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
ENB
Enbridge Inc

Energy
7.44K
+ 37.08%
$41.09 - $47.16 $306K - $351K
27.5K $1.25B
AER
Aer Cap Holdings N.V.

Industrials
93
+ 0.4%
$88.97 - $117.24 $8.27K - $10.9K
23.3K $2.73B
BMY
Bristol Myers Squibb CO

Healthcare
8.91K
+ 209.84%
$44.12 - $59.6 $393K - $531K
13.2K $609M
HUM
Humana Inc

Healthcare
1.81K
+ 34.91%
$224.93 - $295.04 $406K - $533K
6.98K $1.71B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.99K
+ 12.06%
$59.24 - $71.39 $177K - $213K
27.8K $1.98B
PREF
Principal Spectrum Pfd Secs Ac

ETFs
16.1K
+ 18.55%
$18.21 - $18.97 $294K - $306K
103K $1.96B
EL
Estee Lauder Companies Inc

Consumer Defensive
972
+ 5.81%
$50.06 - $80.8 $48.7K - $78.5K
17.7K $1.43B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.25K
+ 13.1%
$100.04 - $100.54 $325K - $327K
28K $2.82B
LEN
Lennar Corp

Consumer Cyclical
3.41K
+ 26.44%
$102.76 - $115.66 $350K - $394K
16.3K $1.8B
RSG
Republic Services, Inc.

Industrials
546
+ 1.33%
$227.2 - $258.07 $124K - $141K
41.7K $10.3B
CDNS
Cadence Design Systems Inc

Technology
814
+ 73.53%
$231.64 - $323.08 $189K - $263K
1.92K $592M
IWM
Ishares Russell 2000 ETF

ETFs
1.25K
+ 52.69%
$174.82 - $215.79 $219K - $270K
3.63K $783M
SYY
Sysco Corp

Consumer Defensive
4.01K
+ 145.12%
$68.0 - $75.91 $273K - $304K
6.78K $513M
LMT
Lockheed Martin Corp

Industrials
109
+ 0.71%
$430.82 - $486.45 $47K - $53K
15.5K $7.18B
WDAY
Workday, Inc.

Technology
1K
+ 10.6%
$210.47 - $274.71 $210K - $275K
10.4K $2.5B
IVE
Ishares S&P 500 Value ETF

ETFs
1.4K
+ 28.08%
$168.34 - $195.42 $235K - $273K
6.37K $1.24B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.02K
+ 32.34%
$114.78 - $133.31 $232K - $269K
8.25K $1.1B
CAT
Caterpillar Inc

Industrials
512
+ 31.37%
$273.94 - $388.21 $140K - $199K
2.14K $832M
HON
Honeywell International Inc

Industrials
777
+ 14.6%
$182.86 - $232.88 $142K - $181K
6.1K $1.42B
CSCO
Cisco Systems, Inc.

Technology
1.94K
+ 9.56%
$53.19 - $69.38 $103K - $134K
22.2K $1.54B
Core Scientific Inc New Com
2.49K
+ 10.46%
N/A
26.3K $449M
GS
Goldman Sachs Group Inc

Financial Services
111
+ 9.05%
$462.22 - $707.75 $51.3K - $78.6K
1.34K $946M
DE
Deere & CO

Industrials
423
+ 28.09%
$412.99 - $531.48 $175K - $225K
1.93K $981M
GD
General Dynamics Corp

Industrials
761
+ 51.07%
$247.68 - $291.66 $188K - $222K
2.25K $657M
BIBL
Northern Lts Fd Tr Iv

ETFs
1.29K
+ 1.95%
$33.5 - $41.33 $43.1K - $53.2K
67.4K $2.79B
TT
Trane Technologies PLC

Industrials
3
+ 0.13%
$315.21 - $437.41 $946 - $1.31K
2.39K $1.05B
PTC
Ptc Inc.

Technology
1.04K
+ 30.34%
$136.74 - $173.24 $142K - $180K
4.46K $769M
SAP
Sap Se

Technology
77
+ 1.3%
$237.53 - $309.8 $18.3K - $23.9K
6.02K $1.83B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
947
+ 9.49%
$97.68 - $121.38 $92.5K - $115K
10.9K $1.33B
VZ
Verizon Communications Inc

Communication Services
6.34K
+ 24.1%
$41.67 - $45.62 $264K - $289K
32.7K $1.41B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
21.4K
+ 18.17%
$99.37 - $134.05 $2.13M - $2.87M
139K $15.8B
IEMG
Ishares Inc

ETFs
2.83K
+ 54.71%
N/A
8K $480M
MA
Mastercard Inc

Financial Services
167
+ 2.18%
$479.92 - $590.74 $80.1K - $98.7K
7.81K $4.39B
CCI
Crown Castle International Corp

Real Estate
2.05K
+ 24.63%
$94.83 - $107.06 $194K - $219K
10.3K $1.06B
ROK
Rockwell Automation, Inc

Industrials
380
+ 42.89%
$218.97 - $332.17 $83.2K - $126K
1.27K $421M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
82
+ 1.93%
$201.28 - $266.34 $16.5K - $21.8K
4.33K $1.15B
CVX
Chevron Corp

Energy
4K
+ 24.6%
$133.73 - $168.51 $535K - $674K
20.3K $2.9B
ADI
Analog Devices Inc

Technology
76
+ 1.77%
$164.6 - $238.02 $12.5K - $18.1K
4.38K $1.04B
IEF
Ishares Barclays

ETFs
1.69K
+ 24.95%
$93.15 - $96.56 $158K - $163K
8.47K $811M
QCOM
Qualcomm Inc

Technology
838
+ 15.44%
$124.66 - $159.48 $104K - $134K
6.27K $998M
MDT
Medtronic PLC

Healthcare
2.07K
+ 34.16%
$80.68 - $88.86 $167K - $184K
8.12K $708M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.89K
+ 35.79%
$79.56 - $82.92 $151K - $157K
7.19K $596M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.13K
+ 29.63%
$20.42 - $25.3 $105K - $130K
22.4K $568M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
180
+ 2.87%
$40.51 - $71.03 $7.29K - $12.8K
6.46K $454M
ACM
Aecom

Industrials
284
+ 4.65%
$87.19 - $113.06 $24.8K - $32.1K
6.4K $722M
PANW
Palo Alto Networks Inc

Technology
201
+ 6.42%
$152.44 - $204.64 $30.6K - $41.1K
3.33K $682M
LBRDK
Liberty Broadband Corp

Communication Services
811
+ 15.96%
$73.65 - $101.29 $59.7K - $82.1K
5.89K $580M
GVLU
Tidal ETF Tr Gotham 1000 Value
4.94K
+ 18.87%
$20.0 - $24.09 $98.9K - $119K
31.1K $750M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.82K
+ 18.45%
$50.36 - $50.68 $142K - $143K
18.1K $919M
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
Track This Portfolio

Track Fiduciary Alliance LLC Portfolio

Follow Fiduciary Alliance LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email