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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 8

Sort by:

Palo Alto Networks Inc

PANW|697435105

Shares:2.5K

Value:$426.6K

% of Portfolio:0.1% ($426.6K/$800.2M)

69374H881

Shares:7.8K

Value:$425.5K

% of Portfolio:0.1% ($425.5K/$800.2M)

464288372

Shares:7.7K

Value:$421.1K

% of Portfolio:0.1% ($421.1K/$800.2M)

464287408

IVE|464287408

Shares:2.2K

Value:$419.6K

% of Portfolio:0.1% ($419.6K/$800.2M)

381430503

GSLC|381430503

Shares:3.8K

Value:$417.1K

% of Portfolio:0.1% ($417.1K/$800.2M)

PFIZER INC

PFE|717081103

Shares:15.7K

Value:$398.7K

% of Portfolio:0.0% ($398.7K/$800.2M)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:1.9K

Value:$394.4K

% of Portfolio:0.0% ($394.4K/$800.2M)

SOUTHERN CO

SO|842587107

Shares:4.3K

Value:$391.1K

% of Portfolio:0.0% ($391.1K/$800.2M)

COCA COLA CO

KO|191216100

Shares:5.4K

Value:$386.6K

% of Portfolio:0.0% ($386.6K/$800.2M)

808524102

SCHB|808524102

Shares:17.4K

Value:$374.7K

% of Portfolio:0.0% ($374.7K/$800.2M)

808524870

Shares:13.9K

Value:$372.7K

% of Portfolio:0.0% ($372.7K/$800.2M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:8.9K

Value:$366.9K

% of Portfolio:0.0% ($366.9K/$800.2M)

Duke Energy CORP

DUK|26441C204

Shares:3.0K

Value:$365.9K

% of Portfolio:0.0% ($365.9K/$800.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.5K

Value:$363.5K

% of Portfolio:0.0% ($363.5K/$800.2M)

PAYCHEX INC

PAYX|704326107

Shares:2.3K

Value:$353.4K

% of Portfolio:0.0% ($353.4K/$800.2M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:707

Value:$352.1K

% of Portfolio:0.0% ($352.1K/$800.2M)

Coupang, Inc.

CPNG|22266T109

Shares:15.9K

Value:$349.5K

% of Portfolio:0.0% ($349.5K/$800.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.0K

Value:$345.4K

% of Portfolio:0.0% ($345.4K/$800.2M)

464287630

IWN|464287630

Shares:2.2K

Value:$330.0K

% of Portfolio:0.0% ($330.0K/$800.2M)

MORGAN STANLEY

MS|617446448

Shares:2.8K

Value:$329.9K

% of Portfolio:0.0% ($329.9K/$800.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palo Alto Networks Inc(PANWcusip697435105)	2.5K	QoQ -2.49% (-64) YoY -64.73% (-4.6K)	All Managers (Combined)	$426.6K	0.1% ($426.6K/$800.2M)	QoQ -8.56% (-$39.9K) YoY -78.82% (-$1.6M)
(cusip69374H881)✕	7.8K	QoQ 0.00% (-0) YoY NEW(+7.8K)	All Managers (Combined)	$425.5K	0.1% ($425.5K/$800.2M)	QoQ -3.45% (-$15.2K) YoY NEW(+$425.5K)
(cusip464288372)✕	7.7K	QoQ +1.42% (+108) YoY NEW(+7.7K)	All Managers (Combined)	$421.1K	0.1% ($421.1K/$800.2M)	QoQ +6.07% (+$24.1K) YoY NEW(+$421.1K)
(IVEcusip464287408)	2.2K	QoQ +0.18% (+4) YoY +82.80% (+997)	All Managers (Combined)	$419.6K	0.1% ($419.6K/$800.2M)	QoQ +0.01% (+$81) YoY +86.53% (+$194.6K)
(GSLCcusip381430503)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$417.1K	0.1% ($417.1K/$800.2M)	QoQ NEW(+$417.1K) YoY NEW(+$417.1K)
PFIZER INC(PFEcusip717081103)	15.7K	QoQ NEW(+15.7K) YoY NEW(+15.7K)	All Managers (Combined)	$398.7K	0.0% ($398.7K/$800.2M)	QoQ NEW(+$398.7K) YoY NEW(+$398.7K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	1.9K	QoQ 0.00% (-0) YoY -0.05% (-1)	All Managers (Combined)	$394.4K	0.0% ($394.4K/$800.2M)	QoQ -11.39% (-$50.7K) YoY -10.31% (-$45.4K)
SOUTHERN CO(SOcusip842587107)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$391.1K	0.0% ($391.1K/$800.2M)	QoQ NEW(+$391.1K) YoY NEW(+$391.1K)
COCA COLA CO(KOcusip191216100)	5.4K	QoQ -7.03% (-406) YoY -24.91% (-1.8K)	All Managers (Combined)	$386.6K	0.0% ($386.6K/$800.2M)	QoQ +7.66% (-$27.5K) YoY -12.16% (-$53.5K)
(SCHBcusip808524102)	17.4K	QoQ NEW(+17.4K) YoY NEW(+17.4K)	All Managers (Combined)	$374.7K	0.0% ($374.7K/$800.2M)	QoQ NEW(+$374.7K) YoY NEW(+$374.7K)
(cusip808524870)✕	13.9K	QoQ NEW(+13.9K) YoY NEW(+13.9K)	All Managers (Combined)	$372.7K	0.0% ($372.7K/$800.2M)	QoQ NEW(+$372.7K) YoY NEW(+$372.7K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	8.9K	QoQ -4.29% (-400) YoY 0.00% (+0)	All Managers (Combined)	$366.9K	0.0% ($366.9K/$800.2M)	QoQ -9.21% (-$37.2K) YoY +5.56% (+$19.3K)
Duke Energy CORP(DUKcusip26441C204)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$365.9K	0.0% ($365.9K/$800.2M)	QoQ NEW(+$365.9K) YoY NEW(+$365.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.5K	QoQ -12.61% (-211) YoY -55.99% (-1.9K)	All Managers (Combined)	$363.5K	0.0% ($363.5K/$800.2M)	QoQ -1.15% (-$4.2K) YoY -42.67% (-$270.6K)
PAYCHEX INC(PAYXcusip704326107)	2.3K	QoQ -3.45% (-82) YoY NEW(+2.3K)	All Managers (Combined)	$353.4K	0.0% ($353.4K/$800.2M)	QoQ +6.23% (-$20.8K) YoY NEW(+$353.4K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	707	QoQ -0.42% (-3) YoY -65.92% (-1.4K)	All Managers (Combined)	$352.1K	0.0% ($352.1K/$800.2M)	QoQ -4.74% (-$17.5K) YoY -70.81% (-$854.3K)
Coupang, Inc.(CPNGcusip22266T109)	15.9K	QoQ -41.34% (-11.2K) YoY NEW(+15.9K)	All Managers (Combined)	$349.5K	0.0% ($349.5K/$800.2M)	QoQ -41.47% (-$247.7K) YoY NEW(+$349.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.0K	QoQ +8.33% (+156) YoY +8.74% (+163)	All Managers (Combined)	$345.4K	0.0% ($345.4K/$800.2M)	QoQ +10.12% (+$31.8K) YoY +14.22% (+$43.0K)
(IWNcusip464287630)	2.2K	QoQ +0.32% (-7) YoY NEW(+2.2K)	All Managers (Combined)	$330.0K	0.0% ($330.0K/$800.2M)	QoQ -7.75% (-$27.7K) YoY NEW(+$330.0K)
MORGAN STANLEY(MScusip617446448)	2.8K	QoQ -2.41% (-70) YoY -12.22% (-394)	All Managers (Combined)	$329.9K	0.0% ($329.9K/$800.2M)	QoQ -9.44% (-$34.4K) YoY +8.75% (-$26.6K)