Fiducient Advisors LLC Portfolio Holdings
Fiducient Advisors LLC
- $864 Million
- Q3 2024
Fiducient Advisors LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $864 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Aon PLC with a value of $130M, Ishares Core S&P 500 ETF with a value of $79.7M, Vanguard Index Fds S&P 500 ETF with a value of $72.9M, Vanguard Bd Index Fd Inc Total with a value of $48.2M, and Ishares Tr Msci Eafe ETF with a value of $43.2M.
Examining the 13F form we can see an increase of $141M in the current position value, from $723M to 864M.
Below you can find more details about Fiducient Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$864 Million
ETFs: $627 Million
Financial Services: $163 Million
Technology: $27.3 Million
Energy: $17.9 Million
Industrials: $14.1 Million
Healthcare: $5.27 Million
Communication Services: $3.87 Million
Consumer Cyclical: $3.41 Million
Other: $2.33 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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