Fiducient Advisors LLC Incresed Positions in Q4 2024

Fiducient Advisors LLC

  • $810 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
95.9K
+ 35.14%
$55.97 - $62.75 $5.37M - $6.02M
369K $21.1M
MSFT
Microsoft Corp

Technology
5.62K
+ 91.64%
$406.35 - $454.46 $2.28M - $2.55M
11.8K $4.95M
AMZN
Amazon Com Inc

Consumer Cyclical
5.89K
+ 54.33%
$180.88 - $232.93 $1.07M - $1.37M
16.7K $3.67M
COST
Costco Wholesale Corp

Consumer Defensive
1.16K
+ 395.24%
$873.59 - $994.69 $1.02M - $1.16M
1.46K $1.33M
EFG
Msci Eafe Growth ETF

ETFs
8.82K
+ 210.28%
$96.83 - $106.88 $854K - $943K
13K $1.26M
EPD
Enterprise Products Partners L.P.

Energy
21K
+ 37.29%
$28.66 - $34.43 $603K - $724K
77.4K $2.43M
UNP
Union Pacific Corp

Industrials
3.15K
+ 267.88%
$223.15 - $249.32 $704K - $786K
4.33K $987K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.89K
+ 3.84%
$113.92 - $127.38 $558K - $623K
132K $15.2M
ACWI
Ishares Msci Acwi ETF

ETFs
2.88K
+ 77.39%
$117.05 - $123.03 $337K - $354K
6.59K $774K
IEMG
Ishares Inc

ETFs
6.13K
+ 2.52%
N/A
249K $13.4M
V
Visa Inc.

Financial Services
35
+ 0.8%
$273.87 - $320.91 $9.59K - $11.2K
4.42K $1.4M
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 2.71%
$205.18 - $250.29 $19.5K - $23.8K
3.61K $864K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.11K
+ 51.81%
$25.3 - $26.31 $104K - $108K
12.1K $308K
GOOGL
Alphabet Inc.

Communication Services
160
+ 5.81%
$161.86 - $196.66 $25.9K - $31.5K
2.91K $551K
AGZ
Ishares Agency Bond ETF

ETFs
1.07K
+ 9.3%
$107.68 - $110.37 $115K - $118K
12.5K $1.35M
MS
Morgan Stanley

Financial Services
70
+ 2.48%
$104.42 - $134.99 $7.31K - $9.45K
2.9K $364K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
491
+ 0.29%
$33.92 - $36.6 $16.7K - $18K
171K $5.9M
IEF
Ishares Barclays

ETFs
1.52K
+ 11.43%
$92.08 - $98.18 $140K - $150K
14.9K $1.37M
C
Citigroup Inc

Financial Services
178
+ 2.71%
$61.31 - $72.5 $10.9K - $12.9K
6.74K $474K
TIP
Ishares Tr Tips Bd ETF

ETFs
958
+ 8.26%
$106.33 - $110.69 $102K - $106K
12.6K $1.34M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
19
+ 0.99%
$193.7 - $235.05 $3.68K - $4.47K
1.95K $445K
IBM
International Business Machines Corp

Technology
200
+ 13.59%
$204.9 - $238.04 $41K - $47.6K
1.67K $367K
BMY
Bristol Myers Squibb CO

Healthcare
73
+ 1.05%
$51.92 - $59.94 $3.79K - $4.38K
7K $395K
PANW
Palo Alto Networks Inc

Technology
1.3K
+ 103.17%
$181.96 - $405.9 $237K - $528K
2.56K $466K
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 12.96%
$385.02 - $431.37 $33.9K - $38K
767 $298K
TFC
Truist Financial Corp

Financial Services
400
+ 4.49%
$41.51 - $48.1 $16.6K - $19.2K
9.32K $404K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
35
+ 1.14%
$278.19 - $315.36 $9.74K - $11K
3.1K $890K
PAYX
Paychex Inc

Industrials
8
+ 0.34%
$135.86 - $148.73 $1.09K - $1.19K
2.37K $332K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
102
+ 1.47%
$84.34 - $95.14 $8.6K - $9.7K
7.04K $613K
IWR
Ishares Russell Mid Cap ETF

ETFs
34
+ 0.22%
$87.25 - $95.52 $2.97K - $3.25K
15.4K $1.37M
DFAT
Dimensional ETF Tr U S Target

ETFs
75
+ 0.37%
$54.54 - $61.04 $4.09K - $4.58K
20.1K $1.12M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
74
+ 0.73%
$126.68 - $134.74 $9.37K - $9.97K
10.2K $1.31M
CVX
Chevron Corp

Energy
33
+ 2.41%
$141.15 - $162.53 $4.66K - $5.36K
1.41K $203K
LQD
Ishares Iboxx $ Investment Gra

ETFs
690
+ 5.83%
$106.56 - $113.11 $73.5K - $78K
12.5K $1.34M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.02%
$61.68 - $67.87 $370 - $407
25.7K $1.6M
MUB
Ishares National Muni Bond ETF

ETFs
40
+ 0.93%
$105.78 - $108.7 $4.23K - $4.35K
4.34K $462K
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.46%
$162.69 - $181.35 $1.63K - $1.81K
2.18K $357K
TGT
Target Corp

Consumer Defensive
78
+ 4.59%
$121.59 - $160.69 $9.48K - $12.5K
1.78K $240K
DVY
Ishares Tr

ETFs
9
+ 0.08%
$129.55 - $143.41 $1.17K - $1.29K
11.8K $1.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.67K
+ 93.75%
$18.41 - $40.87 $160K - $354K
17.9K $331K
KO
Coca Cola CO

Consumer Defensive
34
+ 0.59%
$61.74 - $71.71 $2.1K - $2.44K
5.77K $359K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
43.1K
+ 191.0%
$26.93 - $84.95 $1.16M - $3.67M
65.7K $1.8M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
89
+ 0.37%
$52.1 - $57.26 $4.64K - $5.1K
24.4K $1.27M
EEM
Ishares Msci Emerging Markets

ETFs
6.28K
+ 6.48%
$41.82 - $47.36 $263K - $297K
103K $4.31M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.2K
+ 2.68%
$57.29 - $63.1 $68.9K - $75.9K
46.1K $2.65M
VEA
Vanguard Ftse Developed Market

ETFs
6.67K
+ 6.57%
$47.57 - $52.44 $317K - $350K
108K $5.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.05K
+ 2.81%
$96.64 - $101.23 $391K - $410K
148K $14.3M
IEFA
Ishares Tr

ETFs
3.59K
+ 5.42%
$70.06 - $77.43 $252K - $278K
69.9K $4.91M
ITW
Illinois Tool Works Inc

Industrials
65
+ 0.18%
$253.56 - $278.5 $16.5K - $18.1K
37K $9.38M
Activity Summary
Buys All Purchases 68 New Holdings 15 Increased Positions 53 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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