Fiduciary Alliance LLC Sells in Q2 2025

Fiduciary Alliance LLC

  • $1.34 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-712
- 18.33%
$71.28 - $83.74 $50.8K - $59.6K
3.17K $266M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-263
- 5.25%
$83.97 - $92.85 $22.1K - $24.4K
4.75K $419M
PHM
Pultegroup Inc

Consumer Cyclical
-431
- 12.75%
$92.02 - $106.54 $39.7K - $45.9K
2.95K $311M
WPC
W. P. Carey Inc.

Real Estate
-285
- 1.13%
$56.12 - $64.53 $16K - $18.4K
24.9K $1.56B
GH
Guardant Health, Inc.

Healthcare
-2.52K
- 24.46%
$37.05 - $52.04 $93.2K - $131K
7.77K $404M
PRU
Prudential Financial Inc

Financial Services
-160
- 4.23%
$95.12 - $112.71 $15.2K - $18K
3.62K $389M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-831
- 16.51%
$51.16 - $62.02 $42.5K - $51.5K
4.2K $261M
IWR
Ishares Russell Mid Cap ETF

ETFs
-999
- 10.95%
$74.88 - $91.97 $74.8K - $91.9K
8.12K $747M
WFC
Wells Fargo & Company

Financial Services
-2.3K
- 12.07%
$60.98 - $80.12 $140K - $184K
16.7K $1.34B
IDU
Ishares Tr U S Utils ETF

ETFs
-318
- 7.44%
$93.98 - $106.11 $29.9K - $33.7K
3.95K $413M
URI
United Rentals, Inc.

Industrials
-250
- 18.32%
$551.94 - $753.4 $138K - $188K
1.12K $840M
Ft Energy Income Partners Enhanced Income ETF
-315
- 2.0%
N/A
15.4K $305M
USA
Liberty All Star Equity Fund

Financial Services
-2.26K
- 14.89%
$5.9 - $6.81 $13.4K - $15.4K
12.9K $88.1M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-300
- 1.76%
$9.57 - $10.35 $2.87K - $3.11K
16.8K $166M
TJX
Tjx Companies Inc

Consumer Cyclical
-205
- 1.74%
$119.13 - $135.03 $24.4K - $27.7K
11.6K $1.43B
RECS
Columbia ETF Tr I

ETFs
-877
- 11.3%
$29.4 - $36.79 $25.8K - $32.3K
6.88K $253M
NAK
Northern Dynasty Minerals LTD

Basic Materials
-5.17K
- 23.33%
$0.8 - $1.55 $4.14K - $8.02K
17K $22.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.52K
- 1.72%
$22.4 - $23.8 $34K - $36.2K
86.7K $2.06B
CTSH
Cognizant Technology Solutions Corp

Technology
-176
- 2.15%
$66.47 - $81.81 $11.7K - $14.4K
8K $624M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.05K
- 9.9%
$19.1 - $23.83 $39.2K - $48.9K
18.7K $445M
IGOV
Ishares 1 3 International Trea

ETFs
-508
- 7.77%
$39.53 - $43.1 $20.1K - $21.9K
6.03K $260M
USB
Us Bancorp \De\

Financial Services
-323
- 4.52%
$36.4 - $45.76 $11.8K - $14.8K
6.82K $309M
TYL
Tyler Technologies Inc

Technology
-39
- 1.41%
$521.68 - $592.84 $20.3K - $23.1K
2.72K $1.61B
VB
Vanguard Small Cap ETF

ETFs
-202
- 5.18%
$193.73 - $237.37 $39.1K - $47.9K
3.69K $875M
TMDX
Trans Medics Group, Inc.

Healthcare
-1.53K
- 45.82%
$67.67 - $143.04 $103K - $219K
1.81K $242M
WRB
Berkley W R Corp

Financial Services
-5
- 0.06%
$64.28 - $75.17 $321 - $376
8.16K $599M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-37
- 2.86%
$468.22 - $566.51 $17.3K - $21K
1.26K $713M
ICE
Intercontinental Exchange, Inc.

Financial Services
-342
- 4.31%
$151.62 - $183.47 $51.9K - $62.7K
7.58K $1.39B
American Healthcare Reit Inc Com Shs
-926
- 9.11%
N/A
9.24K $340M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-1.75K
- 24.66%
$32.56 - $57.11 $57K - $100K
5.35K $306M
SGOL
Abrdn Gold ETF Trust

ETFs
-11K
- 4.83%
$28.39 - $32.75 $312K - $359K
217K $6.83B
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-2.84K
- 13.02%
$29.7 - $38.02 $84.4K - $108K
19K $722M
CLH
Clean Harbors Inc

Industrials
-281
- 8.45%
$182.1 - $233.5 $51.2K - $65.6K
3.04K $703M
JPIB
Jpmorgan International Bond Op

ETFs
-646
- 0.47%
$47.18 - $48.62 $30.5K - $31.4K
136K $6.6B
LHX
L3 Harris Technologies, Inc.

Industrials
-99
- 4.32%
$200.21 - $256.99 $19.8K - $25.4K
2.19K $550M
Jacobs Solutions Inc Com
-124
- 1.45%
N/A
8.41K $1.11B
SPYC
Simplify Exchange Traded Fds U
-529
- 3.7%
N/A
13.8K $569M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-505
- 10.95%
$320.42 - $421.7 $162K - $213K
4.11K $1.74B
CHTR
Charter Communications, Inc.

Communication Services
-3
- 0.15%
$321.68 - $427.25 $965 - $1.28K
1.97K $807M
MAR
Marriott International Inc

Consumer Cyclical
-2
- 0.08%
$211.12 - $274.14 $422 - $548
2.47K $676M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-40
- 0.69%
$376.48 - $440.65 $15.1K - $17.6K
5.8K $2.55B
LDOS
Leidos Holdings, Inc.

Technology
-41
- 0.81%
$132.9 - $160.3 $5.45K - $6.57K
5.04K $796M
COST
Costco Wholesale Corp

Consumer Defensive
-328
- 3.23%
$908.13 - $1056.85 $298K - $347K
9.84K $9.74B
APLD
Applied Blockchain, Inc.

Financial Services
-7.7K
- 16.23%
$3.53 - $13.86 $27.2K - $107K
39.8K $400M
TTWO
Take Two Interactive Software Inc

Communication Services
-12
- 0.3%
$194.58 - $243.05 $2.33K - $2.92K
3.98K $965M
Grayscale Bitcoin Mini Trust ETF
-98
- 0.75%
N/A
12.9K $616M
Jp Morgan Hedged Equity Laddered Overlay ETF
-612
- 0.78%
N/A
78.1K $4.89B
EMR
Emerson Electric CO

Industrials
-89
- 0.98%
$94.15 - $133.33 $8.38K - $11.9K
9.03K $1.2B
CME
Cme Group Inc.

Financial Services
-73
- 0.31%
$252.37 - $290.71 $18.4K - $21.2K
23.8K $6.55B
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