Fiduciary Financial Group, LLC Purchases in Q4 2025

Fiduciary Financial Group, LLC

  • $708 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
184K
+ 47.93%
$100.37 - $100.72 $18.5M - $18.6M
569K $57.1B
DFIV
Dimensional ETF Tr

ETFs
39.6K
+ 7.28%
$45.13 - $48.25 $1.79M - $1.91M
584K $29.1B
VTI
Vanguard Total Stock Market Et

ETFs
8.68K
+ 32.15%
$321.8 - $337.95 $2.79M - $2.93M
35.7K $12B
TLT
Ishares Barclays 20+ Year Trea

ETFs
35.9K
+ 178.95%
$88.67 - $92.06 $3.18M - $3.3M
55.9K $4.88B
DFAI
Dimensional ETF Tr

ETFs
48.6K
+ 7.1%
$35.82 - $37.52 $1.74M - $1.82M
733K $27.9B
AMZN
Amazon Com Inc

Consumer Cyclical
9.71K
+ 81.74%
$213.04 - $254.0 $2.07M - $2.47M
21.6K $4.98B
DFAE
Dimensional ETF Tr

ETFs
47K
+ 7.05%
$30.74 - $33.05 $1.44M - $1.55M
714K $23.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
36.6K
+ 5.13%
$37.61 - $39.41 $1.38M - $1.44M
750K $29.7B
PLTR
Palantir Technologies Inc.

Technology
12.2K
+ 458.67%
$172.14 - $207.18 $2.1M - $2.52M
14.8K $2.64B
Innovator Etfs Trust
72.1K
New
N/A
72.1K $2.05B
GVA
Granite Construction Inc

Industrials
13.5K
+ 574.56%
$98.5 - $109.25 $1.33M - $1.48M
15.9K $1.83B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.6K
+ 23.93%
$91.46 - $91.76 $1.42M - $1.43M
80.6K $7.36B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
24.8K
+ 262.13%
$41.61 - $44.26 $1.03M - $1.1M
34.2K $1.52B
SHV
Ishares Tr

ETFs
9.79K
+ 155.74%
$110.15 - $110.49 $1.08M - $1.08M
16.1K $1.77B
GNR
Spdr S&P Global Natural Resour

ETFs
11.1K
+ 8.76%
$57.53 - $60.89 $639K - $676K
138K $8.56B
VTV
Vanguard Value ETF

ETFs
2.64K
+ 2.16%
$182.87 - $189.72 $483K - $501K
125K $23.8B
IAU
Ishares Gold Trust

ETFs
1.38K
+ 1.37%
$72.65 - $82.5 $100K - $114K
102K $8.27B
SCHO
Schwab Short Term Us Treasury

ETFs
39.3K
+ 2.05%
$24.31 - $24.46 $955K - $960K
1.95M $47.6B
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.8K
+ 6.81%
$30.11 - $31.43 $536K - $559K
279K $8.83B
VGLT
Vanguard Long Term Treasury Et

ETFs
15.5K
New
$56.44 - $58.38 $877K - $907K
15.5K $867M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
16.3K
New
$44.68 - $47.47 $729K - $774K
16.3K $767M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.28K
+ 20.9%
$475.68 - $513.11 $609K - $657K
7.4K $3.72B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.58K
+ 5.46%
$77.73 - $78.84 $667K - $677K
166K $12.9B
GOOGL
Alphabet Inc.

Communication Services
161
+ 2.14%
$236.57 - $291.31 $38.1K - $46.9K
7.69K $2.41B
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 9.08%
$32.24 - $33.72 $350K - $366K
130K $4.49B
AAXJ
Ishares Msci All Country Asia

ETFs
3.43K
+ 2.93%
$89.0 - $96.2 $305K - $329K
120K $11.2B
Oaktree Specialty Lending CO
43.8K
+ 55.36%
N/A
123K $1.56B
DFAT
Dimensional ETF Tr U S Target

ETFs
4.51K
+ 2.3%
$55.75 - $58.83 $251K - $265K
201K $12B
Dimensional ETF Trust
6.59K
+ 2.9%
N/A
233K $7.98B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
24.2K
+ 23.56%
$20.77 - $20.97 $504K - $508K
127K $2.67B
MRVL
Marvell Technology, Inc.

Technology
5.58K
New
$81.05 - $93.74 $453K - $523K
5.58K $474M
KOCT
Innovator Laddered Fund Of U.S
13.7K
New
N/A
13.7K $461M
FNDA
Schwab Fundamental U S Small C

ETFs
14.2K
New
$29.85 - $31.55 $424K - $448K
14.2K $448M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.31K
+ 75.5%
$76.84 - $80.86 $408K - $430K
12.3K $991M
SJNK
Spdr Bloomberg Short Term High

ETFs
18K
+ 28.92%
$25.2 - $25.57 $454K - $461K
80.3K $2.03B
SLV
I Shares Silver Trust

ETFs
197
+ 1.05%
$42.4 - $49.17 $8.35K - $9.69K
19K $1.23B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.13K
+ 40.42%
$72.17 - $75.74 $371K - $389K
17.8K $1.35B
IOCT
Innovator Etfs Tr Intl Dev Pow
10.2K
+ 54.34%
N/A
29K $1.01B
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.21K
New
$61.89 - $76.13 $384K - $473K
6.21K $363M
FNDX
Schwab Fundamental U S Large C

ETFs
13.1K
New
$25.68 - $26.95 $336K - $352K
13.1K $356M
HRI
Herc Holdings Inc

Industrials
2.27K
New
$117.79 - $142.05 $268K - $323K
2.27K $337M
SPY
Spdr S&P 500 ETF Trust

ETFs
393
+ 9.82%
$653.02 - $687.39 $257K - $270K
4.4K $3B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.55K
+ 60.57%
$35.77 - $38.66 $270K - $292K
20K $774M
FLRN
Spdr Bloomberg Investment Grad

ETFs
11.6K
+ 4.05%
$30.72 - $30.86 $355K - $357K
297K $9.13B
RCII
Rent A Center Inc De

Industrials
17.8K
New
N/A
17.8K $313M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.13K
+ 30.22%
$99.87 - $101.27 $313K - $317K
13.5K $1.35B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
7.1K
+ 38.3%
$37.91 - $39.12 $269K - $278K
25.6K $1.02B
COST
Costco Wholesale Corp

Consumer Defensive
373
+ 117.67%
$910.94 - $954.99 $340K - $356K
690 $595M
NRG
Nrg Energy, Inc.

Utilities
1.89K
New
$160.42 - $178.5 $304K - $338K
1.89K $301M
Activity Summary
Buys All Purchases 206 New Holdings 29 Increased Positions 177 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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