Fiduciary Financial Group, LLC Incresed Positions 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
COIN
Coinbase Global, Inc.

Technology
16
+ 0.14%
$163.17 - $343.62 $2.61K - $5.5K
11.4K $2.95B
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
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 19.53%
$180.88 - $232.93 $273K - $352K
9.25K $2.02B
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
SCHO
Schwab Short Term Us Treasury

ETFs
758K
+ 103.62%
$24.06 - $48.88 $18.2M - $37M
1.49M $35.9B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
127
+ 1.03%
$47.29 - $84.74 $6.01K - $10.8K
12.5K $939M
DFIC
Dimensional ETF Tr Dimensional

ETFs
13.3K
+ 93.56%
$25.61 - $28.0 $342K - $374K
27.6K $706M
VEA
Vanguard Ftse Developed Market

ETFs
7K
+ 82.99%
$47.57 - $52.44 $333K - $367K
15.4K $734M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.45K
+ 7.42%
$74.5 - $78.37 $704K - $740K
137K $10.1B
CRM
Salesforce, Inc.

Technology
492
+ 10.64%
$270.87 - $367.87 $133K - $181K
5.12K $1.63B
DFSU
Dimensional ETF Tr Dimen Us Su
6.97K
+ 19.44%
N/A
42.8K $1.61B
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.7K
+ 5.13%
$91.29 - $91.8 $247K - $248K
55.4K $5.07B
V
Visa Inc.

Financial Services
103
+ 2.02%
$273.87 - $320.91 $28.2K - $33.1K
5.21K $1.6B
MSFT
Microsoft Corp

Technology
373
+ 4.17%
$406.35 - $454.46 $152K - $170K
9.31K $3.9B
GOOGL
Alphabet Inc.

Communication Services
202
+ 3.65%
$161.86 - $196.66 $32.7K - $39.7K
5.74K $1.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.14K
+ 51.98%
$96.64 - $101.23 $207K - $217K
6.27K $601M
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.5K
+ 2.44%
$30.67 - $30.84 $169K - $170K
231K $7.12B
VTV
Vanguard Value ETF

ETFs
1.22K
+ 20.1%
$168.32 - $181.87 $206K - $222K
7.3K $1.22B
VEU
Vanguard Ftse All World Ex Us

ETFs
7.6K
+ 15.26%
$57.29 - $63.1 $435K - $479K
57.4K $3.25B
Dimensional ETF Trust
9.9K
+ 5.48%
N/A
191K $5.69B
VST
Vistra Corp.

Utilities
105
+ 4.12%
$115.74 - $166.61 $12.2K - $17.5K
2.65K $442M
SGOL
Abrdn Gold ETF Trust

ETFs
2.37K
+ 2.81%
$24.46 - $26.62 $57.9K - $63K
86.4K $2.22B
VBR
Vanguard Small Cap Value ETF

ETFs
798
+ 5.07%
$197.36 - $217.3 $157K - $173K
16.5K $3.23B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.39K
+ 50.25%
$77.02 - $78.58 $107K - $110K
4.17K $321M
XOM
Exxon Mobil Corp

Energy
1.69K
+ 33.05%
$105.51 - $125.37 $178K - $212K
6.8K $725M
Dimensional ETF Trust
1.87K
+ 35.03%
N/A
7.21K $359M
VUG
Vanguard Growth ETF

ETFs
40
+ 1.25%
$378.79 - $428.11 $15.2K - $17.1K
3.24K $1.32B
HYBB
Ishares Tr Bb Rated Corporate

ETFs
1.83K
+ 18.13%
$45.73 - $47.09 $83.6K - $86.1K
11.9K $547M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.28%
$486.1 - $608.57 $1.46K - $1.83K
1.08K $604M
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 1.25%
$567.81 - $607.81 $31.8K - $34K
4.53K $2.63B
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.22%
$471.27 - $550.62 $943 - $1.1K
902 $494M
DFSI
Dimensional ETF Tr Dimen Intl
2.9K
+ 20.66%
N/A
16.9K $550M
META
Meta Platforms, Inc.

Communication Services
16
+ 0.8%
$554.08 - $632.68 $8.87K - $10.1K
2.02K $1.25B
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 12.14%
$873.59 - $994.69 $29.7K - $33.8K
314 $294M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.94K
+ 2.49%
$33.62 - $35.69 $166K - $176K
203K $6.8B
PNOV
Innovator U.S. Equity Power Bu
1K
+ 10.21%
N/A
10.8K $407M
CVX
Chevron Corp

Energy
127
+ 2.73%
$141.15 - $162.53 $17.9K - $20.6K
4.78K $733M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
18
+ 0.7%
$107.32 - $127.74 $1.93K - $2.3K
2.57K $313M
DFAT
Dimensional ETF Tr U S Target

ETFs
778
+ 0.44%
$54.54 - $61.04 $42.4K - $47.5K
177K $9.67B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.95K
+ 15.57%
$26.16 - $28.82 $103K - $114K
29.3K $749M
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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