Fiduciary Alliance LLC Purchases in Q2 2025

Fiduciary Alliance LLC

  • $1.34 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GVLU
Tidal ETF Tr Gotham 1000 Value
4.94K
+ 18.87%
$20.0 - $24.04 $98.9K - $119K
31.1K $750M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.82K
+ 18.45%
$50.36 - $50.68 $142K - $143K
18.1K $919M
SCHW
Schwab Charles Corp

Financial Services
991
+ 24.52%
$69.06 - $91.24 $68.4K - $90.4K
5.03K $459M
KO
Coca Cola CO

Consumer Defensive
2.2K
+ 11.68%
$68.37 - $73.9 $150K - $163K
21K $1.49B
ET
Energy Transfer LP

Energy
8.07K
+ 22.45%
$15.65 - $18.93 $126K - $153K
44K $798M
BNDX
Vanguard Total International B

ETFs
2.48K
+ 25.85%
$48.77 - $49.55 $121K - $123K
12K $596M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
207
+ 8.86%
$171.4 - $227.1 $35.5K - $47K
2.54K $578M
NUE
Nucor Corp

Basic Materials
825
+ 47.63%
$103.22 - $131.43 $85.2K - $108K
2.56K $331M
ETR
Entergy Corp

Utilities
1.51K
+ 60.16%
$79.01 - $86.61 $119K - $131K
4.01K $333M
CI
Cigna Corp

Healthcare
350
+ 37.92%
$301.89 - $340.04 $106K - $119K
1.27K $421M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
809
+ 11.55%
$62.73 - $78.42 $50.7K - $63.4K
7.82K $606M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.97K
+ 7.69%
$19.6 - $24.44 $38.6K - $48.1K
27.6K $674M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.42K
+ 3.59%
$55.32 - $65.02 $189K - $222K
98.6K $6.18B
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.44K
+ 30.33%
$40.94 - $52.1 $59.1K - $75.2K
6.2K $323M
PNC
Pnc Financial Services Group, Inc.

Financial Services
322
+ 7.86%
$149.76 - $186.42 $48.2K - $60K
4.42K $824M
IJK
Ishares S&P Midcap 400 Growth

ETFs
110
+ 0.95%
$73.7 - $90.98 $8.11K - $10K
11.7K $1.06B
V
Visa Inc.

Financial Services
156
+ 1.71%
$308.27 - $373.31 $48.1K - $58.2K
9.28K $3.29B
D
Dominion Energy, Inc

Utilities
1.64K
+ 32.24%
$49.66 - $58.0 $81.4K - $95.1K
6.72K $380M
TSCO
Tractor Supply CO

Consumer Cyclical
2.09K
+ 21.82%
$47.86 - $55.77 $100K - $117K
11.7K $616M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.27K
+ 10.17%
$29.12 - $35.84 $36.9K - $45.4K
13.7K $492M
MBB
Ishares Tr

ETFs
845
+ 23.92%
$91.41 - $94.22 $77.2K - $79.6K
4.38K $411M
ITA
Ishares Tr

ETFs
96
+ 5.56%
$135.31 - $188.64 $13K - $18.1K
1.82K $344M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.38K
+ 24.02%
$51.14 - $57.0 $70.5K - $78.6K
7.12K $405M
QTUM
ETF Ser Solutions Defiance Qua
203
+ 6.13%
N/A
3.52K $323M
CTVA
Corteva, Inc.

Basic Materials
394
+ 10.07%
$55.52 - $74.53 $21.9K - $29.4K
4.31K $321M
Grayscale Ethereum Trust ETF
105
+ 0.82%
N/A
12.8K $268M
MMM
3 M CO

Industrials
351
+ 9.3%
$126.09 - $154.15 $44.3K - $54.1K
4.13K $628M
FDX
Fedex Corp

Industrials
404
+ 34.89%
$198.07 - $245.17 $80K - $99K
1.56K $355M
ACHR
Archer Aviation Inc.

Industrials
2.95K
+ 27.3%
$6.2 - $13.3 $18.3K - $39.2K
13.8K $149M
QUAL
Ishares Msci Usa Quality Facto

ETFs
189
+ 5.99%
$152.42 - $182.82 $28.8K - $34.6K
3.35K $612M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.1K
+ 15.57%
$63.54 - $68.5 $69.9K - $75.4K
8.16K $551M
MLM
Martin Marietta Materials Inc

Basic Materials
40
+ 6.04%
$452.51 - $568.19 $18.1K - $22.7K
702 $385M
VEA
Vanguard Ftse Developed Market

ETFs
292
+ 3.46%
$45.65 - $57.01 $13.3K - $16.6K
8.73K $498M
SPGI
S&P Global Inc.

Financial Services
83
+ 7.65%
$438.31 - $527.29 $36.4K - $43.8K
1.17K $616M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
440
+ 7.93%
$116.93 - $119.39 $51.4K - $52.5K
5.99K $713M
CMCSA
Comcast Corp

Communication Services
4.34K
+ 5.34%
$32.84 - $36.72 $143K - $159K
85.6K $3.06B
T Rex 2 X Long Mstr Daily Target ETF
5
+ 0.03%
N/A
17.5K $152M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
405
+ 18.23%
$121.58 - $136.74 $49.2K - $55.4K
2.63K $356M
NANR
Spdr Index Shs Fds S&P North A

ETFs
25
+ 0.05%
$46.99 - $57.94 $1.17K - $1.45K
47.2K $2.67B
SNSR
Global X Fds Internet Of Thing

ETFs
603
+ 9.63%
$27.45 - $37.76 $16.6K - $22.8K
6.86K $259M
FSK
Fs Kkr Capital Corp

Financial Services
2.65K
+ 11.29%
$17.95 - $21.5 $47.6K - $57K
26.1K $542M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.07%
$187.5 - $246.51 $188 - $247
1.4K $346M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
334
+ 35.99%
$212.1 - $244.27 $70.8K - $81.6K
1.26K $276M
SNY
Sanofi

Healthcare
1.56K
+ 42.35%
$47.62 - $55.44 $74.4K - $86.6K
5.25K $254M
GNRC
Generac Holdings Inc.

Industrials
89
+ 4.1%
$101.92 - $143.21 $9.07K - $12.7K
2.26K $324M
PG
Procter & Gamble CO

Consumer Defensive
1.25K
+ 9.17%
$157.66 - $172.39 $197K - $215K
14.9K $2.37B
IYY
Ishares Tr

ETFs
8
+ 0.27%
$120.9 - $150.87 $967 - $1.21K
3.02K $456M
SO
Southern CO

Utilities
527
+ 1.99%
$84.91 - $92.56 $44.7K - $48.8K
27K $2.48B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
196
+ 4.42%
$103.88 - $123.68 $20.4K - $24.2K
4.63K $572M
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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