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
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 1.45%
$1591.44 - $2140.1 $4.77K - $6.42K
210 $423M
CAT
Caterpillar Inc

Industrials
43
+ 2.37%
$316.8 - $391.12 $13.6K - $16.8K
1.86K $721M
LAMR
Lamar Advertising CO

Real Estate
206
+ 6.88%
$110.9 - $135.58 $22.8K - $27.9K
3.2K $426M
BMY
Bristol Myers Squibb CO

Healthcare
181
+ 3.7%
$39.66 - $51.75 $7.18K - $9.37K
5.07K $266M
PAYX
Paychex Inc

Industrials
190
+ 7.01%
$116.17 - $135.19 $22.1K - $25.7K
2.9K $401M
UNH
Unitedhealth Group Inc

Healthcare
22
+ 1.42%
$488.01 - $604.18 $10.7K - $13.3K
1.57K $912M
PKG
Packaging Corp Of America

Consumer Cyclical
72
+ 3.71%
$176.32 - $215.7 $12.7K - $15.5K
2.01K $433M
DOW
Dow Inc.

Basic Materials
1.3K
+ 20.34%
$50.15 - $55.41 $64.9K - $71.8K
7.66K $408M
ACGL
Arch Capital Group Ltd.

Financial Services
103
+ 2.8%
$94.47 - $114.25 $9.73K - $11.8K
3.78K $415M
BK
Bank Of New York Mellon Corp

Financial Services
22
+ 0.33%
$59.54 - $72.17 $1.31K - $1.59K
6.75K $494M
DFAX
Dimensional ETF Tr
1.7K
+ 4.43%
$24.29 - $27.25 $41.4K - $46.4K
40.1K $1.07B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
716
+ 6.35%
$69.61 - $79.56 $49.8K - $57K
12K $929M
SPTN
Spartan Nash CO

Consumer Defensive
1.28K
+ 9.78%
$17.99 - $22.55 $23K - $28.8K
14.4K $303M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
300
+ 4.03%
$69.31 - $77.34 $20.8K - $23.2K
7.74K $585M
KO
Coca Cola CO

Consumer Defensive
300
+ 4.74%
$62.69 - $73.01 $18.8K - $21.9K
6.63K $459M
NLOK
Norton Life Lock Inc.

Technology
837
+ 5.56%
N/A
15.9K $435M
ADP
Automatic Data Processing Inc

Industrials
45
+ 4.76%
$233.44 - $279.45 $10.5K - $12.6K
990 $283M
KHC
Kraft Heinz CO

Consumer Defensive
926
+ 10.27%
$31.86 - $36.13 $29.5K - $33.5K
9.94K $344M
PNW
Pinnacle West Capital Corp

Utilities
292
+ 8.01%
$75.52 - $91.31 $22.1K - $26.7K
3.94K $341M
SNY
Sanofi

Healthcare
253
+ 3.88%
$48.54 - $58.53 $12.3K - $14.8K
6.78K $372M
CNC
Centene Corp

Healthcare
497
+ 12.05%
$64.89 - $80.23 $32.3K - $39.9K
4.62K $330M
WEC
Wec Energy Group, Inc.

Utilities
78
+ 2.99%
$77.68 - $96.19 $6.06K - $7.5K
2.68K $253M
CRL
Charles River Laboratories International, Inc.

Healthcare
468
+ 41.27%
$187.96 - $245.29 $88K - $115K
1.6K $299M
AZO
Autozone Inc

Consumer Cyclical
9
+ 8.04%
$2815.0 - $3212.87 $25.3K - $28.9K
121 $375M
BX
Blackstone Inc.

Financial Services
25
+ 0.83%
$120.77 - $159.66 $3.02K - $3.99K
3.02K $451M
VZ
Verizon Communications Inc

Communication Services
555
+ 8.74%
$38.89 - $45.0 $21.6K - $25K
6.91K $304M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.15K
+ 11.99%
$25.27 - $30.5 $29K - $35K
10.7K $308M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
357
+ 2.45%
$58.03 - $65.37 $20.7K - $23.3K
15K $955M
RY
Royal Bank Of Canada

Financial Services
140
+ 7.23%
$105.65 - $124.73 $14.8K - $17.5K
2.08K $253M
UL
Unilever PLC

Consumer Defensive
201
+ 4.3%
$54.7 - $65.59 $11K - $13.2K
4.88K $307M
BNS
Bank Of Nova Scotia

Financial Services
343
+ 7.57%
$44.71 - $54.78 $15.3K - $18.8K
4.87K $255M
XOM
Exxon Mobil Corp

Energy
59
+ 1.17%
$109.72 - $119.0 $6.47K - $7.02K
5.11K $624M
MDT
Medtronic PLC

Healthcare
4
+ 0.11%
$76.84 - $91.03 $307 - $364
3.54K $312M
CI
Cigna Corp

Healthcare
87
+ 8.17%
$319.12 - $367.1 $27.8K - $31.9K
1.15K $396M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
279
+ 12.25%
$100.57 - $116.37 $28.1K - $32.5K
2.56K $275M
USB
Us Bancorp \De\

Financial Services
566
+ 6.52%
$39.04 - $47.23 $22.1K - $26.7K
9.25K $409M
MO
Altria Group, Inc.

Consumer Defensive
465
+ 7.34%
$45.95 - $54.71 $21.4K - $25.4K
6.8K $337M
MDLZ
Mondelez International, Inc.

Consumer Defensive
200
+ 5.77%
$64.35 - $75.71 $12.9K - $15.1K
3.67K $260M
CCI
Crown Castle International Corp

Real Estate
52
+ 1.73%
$95.29 - $120.24 $4.96K - $6.25K
3.06K $343M
TRV
Travelers Companies, Inc.

Financial Services
50
+ 3.59%
$201.87 - $242.35 $10.1K - $12.1K
1.44K $332M
HPQ
Hp Inc

Technology
1.21K
+ 16.68%
$32.02 - $38.11 $38.6K - $45.9K
8.43K $303M
MKL
Markel Corp

Financial Services
25
+ 12.08%
$1494.55 - $1645.69 $37.4K - $41.1K
232 $362M
AOM
Ishares Tr Core Moderate Alloc

ETFs
561
+ 12.19%
$42.66 - $45.18 $23.9K - $25.3K
5.16K $230M
NVS
Novartis Ag

Healthcare
118
+ 3.12%
$106.13 - $120.89 $12.5K - $14.3K
3.9K $443M
HRL
Hormel Foods Corp

Consumer Defensive
894
+ 8.88%
$30.04 - $33.14 $26.9K - $29.6K
11K $341M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
55
+ 1.19%
$64.57 - $71.76 $3.55K - $3.95K
4.67K $332M
VT
Vanguard Total World Stk Index

ETFs
122
+ 2.49%
$107.72 - $119.96 $13.1K - $14.6K
5.01K $596M
EQH
Equitable Holdings, Inc.

Financial Services
605
+ 6.7%
$37.05 - $43.61 $22.4K - $26.4K
9.64K $413M
ET
Energy Transfer LP

Energy
1.62K
+ 7.13%
$15.43 - $16.44 $25K - $26.7K
24.4K $394M
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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