Fiduciary Alliance LLC Purchases in Q1 2025

Fiduciary Alliance LLC

  • $1.02 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
18.2K
+ 18.28%
$80.53 - $147.57 $1.47M - $2.69M
118K $15.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
13.6K
+ 22.11%
$551.42 - $612.93 $7.52M - $8.36M
75.4K $42.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.96K
+ 3.65%
$442.66 - $534.52 $867K - $1.05M
55.6K $29.6B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
42.5K
+ 61.49%
$91.45 - $91.75 $3.89M - $3.9M
112K $10.2B
T
At&T Inc.

Communication Services
124K
+ 172.79%
$21.56 - $28.28 $2.67M - $3.5M
195K $5.53B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
72.3K
+ 549.53%
N/A
85.4K $4.27B
NFLX
Netflix Inc

Communication Services
3.44K
+ 879.28%
$828.4 - $1058.6 $2.85M - $3.64M
3.83K $3.57B
Blackrock
2.91K
New
N/A
2.91K $2.75B
JPIB
Jpmorgan International Bond Op

ETFs
56.1K
+ 69.91%
$46.97 - $48.35 $2.64M - $2.71M
136K $6.54B
GLW
Corning Inc

Technology
58.3K
+ 399.08%
$44.91 - $54.25 $2.62M - $3.16M
72.9K $3.34B
ALL
Allstate Corp

Financial Services
11.5K
+ 490.63%
$180.99 - $210.18 $2.08M - $2.41M
13.8K $2.86B
HOOD
Robinhood Markets, Inc.

Technology
52.3K
New
$35.63 - $65.28 $1.86M - $3.41M
52.3K $2.18B
COST
Costco Wholesale Corp

Consumer Defensive
1.96K
+ 23.92%
$890.62 - $1076.86 $1.75M - $2.11M
10.2K $9.61B
XSMO
Invesco S&P Smallcap Momentum

ETFs
33.5K
+ 104.98%
$59.97 - $70.03 $2.01M - $2.35M
65.5K $4.11B
JNJ
Johnson & Johnson

Healthcare
1.02K
+ 1.29%
$142.06 - $167.7 $144K - $170K
79.8K $13.2B
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
76.7K
+ 22.32%
$13.04 - $17.59 $1M - $1.35M
421K $6.44B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.61K
New
$360.07 - $417.26 $1.66M - $1.92M
4.61K $1.66B
AMGN
Amgen Inc

Healthcare
262
+ 0.91%
$258.59 - $327.36 $67.8K - $85.8K
29.2K $9.09B
LEN
Lennar Corp

Consumer Cyclical
12.9K
New
$113.93 - $141.54 $1.47M - $1.83M
12.9K $1.48B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
49.6K
New
$25.2 - $68.74 $1.25M - $3.41M
49.6K $1.46B
EFA
Ishares Tr Msci Eafe ETF

ETFs
17K
New
$74.85 - $84.89 $1.27M - $1.44M
17K $1.39B
MS
Morgan Stanley

Financial Services
18.7K
+ 19.23%
$111.68 - $141.08 $2.08M - $2.63M
116K $13.5B
LLY
Eli Lilly & CO

Healthcare
1.11K
+ 17.97%
$725.72 - $929.72 $807K - $1.03M
7.3K $6.03B
SGOL
Abrdn Gold ETF Trust

ETFs
3.53K
+ 1.57%
$25.14 - $29.82 $88.7K - $105K
228K $6.78B
SPG
Simon Property Group Inc

Real Estate
7.65K
+ 36.05%
$159.48 - $187.78 $1.22M - $1.44M
28.9K $4.79B
SOFI
So Fi Technologies, Inc.

Financial Services
96.9K
New
$11.18 - $18.03 $1.08M - $1.75M
96.9K $1.13B
EL
Estee Lauder Companies Inc

Consumer Defensive
16.7K
New
$64.26 - $85.48 $1.07M - $1.43M
16.7K $1.1B
MSTR
Microstrategy Inc

Technology
3.97K
+ 12.79%
$239.27 - $396.5 $949K - $1.57M
35K $10.1B
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
+ 0.84%
$225.19 - $279.95 $269K - $334K
143K $35.1B
ABT
Abbott Laboratories

Healthcare
5.27K
+ 29.38%
$111.1 - $140.22 $585K - $739K
23.2K $3.08B
WEC
Wec Energy Group, Inc.

Utilities
9.42K
New
$92.12 - $108.98 $868K - $1.03M
9.42K $1.03B
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
11.4K
+ 3.53%
$28.66 - $31.72 $327K - $361K
335K $10.3B
SCHR
Schwab Intermediate Term Us Tr

ETFs
27K
+ 6.89%
$24.05 - $24.86 $648K - $670K
418K $10.4B
CME
Cme Group Inc.

Financial Services
371
+ 1.58%
$225.82 - $266.54 $83.8K - $98.9K
23.9K $6.33B
IWR
Ishares Russell Mid Cap ETF

ETFs
9.12K
New
$82.81 - $92.93 $755K - $848K
9.12K $776M
APH
Amphenol Corp

Technology
11.6K
New
$61.62 - $78.55 $716K - $913K
11.6K $762M
KMI
Kinder Morgan, Inc.

Energy
14.6K
+ 4.91%
$26.1 - $31.22 $382K - $457K
312K $8.91B
ABBV
Abb Vie Inc.

Healthcare
1.08K
+ 6.81%
$169.2 - $216.66 $183K - $234K
16.9K $3.55B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
44.9K
New
$15.0 - $15.91 $673K - $714K
44.9K $699M
ET
Energy Transfer LP

Energy
35.9K
New
$17.26 - $21.08 $620K - $758K
35.9K $668M
Linde PLC Shs
1.39K
New
N/A
1.39K $646M
CTSH
Cognizant Technology Solutions Corp

Technology
8.18K
New
$75.32 - $90.7 $616K - $742K
8.18K $626M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.31K
New
$182.82 - $196.21 $606K - $650K
3.31K $624M
INTU
Intuit Inc

Technology
1.01K
+ 187.43%
$555.63 - $630.23 $563K - $639K
1.56K $955M
PGR
Progressive Corp

Financial Services
2.09K
New
$235.61 - $291.22 $493K - $609K
2.09K $592M
NDAQ
Nasdaq, Inc.

Financial Services
7.91K
+ 60.29%
$72.17 - $83.76 $571K - $663K
21K $1.6B
VTV
Vanguard Value ETF

ETFs
3.26K
+ 253.46%
$167.73 - $179.21 $547K - $585K
4.55K $786M
PTC
Ptc Inc.

Technology
3.43K
New
$153.3 - $193.48 $525K - $663K
3.43K $531M
CL
Colgate Palmolive CO

Consumer Defensive
4.18K
+ 9.35%
$85.68 - $97.5 $358K - $408K
48.9K $4.58B
Activity Summary
Buys All Purchases 240 New Holdings 53 Increased Positions 187 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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