Fiduciary Financial Group, LLC Reduced Holdings in Q3 2025

Fiduciary Financial Group, LLC

  • $633 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
-2.48K
- 60.57%
$121.72 - $136.77 $302K - $339K
1.62K $201M
CAT
Caterpillar Inc

Industrials
-799
- 41.77%
$390.92 - $477.15 $312K - $381K
1.11K $532M
Dimensional ETF Trust
-3.99K
- 27.72%
N/A
10.4K $518M
CRM
Salesforce, Inc.

Technology
-218
- 5.57%
$231.66 - $273.65 $50.5K - $59.7K
3.7K $876M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.42K
- 15.19%
N/A
13.5K $1.34B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-6.04K
- 10.75%
$29.12 - $29.34 $176K - $177K
50.2K $1.47B
DFAX
Dimensional ETF Tr
-7.84K
- 14.95%
$29.25 - $31.56 $229K - $247K
44.6K $1.4B
NFLX
Netflix Inc

Communication Services
-9
- 0.92%
$1147.87 - $1297.18 $10.3K - $11.7K
968 $1.16B
EWG
Ishares Msci Germany ETF

ETFs
-1.07K
- 1.66%
$40.75 - $43.26 $43.7K - $46.4K
63.7K $2.65B
V
Visa Inc.

Financial Services
-25
- 0.57%
$332.09 - $358.86 $8.3K - $8.97K
4.35K $1.48B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.09K
- 10.24%
$75.26 - $80.19 $81.8K - $87.2K
9.53K $760M
GVA
Granite Construction Inc

Industrials
-1K
- 29.81%
$92.28 - $111.29 $92.3K - $111K
2.36K $258M
IWN
Ishares Russell2000 Val ETF

ETFs
-576
- 14.36%
$157.1 - $178.94 $90.5K - $103K
3.44K $608M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-759
- 14.84%
$50.82 - $51.09 $38.6K - $38.8K
4.35K $222M
UNH
Unitedhealth Group Inc

Healthcare
-149
- 18.98%
$237.77 - $353.61 $35.4K - $52.7K
636 $220M
SCHW
Schwab Charles Corp

Financial Services
-2.5K
- 5.29%
$91.03 - $98.69 $228K - $247K
44.8K $4.27B
LLY
Eli Lilly & CO

Healthcare
-30
- 3.53%
$625.65 - $812.69 $18.8K - $24.4K
819 $625M
ED
Consolidated Edison Inc

Utilities
-290
- 9.15%
$95.57 - $105.36 $27.7K - $30.6K
2.88K $289M
BMRC
Bank Of Marin Bancorp

Financial Services
-1K
- 6.64%
$21.87 - $25.83 $21.9K - $25.8K
14.1K $342M
CSCO
Cisco Systems, Inc.

Technology
-156
- 1.53%
$66.2 - $71.79 $10.3K - $11.2K
10.1K $688M
UL
Unilever PLC

Consumer Defensive
-112
- 2.36%
$58.43 - $65.01 $6.54K - $7.28K
4.64K $275M
ABT
Abbott Laboratories

Healthcare
-64
- 1.9%
$120.51 - $136.62 $7.71K - $8.74K
3.3K $442M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-65
- 8.13%
$435.72 - $463.74 $28.3K - $30.1K
735 $341M
SNY
Sanofi

Healthcare
-63
- 0.99%
$45.07 - $51.35 $2.84K - $3.24K
6.28K $297M
WM
Waste Management Inc

Industrials
-13
- 0.99%
$213.88 - $237.1 $2.78K - $3.08K
1.31K $288M
VGIT
Vanguard Intermediate Term Tre

ETFs
-302
- 1.66%
$58.97 - $60.36 $17.8K - $18.2K
17.9K $1.07B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-370
- 4.45%
$26.38 - $27.95 $9.76K - $10.3K
7.95K $217M
ZS
Zscaler, Inc.

Technology
-9
- 1.3%
$267.68 - $316.5 $2.41K - $2.85K
685 $205M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-583
- 3.52%
$37.32 - $38.38 $21.8K - $22.4K
16K $612M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-78
- 6.03%
$187.97 - $199.47 $14.7K - $15.6K
1.22K $242M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-250
- 1.01%
$92.18 - $95.14 $23K - $23.8K
24.4K $2.32B
XOM
Exxon Mobil Corp

Energy
-247
- 3.34%
$105.83 - $117.22 $26.1K - $29K
7.15K $806M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-162
- 4.53%
$62.09 - $66.51 $10.1K - $10.8K
3.42K $223M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-229
- 7.31%
$567.77 - $614.76 $130K - $141K
2.9K $1.78B
NUE
Nucor Corp

Basic Materials
-28
- 1.02%
$133.3 - $150.33 $3.73K - $4.21K
2.71K $367M
SHV
Ishares Tr

ETFs
-8
- 0.13%
$110.06 - $110.49 $880 - $884
6.29K $695M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1
- 0.01%
$81.76 - $86.36 $81.8 - $86.4
7.74K $657M
PEP
Pepsico Inc

Consumer Defensive
-14
- 0.85%
$133.81 - $152.16 $1.87K - $2.13K
1.63K $229M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-436
- 2.78%
$42.21 - $43.91 $18.4K - $19.1K
15.2K $669M
VEEV
Veeva Systems Inc

Healthcare
-7
- 0.97%
$269.2 - $297.91 $1.88K - $2.09K
716 $213M
AOR
Ishares Tr Core Growth Allocat

ETFs
-225
- 2.73%
$60.99 - $64.39 $13.7K - $14.5K
8.02K $516M
SPY
Spdr S&P 500 ETF Trust

ETFs
-301
- 6.99%
$617.65 - $666.84 $186K - $201K
4K $2.67B
IAPR
Innovator Etfs Tr Internationa

ETFs
-753
- 1.88%
$28.99 - $30.05 $21.8K - $22.6K
39.3K $1.18B
TD
Toronto Dominion Bank

Financial Services
-57
- 1.95%
$72.55 - $79.95 $4.14K - $4.56K
2.86K $229M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1
- 0.03%
$122.57 - $132.57 $123 - $133
3.43K $445M
TRV
Travelers Companies, Inc.

Financial Services
-8
- 0.62%
$250.62 - $279.43 $2K - $2.24K
1.28K $356M
MFG
Mizuho Financial Group Inc

Financial Services
-290
- 2.03%
$5.42 - $6.85 $1.57K - $1.99K
14K $93.6M
MRK
Merck & Co., Inc.

Healthcare
-18
- 0.25%
$77.6 - $87.37 $1.4K - $1.57K
7.25K $608M
META
Meta Platforms, Inc.

Communication Services
-21
- 1.03%
$695.21 - $791.73 $14.6K - $16.6K
2.01K $1.48B
Activity Summary
Buys All Purchases 186 New Holdings 45 Increased Positions 141 Sells All Sells 96 Reductions 96 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