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
XSMO
Invesco S&P Smallcap Momentum

ETFs
13K
+ 19.88%
$55.15 - $68.11 $718K - $887K
78.5K $5.34B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.7K
+ 12.31%
$141.37 - $228.57 $240K - $388K
15.5K $3.51B
APH
Amphenol Corp

Technology
8.2K
+ 70.53%
$59.09 - $98.75 $484K - $809K
19.8K $1.96B
Eagle Capital Select Equity ETF
34.8K
+ 57.95%
N/A
94.9K $2.87B
Fidelity Wise Origin Bitcoin Fund
1.1K
+ 2.37%
N/A
47.5K $4.46B
SHOP
Shopify Inc.

Technology
6.2K
+ 37.71%
$76.89 - $115.35 $477K - $715K
22.6K $2.61B
COF
Capital One Financial Corp

Financial Services
3.53K
+ 40.58%
$150.57 - $212.76 $532K - $751K
12.2K $2.6B
VFC
V F Corp

Consumer Cyclical
182K
+ 61.12%
$9.74 - $16.39 $1.78M - $2.99M
481K $5.65B
VIG
Vanguard Dividend Appreciation

ETFs
4.57K
+ 95.95%
N/A
9.34K $1.91B
AMAT
Applied Materials Inc

Technology
4.88K
+ 282.41%
$126.95 - $183.52 $620K - $896K
6.61K $1.21B
Yieldmax Mstr Option Income Strategy ETF
37.8K
+ 99.42%
N/A
75.8K $1.68B
SLV
I Shares Silver Trust

ETFs
26.7K
+ 162.87%
$27.08 - $33.74 $724K - $901K
43.1K $1.41B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.12K
+ 7.62%
$50.08 - $63.14 $256K - $323K
72.3K $4.56B
BA
Boeing CO

Industrials
3.67K
+ 154.71%
$136.59 - $217.51 $501K - $797K
6.03K $1.26B
BOTZ
Global X Fds

ETFs
12.9K
+ 12.71%
$24.51 - $32.65 $316K - $421K
114K $3.74B
AMD
Advanced Micro Devices Inc

Technology
4.73K
+ 140.37%
$78.21 - $143.81 $370K - $680K
8.09K $1.15B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.71K
+ 9.86%
$57.46 - $75.58 $213K - $280K
41.3K $3.12B
NOW
Service Now, Inc.

Technology
430
+ 34.05%
$721.65 - $1040.18 $310K - $447K
1.69K $1.74B
UBER
Uber Technologies, Inc

Technology
5.82K
+ 62.43%
$64.62 - $93.3 $376K - $543K
15.1K $1.41B
BAC
Bank Of America Corp

Financial Services
8.19K
+ 13.94%
$34.39 - $47.46 $281K - $388K
66.9K $3.17B
AXP
American Express CO

Financial Services
138
+ 1.03%
$231.39 - $318.98 $31.9K - $44K
13.5K $4.31B
XOM
Exxon Mobil Corp

Energy
10K
+ 29.33%
$99.93 - $119.04 $1M - $1.19M
44.2K $4.77B
T
At&T Inc.

Communication Services
19.1K
+ 9.77%
$26.33 - $28.94 $503K - $553K
215K $6.21B
IVV
Ishares Core S&P 500 ETF

ETFs
904
+ 65.22%
$498.8 - $620.9 $451K - $561K
2.29K $1.42B
NDAQ
Nasdaq, Inc.

Financial Services
3.98K
+ 18.9%
$66.4 - $89.42 $264K - $356K
25K $2.24B
WWD
Woodward, Inc.

Industrials
458
+ 5.61%
$157.29 - $247.55 $72K - $113K
8.63K $2.11B
PM
Philip Morris International Inc.

Consumer Defensive
3.01K
+ 125.81%
$149.23 - $184.95 $449K - $556K
5.4K $983M
RTX
Raytheon Technologies Corp

Industrials
2.58K
+ 17.03%
$113.75 - $148.48 $293K - $383K
17.7K $2.59B
ABT
Abbott Laboratories

Healthcare
3.61K
+ 15.56%
$123.95 - $138.08 $447K - $498K
26.8K $3.65B
KWEB
Kraneshares Tr Csi China Inter

ETFs
16.6K
+ 54.88%
$28.28 - $35.22 $470K - $585K
46.9K $1.61B
ARGT
Global X Msci Argentina ETF

ETFs
5.2K
+ 28.53%
$70.3 - $94.5 $365K - $491K
23.4K $1.98B
WEC
Wec Energy Group, Inc.

Utilities
5.14K
+ 54.55%
$102.24 - $109.76 $526K - $564K
14.6K $1.52B
FXI
Ishares Tr

ETFs
12K
+ 23.48%
$29.59 - $37.41 $355K - $448K
63K $2.32B
XLK
Technology Sector Spdr

ETFs
1.32K
+ 41.31%
$179.73 - $253.23 $237K - $334K
4.51K $1.14B
MARA
Marathon Digital Holdings, Inc.

Financial Services
15.4K
+ 26.92%
N/A
72.7K $1.14B
MTB
M&T Bank Corp

Financial Services
462
+ 1.82%
$156.58 - $193.99 $72.3K - $89.6K
25.9K $5.03B
GE
General Electric CO

Industrials
1.29K
+ 51.37%
$166.81 - $257.39 $216K - $333K
3.81K $980M
VTV
Vanguard Value ETF

ETFs
2.57K
+ 56.47%
$153.67 - $176.74 $395K - $454K
7.12K $1.26B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.86K
+ 21.21%
$45.88 - $54.4 $315K - $373K
39.2K $2.13B
MO
Altria Group, Inc.

Consumer Defensive
7.98K
+ 91.08%
$55.56 - $60.91 $443K - $486K
16.7K $981M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.17K
+ 5.16%
$108.12 - $135.04 $127K - $158K
23.9K $3.22B
HD
Home Depot, Inc.

Consumer Cyclical
1.21K
+ 2.73%
$335.24 - $380.78 $404K - $459K
45.4K $16.7B
INTU
Intuit Inc

Technology
221
+ 14.21%
$544.07 - $787.63 $120K - $174K
1.78K $1.4B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.12K
+ 7.49%
$50.39 - $60.05 $208K - $247K
59.1K $3.55B
XLE
Energy Sector Spdr

ETFs
5.62K
+ 76.45%
$76.44 - $94.13 $429K - $529K
13K $1.1B
SPYG
Spdr Portfolio

ETFs
2.13K
+ 15.75%
$71.83 - $95.32 $153K - $203K
15.7K $1.49B
SYK
Stryker Corp

Healthcare
578
+ 8.48%
$337.37 - $395.63 $195K - $229K
7.4K $2.93B
XLP
Consumer Staples Sector Spdr

ETFs
4.64K
+ 168.34%
N/A
7.4K $599M
ABBV
Abb Vie Inc.

Healthcare
4.12K
+ 24.32%
$170.16 - $206.27 $701K - $849K
21K $3.91B
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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