Fiduciary Financial Group, LLC Purchases in Q4 2024

Fiduciary Financial Group, LLC

  • $460 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
122K
+ 140.09%
$100.16 - $100.7 $12.2M - $12.3M
209K $21B
AAPL
Apple Inc.

Technology
5
+ 0.0%
$221.69 - $259.02 $1.11K - $1.3K
175K $41.4B
FLKR
Franklin Templeton ETF Tr

ETFs
79.4K
New
$17.41 - $21.11 $1.38M - $1.68M
79.4K $1.46B
GUNR
Flexshares Tr Morningstar Glob

ETFs
36.6K
New
$36.15 - $41.9 $1.32M - $1.53M
36.6K $1.35B
Arista Networks Inc
9.84K
New
N/A
9.84K $1.12B
COIN
Coinbase Global, Inc.

Technology
16
+ 0.14%
$163.17 - $343.62 $2.61K - $5.5K
11.4K $2.95B
SCMB
Schwab Strategic Tr Mun Bd ETF
40.1K
New
N/A
40.1K $1.02B
VTI
Vanguard Total Stock Market Et

ETFs
2.57K
+ 9.78%
$280.04 - $302.45 $720K - $778K
28.9K $8.29B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17.8K
+ 3.06%
$33.92 - $36.6 $603K - $651K
600K $20.6B
Dimensional ETF Trust
11.1K
+ 139.89%
N/A
19K $1.17B
Dimensional ETF Trust
10.4K
New
N/A
10.4K $665M
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 19.53%
$180.88 - $232.93 $273K - $352K
9.25K $2.02B
GVA
Granite Construction Inc

Industrials
6.25K
New
$79.33 - $100.2 $495K - $626K
6.25K $545M
NVDA
Nvidia Corp

Technology
1.92K
+ 2.9%
$117.0 - $148.88 $225K - $286K
68.4K $9.29B
GOOG
Alphabet Inc.

Communication Services
66
+ 0.44%
$163.08 - $198.16 $10.8K - $13.1K
14.9K $2.89B
AVGO
Broadcom Inc.

Technology
1.5K
+ 83.33%
$159.67 - $250.0 $240K - $375K
3.3K $740M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
14.2K
New
$27.45 - $55.56 $390K - $789K
14.2K $399M
QQQ
Invesco Qqq Trust, Series 1

ETFs
366
+ 3.16%
$481.22 - $538.17 $176K - $197K
11.9K $6.06B
SCHO
Schwab Short Term Us Treasury

ETFs
758K
+ 103.62%
$24.06 - $48.88 $18.2M - $37M
1.49M $35.9B
TGT
Target Corp

Consumer Defensive
2.37K
New
$121.59 - $160.69 $289K - $381K
2.37K $336M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
127
+ 1.03%
$47.29 - $84.74 $6.01K - $10.8K
12.5K $939M
AEP
American Electric Power CO Inc

Utilities
3.48K
New
$90.91 - $102.21 $317K - $356K
3.48K $326M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.74K
New
$155.96 - $188.66 $271K - $328K
1.74K $313M
DFIC
Dimensional ETF Tr Dimensional

ETFs
13.3K
+ 93.56%
$25.61 - $28.0 $342K - $374K
27.6K $706M
Lam Research Corp
4.17K
New
N/A
4.17K $312M
KGC
Kinross Gold Corp

Basic Materials
29.6K
New
$9.03 - $10.75 $268K - $318K
29.6K $309M
VXF
Vanguard Extended Market ETF

ETFs
1.58K
New
$179.17 - $207.15 $283K - $328K
1.58K $299M
DELL
Dell Technologies Inc.

Technology
2.6K
New
$111.96 - $144.21 $291K - $375K
2.6K $298M
SKX
Skechers Usa Inc

Consumer Cyclical
4.25K
New
$59.24 - $72.0 $252K - $306K
4.25K $298M
VEA
Vanguard Ftse Developed Market

ETFs
7K
+ 82.99%
$47.57 - $52.44 $333K - $367K
15.4K $734M
NKE
Nike, Inc.

Consumer Cyclical
4.1K
New
$73.36 - $89.13 $301K - $366K
4.1K $292M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.45K
+ 7.42%
$74.5 - $78.37 $704K - $740K
137K $10.1B
DUK
Duke Energy Corp

Utilities
2.75K
New
$105.76 - $120.76 $291K - $332K
2.75K $291M
Innovator Etfs Trust
12K
New
N/A
12K $290M
GNRC
Generac Holdings Inc.

Industrials
1.82K
New
$154.28 - $195.11 $281K - $355K
1.82K $287M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
9.3K
New
$28.6 - $34.92 $266K - $325K
9.3K $284M
GPN
Global Payments Inc

Industrials
2.67K
New
$97.57 - $119.38 $260K - $319K
2.67K $282M
KALU
Kaiser Aluminum Corp

Basic Materials
4K
New
$67.31 - $86.2 $269K - $345K
4K $281M
CRM
Salesforce, Inc.

Technology
492
+ 10.64%
$270.87 - $367.87 $133K - $181K
5.12K $1.63B
ZTS
Zoetis Inc.

Healthcare
1.7K
New
$162.24 - $194.42 $275K - $330K
1.7K $277M
YELP
Yelp Inc

Communication Services
7.19K
New
$33.38 - $40.61 $240K - $292K
7.19K $276M
DFSU
Dimensional ETF Tr Dimen Us Su
6.97K
+ 19.44%
N/A
42.8K $1.61B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
9.42K
New
$28.48 - $29.56 $268K - $278K
9.42K $274M
Oaktree Specialty Lending CO
18K
New
N/A
18K $270M
TROW
Price T Rowe Group Inc

Financial Services
2.48K
New
$106.48 - $124.69 $264K - $309K
2.48K $269M
ENOV
Enovis Corp

Industrials
5.99K
New
$38.5 - $49.33 $231K - $296K
5.99K $268M
IWF
Ishares Russell 1000 Gr ETF

ETFs
303
+ 4.57%
$370.24 - $418.94 $112K - $127K
6.94K $2.76B
VB
Vanguard Small Cap ETF

ETFs
1.05K
+ 85.11%
$233.76 - $261.58 $245K - $274K
2.28K $542M
LLY
Eli Lilly & CO

Healthcare
371
+ 89.18%
$727.2 - $932.06 $270K - $346K
787 $630M
Activity Summary
Buys All Purchases 163 New Holdings 44 Increased Positions 119 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 2
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