Fiduciary Alliance LLC Incresed Positions in Q3 2024

Fiduciary Alliance LLC

  • $754 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
135
+ 3.88%
$214.77 - $237.72 $29K - $32.1K
3.61K $856M
IVE
Ishares S&P 500 Value ETF

ETFs
119
+ 2.47%
$181.06 - $197.17 $21.5K - $23.5K
4.93K $972M
IJK
Ishares S&P Midcap 400 Growth

ETFs
511
+ 4.59%
$84.81 - $93.54 $43.3K - $47.8K
11.7K $1.07B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
543
+ 11.73%
$113.45 - $126.18 $61.6K - $68.5K
5.17K $653M
IWY
Ishares Tr Russell 200 Growth

ETFs
411
+ 42.55%
$194.66 - $225.97 $80K - $92.9K
1.38K $303M
QCOM
Qualcomm Inc

Technology
1.09K
+ 34.91%
$156.12 - $209.64 $170K - $229K
4.22K $717M
GGG
Graco Inc

Industrials
3
+ 0.03%
$77.82 - $87.64 $233 - $263
9.95K $870M
FDX
Fedex Corp

Industrials
383
+ 47.17%
$254.64 - $313.52 $97.5K - $120K
1.2K $327M
AMAT
Applied Materials Inc

Technology
600
+ 63.36%
$174.88 - $254.97 $105K - $153K
1.55K $313M
AMD
Advanced Micro Devices Inc

Technology
500
+ 31.83%
$128.67 - $183.96 $64.3K - $92K
2.07K $340M
SCHA
Schwab Strategic Tr Us Small C

ETFs
807
+ 12.47%
$46.9 - $51.96 $37.8K - $41.9K
7.28K $375M
VHT
Vanguard Health Care ETF

ETFs
159
+ 13.79%
$261.88 - $288.1 $41.6K - $45.8K
1.31K $370M
SLV
I Shares Silver Trust

ETFs
1.45K
+ 9.82%
$24.33 - $29.38 $35.4K - $42.7K
16.3K $462M
VGT
Vanguard Information Technolog

ETFs
87
+ 17.9%
$514.43 - $606.85 $44.8K - $52.8K
573 $336M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
10
+ 0.23%
$111.9 - $124.28 $1.12K - $1.24K
4.42K $546M
PFE
Pfizer Inc

Healthcare
1.14K
+ 15.52%
$27.7 - $31.39 $31.6K - $35.8K
8.48K $246M
QUAL
Ishares Msci Usa Quality Facto

ETFs
98
+ 3.38%
$162.64 - $179.3 $15.9K - $17.6K
3K $537M
CRM
Salesforce, Inc.

Technology
64
+ 5.34%
$238.42 - $276.53 $15.3K - $17.7K
1.26K $345M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
60
+ 2.06%
$117.9 - $128.2 $7.07K - $7.69K
2.97K $380M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43
+ 9.62%
$475.2 - $527.7 $20.4K - $22.7K
490 $258M
PAUG
Innovator U.S. Equity Power Bu

ETFs
581
+ 10.06%
$35.57 - $37.86 $20.7K - $22K
6.36K $241M
WRB
Berkley W R Corp

Financial Services
2.26K
+ 50.0%
$51.54 - $79.62 $116K - $180K
6.77K $384M
IYJ
Ishares Tr

ETFs
4
+ 0.23%
$118.32 - $133.67 $473 - $535
1.74K $232M
IYY
Ishares Tr

ETFs
10
+ 0.33%
$125.77 - $139.59 $1.26K - $1.4K
3K $418M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
96
+ 1.69%
$50.85 - $53.88 $4.88K - $5.17K
5.77K $310M
PMAR
Innovator U.S. Equity Power Bu

ETFs
12
+ 0.13%
$36.89 - $39.25 $443 - $471
9.41K $369M
SAND
Sandstorm Gold LTD

Basic Materials
360
+ 3.6%
$5.04 - $6.32 $1.81K - $2.28K
10.4K $62.2M
ADBE
Adobe Inc.

Technology
57
+ 10.84%
$508.13 - $586.55 $29K - $33.4K
583 $302M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14
+ 0.87%
$147.95 - $191.05 $2.07K - $2.67K
1.63K $282M
ELV
Elevance Health, Inc.

Healthcare
5
+ 0.82%
$500.12 - $562.29 $2.5K - $2.81K
618 $321M
VDE
Vanguard Energy ETF

ETFs
16
+ 0.36%
$117.44 - $131.06 $1.88K - $2.1K
4.45K $545M
BP
Bp PLC

Energy
1.9K
+ 11.32%
$30.78 - $37.05 $58.5K - $70.4K
18.7K $586M
VLO
Valero Energy Corp

Energy
1
+ 0.04%
$132.81 - $163.48 $133 - $163
2.67K $360M
MSFT
Microsoft Corp

Technology
5.38K
+ 6.51%
$395.15 - $467.56 $2.13M - $2.52M
88K $37.9B
NVO
Novo Nordisk A S

Healthcare
511
+ 7.55%
$119.07 - $145.42 $60.8K - $74.3K
7.28K $867M
F
Ford Motor CO

Consumer Cyclical
605
+ 1.28%
$9.71 - $14.55 $5.87K - $8.8K
47.8K $504M
COIN
Coinbase Global, Inc.

Technology
1.25K
+ 14.99%
$147.09 - $265.15 $184K - $331K
9.58K $1.71B
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.71K
+ 17.69%
$31.02 - $58.9 $53.1K - $101K
11.4K $357M
COP
Conocophillips

Energy
865
+ 0.53%
$102.3 - $116.61 $88.5K - $101K
164K $17.3B
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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