Fiduciary Advisors

Latest statistics and disclosures from Fiduciary Advisors's latest quarterly 13F-HR filing:

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Positions held by Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Fiduciary Advisors

Fiduciary Advisors holds 99 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.5 $11M 20k 538.80
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Vanguard Index Fds Small Cp Etf (VB) 9.2 $9.1M 38k 240.28
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Ishares Tr Core 1 5 Yr Usd (ISTB) 8.0 $7.9M 166k 47.77
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 7.5 $7.4M 126k 58.93
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Vanguard Index Fds Mid Cap Etf (VO) 7.0 $6.9M 26k 264.13
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.8 $5.8M 121k 47.82
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Vanguard Index Fds Value Etf (VTV) 5.0 $5.0M 29k 169.30
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Vanguard World Mega Cap Index (MGC) 5.0 $5.0M 23k 212.66
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Vanguard Whitehall Fds Intl High Etf (VYMI) 3.8 $3.8M 56k 67.88
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $3.2M 56k 57.41
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.1 $3.1M 40k 78.01
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Vanguard Whitehall Fds High Div Yld (VYM) 3.0 $3.0M 24k 127.59
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.6 $2.6M 23k 114.48
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Ishares Tr Core Msci Total (IXUS) 2.5 $2.5M 38k 66.14
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Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $2.2M 7.5k 289.81
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Ishares Tr Core S&p500 Etf (IVV) 2.1 $2.1M 3.6k 588.71
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Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $2.0M 9.9k 198.18
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $1.7M 22k 77.27
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 1.6 $1.6M 136k 11.53
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $1.5M 34k 44.04
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $1.2M 12k 96.53
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $1.1M 9.2k 115.23
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Bank of America Corporation (BAC) 1.0 $1.0M 23k 43.95
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Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $905k 15k 62.31
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $899k 13k 71.91
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Ishares Tr Eafe Value Etf (EFV) 0.9 $873k 17k 52.47
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $759k 5.9k 128.61
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Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $694k 7.5k 92.59
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Vanguard Index Fds Large Cap Etf (VV) 0.6 $635k 2.4k 269.70
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $468k 17k 27.32
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $430k 4.0k 108.61
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $412k 6.8k 60.75
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Vanguard Index Fds Growth Etf (VUG) 0.3 $325k 792.00 410.42
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $293k 500.00 586.21
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $268k 5.5k 48.42
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Ishares Core Msci Emkt (IEMG) 0.2 $213k 4.1k 52.22
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Apple (AAPL) 0.2 $203k 812.00 250.33
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $197k 1.0k 190.81
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Ameren Corporation (AEE) 0.1 $135k 1.5k 89.15
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Coca-Cola Company (KO) 0.1 $126k 2.0k 62.25
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NVIDIA Corporation (NVDA) 0.1 $115k 857.00 134.29
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $96k 818.00 117.43
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Pfizer (PFE) 0.1 $70k 2.7k 26.53
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Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $68k 1.1k 63.77
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American Electric Power Company (AEP) 0.1 $63k 687.00 92.23
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Eli Lilly & Co. (LLY) 0.1 $58k 75.00 772.00
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $58k 357.00 161.96
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Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 0.1 $55k 2.7k 20.56
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $54k 609.00 88.45
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Tyson Foods Cl A (TSN) 0.1 $53k 928.00 57.44
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $53k 752.00 70.28
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Merck & Co (MRK) 0.0 $45k 453.00 99.46
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Vanguard World Inf Tech Etf (VGT) 0.0 $45k 72.00 622.01
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Johnson & Johnson (JNJ) 0.0 $43k 297.00 144.62
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $39k 206.00 189.67
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Microsoft Corporation (MSFT) 0.0 $38k 90.00 422.70
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Medtronic SHS (MDT) 0.0 $36k 453.00 79.88
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Emerson Electric (EMR) 0.0 $35k 281.00 123.93
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $33k 173.00 190.09
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $29k 1.1k 27.38
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Abbvie (ABBV) 0.0 $29k 162.00 177.70
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Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $29k 1.3k 21.38
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Boeing Company (BA) 0.0 $28k 156.00 177.00
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Wal-Mart Stores (WMT) 0.0 $27k 303.00 90.35
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Alphabet Cap Stk Cl C (GOOG) 0.0 $27k 140.00 190.91
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ConocoPhillips (COP) 0.0 $25k 247.00 99.17
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Enterprise Financial Services (EFSC) 0.0 $24k 430.00 56.37
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $22k 234.00 93.33
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Deere & Company (DE) 0.0 $21k 50.00 420.04
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $20k 108.00 185.14
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $18k 276.00 65.02
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Verizon Communications (VZ) 0.0 $14k 357.00 39.99
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Chubb (CB) 0.0 $14k 50.00 276.30
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $14k 102.00 132.11
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Home Depot (HD) 0.0 $13k 34.00 391.82
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Abbott Laboratories (ABT) 0.0 $11k 100.00 113.11
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Texas Instruments Incorporated (TXN) 0.0 $11k 60.00 187.52
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $11k 152.00 69.04
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $10k 195.00 52.27
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Amazon (AMZN) 0.0 $8.8k 40.00 219.40
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Textron (TXT) 0.0 $7.6k 100.00 76.49
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $6.8k 213.00 31.97
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $5.7k 35.00 164.17
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Procter & Gamble Company (PG) 0.0 $4.2k 25.00 167.68
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Phillips 66 (PSX) 0.0 $4.0k 35.00 113.94
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $4.0k 20.00 197.50
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Walt Disney Company (DIS) 0.0 $3.9k 35.00 112.29
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Amgen (AMGN) 0.0 $3.9k 15.00 260.67
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Viatris (VTRS) 0.0 $3.9k 313.00 12.45
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $3.4k 100.00 34.13
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Costco Wholesale Corporation (COST) 0.0 $2.7k 3.00 916.33
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Cigna Corp (CI) 0.0 $2.5k 9.00 279.89
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Dynex Cap (DX) 0.0 $1.7k 136.00 12.65
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Thermo Fisher Scientific (TMO) 0.0 $1.6k 3.00 520.33
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Linde SHS (LIN) 0.0 $1.3k 3.00 419.00
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Brighthouse Finl (BHF) 0.0 $769.000000 16.00 48.06
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BP Sponsored Adr (BP) 0.0 $741.000000 25.00 29.64
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Novo-nordisk A S Adr (NVO) 0.0 $689.000000 8.00 86.12
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Hilton Worldwide Holdings (HLT) 0.0 $248.000000 1.00 248.00
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Past Filings by Fiduciary Advisors

SEC 13F filings are viewable for Fiduciary Advisors going back to 2024