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
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-8
- 0.18%
$64.58 - $69.94 $517 - $560
4.39K $304M
SFLR
Innovator Etfs Tr Equity Manag
-37
- 0.5%
N/A
7.4K $267M
MCHI
Ishares Msci China ETF

ETFs
-771
- 12.06%
$54.58 - $65.85 $42.1K - $50.8K
5.62K $370M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-142
- 0.42%
$9.44 - $10.23 $1.34K - $1.45K
33.8K $344M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-142
- 0.36%
$21.62 - $22.81 $3.07K - $3.24K
39.8K $897M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-36
- 0.29%
$29.97 - $32.38 $1.08K - $1.17K
12.3K $391M
IWD
Ishares Russell 1000 Val ETF

ETFs
-618
- 3.13%
$192.76 - $203.86 $119K - $126K
19.2K $3.9B
COIN
Coinbase Global, Inc.

Technology
-2
- 0.02%
$297.99 - $419.78 $596 - $840
11.4K $3.84B
AEP
American Electric Power CO Inc

Utilities
-44
- 1.22%
$103.26 - $115.0 $4.54K - $5.06K
3.56K $400M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-217
- 2.99%
$72.65 - $78.68 $15.8K - $17.1K
7.04K $551M
RY
Royal Bank Of Canada

Financial Services
-18
- 0.98%
$128.46 - $148.6 $2.31K - $2.67K
1.82K $268M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1
- 0.01%
$43.83 - $45.64 $43.8 - $45.6
19.3K $882M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-116
- 1.67%
$57.58 - $64.29 $6.68K - $7.46K
6.84K $435M
IRBO
Ishares Robotics & Artificial

ETFs
-671
- 5.44%
N/A
11.7K $534M
Dimensional ETF Trust
-165
- 1.57%
N/A
10.3K $744M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-200
- 1.55%
$68.24 - $73.73 $13.6K - $14.7K
12.7K $933M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1
- 0.03%
$56.32 - $68.81 $56.3 - $68.8
3.83K $263M
BK
Bank Of New York Mellon Corp

Financial Services
-9
- 0.33%
$90.65 - $109.75 $816 - $988
2.7K $295M
MO
Altria Group, Inc.

Consumer Defensive
-23
- 0.36%
$57.75 - $67.68 $1.33K - $1.56K
6.37K $420M
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.59%
$357.4 - $423.42 $3.93K - $4.66K
1.84K $747M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-125
- 1.08%
$80.54 - $89.67 $10.1K - $11.2K
11.4K $1.01B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-38
- 0.37%
$82.96 - $95.7 $3.15K - $3.64K
10.2K $913M
DELL
Dell Technologies Inc.

Technology
-21
- 0.6%
$120.96 - $141.77 $2.54K - $2.98K
3.51K $497M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-61
- 0.16%
$40.45 - $42.49 $2.47K - $2.59K
37.7K $1.6B
JPM
Jpmorgan Chase & CO

Financial Services
-60
- 1.51%
$282.78 - $316.06 $17K - $19K
3.91K $1.23B
VNM
Vaneck Vietnam ETF

ETFs
-1.41K
- 5.2%
$13.72 - $18.43 $19.3K - $26K
25.7K $458M
APH
Amphenol Corp

Technology
-234
- 5.2%
$97.39 - $125.4 $22.8K - $29.3K
4.27K $528M
VIG
Vanguard Dividend Appreciation

ETFs
-879
- 2.96%
N/A
28.8K $6.22B
AMD
Advanced Micro Devices Inc

Technology
-119
- 2.57%
$134.8 - $184.42 $16K - $21.9K
4.52K $731M
Lam Research Corp
-353
- 8.67%
N/A
3.72K $498M
FSLR
First Solar, Inc.

Technology
-152
- 6.3%
$160.84 - $223.53 $24.4K - $34K
2.26K $499M
NEM
Newmont Corp

Basic Materials
-1.09K
- 12.39%
$57.35 - $85.25 $62.4K - $92.8K
7.69K $648M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-204
- 2.45%
$339.37 - $366.46 $69.2K - $74.8K
8.12K $2.97B
AVGO
Broadcom Inc.

Technology
-146
- 4.54%
$264.74 - $369.57 $38.7K - $54K
3.07K $1.01B
SLV
I Shares Silver Trust

ETFs
-361
- 1.88%
$32.73 - $42.5 $11.8K - $15.3K
18.8K $798M
Celestica Inc
-575
- 16.34%
N/A
2.94K $725M
TSLA
Tesla, Inc.

Consumer Cyclical
-186
- 8.25%
$293.94 - $444.72 $54.7K - $82.7K
2.07K $920M
DFAU
Dimensional ETF Tr

ETFs
-1.46K
- 1.45%
$42.42 - $45.96 $61.7K - $66.9K
99.2K $4.54B
SGOL
Abrdn Gold ETF Trust

ETFs
-2.69K
- 3.36%
$31.18 - $36.81 $83.8K - $99K
77.4K $2.85B
Arista Networks Inc
-839
- 9.15%
N/A
8.34K $1.21B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-251
- 2.72%
$420.11 - $472.68 $105K - $119K
8.98K $4.21B
VTI
Vanguard Total Stock Market Et

ETFs
-750
- 2.7%
$303.93 - $329.86 $228K - $247K
27K $8.86B
GLD
Spdr Gold Trust

ETFs
-80
- 0.69%
$300.96 - $355.47 $24.1K - $28.4K
11.6K $4.11B
GOOG
Alphabet Inc.

Communication Services
-299
- 1.91%
$175.16 - $255.24 $52.4K - $76.3K
15.4K $3.74B
NVDA
Nvidia Corp

Technology
-621
- 0.86%
$153.3 - $186.58 $95.2K - $116K
71.5K $13.3B
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
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