Fiducient Advisors LLC Incresed Positions in Q3 2024

Fiducient Advisors LLC

  • $864 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
2K
+ 0.54%
$293.16 - $351.06 $586K - $702K
374K $130M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33.8K
+ 464.0%
$405.19 - $478.57 $13.7M - $16.2M
41K $18.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.1K
+ 19.07%
$475.2 - $527.7 $10.5M - $11.7M
138K $72.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
162K
+ 54.27%
$79.29 - $84.02 $12.8M - $13.6M
460K $38.5M
VBR
Vanguard Small Cap Value ETF

ETFs
55.3K
+ 825.1%
$179.99 - $201.6 $9.96M - $11.2M
62K $12.5M
ITW
Illinois Tool Works Inc

Industrials
35.8K
+ 3243.35%
$233.14 - $263.97 $8.36M - $9.46M
36.9K $9.68M
IVV
Ishares Core S&P 500 ETF

ETFs
7.86K
+ 6.03%
$520.18 - $576.82 $4.09M - $4.53M
138K $79.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
56.3K
+ 64.33%
$96.25 - $101.98 $5.42M - $5.74M
144K $14.6M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
26.4K
+ 6.6%
$74.85 - $82.2 $1.98M - $2.17M
426K $34.6M
USRT
Ishares Core U.S. Reit ETF

ETFs
36.4K
+ 15.39%
$53.07 - $62.66 $1.93M - $2.28M
273K $16.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.51K
+ 0.55%
$71.45 - $75.64 $251K - $265K
642K $48.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.41K
+ 9.51%
$517.38 - $573.86 $1.25M - $1.38M
27.8K $15.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.43K
+ 5.31%
$105.53 - $118.34 $678K - $760K
127K $14.9M
XOM
Exxon Mobil Corp

Energy
14.8K
+ 224.15%
$109.72 - $119.0 $1.62M - $1.76M
21.4K $2.51M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.4K
+ 22.23%
$41.9 - $48.26 $855K - $985K
112K $5.37M
GOOG
Alphabet Inc.

Communication Services
4.54K
+ 85.42%
$149.54 - $192.66 $679K - $875K
9.86K $1.65M
AAPL
Apple Inc.

Technology
671
+ 2.9%
$207.23 - $234.82 $139K - $158K
23.8K $5.54M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.18K
+ 37.64%
$77.02 - $85.06 $476K - $525K
22.6K $1.91M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.3K
+ 119.2%
$36.06 - $37.66 $588K - $614K
30K $1.13M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.77K
+ 67.39%
$106.11 - $113.72 $506K - $542K
11.8K $1.34M
IEFA
Ishares Tr

ETFs
2.57K
+ 4.04%
$70.09 - $78.74 $180K - $203K
66.3K $5.17M
RTX
Raytheon Technologies Corp

Industrials
243
+ 1.01%
$99.55 - $123.34 $24.2K - $30K
24.3K $2.94M
IWM
Ishares Russell 2000 ETF

ETFs
1.76K
+ 25.96%
$200.87 - $224.6 $353K - $395K
8.53K $1.88M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.84K
+ 64.98%
$95.1 - $106.76 $365K - $410K
9.74K $1.04M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
468
+ 0.28%
$31.05 - $34.29 $14.5K - $16K
170K $5.83M
UBER
Uber Technologies, Inc

Technology
21
+ 0.01%
$58.48 - $77.47 $1.23K - $1.63K
143K $10.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.66K
+ 76.54%
$44.66 - $49.15 $342K - $377K
17.7K $833K
VNQ
Vanguard Specialized Funds Van

ETFs
2K
+ 18.12%
$82.97 - $98.97 $166K - $198K
13K $1.27M
META
Meta Platforms, Inc.

Communication Services
213
+ 9.45%
$453.41 - $572.44 $96.6K - $122K
2.47K $1.41M
VEU
Vanguard Ftse All World Ex Us

ETFs
429
+ 0.96%
$56.47 - $63.69 $24.2K - $27.3K
44.9K $2.83M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
203
+ 8.51%
$523.84 - $572.02 $106K - $116K
2.59K $1.47M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.0%
$76.94 - $79.54 $76.9 - $79.5
78.1K $6.2M
ABBV
Abb Vie Inc.

Healthcare
69
+ 1.55%
$163.84 - $199.33 $11.3K - $13.8K
4.51K $891K
VUG
Vanguard Growth ETF

ETFs
246
+ 7.77%
$341.08 - $391.94 $83.9K - $96.4K
3.41K $1.31M
TIP
Ishares Tr Tips Bd ETF

ETFs
661
+ 6.04%
$105.92 - $110.83 $70K - $73.3K
11.6K $1.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
381
+ 2.5%
$84.77 - $97.13 $32.3K - $37K
15.6K $1.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
73
+ 0.37%
$51.0 - $57.07 $3.72K - $4.17K
20K $1.11M
CEG
Constellation Energy Corp

Utilities
43
+ 3.81%
$167.08 - $262.86 $7.18K - $11.3K
1.17K $304K
IEF
Ishares Barclays

ETFs
193
+ 1.47%
$92.67 - $99.14 $17.9K - $19.1K
13.3K $1.31M
IBM
International Business Machines Corp

Technology
35
+ 2.44%
$175.1 - $223.38 $6.13K - $7.82K
1.47K $325K
TMO
Thermo Fisher Scientific Inc.

Healthcare
16
+ 2.28%
$531.86 - $624.21 $8.51K - $9.99K
717 $443K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
540
+ 7.32%
$81.31 - $83.29 $43.9K - $45K
7.91K $658K
ACWI
Ishares Msci Acwi ETF

ETFs
157
+ 4.41%
$107.24 - $119.84 $16.8K - $18.8K
3.72K $444K
IJS
Ishares S&P Smallcap 600 Value

ETFs
5
+ 0.12%
$95.81 - $109.03 $479 - $545
4.2K $451K
IEMG
Ishares Inc

ETFs
331
+ 0.14%
$53.64 - $53.64 $17.8K - $17.8K
243K $13M
IVE
Ishares S&P 500 Value ETF

ETFs
23
+ 1.05%
$181.06 - $197.17 $4.16K - $4.53K
2.21K $435K
PAYX
Paychex Inc

Industrials
10
+ 0.42%
$116.17 - $135.19 $1.16K - $1.35K
2.36K $317K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
79
+ 0.86%
$36.98 - $41.55 $2.92K - $3.28K
9.25K $380K
CL
Colgate Palmolive CO

Consumer Defensive
110
+ 5.19%
$95.54 - $108.77 $10.5K - $12K
2.23K $231K
Activity Summary
Buys All Purchases 76 New Holdings 22 Increased Positions 54 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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