Fiducient Advisors LLC Incresed Positions in Q3 2025

Fiducient Advisors LLC

  • $844 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
64.2K
+ 136.97%
$567.77 - $614.76 $36.4M - $39.4M
111K $68M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
287K
+ 858.25%
$68.24 - $73.73 $19.6M - $21.1M
320K $23.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1.06K
+ 1.07%
$620.67 - $670.08 $660K - $713K
100K $67.2M
GOOG
Alphabet Inc.

Communication Services
6.46K
+ 101.51%
$175.16 - $255.24 $1.13M - $1.65M
12.8K $3.12M
ORCL
Oracle Corp

Technology
409
+ 1.52%
$218.96 - $328.33 $89.6K - $134K
27.3K $7.67M
AAPL
Apple Inc.

Technology
3.15K
+ 15.9%
$202.38 - $256.87 $637K - $809K
22.9K $5.84M
MSFT
Microsoft Corp

Technology
2.7K
+ 46.46%
$491.09 - $535.64 $1.33M - $1.45M
8.51K $4.41M
VBR
Vanguard Small Cap Value ETF

ETFs
300
+ 0.28%
$195.41 - $212.37 $58.6K - $63.7K
106K $22.1M
CPNG
Coupang, Inc.

Consumer Cyclical
42.3K
+ 265.68%
$27.67 - $33.53 $1.17M - $1.42M
58.3K $1.88M
NVDA
Nvidia Corp

Technology
1.1K
+ 2.68%
$153.3 - $186.58 $168K - $205K
42K $7.84M
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 1.99%
$279.83 - $293.74 $290K - $305K
53.1K $15.6M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 50.0%
$692600.0 - $759798.0 $693K - $760K
3 $2.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.01%
$546.99 - $602.2 $547 - $602
15.2K $9.14M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
15.5K
+ 288.45%
$46.51 - $50.07 $722K - $777K
20.9K $981K
VNQ
Vanguard Specialized Funds Van

ETFs
7.73K
+ 144.8%
$88.47 - $93.24 $683K - $720K
13.1K $1.19M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.41K
+ 3.51%
$97.75 - $100.75 $529K - $545K
159K $16M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.06K
+ 3.38%
$49.43 - $54.52 $151K - $167K
93.6K $5.07M
IWM
Ishares Russell 2000 ETF

ETFs
1.59K
+ 24.3%
$214.92 - $244.84 $341K - $388K
8.11K $1.96M
GOOGL
Alphabet Inc.

Communication Services
1.39K
+ 46.32%
$174.36 - $254.72 $242K - $354K
4.39K $1.07M
RTX
Raytheon Technologies Corp

Industrials
25
+ 0.1%
$144.19 - $167.33 $3.6K - $4.18K
24.2K $4.05M
JNJ
Johnson & Johnson

Healthcare
2.22K
+ 68.34%
$155.17 - $185.42 $345K - $412K
5.47K $1.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
349
+ 4.71%
$420.11 - $472.68 $147K - $165K
7.75K $3.63M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.79K
+ 2.71%
$66.38 - $71.68 $118K - $128K
67.6K $4.83M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.93K
+ 18.85%
$72.57 - $74.72 $358K - $368K
31.1K $2.31M
IWN
Ishares Russell2000 Val ETF

ETFs
1.72K
+ 78.3%
$157.1 - $178.94 $270K - $307K
3.91K $691K
TCHP
T Rowe Price Exchange Traded F

Technology
5.07K
+ 26.41%
$44.9 - $49.35 $228K - $250K
24.3K $1.19M
ABBV
Abb Vie Inc.

Healthcare
349
+ 7.82%
$184.85 - $231.54 $64.5K - $80.8K
4.81K $1.11M
JPM
Jpmorgan Chase & CO

Financial Services
477
+ 14.36%
$282.78 - $316.06 $135K - $151K
3.8K $1.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.73K
+ 13.34%
$92.26 - $97.51 $159K - $168K
14.7K $1.42M
MS
Morgan Stanley

Financial Services
851
+ 29.98%
$139.09 - $161.16 $118K - $137K
3.69K $586K
GS
Goldman Sachs Group Inc

Financial Services
40
+ 2.31%
$696.56 - $806.32 $27.9K - $32.3K
1.77K $1.41M
IWD
Ishares Russell 1000 Val ETF

ETFs
532
+ 8.06%
$192.76 - $203.86 $103K - $108K
7.13K $1.45M
UNP
Union Pacific Corp

Industrials
565
+ 53.71%
$214.91 - $237.16 $121K - $134K
1.62K $382K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
148
+ 0.45%
$62.09 - $66.51 $9.19K - $9.84K
33K $2.15M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
55
+ 1.99%
$567.09 - $607.37 $31.2K - $33.4K
2.82K $1.68M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.77K
+ 2.55%
$26.38 - $27.95 $46.7K - $49.4K
71.1K $1.94M
WMT
Walmart Inc.

Consumer Defensive
813
+ 22.71%
$94.4 - $104.27 $76.7K - $84.8K
4.39K $452K
AVGO
Broadcom Inc.

Technology
147
+ 18.04%
$264.74 - $369.57 $38.9K - $54.3K
962 $317K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.14K
+ 6.58%
$37.14 - $37.85 $79.6K - $81.1K
34.7K $1.31M
LQD
Ishares Iboxx $ Investment Gra

ETFs
489
+ 3.72%
$107.66 - $112.36 $52.6K - $54.9K
13.6K $1.52M
TIP
Ishares Tr Tips Bd ETF

ETFs
479
+ 3.49%
$109.11 - $111.88 $52.3K - $53.6K
14.2K $1.58M
VBK
Vanguard Small Cap Growth ETF

ETFs
69
+ 3.07%
$276.51 - $305.12 $19.1K - $21.1K
2.32K $688K
IEF
Ishares Barclays

ETFs
550
+ 3.71%
$93.91 - $97.26 $51.7K - $53.5K
15.4K $1.48M
MRK
Merck & Co., Inc.

Healthcare
551
+ 16.96%
$77.6 - $87.37 $42.8K - $48.1K
3.8K $318K
AGZ
Ishares Agency Bond ETF

ETFs
465
+ 3.63%
$108.74 - $110.41 $50.6K - $51.3K
13.3K $1.46M
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 3.62%
$357.4 - $423.42 $14.7K - $17.4K
1.17K $475K
META
Meta Platforms, Inc.

Communication Services
88
+ 4.02%
$695.21 - $791.73 $61.2K - $69.7K
2.28K $1.67M
AXP
American Express CO

Financial Services
126
+ 19.6%
$294.27 - $342.31 $37.1K - $43.1K
769 $255K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
11
+ 0.56%
$201.83 - $230.93 $2.22K - $2.54K
1.98K $439K
Activity Summary
Buys All Purchases 86 New Holdings 20 Increased Positions 66 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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