Fiduciary Financial Group, LLC Purchases in Q2 2025

Fiduciary Financial Group, LLC

  • $553 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
50
+ 1.24%
$81.72 - $124.01 $4.09K - $6.2K
4.08K $504M
IBM
International Business Machines Corp

Technology
117
+ 5.92%
$221.03 - $294.78 $25.9K - $34.5K
2.09K $609M
INDA
Ishares Msci India Index Fund

ETFs
409
+ 1.69%
$49.13 - $55.86 $20.1K - $22.8K
24.6K $1.37B
UBER
Uber Technologies, Inc

Technology
820
+ 23.3%
$64.62 - $93.3 $53K - $76.5K
4.34K $400M
SJNK
Spdr Bloomberg Short Term High

ETFs
3.95K
+ 9.23%
$24.12 - $25.48 $95.3K - $101K
46.8K $1.18B
NKE
Nike, Inc.

Consumer Cyclical
762
+ 17.02%
$53.27 - $72.04 $40.6K - $54.9K
5.24K $385M
Lam Research Corp
150
+ 3.82%
N/A
4.07K $394M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
102
+ 6.79%
$141.37 - $228.57 $14.4K - $23.3K
1.6K $360M
CSCO
Cisco Systems, Inc.

Technology
20
+ 0.2%
$53.19 - $69.38 $1.06K - $1.39K
10.2K $705M
NUE
Nucor Corp

Basic Materials
557
+ 25.53%
$103.22 - $131.43 $57.5K - $73.2K
2.74K $367M
IWN
Ishares Russell2000 Val ETF

ETFs
160
+ 4.15%
$131.84 - $157.76 $21.1K - $25.2K
4.01K $646M
RWO
Spdr Dow Jones Global Real Est

ETFs
730
+ 3.41%
$38.85 - $45.0 $28.4K - $32.9K
22.1K $985M
T
At&T Inc.

Communication Services
2.5K
+ 13.37%
$26.33 - $28.94 $65.7K - $72.2K
21.2K $611M
VB
Vanguard Small Cap ETF

ETFs
139
+ 6.19%
$193.73 - $237.37 $26.9K - $33K
2.38K $571M
BMY
Bristol Myers Squibb CO

Healthcare
2.69K
+ 59.69%
$44.12 - $59.6 $119K - $160K
7.19K $342M
ETN
Eaton Corp PLC

Industrials
11
+ 0.88%
$246.52 - $356.99 $2.71K - $3.93K
1.26K $448M
USB
Us Bancorp \De\

Financial Services
481
+ 5.18%
$36.4 - $45.76 $17.5K - $22K
9.76K $454M
Dimensional ETF Trust
37
+ 0.35%
N/A
10.5K $706M
Oaktree Specialty Lending CO
6.85K
+ 12.77%
N/A
60.5K $831M
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.08K
+ 29.51%
$33.46 - $38.01 $69.4K - $78.9K
9.11K $346M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
46
+ 0.67%
$40.95 - $57.85 $1.88K - $2.66K
6.95K $400M
CVX
Chevron Corp

Energy
366
+ 8.6%
$133.73 - $168.51 $48.9K - $61.7K
4.62K $673M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
18
+ 0.39%
$108.06 - $135.3 $1.95K - $2.44K
4.61K $622M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
217
+ 3.08%
$58.41 - $72.69 $12.7K - $15.8K
7.25K $527M
LLY
Eli Lilly & CO

Healthcare
61
+ 7.74%
$713.71 - $898.95 $43.5K - $54.8K
849 $659M
AMCR
Amcor PLC

Consumer Cyclical
8.05K
+ 33.08%
$8.57 - $9.81 $68.9K - $78.9K
32.4K $307M
EQH
Equitable Holdings, Inc.

Financial Services
10
+ 0.12%
$43.98 - $56.1 $440 - $561
8.3K $464M
JEPI
J P Morgan Exchange Traded Fd

ETFs
865
+ 8.27%
$51.14 - $57.0 $44.2K - $49.3K
11.3K $643M
ES
Eversource Energy

Utilities
605
+ 13.37%
$54.25 - $65.89 $32.8K - $39.9K
5.13K $331M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
332
+ 1.29%
$30.9 - $34.31 $10.3K - $11.4K
26K $892M
DFSE
Dimensional ETF Tr Dimen Emrgn
578
+ 6.99%
N/A
8.85K $337M
NVS
Novartis Ag

Healthcare
47
+ 1.31%
$101.96 - $121.01 $4.79K - $5.69K
3.64K $448M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.12K
+ 15.92%
$27.79 - $34.16 $31K - $38.1K
8.12K $278M
AMGN
Amgen Inc

Healthcare
180
+ 7.36%
$262.28 - $309.85 $47.2K - $55.8K
2.63K $763M
VOE
Vanguard Mid Cap Value Index F

ETFs
106
+ 3.59%
$141.87 - $164.49 $15K - $17.4K
3.06K $509M
HON
Honeywell International Inc

Industrials
33
+ 2.33%
$182.86 - $232.88 $6.03K - $7.69K
1.45K $347M
MRK
Merck & Co., Inc.

Healthcare
521
+ 7.72%
$73.47 - $87.12 $38.3K - $45.4K
7.27K $595M
NEM
Newmont Corp

Basic Materials
29
+ 0.33%
$44.18 - $59.46 $1.28K - $1.72K
8.78K $516M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
574
+ 7.46%
$96.84 - $99.46 $55.6K - $57.1K
8.26K $816M
AOR
Ishares Tr Core Growth Allocat

ETFs
282
+ 3.54%
$53.36 - $61.57 $15K - $17.4K
8.25K $508M
SHV
Ishares Tr

ETFs
636
+ 11.24%
$110.06 - $110.46 $70K - $70.3K
6.3K $693M
MDT
Medtronic PLC

Healthcare
361
+ 6.07%
$80.68 - $88.86 $29.1K - $32.1K
6.31K $560M
ZTS
Zoetis Inc.

Healthcare
300
+ 18.5%
$144.41 - $170.3 $43.3K - $51.1K
1.92K $306M
PKG
Packaging Corp Of America

Consumer Cyclical
171
+ 9.18%
$175.97 - $201.36 $30.1K - $34.4K
2.03K $412M
IOCT
Innovator Etfs Tr Intl Dev Pow
189
+ 1.02%
N/A
18.8K $616M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
27
+ 0.22%
$23.66 - $29.99 $639 - $810
12.3K $370M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1
+ 0.01%
$73.0 - $85.5 $73 - $85.5
7.75K $653M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
12
+ 0.34%
$86.93 - $109.64 $1.04K - $1.32K
3.52K $385M
JNJ
Johnson & Johnson

Healthcare
145
+ 2.66%
$146.36 - $159.82 $21.2K - $23.2K
5.59K $871M
Activity Summary
Buys All Purchases 200 New Holdings 38 Increased Positions 162 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fiduciary Financial Group, LLC Portfolio

Follow Fiduciary Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email