Fiduciary Alliance LLC Incresed Positions in Q2 2025

Fiduciary Alliance LLC

  • $1.34 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
18.9K
+ 18.45%
$354.56 - $497.45 $6.68M - $9.38M
121K $60.2B
NVDA
Nvidia Corp

Technology
26.5K
+ 14.59%
$94.31 - $157.99 $2.5M - $4.18M
208K $32.8B
OSCR
Oscar Health, Inc.

Healthcare
441K
+ 3557.97%
$11.6 - $21.44 $5.12M - $9.46M
454K $9.72B
HOOD
Robinhood Markets, Inc.

Technology
66K
+ 126.23%
$34.17 - $93.63 $2.26M - $6.18M
118K $11.1B
SCHG
Schwab Strategic Tr Us Large C

ETFs
232K
+ 50.56%
$22.27 - $29.21 $5.16M - $6.77M
690K $20.2B
MSTR
Microstrategy Inc

Technology
9.94K
+ 28.41%
$237.95 - $421.61 $2.36M - $4.19M
44.9K $18.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.52K
+ 7.32%
$496.48 - $617.85 $2.74M - $3.41M
80.9K $50B
JPM
Jpmorgan Chase & CO

Financial Services
3.52K
+ 2.46%
$210.28 - $289.91 $739K - $1.02M
146K $42.4B
AMZN
Amazon Com Inc

Consumer Cyclical
11.7K
+ 8.55%
$167.32 - $223.3 $1.96M - $2.62M
149K $32.7B
Ishares Bitcoin Trust ETF
42.3K
+ 15.61%
N/A
313K $19.2B
AVGO
Broadcom Inc.

Technology
4.15K
+ 13.39%
$146.29 - $275.65 $607K - $1.14M
35.1K $9.69B
IBM
International Business Machines Corp

Technology
12.8K
+ 229.94%
$221.03 - $294.78 $2.84M - $3.79M
18.4K $5.43B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
59.7K
+ 120.41%
$25.35 - $64.65 $1.51M - $3.86M
109K $5.45B
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
64.1K
+ 15.24%
$11.16 - $25.9 $715K - $1.66M
485K $10.4B
WMT
Walmart Inc.

Consumer Defensive
33.5K
+ 56.42%
$81.79 - $99.98 $2.74M - $3.35M
93K $9.09B
COIN
Coinbase Global, Inc.

Technology
4.2K
+ 31.2%
$151.47 - $375.07 $636K - $1.58M
17.7K $6.19B
VO
Vanguard Mid Cap ETF

ETFs
13.5K
+ 426.67%
$228.54 - $279.83 $3.09M - $3.78M
16.7K $4.66B
ALL
Allstate Corp

Financial Services
18.7K
+ 135.67%
$180.53 - $212.64 $3.38M - $3.98M
32.5K $6.55B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
17.5K
+ 15.73%
$60.61 - $87.72 $1.06M - $1.54M
129K $10.9B
VUG
Vanguard Growth ETF

ETFs
8.12K
+ 613.92%
$329.49 - $438.4 $2.67M - $3.56M
9.44K $4.14B
PYPL
Pay Pal Holdings, Inc.

Financial Services
32.1K
+ 27.29%
$57.41 - $74.81 $1.84M - $2.4M
150K $11.1B
NFLX
Netflix Inc

Communication Services
1.39K
+ 36.25%
$855.86 - $1339.13 $1.19M - $1.86M
5.22K $6.99B
TSLA
Tesla, Inc.

Consumer Cyclical
6.61K
+ 33.54%
$221.86 - $362.89 $1.47M - $2.4M
26.3K $8.36B
GOOGL
Alphabet Inc.

Communication Services
9.06K
+ 12.58%
$144.7 - $178.6 $1.31M - $1.62M
81.1K $14.3B
ETN
Eaton Corp PLC

Industrials
2.19K
+ 7.97%
$246.52 - $356.99 $541K - $783K
29.7K $10.6B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
50.6K
+ 1093.35%
$51.1 - $53.29 $2.59M - $2.7M
55.3K $2.95B
NVO
Novo Nordisk A S

Healthcare
38.7K
+ 472.98%
$58.08 - $81.05 $2.25M - $3.14M
46.9K $3.24B
DIS
Walt Disney CO

Communication Services
8.47K
+ 14.6%
$81.72 - $124.01 $692K - $1.05M
66.4K $8.24B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
26.8K
+ 23.97%
$91.43 - $91.74 $2.45M - $2.45M
138K $12.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.58K
+ 22.37%
$416.06 - $551.64 $1.08M - $1.43M
14.1K $7.8B
SOFI
So Fi Technologies, Inc.

Financial Services
95K
+ 97.96%
$9.5 - $18.21 $902K - $1.73M
192K $3.49B
META
Meta Platforms, Inc.

Communication Services
1.36K
+ 16.36%
$484.66 - $738.09 $660K - $1M
9.68K $7.14B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.56K
+ 1.4%
$32.66 - $40.75 $214K - $267K
473K $19.2B
PFE
Pfizer Inc

Healthcare
89.6K
+ 935.16%
$21.59 - $24.84 $1.94M - $2.23M
99.2K $2.41B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
21K
+ 482.65%
$100.35 - $100.71 $2.11M - $2.12M
25.4K $2.56B
Ishares Ethereum Trust ETF
67.5K
+ 46.72%
N/A
212K $4.04B
LLY
Eli Lilly & CO

Healthcare
2.95K
+ 40.47%
$713.71 - $898.95 $2.11M - $2.66M
10.3K $7.99B
VGT
Vanguard Information Technolog

ETFs
2.76K
+ 406.47%
$470.37 - $663.28 $1.3M - $1.83M
3.44K $2.28B
KMI
Kinder Morgan, Inc.

Energy
51.2K
+ 16.38%
$25.21 - $29.4 $1.29M - $1.5M
364K $10.7B
IEFA
Ishares Tr

ETFs
20.6K
+ 285.89%
$67.83 - $84.09 $1.4M - $1.73M
27.8K $2.32B
VTI
Vanguard Total Stock Market Et

ETFs
4.47K
+ 52.94%
$243.75 - $303.93 $1.09M - $1.36M
12.9K $3.93B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.61K
+ 34.81%
$321.63 - $509.31 $516K - $817K
6.22K $3.17B
Pimco Multisector Bond Active Exchange Traded Fund
56K
+ 35.96%
N/A
212K $5.62B
JPIE
J P Morgan Exchange Traded Fd
32.3K
+ 67.93%
$45.12 - $46.32 $1.46M - $1.5M
80K $3.7B
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
5.81K
+ 1.74%
$27.43 - $34.32 $159K - $200K
340K $11.7B
ISRG
Intuitive Surgical Inc

Healthcare
1.21K
+ 8.66%
$451.58 - $565.94 $544K - $682K
15.1K $8.21B
DUK
Duke Energy Corp

Utilities
11.8K
+ 69.58%
$112.46 - $124.05 $1.32M - $1.46M
28.6K $3.38B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.26K
+ 5.03%
$90.56 - $109.49 $567K - $686K
131K $14.3B
TXN
Texas Instruments Inc

Technology
1.53K
+ 4.68%
N/A
34.3K $7.11B
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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