Fiduciary Alliance LLC Incresed Positions in Q3 2025

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.01K
+ 1.35%
$42.67 - $46.91 $85.9K - $94.5K
151K $7.08B
O
Realty Income Corp

Real Estate
11.1K
+ 234.5%
$56.13 - $60.79 $621K - $673K
15.8K $960M
USFR
Wisdomtree Floating Rate Treas

ETFs
13.2K
+ 219.48%
$50.23 - $50.48 $661K - $665K
19.2K $964M
AMZN
Amazon Com Inc

Consumer Cyclical
2.72K
+ 1.83%
$211.65 - $238.24 $576K - $648K
152K $33.3B
META
Meta Platforms, Inc.

Communication Services
868
+ 8.97%
$695.21 - $791.73 $603K - $687K
10.5K $7.75B
KWEB
Kraneshares Tr Csi China Inter

ETFs
5.69K
+ 12.12%
$33.63 - $42.59 $191K - $242K
52.6K $2.21B
NANR
Spdr Index Shs Fds S&P North A

ETFs
3.08K
+ 6.53%
$56.69 - $65.0 $175K - $200K
50.3K $3.25B
GLW
Corning Inc

Technology
137
+ 0.75%
$51.6 - $82.03 $7.07K - $11.2K
18.5K $1.52B
SCHR
Schwab Intermediate Term Us Tr

ETFs
20.3K
+ 4.98%
$24.69 - $25.26 $501K - $512K
427K $10.7B
MARA
Marathon Digital Holdings, Inc.

Financial Services
18.1K
+ 24.82%
N/A
90.8K $1.66B
SCHV
Schwab Strategic Tr Us Large C

ETFs
398
+ 0.12%
$27.61 - $29.15 $11K - $11.6K
335K $9.76B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.64K
+ 16.22%
$108.97 - $121.65 $287K - $321K
18.9K $2.28B
JPIE
J P Morgan Exchange Traded Fd
10.3K
+ 12.91%
$46.01 - $46.55 $475K - $480K
90.3K $4.19B
XLK
Technology Sector Spdr

ETFs
1.22K
+ 26.93%
$250.97 - $282.66 $305K - $343K
5.73K $1.61B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
22.3K
+ 25.45%
$20.84 - $21.03 $465K - $469K
110K $2.3B
DGRO
Ishares Core Dividend Growth E

ETFs
287
+ 0.27%
$64.12 - $68.08 $18.4K - $19.5K
105K $7.18B
SPYG
Spdr Portfolio

ETFs
2.95K
+ 18.83%
$94.33 - $105.31 $278K - $311K
18.6K $1.95B
TOST
Toast, Inc.

Technology
17.8K
+ 60.11%
$36.51 - $49.3 $652K - $880K
47.5K $1.74B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.76K
+ 35.03%
$110.74 - $122.12 $306K - $337K
10.6K $1.29B
VGT
Vanguard Information Technolog

ETFs
133
+ 3.86%
$656.44 - $753.15 $87.3K - $100K
3.58K $2.67B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.47K
+ 16.1%
$70.77 - $73.59 $316K - $329K
32.2K $2.36B
Eagle Capital Select Equity ETF
8.56K
+ 9.02%
N/A
104K $3.24B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
15.5K
+ 36.4%
$24.02 - $24.28 $372K - $376K
58K $1.39B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
487
+ 8.4%
$435.72 - $463.74 $212K - $226K
6.28K $2.91B
MGV
Vanguard Mega Cap Value

ETFs
7
+ 0.01%
$129.46 - $137.85 $906 - $965
52.3K $7.2B
UPS
United Parcel Service Inc

Industrials
4.79K
+ 142.08%
$82.58 - $105.54 $396K - $506K
8.16K $682M
Jp Morgan Hedged Equity Laddered Overlay ETF
2.06K
+ 2.63%
N/A
80.2K $5.21B
BA
Boeing CO

Industrials
1.31K
+ 21.74%
$209.79 - $237.38 $275K - $311K
7.35K $1.59B
VZ
Verizon Communications Inc

Communication Services
6.74K
+ 20.65%
$40.84 - $45.06 $275K - $304K
39.4K $1.73B
PREF
Principal Spectrum Pfd Secs Ac

ETFs
15.2K
+ 14.74%
$18.86 - $19.16 $287K - $291K
118K $2.26B
JPIB
Jpmorgan International Bond Op

ETFs
5.14K
+ 3.78%
$48.32 - $49.13 $248K - $252K
141K $6.91B
PSTG
Pure Storage, Inc.

Technology
282
+ 2.64%
$54.47 - $88.29 $15.4K - $24.9K
11K $919M
CCI
Crown Castle International Corp

Real Estate
3.77K
+ 36.45%
$92.96 - $113.91 $351K - $430K
14.1K $1.36B
FDVV
Fidelity High Dividend ETF

ETFs
4.95K
+ 107.61%
$52.42 - $55.71 $259K - $276K
9.55K $532M
Ge Vernova Inc Com
102
+ 3.94%
N/A
2.69K $1.65B
TJX
Tjx Companies Inc

Consumer Cyclical
260
+ 2.24%
$121.35 - $144.54 $31.6K - $37.6K
11.9K $1.72B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.1K
+ 7.41%
$52.55 - $54.37 $215K - $223K
59.4K $3.21B
VB
Vanguard Small Cap ETF

ETFs
776
+ 21.01%
$237.58 - $259.17 $184K - $201K
4.47K $1.14B
IEFA
Ishares Tr

ETFs
1.68K
+ 6.05%
$81.7 - $87.53 $137K - $147K
29.5K $2.57B
PANW
Palo Alto Networks Inc

Technology
1.25K
+ 37.58%
$167.06 - $208.19 $209K - $261K
4.58K $933M
EXPE
Expedia Group, Inc.

Consumer Cyclical
674
+ 37.42%
$171.01 - $228.24 $115K - $154K
2.48K $529M
MO
Altria Group, Inc.

Consumer Defensive
1.49K
+ 8.93%
$57.75 - $67.68 $86.3K - $101K
18.2K $1.2B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.86K
+ 3.77%
$20.76 - $21.78 $142K - $149K
189K $4.07B
MKL
Markel Corp

Financial Services
180
+ 12.22%
$1898.34 - $2031.8 $342K - $366K
1.65K $3.16B
CRK
Comstock Resources Inc

Energy
18K
+ 96.73%
$15.03 - $25.26 $271K - $455K
36.6K $726M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.98K
+ 21.75%
$72.65 - $78.68 $143K - $155K
11.1K $866M
CGXU
Capital Group Intl Focus Equit

ETFs
1.22K
+ 1.82%
$26.49 - $29.62 $32.4K - $36.2K
68.4K $2.02B
AMD
Advanced Micro Devices Inc

Technology
245
+ 3.03%
$134.8 - $184.42 $33K - $45.2K
8.34K $1.35B
BAX
Baxter International Inc

Healthcare
29.5K
+ 46.6%
$21.71 - $31.23 $639K - $920K
92.7K $2.11B
Activity Summary
Buys All Purchases 265 New Holdings 34 Increased Positions 231 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 6 Puts 0
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