Fiducient Advisors LLC Reduced Holdings in Q3 2024

Fiducient Advisors LLC

  • $864 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-32.7K
- 39.81%
$98.91 - $134.91 $3.24M - $4.42M
49.5K $6.01M
MSFT
Microsoft Corp

Technology
-1.95K
- 24.12%
$395.15 - $467.56 $770K - $911K
6.13K $2.64M
VO
Vanguard Mid Cap ETF

ETFs
-12.2K
- 10.92%
$237.84 - $263.83 $2.89M - $3.21M
99.3K $26.2M
IWV
Ishares Russell 3000 ETF

ETFs
-2.98K
- 23.98%
$294.75 - $326.73 $877K - $972K
9.44K $3.08M
GOOGL
Alphabet Inc.

Communication Services
-3.54K
- 56.29%
$148.65 - $191.18 $527K - $678K
2.75K $456K
EFG
Msci Eafe Growth ETF

ETFs
-6.27K
- 59.9%
$96.84 - $108.77 $607K - $682K
4.19K $451K
DVY
Ishares Tr

ETFs
-6.11K
- 34.1%
$119.99 - $135.74 $733K - $829K
11.8K $1.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.38K
- 18.01%
$161.02 - $200.0 $383K - $476K
10.8K $2.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.22K
- 44.95%
$240.48 - $267.94 $535K - $596K
2.72K $728K
LLY
Eli Lilly & CO

Healthcare
-470
- 60.03%
$772.14 - $960.02 $363K - $451K
313 $277K
GNR
Spdr S&P Global Natural Resour

ETFs
-7.27K
- 10.37%
$53.02 - $57.84 $385K - $420K
62.8K $3.62M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.12K
- 24.68%
$173.36 - $189.8 $367K - $402K
6.46K $1.23M
V
Visa Inc.

Financial Services
-1.2K
- 21.49%
$253.74 - $291.56 $304K - $350K
4.38K $1.2M
JNJ
Johnson & Johnson

Healthcare
-2.01K
- 44.46%
$145.48 - $167.38 $292K - $336K
2.51K $406K
AXP
American Express CO

Financial Services
-1.23K
- 54.1%
$225.92 - $271.17 $279K - $335K
1.05K $283K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.55K
- 41.63%
$150.05 - $171.34 $232K - $265K
2.17K $361K
JPM
Jpmorgan Chase & CO

Financial Services
-1.06K
- 23.17%
$194.9 - $224.8 $206K - $238K
3.51K $740K
WMT
Walmart Inc.

Consumer Defensive
-3.36K
- 48.7%
$66.91 - $81.4 $225K - $274K
3.54K $286K
CSCO
Cisco Systems, Inc.

Technology
-3.58K
- 45.53%
$44.74 - $53.22 $160K - $191K
4.29K $228K
MCD
Mcdonalds Corp

Consumer Cyclical
-763
- 24.47%
$245.82 - $304.51 $188K - $232K
2.36K $717K
IGM
Ishares Expanded Tech Sector E

ETFs
-1K
- 6.22%
$84.03 - $98.62 $84K - $98.6K
15.1K $1.45M
BMY
Bristol Myers Squibb CO

Healthcare
-2.99K
- 30.16%
$39.66 - $51.75 $119K - $155K
6.93K $358K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.05K
- 9.35%
$117.9 - $128.2 $124K - $134K
10.2K $1.3M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-40
- 2.03%
$194.69 - $239.18 $7.79K - $9.57K
1.93K $401K
AMGN
Amgen Inc

Healthcare
-213
- 4.24%
$309.38 - $337.38 $65.9K - $71.9K
4.81K $1.55M
CVX
Chevron Corp

Energy
-49
- 3.45%
$137.88 - $161.97 $6.76K - $7.94K
1.37K $202K
C
Citigroup Inc

Financial Services
-125
- 1.87%
$56.11 - $67.61 $7.01K - $8.45K
6.56K $410K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.51K
- 8.92%
$79.92 - $88.19 $121K - $133K
15.4K $1.36M
MS
Morgan Stanley

Financial Services
-321
- 10.19%
$92.07 - $106.96 $29.6K - $34.3K
2.83K $294K
UNP
Union Pacific Corp

Industrials
-97
- 7.61%
$221.78 - $256.09 $21.5K - $24.8K
1.18K $289K
PANW
Palo Alto Networks Inc

Technology
-6
- 0.47%
$294.18 - $368.01 $1.77K - $2.21K
1.26K $431K
MRVL
Marvell Technology, Inc.

Technology
-8
- 0.2%
$56.15 - $76.24 $449 - $610
3.98K $287K
PG
Procter & Gamble CO

Consumer Defensive
-37
- 1.86%
$160.76 - $177.82 $5.95K - $6.58K
1.95K $337K
TGT
Target Corp

Consumer Defensive
-4
- 0.23%
$133.47 - $159.25 $534 - $637
1.7K $264K
HD
Home Depot, Inc.

Consumer Cyclical
-63
- 8.49%
$333.64 - $405.2 $21K - $25.5K
679 $275K
MTB
M&T Bank Corp

Financial Services
-200
- 9.22%
$146.49 - $179.85 $29.3K - $36K
1.97K $350K
KO
Coca Cola CO

Consumer Defensive
-351
- 5.77%
$62.69 - $73.01 $22K - $25.6K
5.73K $412K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-9
- 0.29%
$256.4 - $289.78 $2.31K - $2.61K
3.06K $869K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4
- 0.05%
$332.02 - $382.76 $1.33K - $1.53K
7.83K $2.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-144
- 0.56%
$57.32 - $62.65 $8.25K - $9.02K
25.7K $1.6M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-100
- 0.41%
$50.99 - $57.81 $5.1K - $5.78K
24.3K $1.39M
UPST
Upstart Holdings, Inc.

Financial Services
-4K
- 22.22%
$22.9 - $44.11 $91.6K - $176K
14K $560K
ORCL
Oracle Corp

Technology
-44
- 0.8%
$125.9 - $170.35 $5.54K - $7.5K
5.47K $930K
VV
Vanguard Large Cap ETF

ETFs
-222
- 1.31%
$236.92 - $263.4 $52.6K - $58.5K
16.7K $4.41M
EEM
Ishares Msci Emerging Markets

ETFs
-312
- 0.32%
$40.42 - $46.7 $12.6K - $14.6K
96.9K $4.44M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-271
- 0.65%
$283.28 - $314.39 $76.8K - $85.2K
41.2K $13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-10.4K
- 3.03%
$58.03 - $65.37 $605K - $681K
333K $21.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-23.5K
- 4.34%
$75.32 - $84.37 $1.77M - $1.98M
517K $43.2M
VB
Vanguard Small Cap ETF

ETFs
-2.53K
- 2.87%
$214.77 - $237.72 $543K - $601K
85.6K $20.3M
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
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