Fiduciary Financial Group, LLC Purchases in Q1 2025

Fiduciary Financial Group, LLC

  • $459 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
127K
+ 8.56%
$24.1 - $24.34 $3.07M - $3.1M
1.62M $39.3B
DFAU
Dimensional ETF Tr

ETFs
68K
+ 232.75%
$37.84 - $42.29 $2.57M - $2.87M
97.1K $3.49B
VTV
Vanguard Value ETF

ETFs
13.9K
+ 190.1%
$167.73 - $179.21 $2.33M - $2.49M
21.2K $3.38B
MUB
Ishares National Muni Bond ETF

ETFs
21K
+ 43.55%
$104.71 - $107.69 $2.2M - $2.26M
69.1K $7.12B
GNR
Spdr S&P Global Natural Resour

ETFs
44.1K
+ 76.68%
$50.12 - $54.48 $2.21M - $2.4M
102K $4.86B
DFIV
Dimensional ETF Tr

ETFs
28.6K
+ 6.43%
$35.33 - $40.77 $1.01M - $1.17M
474K $17.2B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16K
+ 28.91%
$91.45 - $91.75 $1.46M - $1.47M
71.4K $6.53B
DFIC
Dimensional ETF Tr Dimensional

ETFs
53K
+ 191.95%
$25.54 - $28.79 $1.35M - $1.53M
80.6K $2.12B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
64.8K
New
$20.7 - $21.15 $1.34M - $1.37M
64.8K $1.32B
EWY
Ishares Inc Msci South Korea E

ETFs
24.8K
+ 154.24%
$51.16 - $58.46 $1.27M - $1.45M
40.9K $2.12B
IAU
Ishares Gold Trust

ETFs
6.23K
+ 6.78%
$49.74 - $58.96 $310K - $367K
98.1K $5.87B
MCD
Mcdonalds Corp

Consumer Cyclical
3.37K
+ 187.34%
$279.74 - $321.29 $944K - $1.08M
5.18K $1.59B
SJNK
Spdr Bloomberg Short Term High

ETFs
42.8K
New
$25.08 - $25.64 $1.07M - $1.1M
42.8K $1.04B
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.49K
+ 16.81%
$105.1 - $109.61 $998K - $1.04M
65.9K $6.94B
DFSV
Dimensional ETF Tr Dimensional

ETFs
35.7K
New
$27.56 - $32.1 $985K - $1.15M
35.7K $893M
CMF
Ishares California Muni Bond E

ETFs
15.9K
New
$55.93 - $57.47 $891K - $916K
15.9K $878M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.74K
+ 138.55%
$507.05 - $563.67 $880K - $979K
2.99K $1.44B
DIHP
Dimensional ETF Tr Dimensional

ETFs
22.7K
+ 11.02%
$25.1 - $27.85 $569K - $631K
228K $5.84B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.89K
+ 4.31%
$73.78 - $76.59 $434K - $451K
143K $10.7B
FLRN
Spdr Bloomberg Investment Grad

ETFs
23.2K
+ 10.05%
$30.71 - $30.87 $714K - $717K
254K $7.74B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
18.5K
New
$34.08 - $35.99 $631K - $667K
18.5K $618M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
25.6K
+ 180.04%
$26.53 - $29.63 $678K - $758K
39.8K $1B
DFAI
Dimensional ETF Tr

ETFs
8.2K
+ 1.35%
$28.88 - $32.4 $237K - $266K
616K $18.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
213
+ 3.61%
$442.66 - $534.52 $94.3K - $114K
6.11K $3.15B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.59K
New
$120.24 - $134.3 $552K - $616K
4.59K $524M
T
At&T Inc.

Communication Services
18.7K
New
$21.56 - $28.28 $402K - $528K
18.7K $493M
Oaktree Specialty Lending CO
35.6K
+ 197.59%
N/A
53.6K $726M
REET
Ishares Global Reit ETF

ETFs
23.9K
+ 18.69%
$23.24 - $25.16 $556K - $602K
152K $3.41B
Innovator Etfs Trust
15.3K
New
N/A
15.3K $413M
MCK
Mckesson Corp

Healthcare
604
New
$566.21 - $672.99 $342K - $406K
604 $410M
AMGN
Amgen Inc

Healthcare
1.34K
+ 121.67%
$258.59 - $327.36 $347K - $439K
2.45K $688M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.53K
+ 11.38%
$56.51 - $62.98 $369K - $411K
63.9K $3.65B
FTNT
Fortinet, Inc.

Technology
4.11K
New
$92.49 - $114.57 $380K - $471K
4.11K $396M
CMCSA
Comcast Corp

Communication Services
11.3K
New
$33.19 - $38.23 $376K - $433K
11.3K $381M
Dimensional ETF Trust
7.18K
+ 99.64%
N/A
14.4K $701M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.6K
+ 170.68%
$56.17 - $59.71 $370K - $394K
10.5K $559M
IOCT
Innovator Etfs Tr Intl Dev Pow
11.3K
+ 155.49%
N/A
18.6K $551M
Innovator Etfs Trust
12.8K
New
N/A
12.8K $330M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.5K
New
$96.93 - $109.51 $340K - $384K
3.5K $323M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.03K
+ 29.3%
$360.07 - $417.26 $732K - $848K
8.97K $3.08B
VT
Vanguard Total World Stk Index

ETFs
3.28K
+ 64.26%
$115.08 - $123.97 $378K - $407K
8.39K $913M
F
Ford Motor CO

Consumer Cyclical
34.4K
New
$9.12 - $10.43 $314K - $359K
34.4K $315M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.58K
New
$126.86 - $146.45 $327K - $378K
2.58K $314M
RGLD
Royal Gold Inc

Basic Materials
1.81K
New
$132.55 - $163.51 $240K - $296K
1.81K $309M
Vanguard Calif Tax Free Fds
3.11K
New
N/A
3.11K $301M
VO
Vanguard Mid Cap ETF

ETFs
1.38K
+ 106.25%
$251.87 - $277.95 $347K - $383K
2.68K $641M
WM
Waste Management Inc

Industrials
1.29K
New
$200.54 - $233.78 $259K - $302K
1.29K $292M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.88K
New
$168.84 - $202.89 $318K - $382K
1.88K $287M
A
Agilent Technologies, Inc.

Healthcare
2.72K
New
$116.69 - $152.6 $317K - $415K
2.72K $272M
Activity Summary
Buys All Purchases 160 New Holdings 47 Increased Positions 113 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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