Fiduciary Alliance LLC Incresed Positions in Q3 2024

Fiduciary Alliance LLC

  • $754 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
33.1K
+ 20.62%
$207.23 - $234.82 $6.85M - $7.76M
193K $45.1B
XOM
Exxon Mobil Corp

Energy
45.7K
+ 217.54%
$109.72 - $119.0 $5.02M - $5.44M
66.8K $7.83B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
49.2K
+ 75.84%
$77.02 - $85.06 $3.79M - $4.18M
114K $9.64B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.6K
+ 10.31%
$405.19 - $478.57 $1.86M - $2.2M
49.2K $22.7B
HD
Home Depot, Inc.

Consumer Cyclical
4.77K
+ 13.73%
$333.64 - $405.2 $1.59M - $1.93M
39.5K $16B
NVDA
Nvidia Corp

Technology
34.5K
+ 27.98%
$98.91 - $134.91 $3.41M - $4.65M
158K $19.2B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
10.7K
+ 14.1%
$72.18 - $107.33 $770K - $1.14M
86.3K $9.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.32K
+ 6.24%
$517.38 - $573.86 $1.72M - $1.9M
56.5K $32.4B
AXP
American Express CO

Financial Services
10.2K
+ 1069.64%
$225.92 - $271.17 $2.3M - $2.76M
11.1K $3.02B
LLY
Eli Lilly & CO

Healthcare
3K
+ 415.49%
$772.14 - $960.02 $2.32M - $2.88M
3.73K $3.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.4K
+ 13.71%
$105.53 - $118.34 $1.41M - $1.59M
111K $13B
AMZN
Amazon Com Inc

Consumer Cyclical
19.3K
+ 25.58%
$161.02 - $200.0 $3.11M - $3.86M
94.8K $17.7B
JNJ
Johnson & Johnson

Healthcare
8.98K
+ 13.92%
$145.48 - $167.38 $1.31M - $1.5M
73.5K $11.9B
CCI
Crown Castle International Corp

Real Estate
4.12K
+ 4.86%
$95.29 - $120.24 $393K - $495K
88.9K $10.5B
LMT
Lockheed Martin Corp

Industrials
1.1K
+ 7.27%
$460.3 - $584.56 $505K - $642K
16.2K $9.47B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
44.2K
+ 674.36%
$51.02 - $52.74 $2.26M - $2.33M
50.8K $2.67B
COST
Costco Wholesale Corp

Consumer Defensive
2.44K
+ 48.21%
$801.83 - $917.05 $1.95M - $2.23M
7.49K $6.64B
DHR
Danaher Corp

Healthcare
3.89K
+ 12.2%
$239.25 - $280.76 $930K - $1.09M
35.7K $9.94B
JPM
Jpmorgan Chase & CO

Financial Services
9.62K
+ 9.45%
$194.9 - $224.8 $1.88M - $2.16M
111K $23.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.54K
+ 53.12%
$434.77 - $502.96 $1.97M - $2.28M
13.1K $6.39B
VFC
V F Corp

Consumer Cyclical
38.1K
+ 18.85%
$12.74 - $19.95 $485K - $760K
240K $4.79B
NEE
Nextera Energy Inc

Utilities
8.06K
+ 8.43%
$69.9 - $84.97 $563K - $685K
104K $8.76B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24.1K
+ 356.34%
$81.31 - $83.29 $1.96M - $2M
30.8K $2.56B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4.39K
+ 188.78%
$386.81 - $423.12 $1.7M - $1.86M
6.72K $2.84B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.5K
+ 5.41%
$33.74 - $37.96 $794K - $893K
459K $17.2B
PWR
Quanta Services, Inc.

Industrials
3.1K
+ 17.08%
$239.58 - $298.23 $742K - $924K
21.2K $6.33B
VTI
Vanguard Total Stock Market Et

ETFs
6.32K
+ 313.03%
$255.18 - $283.2 $1.61M - $1.79M
8.34K $2.36B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
25.2K
+ 31.16%
$53.41 - $57.9 $1.35M - $1.46M
106K $6.13B
PLTR
Palantir Technologies Inc.

Technology
16.1K
+ 16.16%
$24.09 - $37.95 $387K - $609K
115K $4.29B
BOTZ
Global X Fds

ETFs
42.3K
+ 18.46%
$27.68 - $32.27 $1.17M - $1.37M
272K $8.73B
MS
Morgan Stanley

Financial Services
10.8K
+ 13.06%
$92.07 - $106.96 $992K - $1.15M
93.3K $9.72B
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.4K
+ 15.72%
$92.63 - $105.69 $1.15M - $1.31M
91.1K $9.5B
SCHR
Schwab Intermediate Term Us Tr

ETFs
20.4K
+ 13.4%
$48.4 - $50.91 $987K - $1.04M
173K $8.73B
Ishares Bitcoin Trust ETF
31.5K
+ 16.7%
N/A
220K $7.95B
GOOG
Alphabet Inc.

Communication Services
8.61K
+ 113.32%
$149.54 - $192.66 $1.29M - $1.66M
16.2K $2.71B
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
55.6K
+ 21.46%
$11.74 - $16.42 $653K - $913K
315K $4.36B
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
4.53K
+ 1.44%
$28.91 - $32.54 $131K - $147K
318K $10.3B
MA
Mastercard Inc

Financial Services
1.87K
+ 148.3%
$429.6 - $500.99 $805K - $938K
3.14K $1.55B
MTB
M&T Bank Corp

Financial Services
2.25K
+ 10.37%
$146.49 - $179.85 $329K - $404K
23.9K $4.26B
MSTR
Microstrategy Inc

Technology
14.6K
+ 1128.41%
$114.3 - $1800.09 $1.67M - $26.2M
15.9K $2.68B
AWK
American Water Works Company, Inc.

Utilities
4.24K
+ 22.33%
$127.76 - $149.9 $542K - $636K
23.2K $3.4B
FCX
Freeport Mcmoran Inc

Basic Materials
14.4K
+ 7.63%
$39.52 - $51.92 $569K - $748K
203K $10.1B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.4K
+ 8.53%
$36.02 - $41.68 $409K - $474K
145K $5.97B
Jp Morgan Hedged Equity Laddered Overlay ETF
12.7K
+ 22.46%
N/A
69.3K $4.24B
UNH
Unitedhealth Group Inc

Healthcare
1.31K
+ 91.68%
$488.01 - $604.18 $640K - $793K
2.74K $1.6B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
13.5K
+ 8.43%
$19.78 - $23.53 $267K - $317K
174K $4.02B
MCO
Moodys Corp

Financial Services
504
+ 4.89%
$421.49 - $494.67 $212K - $249K
10.8K $5.13B
TSLA
Tesla, Inc.

Consumer Cyclical
2.43K
+ 75.49%
$191.76 - $263.26 $466K - $640K
5.65K $1.48B
SO
Southern CO

Utilities
7.49K
+ 250.87%
$77.0 - $90.52 $577K - $678K
10.5K $945M
Activity Summary
Buys All Purchases 194 New Holdings 54 Increased Positions 140 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 3 Puts 0
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