Fiducient Advisors LLC Incresed Positions 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
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
VUG
Vanguard Growth ETF

ETFs
5.76K
+ 178.98%
$369.1 - $427.61 $2.12M - $2.46M
8.97K $3.33M
EFG
Msci Eafe Growth ETF

ETFs
19.3K
+ 148.07%
$96.1 - $106.37 $1.85M - $2.05M
32.3K $3.23M
IWV
Ishares Russell 3000 ETF

ETFs
6.33K
+ 207.27%
$313.1 - $349.83 $1.98M - $2.22M
9.39K $2.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
36.6K
+ 65.59%
$42.5 - $46.71 $1.56M - $1.71M
92.5K $4.18M
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
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
VEU
Vanguard Ftse All World Ex Us

ETFs
7.05K
+ 15.27%
$56.51 - $62.98 $398K - $444K
53.2K $3.23M
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
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.01%
$114.1 - $135.66 $342 - $407
24.2K $3.2M
AAPL
Apple Inc.

Technology
3.58K
+ 23.96%
$209.68 - $247.1 $751K - $885K
18.5K $4.12M
EPD
Enterprise Products Partners L.P.

Energy
3.27K
+ 4.22%
$31.75 - $34.14 $104K - $112K
80.7K $2.75M
BMY
Bristol Myers Squibb CO

Healthcare
4.06K
+ 58.01%
$53.9 - $63.11 $219K - $256K
11.1K $674K
BY
Byline Bancorp, Inc.

Financial Services
16.5K
+ 25.55%
$25.9 - $30.22 $428K - $499K
81.1K $2.12M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.5K
+ 14.65%
$126.11 - $135.06 $189K - $203K
11.7K $1.51M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.08K
+ 8.58%
$106.22 - $111.09 $114K - $120K
13.6K $1.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
389
+ 67.89%
$468.34 - $539.52 $182K - $210K
962 $451K
IWD
Ishares Russell 1000 Val ETF

ETFs
676
+ 11.32%
$182.82 - $196.21 $124K - $133K
6.65K $1.25M
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
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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