Fiduciary Alliance LLC Purchases in Q2 2025

Fiduciary Alliance LLC

  • $1.34 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
4.6K
New
$44.89 - $54.38 $206K - $250K
4.6K $250M
BIBL
Northern Lts Fd Tr Iv

ETFs
1.29K
+ 1.95%
$33.5 - $41.33 $43.1K - $53.2K
67.4K $2.79B
AGNC
Agnc Investment Corp.

Real Estate
26.8K
New
$8.12 - $9.49 $217K - $254K
26.8K $246M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.61K
New
$45.11 - $52.34 $208K - $241K
4.61K $241M
TT
Trane Technologies PLC

Industrials
3
+ 0.13%
$315.21 - $437.41 $946 - $1.31K
2.39K $1.05B
FDVV
Fidelity High Dividend ETF

ETFs
4.6K
New
$43.6 - $52.02 $201K - $239K
4.6K $239M
PTC
Ptc Inc.

Technology
1.04K
+ 30.34%
$136.74 - $173.24 $142K - $180K
4.46K $769M
SAP
Sap Se

Technology
77
+ 1.3%
$237.53 - $309.8 $18.3K - $23.9K
6.02K $1.83B
BX
Blackstone Inc.

Financial Services
1.56K
New
$120.07 - $151.11 $188K - $236K
1.56K $234M
IYG
Ishares Tr

ETFs
2.73K
New
$68.9 - $85.6 $188K - $233K
2.73K $233M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.33K
New
$96.84 - $99.46 $226K - $232K
2.33K $232M
HDV
Ishares Core High Dividend ETF

ETFs
1.96K
New
$108.41 - $120.51 $213K - $236K
1.96K $230M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
947
+ 9.49%
$97.68 - $121.38 $92.5K - $115K
10.9K $1.33B
PJUN
Innovator U.S. Equity Power Bu

ETFs
5.67K
New
$34.48 - $39.76 $196K - $226K
5.67K $226M
GXO
Gxo Logistics, Inc.

Industrials
4.58K
New
$31.53 - $49.1 $144K - $225K
4.58K $223M
XLI
Industrial Sector Spdr

ETFs
1.5K
New
$116.42 - $147.52 $175K - $221K
1.5K $221M
RF
Regions Financial Corp

Financial Services
9.37K
New
$18.34 - $23.52 $172K - $220K
9.37K $220M
GME
Game Stop Corp.

Consumer Cyclical
9.01K
New
$21.1 - $35.01 $190K - $315K
9.01K $220M
VZ
Verizon Communications Inc

Communication Services
6.34K
+ 24.1%
$41.67 - $45.62 $264K - $289K
32.7K $1.41B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.98K
New
$86.93 - $109.64 $172K - $217K
1.98K $217M
CARR
Carrier Global Corp

Industrials
2.9K
New
$55.55 - $75.83 $161K - $220K
2.9K $212M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
21.4K
+ 18.17%
$99.37 - $134.05 $2.13M - $2.87M
139K $15.8B
RFG
Invesco Exchange Traded Fd Tr

ETFs
4.31K
New
$39.08 - $48.9 $168K - $211K
4.31K $210M
SBUX
Starbucks Corp

Consumer Cyclical
2.28K
New
$79.69 - $99.41 $181K - $226K
2.28K $209M
TTE
Total Energies Se

Energy
3.37K
New
N/A
3.37K $207M
OKE
Oneok Inc

Energy
2.5K
New
$78.71 - $100.37 $196K - $250K
2.5K $204M
NNN
National Retail Properties, Inc.

Real Estate
4.71K
New
$37.56 - $43.42 $177K - $204K
4.71K $203M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.77K
New
$96.79 - $123.55 $171K - $218K
1.77K $203M
SRE
Sempra Energy

Utilities
2.67K
New
$63.78 - $78.91 $170K - $211K
2.67K $202M
PNOV
Innovator U.S. Equity Power Bu
5.1K
New
N/A
5.1K $202M
IYW
Ishares Dj Us Tech ETF

ETFs
1.16K
New
$122.57 - $173.27 $143K - $202K
1.16K $202M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
2.29K
New
$70.34 - $87.93 $161K - $202K
2.29K $202M
IEMG
Ishares Inc

ETFs
2.83K
+ 54.71%
N/A
8K $480M
MA
Mastercard Inc

Financial Services
167
+ 2.18%
$479.92 - $590.74 $80.1K - $98.7K
7.81K $4.39B
CCI
Crown Castle International Corp

Real Estate
2.05K
+ 24.63%
$94.83 - $107.06 $194K - $219K
10.3K $1.06B
ROK
Rockwell Automation, Inc

Industrials
380
+ 42.89%
$218.97 - $332.17 $83.2K - $126K
1.27K $421M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
82
+ 1.93%
$201.28 - $266.34 $16.5K - $21.8K
4.33K $1.15B
CVX
Chevron Corp

Energy
4K
+ 24.6%
$133.73 - $168.51 $535K - $674K
20.3K $2.9B
ADI
Analog Devices Inc

Technology
76
+ 1.77%
$164.6 - $238.02 $12.5K - $18.1K
4.38K $1.04B
PKE
Park Aerospace Corp

Industrials
11.6K
New
$12.21 - $14.77 $142K - $172K
11.6K $172M
IEF
Ishares Barclays

ETFs
1.69K
+ 24.95%
$93.15 - $96.56 $158K - $163K
8.47K $811M
QCOM
Qualcomm Inc

Technology
838
+ 15.44%
$124.66 - $159.48 $104K - $134K
6.27K $998M
MDT
Medtronic PLC

Healthcare
2.07K
+ 34.16%
$80.68 - $88.86 $167K - $184K
8.12K $708M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.89K
+ 35.79%
$79.56 - $82.92 $151K - $157K
7.19K $596M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.13K
+ 29.63%
$20.42 - $25.3 $105K - $130K
22.4K $568M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
180
+ 2.87%
$40.51 - $71.03 $7.29K - $12.8K
6.46K $454M
ACM
Aecom

Industrials
284
+ 4.65%
$87.19 - $113.06 $24.8K - $32.1K
6.4K $722M
PANW
Palo Alto Networks Inc

Technology
201
+ 6.42%
$152.44 - $204.64 $30.6K - $41.1K
3.33K $682M
LBRDK
Liberty Broadband Corp

Communication Services
811
+ 15.96%
$73.65 - $101.29 $59.7K - $82.1K
5.89K $580M
Activity Summary
Buys All Purchases 350 New Holdings 102 Increased Positions 248 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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