Fiducient Advisors LLC Purchases in Q2 2025

Fiducient Advisors LLC

  • $813 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
643
New
$231.39 - $318.98 $149K - $205K
643 $205K
XLK
Technology Sector Spdr

ETFs
797
New
$179.73 - $253.23 $143K - $202K
797 $201K
IGF
Ishares Global Infrastructure

ETFs
2.69K
+ 34.98%
$50.55 - $59.83 $136K - $161K
10.4K $615K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
86
+ 0.28%
$49.48 - $61.22 $4.26K - $5.26K
30.8K $1.88M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
152
+ 5.82%
$468.22 - $566.51 $71.2K - $86.1K
2.76K $1.57M
GNR
Spdr S&P Global Natural Resour

ETFs
1.31K
+ 1.5%
$45.66 - $55.03 $59.7K - $71.9K
88.2K $4.79M
NGD
New Gold Inc.

Basic Materials
30K
New
$2.98 - $4.95 $89.4K - $149K
30K $148K
HD
Home Depot, Inc.

Consumer Cyclical
390
+ 52.56%
$335.24 - $380.78 $131K - $149K
1.13K $415K
IWM
Ishares Russell 2000 ETF

ETFs
118
+ 1.84%
$174.82 - $215.79 $20.6K - $25.5K
6.52K $1.41M
PANW
Palo Alto Networks Inc

Technology
158
+ 6.32%
$152.44 - $204.64 $24.1K - $32.3K
2.66K $543K
USAS
Americas Gold & Silver Corp

Basic Materials
100K
New
$0.41 - $0.84 $41K - $84K
100K $81K
MS
Morgan Stanley

Financial Services
11
+ 0.39%
$99.83 - $140.86 $1.1K - $1.55K
2.84K $399K
BND
Vanguard Bd Index Fd Inc Total

ETFs
865
+ 3.42%
$72.02 - $73.82 $62.3K - $63.9K
26.2K $1.93M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
44
+ 0.25%
$19.1 - $23.83 $840 - $1.05K
17.4K $415K
LQD
Ishares Iboxx $ Investment Gra

ETFs
265
+ 2.06%
$105.23 - $109.61 $27.9K - $29K
13.1K $1.44M
WMT
Walmart Inc.

Consumer Defensive
18
+ 0.51%
$81.79 - $99.98 $1.47K - $1.8K
3.58K $350K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.16%
$224.16 - $285.86 $448 - $572
1.22K $348K
IWN
Ishares Russell2000 Val ETF

ETFs
9
+ 0.41%
$131.84 - $157.76 $1.19K - $1.42K
2.19K $346K
Sable Offshore Corp
48.3K
New
N/A
48.3K $0
Bondbloxx ETF Trust
58
+ 0.94%
N/A
6.26K $0
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
139
+ 1.14%
$24.14 - $25.43 $3.36K - $3.53K
12.3K $304K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
24
+ 1.23%
$167.22 - $212.42 $4.01K - $5.1K
1.97K $389K
TIP
Ishares Tr Tips Bd ETF

ETFs
92
+ 0.67%
$107.93 - $110.97 $9.93K - $10.2K
13.7K $1.51M
VNQ
Vanguard Specialized Funds Van

ETFs
7
+ 0.13%
$79.79 - $91.42 $559 - $640
5.34K $475K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.35K
+ 5.08%
$24.32 - $27.87 $81.5K - $93.4K
69.3K $1.84M
DVY
Ishares Tr

ETFs
16
+ 0.14%
$118.37 - $134.86 $1.89K - $2.16K
11.7K $1.56M
PAYX
Paychex Inc

Industrials
9
+ 0.39%
$137.01 - $159.78 $1.23K - $1.44K
2.3K $334K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.03%
$146.36 - $159.82 $146 - $160
3.25K $496K
AAPL
Apple Inc.

Technology
1.26K
+ 6.8%
$172.42 - $223.89 $217K - $282K
19.8K $4.06M
AMGN
Amgen Inc

Healthcare
26
+ 0.51%
$262.28 - $309.85 $6.82K - $8.06K
5.15K $1.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
710
+ 1.73%
$483.48 - $539.8 $343K - $383K
41.7K $20.2M
Activity Summary
Buys All Purchases 82 New Holdings 26 Increased Positions 56 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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