Fiducient Advisors LLC Reduced Holdings in Q1 2025

Fiducient Advisors LLC

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-629K
- 96.13%
$71.17 - $73.66 $44.7M - $46.3M
25.3K $1.86M
IVV
Ishares Core S&P 500 ETF

ETFs
-25.6K
- 20.85%
$554.06 - $615.85 $14.2M - $15.8M
97.1K $54.6M
VO
Vanguard Mid Cap ETF

ETFs
-56.3K
- 62.13%
$251.87 - $277.95 $14.2M - $15.6M
34.3K $8.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16.3K
- 13.7%
$507.05 - $563.67 $8.24M - $9.16M
102K $52.6M
VB
Vanguard Small Cap ETF

ETFs
-11.6K
- 15.2%
$217.89 - $252.64 $2.52M - $2.92M
64.4K $14.3M
ITW
Illinois Tool Works Inc

Industrials
-12.7K
- 34.44%
$244.9 - $274.48 $3.12M - $3.5M
24.3K $6.02M
MSFT
Microsoft Corp

Technology
-5.3K
- 45.13%
$375.39 - $447.2 $1.99M - $2.37M
6.45K $2.42M
NVDA
Nvidia Corp

Technology
-8.86K
- 18.35%
$106.98 - $149.43 $948K - $1.32M
39.4K $4.27M
VEA
Vanguard Ftse Developed Market

ETFs
-48.2K
- 44.52%
$47.4 - $52.99 $2.28M - $2.55M
60K $3.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.45K
- 5.44%
$551.42 - $612.93 $797K - $886K
25.2K $14.1M
UNP
Union Pacific Corp

Industrials
-3.15K
- 72.79%
$225.21 - $254.42 $710K - $802K
1.18K $278K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-28.2K
- 8.26%
$58.01 - $64.46 $1.63M - $1.82M
313K $19.4M
VV
Vanguard Large Cap ETF

ETFs
-1.47K
- 9.15%
$253.32 - $282.66 $373K - $417K
14.6K $3.76M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.88K
- 60.71%
$254.58 - $302.92 $478K - $569K
1.22K $310K
BSM
Black Stone Minerals, L.P.

Energy
-66K
- 8.14%
$14.48 - $15.59 $956K - $1.03M
745K $11.4M
IEFA
Ishares Tr

ETFs
-8.49K
- 12.15%
$69.57 - $78.65 $591K - $668K
61.4K $4.64M
NFRA
Flexshares Stoxx Global Broad

ETFs
-5.57K
- 30.78%
$53.37 - $57.8 $297K - $322K
12.5K $722K
CPNG
Coupang, Inc.

Consumer Cyclical
-11.2K
- 41.35%
$21.34 - $25.52 $240K - $287K
15.9K $349K
IEMG
Ishares Inc

ETFs
-4.34K
- 1.74%
N/A
245K $13.1M
ORCL
Oracle Corp

Technology
-41
- 0.77%
$139.81 - $186.47 $5.73K - $7.65K
5.28K $738K
IWM
Ishares Russell 2000 ETF

ETFs
-31
- 0.48%
$198.1 - $229.79 $6.14K - $7.12K
6.41K $1.28M
JNJ
Johnson & Johnson

Healthcare
-1.25K
- 27.85%
$142.06 - $167.7 $178K - $210K
3.25K $538K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-102
- 1.45%
$77.33 - $90.16 $7.89K - $9.2K
6.93K $543K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-17
- 4.18%
$634.14 - $744.83 $10.8K - $12.7K
390 $247K
PANW
Palo Alto Networks Inc

Technology
-64
- 2.5%
$167.82 - $208.28 $10.7K - $13.3K
2.5K $426K
TFC
Truist Financial Corp

Financial Services
-400
- 4.29%
$39.48 - $48.15 $15.8K - $19.3K
8.92K $366K
META
Meta Platforms, Inc.

Communication Services
-14
- 0.63%
$576.36 - $736.67 $8.07K - $10.3K
2.21K $1.27M
MS
Morgan Stanley

Financial Services
-70
- 2.42%
$111.68 - $141.08 $7.82K - $9.88K
2.83K $329K
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 3.26%
$347.25 - $424.87 $8.68K - $10.6K
742 $271K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3
- 0.42%
$497.6 - $606.74 $1.49K - $1.82K
707 $351K
EEM
Ishares Msci Emerging Markets

ETFs
-4.58K
- 4.44%
$40.81 - $45.34 $187K - $208K
98.6K $4.31M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-128
- 1.62%
$81.83 - $82.73 $10.5K - $10.6K
7.79K $644K
IBM
International Business Machines Corp

Technology
-211
- 12.62%
$217.4 - $264.74 $45.9K - $55.9K
1.46K $363K
CVX
Chevron Corp

Energy
-67
- 4.77%
$146.71 - $167.97 $9.83K - $11.3K
1.34K $223K
PAYX
Paychex Inc

Industrials
-82
- 3.46%
$136.06 - $154.52 $11.2K - $12.7K
2.29K $353K
DVY
Ishares Tr

ETFs
-91
- 0.77%
$128.58 - $138.1 $11.7K - $12.6K
11.7K $1.57M
KO
Coca Cola CO

Consumer Defensive
-406
- 7.04%
$60.81 - $72.32 $24.7K - $29.4K
5.36K $384K
V
Visa Inc.

Financial Services
-35
- 0.79%
$306.92 - $362.71 $10.7K - $12.7K
4.38K $1.54M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.21K
- 0.82%
$95.85 - $99.25 $116K - $120K
147K $14.5M
UBER
Uber Technologies, Inc

Technology
-235
- 0.17%
$63.17 - $81.49 $14.8K - $19.2K
142K $10.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 0.02%
$442.66 - $534.52 $3.98K - $4.81K
40.9K $21.8M
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
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