Fiducient Advisors LLC Sells in Q2 2025

Fiducient Advisors LLC

  • $813 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
-86.7K
- 20.4%
$335.85 - $398.81 $29.1M - $34.6M
338K $121M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-55.5K
- 54.24%
$456.74 - $568.03 $25.4M - $31.5M
46.8K $26.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-279K
- 89.33%
$55.54 - $69.09 $15.5M - $19.3M
33.4K $2.31M
VB
Vanguard Small Cap ETF

ETFs
-29.3K
- 45.45%
$193.73 - $237.37 $5.67M - $6.95M
35.2K $8.33M
BSM
Black Stone Minerals, L.P.

Energy
-268K
- 35.98%
$12.78 - $15.36 $3.43M - $4.12M
477K $6.24M
USRT
Ishares Core U.S. Reit ETF

ETFs
-9.6K
- 2.32%
$50.37 - $57.97 $484K - $557K
404K $22.8M
EFG
Msci Eafe Growth ETF

ETFs
-11.5K
- 35.73%
$89.8 - $112.0 $1.04M - $1.29M
20.7K $2.32M
MTB
M&T Bank Corp

Financial Services
-4.47K
- 70.5%
$156.58 - $193.99 $700K - $867K
1.87K $362K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-14.4K
- 72.77%
$45.07 - $52.57 $648K - $756K
5.38K $263K
GOOG
Alphabet Inc.

Communication Services
-4.78K
- 42.89%
$146.58 - $180.01 $701K - $860K
6.36K $1.13M
IEF
Ishares Barclays

ETFs
-4.39K
- 22.86%
$93.15 - $96.56 $409K - $424K
14.8K $1.42M
EPD
Enterprise Products Partners L.P.

Energy
-4.48K
- 5.55%
$28.95 - $34.22 $130K - $153K
76.2K $2.36M
BMY
Bristol Myers Squibb CO

Healthcare
-3.91K
- 35.39%
$44.12 - $59.6 $173K - $233K
7.15K $330K
ABBV
Abb Vie Inc.

Healthcare
-991
- 18.16%
$170.16 - $206.27 $169K - $204K
4.47K $828K
MRK
Merck & Co., Inc.

Healthcare
-1.91K
- 36.99%
$73.47 - $87.12 $140K - $166K
3.25K $257K
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.2K
- 19.81%
$74.88 - $91.97 $239K - $294K
12.9K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
-396
- 15.74%
$285.55 - $321.23 $113K - $127K
2.12K $619K
COF
Capital One Financial Corp

Financial Services
-781
- 44.73%
$150.57 - $212.76 $118K - $166K
965 $205K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.34K
- 19.17%
$103.59 - $128.6 $139K - $172K
5.64K $725K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-703
- 5.99%
$114.78 - $133.31 $80.7K - $93.7K
11K $1.47M
UNP
Union Pacific Corp

Industrials
-126
- 10.7%
$208.27 - $238.46 $26.2K - $30K
1.05K $242K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-191
- 1.62%
$48.13 - $49.85 $9.19K - $9.52K
11.6K $567K
V
Visa Inc.

Financial Services
-100
- 2.28%
$308.27 - $373.31 $30.8K - $37.3K
4.28K $1.52M
TGT
Target Corp

Consumer Defensive
-1
- 0.04%
$88.76 - $105.77 $88.8 - $106
2.43K $239K
AGZ
Ishares Agency Bond ETF

ETFs
-31
- 0.24%
$108.32 - $109.92 $3.36K - $3.41K
12.8K $1.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-41
- 1.25%
$83.54 - $100.04 $3.43K - $4.1K
3.24K $322K
IVE
Ishares S&P 500 Value ETF

ETFs
-33
- 1.5%
$168.34 - $195.42 $5.56K - $6.45K
2.17K $423K
PBI
Pitney Bowes Inc

Industrials
-1.54K
- 7.69%
$7.81 - $10.94 $12K - $16.8K
18.5K $201K
PM
Philip Morris International Inc.

Consumer Defensive
-12
- 0.93%
$149.23 - $184.95 $1.79K - $2.22K
1.28K $233K
IWD
Ishares Russell 1000 Val ETF

ETFs
-50
- 0.75%
$166.82 - $194.23 $8.34K - $9.71K
6.6K $1.28M
IBM
International Business Machines Corp

Technology
-60
- 4.11%
$221.03 - $294.78 $13.3K - $17.7K
1.4K $412K
GOOGL
Alphabet Inc.

Communication Services
-38
- 1.25%
$144.7 - $178.6 $5.5K - $6.79K
3K $528K
TWLO
Twilio Inc

Communication Services
-135
- 4.31%
$81.34 - $124.36 $11K - $16.8K
3K $373K
IWV
Ishares Russell 3000 ETF

ETFs
-696
- 7.41%
$281.67 - $351.0 $196K - $244K
8.69K $3.05M
C
Citigroup Inc

Financial Services
-281
- 4.02%
$58.13 - $85.12 $16.3K - $23.9K
6.7K $570K
VV
Vanguard Large Cap ETF

ETFs
-551
- 3.76%
$228.25 - $285.3 $126K - $157K
14.1K $4.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.89K
- 2.05%
$39.89 - $49.46 $75.5K - $93.6K
90.6K $4.48M
META
Meta Platforms, Inc.

Communication Services
-24
- 1.08%
$484.66 - $738.09 $11.6K - $17.7K
2.19K $1.61M
EEM
Ishares Msci Emerging Markets

ETFs
-66
- 0.07%
$38.52 - $48.28 $2.54K - $3.19K
98.5K $4.75M
MSFT
Microsoft Corp

Technology
-638
- 9.89%
$354.56 - $497.45 $226K - $317K
5.81K $2.89M
VUG
Vanguard Growth ETF

ETFs
-140
- 1.56%
$329.49 - $438.4 $46.1K - $61.4K
8.83K $3.87M
Activity Summary
Buys All Purchases 82 New Holdings 26 Increased Positions 56 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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