Fiduciary Financial Group, LLC Reduced Holdings in Q4 2024

Fiduciary Financial Group, LLC

  • $460 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-26
- 1.87%
$150.4 - $178.04 $3.91K - $4.63K
1.36K $214M
IWN
Ishares Russell2000 Val ETF

ETFs
-13
- 0.34%
$162.69 - $181.35 $2.11K - $2.36K
3.79K $606M
FAST
Fastenal CO

Industrials
-285
- 7.36%
$69.99 - $84.35 $19.9K - $24K
3.59K $257M
RY
Royal Bank Of Canada

Financial Services
-61
- 2.94%
$119.72 - $128.02 $7.3K - $7.81K
2.02K $239M
BK
Bank Of New York Mellon Corp

Financial Services
-366
- 5.42%
$70.82 - $81.87 $25.9K - $30K
6.39K $482M
SLV
I Shares Silver Trust

ETFs
-103
- 0.49%
$26.33 - $31.74 $2.71K - $3.27K
20.9K $578M
TRV
Travelers Companies, Inc.

Financial Services
-61
- 4.23%
$225.97 - $266.66 $13.8K - $16.3K
1.38K $321M
BNS
Bank Of Nova Scotia

Financial Services
-70
- 1.44%
$51.5 - $57.02 $3.61K - $3.99K
4.8K $246M
IVV
Ishares Core S&P 500 ETF

ETFs
-31
- 2.36%
$570.51 - $610.59 $17.7K - $18.9K
1.28K $748M
WEC
Wec Energy Group, Inc.

Utilities
-44
- 1.64%
$92.94 - $101.82 $4.09K - $4.48K
2.64K $247M
MO
Altria Group, Inc.

Consumer Defensive
-210
- 3.09%
$49.06 - $57.74 $10.3K - $12.1K
6.59K $335M
EQAL
Invesco ETF

ETFs
-4
- 0.1%
$48.01 - $51.95 $192 - $208
4.19K $201M
BMY
Bristol Myers Squibb CO

Healthcare
-295
- 5.82%
$51.92 - $59.94 $15.3K - $17.7K
4.77K $266M
PKG
Packaging Corp Of America

Consumer Cyclical
-109
- 5.42%
$211.98 - $248.85 $23.1K - $27.1K
1.9K $434M
CME
Cme Group Inc.

Financial Services
-24
- 2.45%
$221.17 - $246.02 $5.31K - $5.9K
956 $219M
GLD
Spdr Gold Trust

ETFs
-283
- 2.19%
$236.59 - $257.5 $67K - $72.9K
12.6K $3.13B
PMAR
Innovator U.S. Equity Power Bu

ETFs
-90
- 0.67%
$39.04 - $40.41 $3.51K - $3.64K
13.3K $532M
MFG
Mizuho Financial Group Inc

Financial Services
-172
- 1.16%
$4.05 - $5.26 $697 - $905
14.7K $71.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-110
- 7.1%
$172.07 - $207.36 $18.9K - $22.8K
1.44K $300M
BX
Blackstone Inc.

Financial Services
-205
- 6.79%
$148.45 - $199.05 $30.4K - $40.8K
2.82K $464M
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.83%
$2981.19 - $3370.27 $2.98K - $3.37K
120 $390M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1
- 0.04%
$198.04 - $221.51 $198 - $222
2.48K $517M
MKL
Markel Corp

Financial Services
-2
- 0.86%
$1542.01 - $1785.11 $3.08K - $3.57K
230 $382M
EQH
Equitable Holdings, Inc.

Financial Services
-495
- 5.14%
$41.59 - $50.4 $20.6K - $24.9K
9.14K $440M
WMT
Walmart Inc.

Consumer Defensive
-96
- 3.35%
$79.1 - $95.7 $7.59K - $9.19K
2.77K $257M
BAC
Bank Of America Corp

Financial Services
-1.19K
- 6.1%
$39.22 - $47.77 $46.6K - $56.7K
18.3K $824M
NFLX
Netflix Inc

Communication Services
-100
- 8.78%
$687.65 - $936.56 $68.8K - $93.7K
1.04K $870M
KMI
Kinder Morgan, Inc.

Energy
-618
- 3.7%
$22.59 - $28.54 $14K - $17.6K
16.1K $453M
CSCO
Cisco Systems, Inc.

Technology
-117
- 0.99%
$52.45 - $60.02 $6.14K - $7.02K
11.7K $686M
ET
Energy Transfer LP

Energy
-322
- 1.32%
$16.05 - $19.86 $5.17K - $6.39K
24K $467M
JPM
Jpmorgan Chase & CO

Financial Services
-7
- 0.23%
$205.18 - $250.29 $1.44K - $1.75K
3.05K $732M
WFC
Wells Fargo & Company

Financial Services
-113
- 0.91%
$54.98 - $77.35 $6.21K - $8.74K
12.3K $859M
SCHW
Schwab Charles Corp

Financial Services
-3.36K
- 6.12%
$63.31 - $82.85 $213K - $278K
51.5K $3.75B
TSLA
Tesla, Inc.

Consumer Cyclical
-28
- 1.02%
$213.65 - $479.86 $5.98K - $13.4K
2.71K $1.07B
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
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