Fiducient-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABBV",
  "GOOGL",
  null,
  null,
  "T",
  null,
  null,
  "COF",
  "DUK",
  "STNE",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "GLP",
  "ACI",
  "ITW",
  "META",
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "PWR",
  "MSFT",
  "MS",
  null,
  "PCAR",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "PAYX",
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "BSM",
  "IEMG",
  "IVV",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "REGN",
  null,
  "IEFA",
  null,
  "SCHX",
  "RTX",
  null,
  "IBM",
  "TGT",
  "TMO",
  "TFC",
  "TWLO",
  "UBER",
  "VNQ",
  "VO",
  "VV",
  null,
  null,
  "VWO",
  null,
  "IWV",
  "VCIT",
  null,
  "VIG",
  "IWO",
  "IWN",
  "IEF",
  "VYM",
  "DD",
  "AON",
  "IWR",
  "GSLC",
  null,
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  "DKS",
  "VEU",
  "VUG",
  "VEA",
  null,
  null,
  "VXUS",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WBS",
  "WFC",
  null,
  "MTB",
  "SCHD",
  "DVY",
  "SCHF",
  "KDP",
  "SO",
  null,
  null,
  "PBI",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "BRKL",
  "BY",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "COP",
  "CEG",
  "CPNG",
  "CVS",
  "DFAC",
  null,
  "EFA",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 154
Total Value: 800233262
Accession Number: 0001172661-25-002144
Form Type: 13F-HR
CIK: fiducient-advisors
Manager Name: Fiducient-Advisors

Data Enrichment

77% identified

118 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

154 positions • $800.2M total value

154 positions • $800.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287309

Shares:15.3K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$800.2M)

464288166

Shares:12.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$800.2M)

464287242

Shares:12.9K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$800.2M)

SPDR S&P MIDCAP 400 ETF TRUST

Shares:2.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$800.2M)

464287499

Shares:16.1K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$800.2M)

464287549

Shares:15.1K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$800.2M)

464287655

Shares:6.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$800.2M)

Meta Platforms, Inc.

Shares:2.2K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$800.2M)

464287598

Shares:6.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$800.2M)

46435U853

Shares:32.5K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$800.2M)

46137V266

Shares:31.0K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$800.2M)

AbbVie Inc.

Shares:5.5K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$800.2M)

M&T BANK CORP

Shares:6.3K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$800.2M)

25434V609

Shares:20.2K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$800.2M)

00162Q452

Shares:19.8K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$800.2M)

74348A467

Shares:9.9K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$800.2M)

46137V738

Shares:15.5K

Value:$920.3K

% of Portfolio:0.1% ($920.3K/$800.2M)

33939L407

Shares:22.3K

Value:$864.7K

% of Portfolio:0.1% ($864.7K/$800.2M)

EXXON MOBIL CORP

Shares:6.9K

Value:$821.7K

% of Portfolio:0.1% ($821.7K/$800.2M)

464288257

Shares:7.0K

Value:$812.3K

% of Portfolio:0.1% ($812.3K/$800.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVWcusip464287309)	15.3K	QoQ +0.07% (-11) YoY +43.83% (+4.7K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$800.2M)	QoQ -8.50% (-$131.8K) YoY +58.12% (+$521.5K)
(cusip464288166)✕	12.8K	QoQ +2.32% (+292) YoY NEW(+12.8K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$800.2M)	QoQ +3.72% (+$50.5K) YoY NEW(+$1.4M)
(cusip464287242)✕	12.9K	QoQ +2.72% (+341) YoY NEW(+12.9K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$800.2M)	QoQ +4.50% (+$60.3K) YoY NEW(+$1.4M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	2.6K	QoQ +1.59% (-41) YoY NEW(+2.6K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$800.2M)	QoQ -4.61% (-$67.5K) YoY NEW(+$1.4M)
(IWRcusip464287499)	16.1K	QoQ +4.47% (+691) YoY +17.82% (+2.4K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$800.2M)	QoQ +0.53% (+$7.3K) YoY +19.18% (+$221.0K)
(cusip464287549)✕	15.1K	QoQ 0.00% (-0) YoY NEW(+15.1K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$800.2M)	QoQ -11.18% (-$172.2K) YoY NEW(+$1.4M)
(IWMcusip464287655)	6.4K	QoQ -0.48% (-31) YoY +29.44% (+1.5K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$800.2M)	QoQ -10.14% (-$144.3K) YoY +22.78% (+$237.1K)
Meta Platforms, Inc.(METAcusip30303M102)	2.2K	QoQ -0.62% (-14) YoY -50.82% (-2.3K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$800.2M)	QoQ -2.17% (-$28.4K) YoY -41.61% (-$908.9K)
(IWDcusip464287598)	6.6K	QoQ +11.32% (+676) YoY +40.91% (+1.9K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$800.2M)	QoQ +13.15% (+$145.4K) YoY +48.03% (+$405.9K)
(cusip46435U853)✕	32.5K	QoQ +10.82% (+3.2K) YoY +57.00% (+11.8K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$800.2M)	QoQ +10.88% (+$117.6K) YoY +57.95% (+$439.4K)
(cusip46137V266)✕	31.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$800.2M)	QoQ -7.29% (-$93.3K) YoY +4.16% (+$47.4K)
AbbVie Inc.(ABBVcusip00287Y109)	5.5K	QoQ +59.57% (+2.0K) YoY -30.58% (-2.4K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$800.2M)	QoQ +88.17% (+$535.7K) YoY -20.12% (-$288.1K)
M&T BANK CORP(MTBcusip55261F104)	6.3K	QoQ +221.77% (+4.4K) YoY NEW(+6.3K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$800.2M)	QoQ +205.92% (+$762.7K) YoY NEW(+$1.1M)
(cusip25434V609)✕	20.2K	QoQ +0.30% (-62) YoY +1.46% (-291)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$800.2M)	QoQ -7.20% (-$80.6K) YoY -4.01% (-$43.4K)
(cusip00162Q452)✕	19.8K	QoQ +159.77% (+12.2K) YoY NEW(+19.8K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$800.2M)	QoQ +180.14% (+$660.2K) YoY NEW(+$1.0M)
(cusip74348A467)✕	9.9K	QoQ +2.00% (+195) YoY NEW(+9.9K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$800.2M)	QoQ +4.70% (+$45.4K) YoY NEW(+$1.0M)
(cusip46137V738)✕	15.5K	QoQ 0.00% (+0) YoY NEW(+15.5K)	All Managers (Combined)	$920.3K	0.1% ($920.3K/$800.2M)	QoQ +4.63% (+$40.7K) YoY NEW(+$920.3K)
(cusip33939L407)✕	22.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$864.7K	0.1% ($864.7K/$800.2M)	QoQ +6.73% (+$54.6K) YoY -5.50% (-$50.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	6.9K	QoQ +6.70% (+434) YoY -29.58% (-2.9K)	All Managers (Combined)	$821.7K	0.1% ($821.7K/$800.2M)	QoQ +17.98% (+$125.2K) YoY -27.94% (-$318.7K)
(cusip464288257)✕	7.0K	QoQ +5.90% (+389) YoY +93.21% (+3.4K)	All Managers (Combined)	$812.3K	0.1% ($812.3K/$800.2M)	QoQ +4.90% (+$38.0K) YoY +104.17% (+$414.5K)