Fiduciary Alliance LLC Purchases in Q2 2025

Fiduciary Alliance LLC

  • $1.34 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
148
+ 0.32%
$8.69 - $10.85 $1.29K - $1.61K
46.8K $507M
PAUG
Innovator U.S. Equity Power Bu

ETFs
413
+ 5.26%
$35.3 - $40.46 $14.6K - $16.7K
8.26K $334M
Linde PLC Shs
67
+ 4.83%
N/A
1.45K $682M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
323
+ 8.0%
$69.8 - $85.28 $22.5K - $27.5K
4.36K $362M
TRV
Travelers Companies, Inc.

Financial Services
114
+ 13.46%
$233.83 - $276.34 $26.7K - $31.5K
961 $257M
NSC
Norfolk Southern Corp

Industrials
38
+ 3.29%
$206.34 - $257.46 $7.84K - $9.78K
1.19K $305M
XLU
Utilities Sector Spdr

ETFs
241
+ 5.97%
$73.09 - $82.77 $17.6K - $19.9K
4.28K $349M
UPS
United Parcel Service Inc

Industrials
544
+ 19.24%
$91.92 - $110.2 $50K - $59.9K
3.37K $340M
ECL
Ecolab Inc.

Basic Materials
54
+ 5.99%
$225.65 - $270.95 $12.2K - $14.6K
956 $258M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4
+ 0.04%
$66.87 - $79.47 $267 - $318
10.8K $858M
IYJ
Ishares Tr

ETFs
4
+ 0.23%
$115.07 - $142.31 $460 - $569
1.75K $249M
KR
Kroger CO

Consumer Defensive
23
+ 0.47%
$64.62 - $74.0 $1.49K - $1.7K
4.96K $356M
AA
Alcoa Corp

Basic Materials
1.66K
+ 5.65%
$22.57 - $30.84 $37.4K - $51.2K
31K $915M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
25
+ 0.35%
$26.69 - $33.44 $667 - $836
7.13K $234M
IYF
Ishares Tr

ETFs
6
+ 0.3%
$99.23 - $120.99 $595 - $726
2K $242M
IAU
Ishares Gold Trust

ETFs
13
+ 0.28%
$56.1 - $64.74 $729 - $842
4.65K $290M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
46
+ 0.51%
$67.03 - $80.35 $3.08K - $3.7K
9.02K $719M
YUM
Yum Brands Inc

Consumer Cyclical
243
+ 10.1%
$138.36 - $161.45 $33.6K - $39.2K
2.65K $393M
LNG
Cheniere Energy, Inc.

Energy
5
+ 0.53%
$197.25 - $244.33 $986 - $1.22K
953 $232M
Gsk PLC Sponsored Adr
407
+ 3.56%
N/A
11.8K $455M
ARCC
Ares Capital Corp

Financial Services
516
+ 3.09%
$18.91 - $22.43 $9.76K - $11.6K
17.2K $379M
CB
Chubb LTD

Financial Services
61
+ 7.23%
$274.32 - $302.46 $16.7K - $18.5K
905 $262M
HLN
Haleon PLC

Healthcare
559
+ 5.02%
$9.27 - $11.41 $5.18K - $6.38K
11.7K $121M
DD
Du Pont De Nemours, Inc.

Basic Materials
383
+ 11.71%
$55.13 - $75.25 $21.1K - $28.8K
3.65K $251M
WM
Waste Management Inc

Industrials
91
+ 1.15%
$216.47 - $242.1 $19.7K - $22K
7.98K $1.83B
LOW
Lowes Companies Inc

Consumer Cyclical
415
+ 5.09%
$210.83 - $235.28 $87.5K - $97.6K
8.57K $1.9B
DVY
Ishares Tr

ETFs
2
+ 0.13%
$118.37 - $134.86 $237 - $270
1.53K $203M
BCE
Bce Inc

Communication Services
156
+ 1.49%
$20.87 - $22.95 $3.26K - $3.58K
10.6K $235M
MCD
Mcdonalds Corp

Consumer Cyclical
510
+ 6.34%
$285.55 - $321.23 $146K - $164K
8.56K $2.5B
IXJ
Ishares Global Healthcare ETF

ETFs
29
+ 0.79%
$82.3 - $90.02 $2.39K - $2.61K
3.68K $317M
XEL
Xcel Energy Inc

Utilities
33
+ 0.44%
$65.65 - $72.39 $2.17K - $2.39K
7.51K $512M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.06%
$236.71 - $261.92 $237 - $262
1.56K $387M
ZTS
Zoetis Inc.

Healthcare
52
+ 1.28%
$144.41 - $170.3 $7.51K - $8.86K
4.11K $642M
EPD
Enterprise Products Partners L.P.

Energy
198
+ 1.78%
$28.95 - $34.22 $5.73K - $6.78K
11.3K $350M
CPRT
Copart Inc

Consumer Cyclical
117
+ 2.51%
$47.72 - $63.84 $5.58K - $7.47K
4.78K $234M
PGR
Progressive Corp

Financial Services
11
+ 0.53%
$255.27 - $288.74 $2.81K - $3.18K
2.1K $561M
EOG
Eog Resources Inc

Energy
108
+ 1.73%
$104.61 - $129.97 $11.3K - $14K
6.33K $758M
ROP
Roper Technologies Inc

Industrials
18
+ 0.77%
$519.19 - $590.78 $9.35K - $10.6K
2.34K $1.33B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
93
+ 4.95%
$225.56 - $335.19 $21K - $31.2K
1.97K $469M
AJG
Arthur J. Gallagher & Co.

Financial Services
84
+ 2.15%
$310.86 - $348.77 $26.1K - $29.3K
4K $1.28B
VDE
Vanguard Energy ETF

ETFs
1
+ 0.01%
$105.87 - $130.56 $106 - $131
7.6K $905M
SHEL
Shell PLC

Energy
72
+ 0.2%
$59.75 - $73.05 $4.3K - $5.26K
36.2K $2.55B
PEP
Pepsico Inc

Consumer Defensive
646
+ 5.44%
$128.02 - $151.37 $82.7K - $97.8K
12.5K $1.65B
TMUS
T Mobile Us, Inc.

Communication Services
25
+ 0.5%
$220.99 - $268.54 $5.52K - $6.71K
5.06K $1.21B
DHR
Danaher Corp

Healthcare
492
+ 1.41%
$174.64 - $205.16 $85.9K - $101K
35.5K $7.01B
ELV
Elevance Health, Inc.

Healthcare
2
+ 0.04%
$372.27 - $452.69 $745 - $905
4.64K $1.8B
UNH
Unitedhealth Group Inc

Healthcare
4.02K
+ 39.52%
$274.35 - $599.47 $1.1M - $2.41M
14.2K $4.43B
AAPL
Apple Inc.

Technology
12.3K
+ 5.25%
$172.42 - $223.89 $2.11M - $2.75M
246K $50.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
990
+ 1.78%
$483.48 - $539.8 $479K - $534K
56.6K $27.5B
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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