Fiduciary Financial Group, LLC Incresed Positions 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
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.16K
+ 28.84%
$41.9 - $48.26 $216K - $249K
23K $1.11B
IAU
Ishares Gold Trust

ETFs
59
+ 0.06%
$44.06 - $50.5 $2.6K - $2.98K
96K $4.76B
CVX
Chevron Corp

Energy
1.93K
+ 70.86%
$137.88 - $161.97 $266K - $313K
4.66K $693M
META
Meta Platforms, Inc.

Communication Services
79
+ 4.1%
$453.41 - $572.44 $35.8K - $45.2K
2.01K $1.19B
Dimensional ETF Trust
3.39K
+ 75.15%
N/A
7.9K $498M
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
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
VEU
Vanguard Ftse All World Ex Us

ETFs
874
+ 1.79%
$56.47 - $63.69 $49.4K - $55.7K
49.8K $3.1B
NFLX
Netflix Inc

Communication Services
58
+ 5.37%
$598.55 - $722.26 $34.7K - $41.9K
1.14K $822M
MCHI
Ishares Msci China ETF

ETFs
418
+ 5.16%
$40.43 - $50.98 $16.9K - $21.3K
8.53K $454M
CSCO
Cisco Systems, Inc.

Technology
836
+ 7.63%
$44.74 - $53.22 $37.4K - $44.5K
11.8K $622M
MCD
Mcdonalds Corp

Consumer Cyclical
81
+ 4.79%
$245.82 - $304.51 $19.9K - $24.7K
1.77K $535M
HPE
Hewlett Packard Enterprise CO

Technology
4.93K
+ 36.65%
$16.1 - $21.44 $79.4K - $106K
18.4K $386M
KMI
Kinder Morgan, Inc.

Energy
2.03K
+ 13.79%
$19.72 - $22.22 $39.9K - $45K
16.7K $390M
IVV
Ishares Core S&P 500 ETF

ETFs
139
+ 11.84%
$520.18 - $576.82 $72.3K - $80.2K
1.31K $756M
AES
Aes Corp

Utilities
4.34K
+ 32.05%
$16.18 - $20.07 $70.1K - $87K
17.9K $324M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.66%
$333.64 - $405.2 $3.67K - $4.46K
1.69K $699M
DFSE
Dimensional ETF Tr Dimen Emrgn
2.06K
+ 32.72%
N/A
8.36K $298M
GIS
General Mills Inc

Consumer Defensive
442
+ 10.84%
$62.5 - $75.15 $27.6K - $33.2K
4.52K $328M
PGR
Progressive Corp

Financial Services
55
+ 3.81%
$209.46 - $259.24 $11.5K - $14.3K
1.5K $373M
ED
Consolidated Edison Inc

Utilities
227
+ 5.13%
$88.42 - $104.97 $20.1K - $23.8K
4.65K $475M
PSA
Public Storage

Real Estate
60
+ 5.43%
$283.13 - $365.01 $17K - $21.9K
1.17K $405M
LNT
Alliant Energy Corp

Utilities
617
+ 10.05%
$50.74 - $60.74 $31.3K - $37.5K
6.76K $403M
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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