
11
+ 0.07%
$92.45 - $106.69 $1.02K - $1.17K
15.3K $1.42M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
422
+ 0.25%
$32.42 - $36.13 $13.7K - $15.2K
171K $5.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
44
+ 0.6%
$360.07 - $417.26 $15.8K - $18.4K
7.4K $2.67M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.34K
+ 6.31%
$102.49 - $119.96 $855K - $1M
141K $14.7M
VBR
Vanguard Small Cap Value ETF

ETFs
427
+ 0.76%
$183.02 - $207.75 $78.1K - $88.7K
56.6K $10.5M
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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