Fiduciary Alliance LLC Sells in Q2 2025

Fiduciary Alliance LLC

  • $1.34 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-175K
- 34.51%
$24.32 - $27.87 $4.26M - $4.89M
333K $8.81B
MRK
Merck & Co., Inc.

Healthcare
-48.3K
- 73.35%
$73.47 - $87.12 $3.55M - $4.21M
17.5K $1.39B
JNJ
Johnson & Johnson

Healthcare
-16.7K
- 21.0%
$146.36 - $159.82 $2.45M - $2.68M
63K $9.62B
COP
Conocophillips

Energy
-2.36K
- 1.31%
$82.66 - $106.1 $195K - $251K
177K $15.9B
GLW
Corning Inc

Technology
-54.6K
- 74.86%
$39.07 - $52.59 $2.13M - $2.87M
18.3K $964M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-43.3K
- 39.81%
$47.46 - $55.3 $2.05M - $2.39M
65.4K $3.61B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-42K
- 77.0%
$51.68 - $52.76 $2.17M - $2.22M
12.5K $662M
Blackrock
-2.34K
- 80.3%
N/A
573 $601M
VRIG
Invesco Actively Managed ETF F

ETFs
-83.1K
- 72.79%
$24.89 - $25.14 $2.07M - $2.09M
31.1K $778M
AMGN
Amgen Inc

Healthcare
-2.87K
- 9.85%
$262.28 - $309.85 $754K - $890K
26.3K $7.34B
AON
Aon PLC

Financial Services
-959
- 17.37%
$335.85 - $398.81 $322K - $382K
4.56K $1.63B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.05K
- 67.57%
$390.26 - $489.06 $408K - $512K
502 $204M
CL
Colgate Palmolive CO

Consumer Defensive
-3.95K
- 8.08%
$87.57 - $96.0 $346K - $379K
45K $4.09B
SECT
Sector 10, Inc.

ETFs
-14.6K
- 28.62%
$45.25 - $58.07 $663K - $850K
36.5K $2.12B
UNP
Union Pacific Corp

Industrials
-1.95K
- 51.13%
$208.27 - $238.46 $405K - $464K
1.86K $428M
MKL
Markel Corp

Financial Services
-330
- 18.3%
$1678.5 - $1997.36 $554K - $659K
1.47K $2.94B
Te Connectivity PLC Ord Shs
-3.82K
- 43.43%
N/A
4.98K $839M
GIS
General Mills Inc

Consumer Defensive
-3.76K
- 24.51%
$50.37 - $60.97 $189K - $229K
11.6K $599M
NEE
Nextera Energy Inc

Utilities
-1.71K
- 1.42%
$64.11 - $75.0 $110K - $128K
119K $8.26B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.15K
- 15.25%
$152.93 - $181.74 $329K - $391K
12K $2.18B
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.35K
- 40.71%
$166.82 - $194.23 $225K - $262K
1.97K $382M
PSX
Phillips 66

Energy
-1.68K
- 20.2%
$92.87 - $125.73 $156K - $211K
6.63K $791M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-4.6K
- 5.39%
N/A
80.8K $4.04B
MCO
Moodys Corp

Financial Services
-1.51K
- 10.15%
$396.7 - $501.59 $598K - $756K
13.3K $6.69B
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-6.47K
- 28.07%
$44.63 - $54.44 $289K - $352K
16.6K $903M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-10.9K
- 2.62%
$24.54 - $25.07 $269K - $274K
407K $10.2B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-5.43K
- 2.9%
$18.94 - $21.67 $103K - $118K
182K $3.85B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-5.34K
- 26.74%
$54.03 - $67.61 $289K - $361K
14.6K $990M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.13K
- 31.93%
$82.21 - $83.12 $175K - $177K
4.55K $377M
GDDY
Go Daddy Inc.

Technology
-912
- 18.17%
$162.11 - $192.36 $148K - $175K
4.11K $739M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-1.3K
- 17.08%
$47.91 - $70.14 $62.4K - $91.3K
6.32K $329M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.1K
- 18.25%
$72.96 - $90.39 $226K - $280K
13.9K $1.24B
CLX
Clorox CO

Consumer Defensive
-495
- 20.46%
$118.01 - $148.69 $58.4K - $73.6K
1.92K $231M
OVL
Listed Fds Tr Overlay Shs Larg
-3.32K
- 39.56%
N/A
5.07K $245M
DTE
Dte Energy CO

Utilities
-726
- 20.41%
$127.39 - $139.49 $92.5K - $101K
2.83K $375M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-7.9K
- 37.32%
$13.7 - $14.31 $108K - $113K
13.3K $187M
TFC
Truist Financial Corp

Financial Services
-6.19K
- 6.28%
$34.79 - $42.99 $215K - $266K
92.4K $3.97B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-643
- 18.96%
$224.16 - $285.86 $144K - $184K
2.75K $786M
SVOL
Simplify ETF Simplify Volatili

ETFs
-4.74K
- 9.64%
$13.97 - $19.98 $66.2K - $94.7K
44.4K $817M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-1.74K
- 23.37%
$35.42 - $43.89 $61.7K - $76.5K
5.71K $251M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-730
- 20.21%
$85.42 - $94.39 $62.4K - $68.9K
2.88K $271M
CMA
Comerica Inc

Financial Services
-1.22K
- 12.43%
$50.42 - $59.65 $61.3K - $72.5K
8.57K $511M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-383
- 17.54%
$136.63 - $176.62 $52.3K - $67.6K
1.8K $304M
AMT
American Tower Corp

Real Estate
-359
- 6.8%
$203.96 - $228.19 $73.2K - $81.9K
4.92K $1.09B
FSCO
Fs Cr Opportunities Corp Com
-9.5K
- 25.55%
N/A
27.7K $201M
VLO
Valero Energy Corp

Energy
-506
- 13.25%
$104.69 - $141.77 $53K - $71.7K
3.31K $445M
SHV
Ishares Tr

ETFs
-484
- 1.64%
$110.06 - $110.46 $53.3K - $53.5K
29K $3.21B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-1.56K
- 3.48%
$13.74 - $15.66 $21.5K - $24.5K
43.3K $645M
GLD
Spdr Gold Trust

ETFs
-339
- 11.35%
$273.71 - $316.29 $92.8K - $107K
2.65K $807M
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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