Fiduciary Financial Group, LLC Purchases in Q3 2024

Fiduciary Financial Group, LLC

  • $435 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
69.5K
+ 10.51%
$47.93 - $49.06 $3.33M - $3.41M
731K $35.5B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
57.6K
+ 10.99%
$31.05 - $34.29 $1.79M - $1.98M
582K $19.9B
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
48.8K
+ 497.62%
$33.02 - $35.03 $1.61M - $1.71M
58.6K $2.05B
DFAE
Dimensional ETF Tr

ETFs
48.8K
+ 9.31%
$24.46 - $27.82 $1.19M - $1.36M
573K $15.7B
DFIV
Dimensional ETF Tr

ETFs
41.3K
+ 10.21%
$34.66 - $38.38 $1.43M - $1.58M
445K $16.7B
DFAI
Dimensional ETF Tr

ETFs
42.6K
+ 7.84%
$28.69 - $32.06 $1.22M - $1.36M
585K $18.3B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.86K
+ 1.48%
$85.84 - $85.84 $246K - $246K
196K $18.8B
DUHP
Dimensional ETF Tr Dimensional

ETFs
23.1K
+ 13.24%
$30.74 - $34.07 $711K - $788K
198K $6.76B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.2K
+ 8.71%
$74.26 - $78.84 $757K - $804K
127K $9.81B
Dimensional ETF Trust
24.3K
+ 15.54%
N/A
181K $5.55B
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.02K
+ 9.7%
$106.11 - $113.72 $533K - $571K
56.8K $6.31B
DIHP
Dimensional ETF Tr Dimensional

ETFs
20.3K
+ 11.69%
$25.23 - $27.94 $513K - $568K
194K $5.28B
USEP
Innovator U.S. Equity Ultra Bu
14.1K
+ 137.81%
N/A
24.3K $841M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5K
+ 6.1%
$100.3 - $100.74 $502K - $504K
87K $8.74B
ADBE
Adobe Inc.

Technology
902
New
$508.13 - $586.55 $458K - $529K
902 $448M
QQQ
Invesco Qqq Trust, Series 1

ETFs
977
+ 9.22%
$434.77 - $502.96 $425K - $491K
11.6K $5.66B
DFAT
Dimensional ETF Tr U S Target

ETFs
12.3K
+ 7.51%
$51.0 - $57.07 $628K - $702K
176K $9.63B
DFSU
Dimensional ETF Tr Dimen Us Su
9.66K
+ 36.89%
N/A
35.9K $1.33B
OC
Owens Corning

Industrials
1.81K
New
$154.02 - $186.38 $278K - $337K
1.81K $329M
PM
Philip Morris International Inc.

Consumer Defensive
2.7K
New
$101.25 - $127.45 $273K - $344K
2.7K $320M
SWK
Stanley Black & Decker, Inc.

Industrials
2.83K
New
$77.75 - $110.17 $220K - $312K
2.83K $301M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.16K
+ 28.84%
$41.9 - $48.26 $216K - $249K
23K $1.11B
ABBV
Abb Vie Inc.

Healthcare
1.47K
New
$163.84 - $199.33 $240K - $292K
1.47K $283M
IAU
Ishares Gold Trust

ETFs
59
+ 0.06%
$44.06 - $50.5 $2.6K - $2.98K
96K $4.76B
DFSB
Dimensional ETF Tr Dimensional
5.06K
New
N/A
5.06K $267M
RMD
Resmed Inc

Healthcare
1.13K
New
$186.94 - $252.92 $210K - $285K
1.13K $266M
CVX
Chevron Corp

Energy
1.93K
+ 70.86%
$137.88 - $161.97 $266K - $313K
4.66K $693M
COST
Costco Wholesale Corp

Consumer Defensive
280
New
$801.83 - $917.05 $225K - $257K
280 $249M
META
Meta Platforms, Inc.

Communication Services
79
+ 4.1%
$453.41 - $572.44 $35.8K - $45.2K
2.01K $1.19B
AEE
Ameren Corp

Utilities
2.7K
New
$70.45 - $87.46 $190K - $236K
2.7K $234M
RMR
Rmr Group Inc.

Real Estate
8.62K
New
$22.48 - $26.2 $194K - $226K
8.62K $218M
Dimensional ETF Trust
3.39K
+ 75.15%
N/A
7.9K $498M
CME
Cme Group Inc.

Financial Services
980
New
$193.43 - $220.62 $190K - $216K
980 $217M
TD
Toronto Dominion Bank

Financial Services
3.32K
New
$54.54 - $64.56 $181K - $215K
3.32K $211M
CL
Colgate Palmolive CO

Consumer Defensive
2.05K
New
$95.54 - $108.77 $196K - $223K
2.05K $206M
EQAL
Invesco ETF

ETFs
4.19K
New
$44.26 - $48.66 $186K - $204K
4.19K $202M
VCR
Vanguard Consumer Discretionar

ETFs
600
New
$291.88 - $341.94 $175K - $205K
600 $200M
VTV
Vanguard Value ETF

ETFs
911
+ 17.64%
$159.75 - $174.57 $146K - $159K
6.08K $1.05B
REET
Ishares Global Reit ETF

ETFs
1.8K
+ 1.52%
$23.07 - $27.17 $41.5K - $48.9K
120K $3.11B
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.31K
+ 2.88%
$30.55 - $30.85 $193K - $195K
226K $6.93B
DFSI
Dimensional ETF Tr Dimen Intl
5.03K
+ 55.81%
N/A
14K $490M
SVC
Service Properties Trust

Real Estate
38K
New
$4.32 - $6.1 $164K - $232K
38K $179M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.83K
+ 3.6%
$91.42 - $91.82 $167K - $168K
52.7K $4.82B
GNR
Spdr S&P Global Natural Resour

ETFs
3.2K
+ 4.28%
$53.02 - $57.84 $169K - $185K
77.9K $4.44B
VTI
Vanguard Total Stock Market Et

ETFs
263
+ 1.01%
$255.18 - $283.2 $67.1K - $74.5K
26.3K $7.43B
VBR
Vanguard Small Cap Value ETF

ETFs
688
+ 4.57%
$179.99 - $201.6 $124K - $139K
15.7K $3.12B
APD
Air Products & Chemicals, Inc.

Basic Materials
361
+ 40.02%
$247.34 - $300.11 $89.3K - $108K
1.26K $392M
JNJ
Johnson & Johnson

Healthcare
685
+ 19.88%
$145.48 - $167.38 $99.7K - $115K
4.13K $660M
IBM
International Business Machines Corp

Technology
217
+ 10.98%
$175.1 - $223.38 $38K - $48.5K
2.19K $501M
Activity Summary
Buys All Purchases 165 New Holdings 17 Increased Positions 148 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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