Fiducient Advisors LLC Portfolio Holdings
Fiducient Advisors LLC
- $810 Million
- Q4 2024
Fiducient Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $810 Million distributed in 142 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Aon PLC with a value of $126M, Ishares Core S&P 500 ETF with a value of $72.2M, Vanguard Index Fds S&P 500 ETF with a value of $63.9M, Vanguard Bd Index Fd Inc Total with a value of $47M, and Ishares Tr Msci Eafe ETF with a value of $39.5M.
Examining the 13F form we can see an decrease of $54.5M in the current position value, from $864M to 810M.
Below you can find more details about Fiducient Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$810 Million
ETFs: $539 Million
Financial Services: $154 Million
Industrials: $56.4 Million
Technology: $26.8 Million
Energy: $15.6 Million
Consumer Cyclical: $6.78 Million
Healthcare: $4.49 Million
Consumer Defensive: $3.04 Million
Other: $3.87 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|