Fiduciary Financial Group, LLC Incresed Positions in Q2 2025

Fiduciary Financial Group, LLC

  • $553 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
JNJ
Johnson & Johnson

Healthcare
145
+ 2.66%
$146.36 - $159.82 $21.2K - $23.2K
5.59K $871M
HD
Home Depot, Inc.

Consumer Cyclical
65
+ 3.63%
$335.24 - $380.78 $21.8K - $24.8K
1.86K $692M
EWS
Ishares Inc Msci Singapore ETF

ETFs
7
+ 0.05%
$20.22 - $26.35 $142 - $184
13.1K $337M
DRI
Darden Restaurants Inc

Consumer Cyclical
52
+ 3.23%
$186.58 - $225.78 $9.7K - $11.7K
1.66K $365M
GPC
Genuine Parts CO

Consumer Cyclical
187
+ 7.29%
$105.54 - $129.09 $19.7K - $24.1K
2.75K $345M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22
+ 0.14%
$17.76 - $22.1 $391 - $486
16K $353M
FTNT
Fortinet, Inc.

Technology
281
+ 6.84%
$84.71 - $108.69 $23.8K - $30.5K
4.39K $450M
KMB
Kimberly Clark Corp

Consumer Defensive
544
+ 15.32%
$126.84 - $145.22 $69K - $79K
4.1K $539M
PSA
Public Storage

Real Estate
84
+ 6.84%
$266.31 - $309.77 $22.4K - $26K
1.31K $391M
ABT
Abbott Laboratories

Healthcare
72
+ 2.19%
$123.95 - $138.08 $8.92K - $9.94K
3.36K $458M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
17
+ 0.85%
$101.91 - $134.83 $1.73K - $2.29K
2.03K $257M
ET
Energy Transfer LP

Energy
191
+ 0.84%
$15.65 - $18.93 $2.99K - $3.62K
23K $409M
PAGP
Plains Gp Holdings LP

Energy
1.67K
+ 16.56%
$17.24 - $21.61 $28.7K - $36K
11.7K $224M
HPQ
Hp Inc

Technology
390
+ 3.17%
$21.88 - $29.32 $8.53K - $11.4K
12.7K $324M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
423
+ 1.26%
$8.0 - $9.55 $3.38K - $4.04K
33.9K $324M
KMI
Kinder Morgan, Inc.

Energy
74
+ 0.49%
$25.21 - $29.4 $1.87K - $2.18K
15K $426M
EEFT
Euronet Worldwide, Inc.

Technology
120
+ 5.14%
$87.44 - $112.74 $10.5K - $13.5K
2.46K $255M
RTX
Raytheon Technologies Corp

Industrials
21
+ 1.02%
$113.75 - $148.48 $2.39K - $3.12K
2.08K $300M
FAST
Fastenal CO

Industrials
3.53K
+ 102.62%
$40.65 - $83.16 $144K - $294K
6.97K $299M
SCHX
Schwab Strategic Tr Us Large C

ETFs
26
+ 0.26%
$19.6 - $24.44 $510 - $635
10K $245M
TRV
Travelers Companies, Inc.

Financial Services
38
+ 3.05%
$233.83 - $276.34 $8.89K - $10.5K
1.28K $343M
RGLD
Royal Gold Inc

Basic Materials
141
+ 7.8%
$155.48 - $186.71 $21.9K - $26.3K
1.95K $346M
AOA
Ishares Tr Core Aggressive All

ETFs
51
+ 1.72%
$69.46 - $83.4 $3.54K - $4.25K
3.01K $251M
UNP
Union Pacific Corp

Industrials
75
+ 6.42%
$208.27 - $238.46 $15.6K - $17.9K
1.24K $293M
GD
General Dynamics Corp

Industrials
25
+ 2.18%
$247.68 - $291.66 $6.19K - $7.29K
1.17K $345M
CI
Cigna Corp

Healthcare
73
+ 6.02%
$301.89 - $340.04 $22K - $24.8K
1.29K $430M
DUK
Duke Energy Corp

Utilities
220
+ 7.72%
$112.46 - $124.05 $24.7K - $27.3K
3.07K $365M
ADP
Automatic Data Processing Inc

Industrials
27
+ 2.23%
$276.76 - $326.81 $7.47K - $8.82K
1.24K $384M
WMT
Walmart Inc.

Consumer Defensive
57
+ 2.01%
$81.79 - $99.98 $4.66K - $5.7K
2.89K $284M
CME
Cme Group Inc.

Financial Services
47
+ 5.94%
$252.37 - $290.71 $11.9K - $13.7K
838 $231M
SPTS
Spdr Portfolio Short Term Trea

ETFs
933
+ 1.69%
$29.07 - $29.38 $27.1K - $27.4K
56.2K $1.64B
MO
Altria Group, Inc.

Consumer Defensive
215
+ 3.48%
$55.56 - $60.91 $11.9K - $13.1K
6.39K $371M
RIO
Rio Tinto PLC

Basic Materials
66
+ 1.39%
$52.32 - $62.75 $3.45K - $4.14K
4.83K $282M
AOM
Ishares Tr Core Moderate Alloc

ETFs
26
+ 0.53%
$41.55 - $46.04 $1.08K - $1.2K
4.91K $226M
MDLZ
Mondelez International, Inc.

Consumer Defensive
133
+ 3.82%
$63.54 - $68.5 $8.45K - $9.11K
3.62K $249M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
223
+ 4.79%
$77.74 - $78.78 $17.3K - $17.6K
4.88K $382M
KO
Coca Cola CO

Consumer Defensive
195
+ 3.44%
$68.37 - $73.9 $13.3K - $14.4K
5.87K $420M
GL
Globe Life Inc.

Financial Services
28
+ 1.38%
$113.29 - $133.09 $3.17K - $3.73K
2.06K $257M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
141
+ 1.7%
$41.1 - $42.37 $5.8K - $5.97K
8.45K $357M
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
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