Fiducient Advisors LLC Portfolio Holdings
Fiducient Advisors LLC
- $799 Million
- Q1 2025
Fiducient Advisors LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $799 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Aon PLC with a value of $170M, Ishares Core S&P 500 ETF with a value of $54.6M, Vanguard Index Fds S&P 500 ETF with a value of $52.6M, Ishares Tr Msci Eafe ETF with a value of $43.1M, and Vanguard Intermediate Term Cor with a value of $40.3M.
Examining the 13F form we can see an decrease of $10.2M in the current position value, from $810M to 799M.
Below you can find more details about Fiducient Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$799 Million
ETFs: $488 Million
Financial Services: $206 Million
Industrials: $46.2 Million
Technology: $23.4 Million
Energy: $15.9 Million
Healthcare: $5.72 Million
Communication Services: $4.96 Million
Consumer Cyclical: $4.21 Million
Other: $4.99 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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