Fiducient Advisors LLC New Holdings in Q1 2025

Fiducient Advisors LLC

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WBS
Webster Financial Corp

Financial Services
76.5K
New
$47.55 - $61.41 $3.64M - $4.7M
76.5K $3.94M
VT
Vanguard Total World Stk Index

ETFs
19.2K
New
$115.08 - $123.97 $2.21M - $2.38M
19.2K $2.23M
NEE
Nextera Energy Inc

Utilities
24.8K
New
$66.96 - $76.16 $1.66M - $1.89M
24.8K $1.76M
AMGN
Amgen Inc

Healthcare
5.12K
New
$258.59 - $327.36 $1.32M - $1.68M
5.12K $1.59M
VZ
Verizon Communications Inc

Communication Services
16.5K
New
$37.81 - $46.49 $623K - $767K
16.5K $747K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
8K
New
$74.87 - $79.99 $599K - $640K
8K $615K
WFC
Wells Fargo & Company

Financial Services
8K
New
$66.78 - $81.42 $534K - $651K
8K $574K
T
At&T Inc.

Communication Services
15.1K
New
$21.56 - $28.28 $326K - $427K
15.1K $426K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.79K
New
$108.02 - $120.45 $409K - $456K
3.79K $417K
PFE
Pfizer Inc

Healthcare
15.7K
New
$25.01 - $27.13 $394K - $427K
15.7K $398K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17.4K
New
$21.23 - $23.75 $369K - $413K
17.4K $374K
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.9K
New
$25.69 - $26.89 $356K - $373K
13.9K $372K
DUK
Duke Energy Corp

Utilities
3K
New
$105.87 - $121.97 $318K - $366K
3K $365K
CVS
Cvs Health Corp

Healthcare
4.62K
New
$44.22 - $68.64 $204K - $317K
4.62K $313K
COF
Capital One Financial Corp

Financial Services
1.75K
New
$163.87 - $209.82 $286K - $366K
1.75K $313K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.1K
New
$21.75 - $24.28 $307K - $343K
14.1K $311K
DFAE
Dimensional ETF Tr

ETFs
11.8K
New
$24.64 - $26.86 $291K - $318K
11.8K $306K
CSCO
Cisco Systems, Inc.

Technology
4.95K
New
$58.74 - $64.87 $291K - $321K
4.95K $305K
BAC
Bank Of America Corp

Financial Services
7.08K
New
$39.61 - $47.74 $280K - $338K
7.08K $295K
COP
Conocophillips

Energy
2.6K
New
$88.6 - $105.85 $230K - $275K
2.6K $273K
VIG
Vanguard Dividend Appreciation

ETFs
1.46K
New
N/A
1.46K $265K
CEG
Constellation Energy Corp

Utilities
1.17K
New
$201.63 - $347.44 $236K - $407K
1.17K $236K
DD
Du Pont De Nemours, Inc.

Basic Materials
3K
New
$72.7 - $84.32 $218K - $253K
3K $224K
VDC
Vanguard Consumer Staples ETF

ETFs
1K
New
$206.54 - $226.16 $207K - $226K
1K $218K
QCOM
Qualcomm Inc

Technology
1.41K
New
$151.94 - $175.86 $214K - $248K
1.41K $216K
IYK
Ishares U.S. Consumer Staples

ETFs
3K
New
$63.29 - $71.8 $190K - $215K
3K $214K
PM
Philip Morris International Inc.

Consumer Defensive
1.3K
New
$117.15 - $158.79 $152K - $206K
1.3K $205K
BRKL
Brookline Bancorp Inc

Financial Services
15K
New
$10.72 - $12.69 $161K - $190K
15K $163K
Bondbloxx ETF Trust
6.2K
New
N/A
6.2K $0
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
Track This Portfolio

Track Fiducient Advisors LLC Portfolio

Follow Fiducient Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiducient Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiducient Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email