Fiduciary Advisors, Inc. Top Holdings and 13F Report (2025) About Fiduciary Advisors, Inc.Investment ActivityFiduciary Advisors, Inc. has $101.31 million in total holdings as of March 31, 2025.Fiduciary Advisors, Inc. owns shares of 95 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.60% of the portfolio was purchased this quarter.About 0.17% of the portfolio was sold this quarter.This quarter, Fiduciary Advisors, Inc. has purchased 99 new stocks and bought additional shares in 33 stocks.Fiduciary Advisors, Inc. sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $10,215,945Vanguard Small-Cap ETF $8,550,782iShares Core 1-5 Year USD Bond ETF $8,447,734Vanguard Total International Stock ETF $8,005,334Vanguard Mid-Cap ETF $6,876,522 Largest Purchases this Quarter iShares Core 1-5 Year USD Bond ETF 9,079 shares (about $438.97K)Vanguard Short-Term Corporate Bond ETF 3,710 shares (about $292.87K)Vanguard S&P 500 ETF 423 shares (about $217.38K)Vanguard Short-Term Bond ETF 2,530 shares (about $198.05K)Vanguard FTSE Developed Markets ETF 3,547 shares (about $180.29K) Largest Sales this Quarter iShares Core S&P 500 ETF 97 shares (about $54.50K)iShares Core S&P Small-Cap ETF 235 shares (about $24.57K)iShares Core S&P U.S. Value ETF 170 shares (about $15.69K)Walmart 151 shares (about $13.26K)iShares Core MSCI Total International Stock ETF 56 shares (about $3.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFiduciary Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$10,215,945$217,382 ▲2.2%19,87910.1%ETFVBVanguard Small-Cap ETF$8,550,782$149,461 ▲1.8%38,5608.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$8,447,734$438,971 ▲5.5%174,7208.3%ManufacturingVXUSVanguard Total International Stock ETF$8,005,334$155,437 ▲2.0%128,9107.9%ETFVOVanguard Mid-Cap ETF$6,876,522$97,501 ▲1.4%26,5896.8%ETFVEAVanguard FTSE Developed Markets ETF$6,318,137$180,295 ▲2.9%124,2996.2%ETFVTVVanguard Value ETF$5,101,129$27,984 ▲0.6%29,5315.0%ETFMGCVanguard Mega Cap ETF$4,718,598$14,097 ▲0.3%23,4314.7%ETFVYMIVanguard International High Dividend Yield ETF$4,280,745$163,740 ▲4.0%58,0914.2%ETFVEUVanguard FTSE All-World ex-US ETF$3,450,955$36,881 ▲1.1%56,8903.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,412,419$292,867 ▲9.4%43,2283.4%ETFVYMVanguard High Dividend Yield ETF$3,164,471$130,123 ▲4.3%24,5383.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,726,237$104,735 ▲4.0%23,5832.7%ETFIXUSiShares Core MSCI Total International Stock ETF$2,616,549$3,909 ▼-0.1%37,4812.6%ManufacturingVTIVanguard Total Stock Market ETF$2,057,968$1,099 ▼-0.1%7,4882.0%ETFIVViShares Core S&P 500 ETF$1,980,528$54,500 ▼-2.7%3,5252.0%ETFVBRVanguard Small-Cap Value ETF$1,903,671$58,494 ▲3.2%10,2191.9%ETFBSVVanguard Short-Term Bond ETF$1,892,434$198,050 ▲11.7%24,1751.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,568,839$52,185 ▲3.4%34,6631.5%ETFPGXInvesco Preferred ETF$1,545,451$20,263 ▲1.3%137,7411.5%ETFAVUVAvantis U.S. Small Cap Value ETF$1,173,766$105,914 ▲9.9%13,4651.2%ETFEFViShares MSCI EAFE Value ETF$981,1350.0%16,6461.0%ETFBACBank of America$952,5290.0%22,8260.9%FinanceBNDVanguard Total Bond Market ETF$944,816$26,149 ▲2.8%12,8630.9%ETFIJRiShares Core S&P Small-Cap ETF$941,221$24,574 ▼-2.5%9,0010.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$867,825$147,505 ▲20.5%7,1130.9%ETFIJHiShares Core S&P Mid-Cap ETF$843,794$3,734 ▼-0.4%14,4610.8%ETFIUSViShares Core S&P U.S. Value ETF$676,477$15,689 ▼-2.3%7,3300.7%ManufacturingVVVanguard Large-Cap ETF$607,340$2,056 ▲0.3%2,3630.6%ETFSCHDSchwab US Dividend Equity ETF$483,314$4,306 ▲0.9%17,2860.5%ETFSCZiShares MSCI EAFE Small-Cap ETF$430,9390.0%6,7830.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$388,896$2,925 ▲0.8%3,9890.4%ETFVUGVanguard Growth ETF$294,007$371 ▲0.1%7930.3%ETFSPYSPDR S&P 500 ETF Trust$280,568$1,118 ▲0.4%5020.3%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$276,3920.0%5,5390.3%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$220,5570.0%4,0870.2%ETFIVEiShares S&P 500 Value ETF$196,696$381 ▲0.2%1,0320.2%ETFAAPLApple$180,3940.0%8120.2%Computer and TechnologyAEEAmeren$152,1170.0%1,5150.2%UtilitiesKOCoca-Cola$145,3000.0%2,0290.1%Consumer StaplesVTVanguard Total World Stock ETF$94,8850.0%8180.1%ETFNVDANVIDIA$92,8830.0%8570.1%Computer and TechnologyAEPAmerican Electric Power$75,0690.0%6870.1%UtilitiesPFEPfizer$65,711$1,495 ▼-2.2%2,5930.1%MedicalDFUSDimensional U.S. Equity ETF$64,577$181 ▲0.3%1,0680.1%ETFLLYEli Lilly and Company$61,9440.0%750.1%MedicalTSNTyson Foods$59,2160.0%9280.1%Consumer StaplesVOEVanguard Mid-Cap Value ETF$57,3780.0%3570.1%ETFIEFAiShares Core MSCI EAFE ETF$56,8890.0%7520.1%ETFPFLDAAM Low Duration Preferred and Income Securities ETF$54,570$1,030 ▲1.9%2,7010.1%ETFIWRiShares Russell Mid-Cap ETF$51,994$170 ▲0.3%6110.1%ETFJNJJohnson & Johnson$49,2550.0%2970.0%MedicalMDTMedtronic$40,7070.0%4530.0%MedicalMRKMerck & Co., Inc.$40,6520.0%4530.0%MedicalVGTVanguard Information Technology ETF$39,1160.0%720.0%ETFMSFTMicrosoft$33,9110.0%900.0%Computer and TechnologyIDViShares International Select Dividend ETF$33,168$186 ▲0.6%1,0690.0%ETFGOOGLAlphabet$31,937$154 ▲0.5%2070.0%Computer and TechnologyABBVAbbVie$31,428$2,514 ▼-7.4%1500.0%MedicalEMREmerson Electric$30,8090.0%2810.0%IndustrialsDBCInvesco DB Commodity Index Tracking Fund$30,0200.0%1,3340.0%FinanceBABoeing$26,6060.0%1560.0%AerospaceCOPConocoPhillips$25,9400.0%2470.0%EnergyDEDeere & Company$23,3460.0%500.0%IndustrialsEFSCEnterprise Financial Services$23,221$108 ▲0.5%4320.0%FinanceGOOGAlphabet$21,9450.0%1400.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$20,3220.0%1080.0%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$19,6370.0%2340.0%ETFAVDVAvantis International Small Cap Value ETF$19,2310.0%2760.0%ETFVZVerizon Communications$16,1940.0%3570.0%Computer and TechnologyCBChubb$15,1000.0%500.0%FinanceSDYSPDR S&P Dividend ETF$13,8400.0%1020.0%ETFWMTWalmart$13,345$13,257 ▼-49.8%1520.0%Retail/WholesaleABTAbbott Laboratories$13,2650.0%1000.0%MedicalHDHome Depot$12,5510.0%340.0%Retail/WholesaleSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$10,5460.0%1950.0%ETFSPLGSPDR Portfolio S&P 500 ETF$10,0100.0%1520.0%ETFAMZNAmazon.com$7,6110.0%400.0%Retail/WholesaleBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$6,0650.0%2130.0%ManufacturingIWNiShares Russell 2000 Value ETF$5,2850.0%350.0%ETFAMGNAmgen$4,6740.0%150.0%MedicalPSXPhillips 66$4,3220.0%350.0%EnergySPDWSPDR Portfolio Developed World ex-US ETF$3,6410.0%1000.0%ETFDISWalt Disney$3,5000.0%350.0%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$3,3200.0%200.0%Computer and TechnologyCIThe Cigna Group$3,0150.0%90.0%MedicalCOSTCostco Wholesale$2,8380.0%30.0%Retail/WholesaleVTRSViatris$2,762$35 ▲1.3%3170.0%MedicalDXDynex Capital$1,7710.0%1360.0%FinanceTMOThermo Fisher Scientific$1,4930.0%30.0%MedicalLINDE PLC$1,3970.0%30.0%SHSBHFBrighthouse Financial$9280.0%160.0%FinanceBPBP$8590.0%250.0%EnergyNVONovo Nordisk A/S$5560.0%80.0%MedicalHLTHilton Worldwide$2280.0%10.0%Consumer DiscretionaryVXFVanguard Extended Market ETF$0$32,886 ▼-100.0%00.0%ETFTXNTexas Instruments$0$11,251 ▼-100.0%00.0%Computer and TechnologyTXTTextron$0$7,649 ▼-100.0%00.0%AerospacePGProcter & Gamble$0$4,192 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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