Fiduciary Alliance LLC Incresed Positions in Q3 2024

Fiduciary Alliance LLC

  • $754 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOL
Abrdn Gold ETF Trust

ETFs
3.12K
+ 1.43%
$22.26 - $25.51 $69.4K - $79.6K
221K $5.54B
BAC
Bank Of America Corp

Financial Services
17.7K
+ 253.22%
$36.65 - $44.13 $648K - $780K
24.7K $978M
BNDX
Vanguard Total International B

ETFs
12.1K
+ 26.65%
$48.42 - $50.35 $586K - $610K
57.5K $2.89B
ICE
Intercontinental Exchange, Inc.

Financial Services
2.24K
+ 15.07%
$136.93 - $162.81 $307K - $365K
17.1K $2.75B
WMT
Walmart Inc.

Consumer Defensive
5.81K
+ 48.23%
$66.91 - $81.4 $388K - $473K
17.8K $1.44B
ACN
Accenture PLC

Technology
1.54K
+ 128.54%
$295.44 - $355.81 $454K - $547K
2.73K $965M
RSG
Republic Services, Inc.

Industrials
1.48K
+ 3.72%
$189.34 - $208.21 $280K - $308K
41.2K $8.28B
INTC
Intel Corp

Technology
29.9K
+ 198.23%
$18.9 - $34.87 $566K - $1.04M
45K $1.06B
VZ
Verizon Communications Inc

Communication Services
11.9K
+ 155.72%
$38.89 - $45.0 $462K - $535K
19.5K $877M
TFC
Truist Financial Corp

Financial Services
6.59K
+ 7.9%
$38.22 - $44.94 $252K - $296K
90K $3.85B
MCD
Mcdonalds Corp

Consumer Cyclical
807
+ 22.6%
$245.82 - $304.51 $198K - $246K
4.38K $1.33B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.09K
+ 19.36%
$52.1 - $59.66 $317K - $363K
37.6K $2.22B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.64K
+ 153.27%
$91.42 - $91.82 $425K - $426K
7.67K $705M
ABT
Abbott Laboratories

Healthcare
3.32K
+ 83.52%
$100.07 - $118.13 $333K - $393K
7.3K $833M
AMGN
Amgen Inc

Healthcare
356
+ 1.35%
$309.38 - $337.38 $110K - $120K
26.7K $8.6B
DUK
Duke Energy Corp

Utilities
3.08K
+ 85.37%
$99.35 - $117.71 $306K - $363K
6.69K $771M
JPIE
J P Morgan Exchange Traded Fd
7.7K
+ 20.69%
$45.17 - $46.39 $348K - $357K
44.9K $2.08B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
13.1K
+ 20.63%
$42.59 - $60.56 $559K - $794K
76.7K $3.87B
MLPX
Global X Mlp & Energy Infrastr

ETFs
2.78K
+ 3.9%
$50.37 - $55.21 $140K - $153K
74K $4.03B
NANR
Spdr Index Shs Fds S&P North A

ETFs
4.75K
+ 13.61%
$51.89 - $57.3 $247K - $272K
39.7K $2.25B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.22K
+ 16.48%
$100.09 - $100.69 $322K - $324K
22.8K $2.29B
META
Meta Platforms, Inc.

Communication Services
367
+ 18.88%
$453.41 - $572.44 $166K - $210K
2.31K $1.32B
ABBV
Abb Vie Inc.

Healthcare
979
+ 24.97%
$163.84 - $199.33 $160K - $195K
4.9K $968M
FXI
Ishares Tr

ETFs
3.67K
+ 10.32%
$24.78 - $32.17 $90.9K - $118K
39.2K $1.25B
IBM
International Business Machines Corp

Technology
983
+ 59.22%
$175.1 - $223.38 $172K - $220K
2.64K $584M
SHOP
Shopify Inc.

Technology
1.52K
+ 14.16%
$52.26 - $80.75 $79.4K - $123K
12.3K $982M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.79K
+ 13.64%
$23.04 - $24.06 $203K - $212K
73.3K $1.76B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
415
+ 45.4%
$523.84 - $572.02 $217K - $237K
1.33K $757M
VRIG
Invesco Actively Managed ETF F

ETFs
10.9K
+ 12.28%
$25.05 - $25.21 $274K - $275K
99.9K $2.51B
GNRC
Generac Holdings Inc.

Industrials
1.2K
+ 35.15%
$133.16 - $159.78 $159K - $191K
4.6K $731M
JPIB
Jpmorgan International Bond Op

ETFs
2.71K
+ 3.65%
$46.96 - $48.73 $127K - $132K
76.8K $3.74B
KO
Coca Cola CO

Consumer Defensive
2.54K
+ 35.56%
$62.69 - $73.01 $159K - $186K
9.69K $696M
VIG
Vanguard Dividend Appreciation

ETFs
983
+ 30.69%
$182.15 - $182.15 $179K - $179K
4.19K $829M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
648
+ 2.78%
$90.87 - $102.43 $58.9K - $66.4K
24K $2.37B
GLD
Spdr Gold Trust

ETFs
688
+ 40.54%
$215.56 - $246.98 $148K - $170K
2.39K $580M
T
At&T Inc.

Communication Services
7.98K
+ 66.78%
$18.21 - $22.28 $145K - $178K
19.9K $438M
NKE
Nike, Inc.

Consumer Cyclical
2.03K
+ 74.0%
$71.09 - $89.44 $144K - $181K
4.77K $422M
ITOT
Ishares Core S&P Total U.S. St

ETFs
607
+ 2.91%
$113.41 - $125.62 $68.8K - $76.3K
21.4K $2.69B
V
Visa Inc.

Financial Services
607
+ 15.27%
$253.74 - $291.56 $154K - $177K
4.58K $1.26B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
957
+ 1.28%
$56.04 - $62.99 $53.6K - $60.3K
75.6K $4.62B
GOOGL
Alphabet Inc.

Communication Services
6.54K
+ 14.04%
$148.65 - $191.18 $972K - $1.25M
53.1K $8.81B
VO
Vanguard Mid Cap ETF

ETFs
492
+ 23.0%
$237.84 - $263.83 $117K - $130K
2.63K $694M
CAT
Caterpillar Inc

Industrials
248
+ 26.41%
$316.8 - $391.12 $78.6K - $97K
1.19K $464M
AMT
American Tower Corp

Real Estate
435
+ 33.93%
$192.27 - $242.73 $83.6K - $106K
1.72K $399M
AVGO
Broadcom Inc.

Technology
4.82K
+ 1032.98%
$136.27 - $1745.86 $657K - $8.42M
5.29K $913M
CSCO
Cisco Systems, Inc.

Technology
1.43K
+ 14.84%
$44.74 - $53.22 $63.8K - $75.8K
11K $587M
NOW
Service Now, Inc.

Technology
102
+ 31.38%
$730.87 - $937.36 $74.5K - $95.6K
427 $382M
UNP
Union Pacific Corp

Industrials
396
+ 32.59%
$221.78 - $256.09 $87.8K - $101K
1.61K $397M
IWM
Ishares Russell 2000 ETF

ETFs
332
+ 14.4%
$200.87 - $224.6 $66.7K - $74.6K
2.64K $583M
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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